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 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.04KNew |
$188K - $214K
|
1.04K
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.04K+ 0.8% |
$188K - $213K
|
131K
$34M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.04KNew |
$187K - $213K
|
1.04K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.04KNew |
$187K - $213K
|
1.04K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.04K+ 27.42% |
$187K - $213K
|
4.82K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 9.6% |
$187K - $212K
|
11.8K
$3.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.04KNew |
$187K - $212K
|
1.04K
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.04KNew |
$187K - $212K
|
1.04K
$268K
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.03KNew |
$186K - $212K
|
1.03K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.03K+ 9.14% |
$185K - $211K
|
12.3K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.02K+ 2.61% |
$184K - $210K
|
40.2K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.02K+ 23.72% |
$183K - $208K
|
5.31K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.02K+ 97.23% |
$183K - $208K
|
2.07K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.02KNew |
$183K - $208K
|
1.02K
$263K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.01K+ 2.01% |
$182K - $207K
|
51.3K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.01KNew |
$182K - $207K
|
1.01K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.01KNew |
$182K - $207K
|
1.01K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.01K+ 31.68% |
$181K - $206K
|
4.18K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.01KNew |
$181K - $206K
|
1.01K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1K+ 9.08% |
$180K - $205K
|
12K
$3.11M
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
BUY
|
- |
1K+ 0.13% |
$180K - $205K
|
761K
$197M
|
|
|
Aug 13, 2024
Q2 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
1K+ 22.22% |
$180K - $205K
|
5.5K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$180K - $205K
|
1K
$259K
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
996New |
$179K - $204K
|
996
$258K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
995New |
$179K - $204K
|
995
$257K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
994New |
$179K - $204K
|
994
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
990New |
$178K - $203K
|
990
$256K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
990+ 3.65% |
$178K - $203K
|
28.1K
$7.28M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
989New |
$178K - $203K
|
989
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
988+ 69.43% |
$178K - $202K
|
2.41K
$624K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
988+ 69.19% |
$178K - $202K
|
2.42K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
988+ 5.89% |
$178K - $202K
|
17.8K
$4.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
982New |
$177K - $201K
|
982
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
982+ 1.39% |
$177K - $201K
|
71.4K
$18.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
980+ 21.22% |
$176K - $201K
|
5.6K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
978+ 3.03% |
$176K - $200K
|
33.2K
$8.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
975+ 26.25% |
$176K - $200K
|
4.69K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
969+ 1.45% |
$174K - $198K
|
67.8K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
969+ 6.0% |
$174K - $198K
|
17.1K
$4.43M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
956+ 35.55% |
$172K - $196K
|
3.65K
$943K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
953+ 4.1% |
$172K - $195K
|
24.2K
$6.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
949+ 1.14% |
$171K - $194K
|
84.1K
$21.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
941+ 1.03% |
$169K - $193K
|
92.6K
$24M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
936+ 13.22% |
$169K - $192K
|
8.01K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
935+ 5.49% |
$168K - $191K
|
18K
$4.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
934+ 0.16% |
$168K - $191K
|
579K
$150M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
933+ 62.28% |
$168K - $191K
|
2.43K
$629K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
931+ 17.71% |
$168K - $191K
|
6.19K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
930+ 1.72% |
$167K - $190K
|
54.9K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
925+ 5.43% |
$167K - $189K
|
18K
$4.65M
|