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 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.68K+ 5.22% |
$303K - $344K
|
33.9K
$8.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.68K+ 11.77% |
$302K - $344K
|
15.9K
$4.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.68K+ 2.97% |
$302K - $343K
|
58.1K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.67K+ 6.25% |
$301K - $343K
|
28.5K
$7.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.66KNew |
$300K - $341K
|
1.66K
$428K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.66KNew |
$299K - $341K
|
1.66K
$428K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.66K+ 2.65% |
$299K - $340K
|
64.3K
$16.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
1.66K+ 17.04% |
$299K - $340K
|
11.4K
$2.93M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.66K+ 24.7% |
$298K - $339K
|
8.36K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.65K+ 18.8% |
$298K - $339K
|
10.5K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.64K+ 50.73% |
$294K - $335K
|
4.86K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.63K+ 12.01% |
$294K - $334K
|
15.2K
$3.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.63K+ 2.26% |
$293K - $333K
|
73.7K
$19M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 1.27% |
$293K - $333K
|
130K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$416K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.61K+ 12.21% |
$291K - $331K
|
14.8K
$3.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.59K+ 5.0% |
$286K - $325K
|
33.3K
$8.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.59K+ 1.26% |
$285K - $325K
|
127K
$32.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.58K+ 9.38% |
$284K - $323K
|
18.4K
$4.74M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.57K+ 12.24% |
$283K - $322K
|
14.4K
$3.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.57K+ 7.23% |
$282K - $321K
|
23.3K
$5.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.55K+ 0.81% |
$279K - $317K
|
193K
$49.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.54KNew |
$278K - $316K
|
1.54K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 17.35% |
$278K - $316K
|
10.4K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.53K+ 43.0% |
$276K - $313K
|
5.09K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 25.96% |
$275K - $313K
|
7.41K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.52K+ 5.86% |
$274K - $312K
|
27.5K
$7.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 4.65% |
$274K - $311K
|
34.2K
$8.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.52K+ 5.48% |
$274K - $311K
|
29.2K
$7.53M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.52K+ 1.94% |
$274K - $311K
|
79.9K
$20.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.52K+ 3.47% |
$273K - $311K
|
45.2K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.52K+ 0.61% |
$273K - $311K
|
249K
$64M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.51KNew |
$272K - $309K
|
1.51K
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.51KNew |
$272K - $309K
|
1.51K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.51K+ 3.65% |
$272K - $309K
|
42.8K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.51K+ 41.64% |
$271K - $308K
|
5.12K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.5K+ 17.86% |
$271K - $308K
|
9.92K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.5KNew |
$270K - $307K
|
1.5K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
1.5KNew |
$270K - $307K
|
1.5K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.5K+ 3.74% |
$270K - $307K
|
41.5K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.49K+ 42.35% |
$269K - $306K
|
5.02K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.48K+ 4.68% |
$267K - $303K
|
33.1K
$8.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.47K+ 29.4% |
$264K - $300K
|
6.45K
$1.66M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.46K+ 4.43% |
$262K - $298K
|
34.3K
$8.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.45K+ 0.82% |
$261K - $297K
|
179K
$46M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.45K+ 6.21% |
$261K - $297K
|
24.8K
$6.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.44K+ 26.91% |
$260K - $296K
|
6.81K
$1.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.44K+ 3.48% |
$259K - $295K
|
42.8K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 3.24% |
$259K - $294K
|
45.9K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.43K+ 4.46% |
$257K - $292K
|
33.4K
$8.6M
|