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
|
Northside Capital Management, LLC
|
BUY
|
- |
50+ 0.75% |
$9K - $10.2K
|
6.75K
$1.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$9K - $10.2K
|
7.06K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 0.67% |
$9K - $10.2K
|
7.48K
$1.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$9K - $10.2K
|
2.3K
$596K
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.94% |
$9K - $10.2K
|
2.63K
$679K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$12.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
49+ 0.38% |
$8.82K - $10K
|
12.9K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.16% |
$8.82K - $10K
|
31.2K
$8.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 1.55% |
$8.64K - $9.83K
|
3.14K
$811K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
48+ 0.85% |
$8.64K - $9.83K
|
5.69K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.24% |
$8.64K - $9.83K
|
19.7K
$5.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
47+ 1.37% |
$8.46K - $9.63K
|
3.48K
$899K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
47+ 4.46% |
$8.46K - $9.63K
|
1.1K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
47+ 1.32% |
$8.46K - $9.63K
|
3.6K
$932K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
46+ 0.37% |
$8.28K - $9.42K
|
12.5K
$3.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
46+ 2.41% |
$8.28K - $9.42K
|
1.96K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
45+ 0.52% |
$8.1K - $9.22K
|
8.69K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 3.84% |
$8.1K - $9.22K
|
1.22K
$315K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
44+ 0.17% |
$7.92K - $9.01K
|
26.7K
$6.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
44+ 0.52% |
$7.92K - $9.01K
|
8.48K
$2.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
44+ 0.47% |
$7.92K - $9.01K
|
9.36K
$2.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
43+ 2.27% |
$7.74K - $8.81K
|
1.94K
$501K
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
43+ 0.13% |
$7.74K - $8.81K
|
32.7K
$8.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
43+ 0.98% |
$7.74K - $8.81K
|
4.45K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.74% |
$7.56K - $8.6K
|
5.73K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
42+ 2.41% |
$7.56K - $8.6K
|
1.79K
$462K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
42+ 0.02% |
$7.56K - $8.6K
|
191K
$49.4M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
42+ 0.88% |
$7.56K - $8.6K
|
4.79K
$1.24M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
40+ 8.99% |
$7.2K - $8.19K
|
485
$126K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
40+ 0.03% |
$7.2K - $8.19K
|
123K
$31.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
40+ 1.85% |
$7.2K - $8.19K
|
2.21K
$571K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$7.2K - $8.19K
|
24.6K
$6.36M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$4.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
39+ 2.01% |
$7.02K - $7.99K
|
1.98K
$511K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
39+ 0.4% |
$7.02K - $7.99K
|
9.78K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39+ 1.46% |
$7.02K - $7.99K
|
2.71K
$702K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
39+ 0.35% |
$7.02K - $7.99K
|
11.2K
$2.89M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38+ 0.59% |
$6.84K - $7.78K
|
6.49K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
38+ 1.03% |
$6.84K - $7.78K
|
3.72K
$961K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 2.37% |
$6.84K - $7.78K
|
1.64K
$424K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37+ 0.1% |
$6.66K - $7.58K
|
35.6K
$9.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
37+ 0.41% |
$6.66K - $7.58K
|
9.12K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
37+ 0.49% |
$6.66K - $7.58K
|
7.55K
$1.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
36+ 0.2% |
$6.48K - $7.37K
|
18.1K
$4.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.19% |
$6.48K - $7.37K
|
18.7K
$4.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 0.27% |
$6.48K - $7.37K
|
13.2K
$3.41M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 0.46% |
$6.3K - $7.17K
|
7.67K
$1.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
35+ 0.63% |
$6.3K - $7.17K
|
5.61K
$1.45M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
35+ 0.63% |
$6.3K - $7.17K
|
5.63K
$1.46M
|