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 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$540 - $614
|
1.34K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3+ 0.18% |
$540 - $614
|
1.69K
$439K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$540 - $614
|
1.89K
$489K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.22% |
$540 - $614
|
1.39K
$359K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3+ 0.16% |
$540 - $614
|
1.92K
$498K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3+ 0.01% |
$540 - $614
|
42.6K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.28% |
$540 - $614
|
1.07K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.02% |
$540 - $614
|
18.2K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$540 - $614
|
3
$778
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.08% |
$540 - $614
|
3.81K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.24% |
$540 - $614
|
1.23K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.15% |
$360 - $410
|
1.36K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2+ 0.09% |
$360 - $410
|
2.22K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2+ 0.0% |
$360 - $410
|
48.3K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$360 - $410
|
3.59K
$932K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.14% |
$360 - $410
|
1.41K
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.08% |
$360 - $410
|
2.6K
$676K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.12% |
$360 - $410
|
1.68K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.02% |
$360 - $410
|
10.8K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.0% |
$360 - $410
|
136K
$35.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.74% |
$360 - $410
|
273
$70.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2+ 0.1% |
$360 - $410
|
2.09K
$541K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
5.39K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.1% |
$360 - $410
|
1.99K
$517K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$360 - $410
|
2.05K
$532K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$360 - $410
|
2.01K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
4.68K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$360 - $410
|
2.19K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
4.46K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.06% |
$360 - $410
|
3.3K
$856K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
5.33K
$1.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.03% |
$180 - $205
|
3.28K
$851K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
8.91K
$2.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.06% |
$180 - $205
|
1.65K
$428K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.07% |
$180 - $205
|
1.38K
$358K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.98K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.33K
$345K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.25K
$325K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$180 - $205
|
1.39K
$360K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.03% |
$180 - $205
|
3.17K
$823K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
4.96K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$180 - $205
|
2.93K
$761K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
6.24K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$2.85K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.0% |
$180 - $205
|
27.5K
$7.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.11% |
$180 - $205
|
900
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.21K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
14.8K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
2.19K
$568K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
11.2K
$2.89M
|