Purchases and Sales Made in Q2 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 12, 2024 Q2 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
136
+ 1.65%
$24.5K - $27.9K
8.37K $2.17M
Jul 19, 2024 Q2 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
134
+ 1.29%
$24.1K - $27.4K
10.5K $2.73M
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
134
+ 0.66%
$24.1K - $27.4K
20.4K $5.29M
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
134
+ 7.09%
$24.1K - $27.4K
2.02K $524K
Jul 01, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
132
+ 2.67%
$23.8K - $27K
5.09K $1.32M
Jul 22, 2024 Q2 2024
Pb Mares Wealth Management LLC

BUY
 -
132
+ 1.99%
$23.8K - $27K
6.76K $1.75M
Jul 29, 2024 Q2 2024
North Point Portfolio Managers Corp

BUY
 -
132
+ 4.49%
$23.8K - $27K
3.07K $794K
Jul 18, 2024 Q2 2024
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
131
+ 2.54%
$23.6K - $26.8K
5.29K $1.37M
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
131
+ 0.73%
$23.6K - $26.8K
18.2K $4.71M
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
130
+ 2.36%
$23.4K - $26.6K
5.64K $1.46M
Jul 17, 2024 Q2 2024
Strid Group, LLC

BUY
 -
129
+ 4.57%
$23.2K - $26.4K
2.95K $764K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
129
+ 2.22%
$23.2K - $26.4K
5.95K $1.54M
Jul 30, 2024 Q2 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
129
+ 7.27%
$23.2K - $26.4K
1.9K $492K
Jul 22, 2024 Q2 2024
Citizens National Bank Trust Department

BUY
 -
128
+ 0.32%
$23.1K - $26.2K
39.8K $10.3M
Aug 19, 2024 Q2 2024
Hwg Holdings LP

Houston, TX
BUY
 -
128
+ 0.69%
$23.1K - $26.2K
18.8K $4.87M
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
127
+ 4.7%
$22.9K - $26K
2.83K $732K
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
127
+ 11.04%
$22.9K - $26K
1.28K $330K
Aug 13, 2024 Q2 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
127
+ 1.34%
$22.9K - $26K
9.62K $2.49M
Jul 16, 2024 Q2 2024
Capstone Capital Wealth Advisors

Henderson, NV
BUY
 -
125
+ 11.57%
$22.5K - $25.6K
1.21K $312K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
125
+ 0.77%
$22.5K - $25.6K
16.3K $4.22M
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
125
New
$22.5K - $25.6K
125 $32.3K
Aug 02, 2024 Q2 2024
Cavalier Investments, LLC

BUY
 -
124
+ 3.02%
$22.3K - $25.4K
4.23K $1.09M
Jul 22, 2024 Q2 2024
David J Yvars Group

BUY
 -
123
+ 7.0%
$22.1K - $25.2K
1.88K $487K
Jul 24, 2024 Q2 2024
Avitas Wealth Management LLC

BUY
 -
123
+ 0.18%
$22.1K - $25.2K
67.9K $17.6M
Jul 12, 2024 Q2 2024
Financial Management Professionals, Inc.

BUY
 -
122
+ 1.16%
$22K - $25K
10.7K $2.76M
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
121
+ 0.84%
$21.8K - $24.8K
14.6K $3.78M
Aug 21, 2024 Q2 2024
Heartland Bank & Trust CO

BUY
 -
121
+ 0.63%
$21.8K - $24.8K
19.2K $4.97M
Jul 15, 2024 Q2 2024
Verum Partners LLC

Charlotte, NC
BUY
 -
120
+ 1.94%
$21.6K - $24.6K
6.32K $1.63M
Aug 14, 2024 Q2 2024
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
120
+ 11.08%
$21.6K - $24.6K
1.2K $311K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
119
+ 1.7%
$21.4K - $24.4K
7.12K $1.84M
Jul 03, 2024 Q2 2024
Hilltop Wealth Advisors, LLC

BUY
 -
117
+ 11.16%
$21.1K - $24K
1.17K $301K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
117
+ 15.33%
$21.1K - $24K
880 $228K
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
117
+ 3.91%
$21.1K - $24K
3.11K $805K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
117
+ 8.07%
$21.1K - $24K
1.57K $405K
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
116
+ 5.62%
$20.9K - $23.8K
2.18K $564K
Jul 30, 2024 Q2 2024
Litman Gregory Wealth Management LLC

BUY
 -
115
+ 6.2%
$20.7K - $23.6K
1.97K $510K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
115
+ 2.39%
$20.7K - $23.6K
4.92K $1.27M
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
115
+ 1.69%
$20.7K - $23.6K
6.93K $1.79M
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
114
+ 1.08%
$20.5K - $23.3K
10.7K $2.76M
Aug 12, 2024 Q2 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
114
+ 0.42%
$20.5K - $23.3K
27.1K $7.02M
Dec 09, 2024 Q2 2024
Nabity Jensen Investment Management Inc

Omaha, NE
BUY
 -
114
+ 1.65%
$20.5K - $23.3K
7.02K $1.82M
Aug 01, 2024 Q2 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
113
+ 1.75%
$20.3K - $23.1K
6.56K $1.7M
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
113
New
$20.3K - $23.1K
113 $29.2K
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
113
+ 0.13%
$20.3K - $23.1K
87.2K $22.6M
Jul 24, 2024 Q2 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
112
+ 0.59%
$20.2K - $22.9K
19.2K $4.96M
Aug 13, 2024 Q2 2024
Kkm Financial LLC

Chicago, IL
BUY
 -
112
+ 0.73%
$20.2K - $22.9K
15.4K $3.99M
Aug 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
111
+ 1.03%
$20K - $22.7K
10.9K $2.82M
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
111
+ 1.36%
$20K - $22.7K
8.25K $2.14M
Jul 16, 2024 Q2 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
110
+ 5.48%
$19.8K - $22.5K
2.12K $548K

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