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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.06% |
$360 - $410
|
3.3K
$953K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.04% |
$360 - $410
|
5.33K
$1.54M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.03% |
$180 - $205
|
3.28K
$947K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
8.91K
$2.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.06% |
$180 - $205
|
1.65K
$476K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.07% |
$180 - $205
|
1.38K
$398K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.98K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.33K
$384K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.25K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$180 - $205
|
1.39K
$401K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.03% |
$180 - $205
|
3.17K
$916K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
4.96K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$180 - $205
|
2.93K
$847K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
6.24K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$3.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.0% |
$180 - $205
|
27.5K
$7.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.11% |
$180 - $205
|
900
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.21K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
14.8K
$4.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
2.19K
$633K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
11.2K
$3.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$180 - $205
|
2.57K
$743K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.44K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
7.05K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.4% |
$180 - $205
|
254
$73.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.09% |
$180 - $205
|
1.17K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.51K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
8.06K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
9.13K
$2.64M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
1.87K
$541K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$180 - $205
|
3.99K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.23K
$644K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$180 - $205
|
11.2K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1- 0.08% |
$180 - $205
|
1.28K
$370K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.01% |
$180 - $205
|
17.4K
$5.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$180 - $205
|
547
$158K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.5% |
$180 - $205
|
199
$57.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.53K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.27K
$656K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2- 0.16% |
$360 - $410
|
1.24K
$357K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 0.1% |
$360 - $410
|
1.93K
$557K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-2- 0.15% |
$360 - $410
|
1.3K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2- 0.05% |
$360 - $410
|
3.69K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$360 - $410
|
67.7K
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2- 0.03% |
$360 - $410
|
6.03K
$1.74M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3- 0.29% |
$540 - $614
|
1.04K
$301K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.23% |
$540 - $614
|
1.29K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3- 0.12% |
$540 - $614
|
2.4K
$693K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.18% |
$540 - $614
|
1.69K
$487K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.02% |
$720 - $819
|
16K
$4.63M
|