Purchases and Sales Made in Q2 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.15% |
$360 - $410
|
1.36K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2+ 0.09% |
$360 - $410
|
2.22K
$492K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2+ 0.0% |
$360 - $410
|
48.3K
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$360 - $410
|
3.59K
$796K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.14% |
$360 - $410
|
1.41K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.08% |
$360 - $410
|
2.6K
$577K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.12% |
$360 - $410
|
1.68K
$372K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.02% |
$360 - $410
|
10.8K
$2.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.0% |
$360 - $410
|
136K
$30.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.74% |
$360 - $410
|
273
$60.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2+ 0.1% |
$360 - $410
|
2.09K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
5.39K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.1% |
$360 - $410
|
1.99K
$441K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$360 - $410
|
2.05K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$360 - $410
|
2.01K
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
4.68K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$360 - $410
|
2.19K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
4.46K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.06% |
$360 - $410
|
3.3K
$731K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
5.33K
$1.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.03% |
$180 - $205
|
3.28K
$726K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
8.91K
$1.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.06% |
$180 - $205
|
1.65K
$365K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.07% |
$180 - $205
|
1.38K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.98K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.33K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.25K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$180 - $205
|
1.39K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.03% |
$180 - $205
|
3.17K
$703K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
4.96K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$180 - $205
|
2.93K
$650K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
6.24K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$2.44K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.0% |
$180 - $205
|
27.5K
$6.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.11% |
$180 - $205
|
900
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.21K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
14.8K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
2.19K
$485K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
11.2K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$180 - $205
|
2.57K
$570K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.44K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
7.05K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.4% |
$180 - $205
|
254
$56.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.09% |
$180 - $205
|
1.17K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.51K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
8.06K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
9.13K
$2.02M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
1.87K
$415K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$180 - $205
|
3.99K
$883K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.23K
$494K
|