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 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
35+ 6.23% |
$6.3K - $7.17K
|
597
$154K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
35+ 3.29% |
$6.3K - $7.17K
|
1.1K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
34+ 1.0% |
$6.12K - $6.96K
|
3.44K
$889K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
34+ 0.14% |
$6.12K - $6.96K
|
25K
$6.47M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
33+ 0.12% |
$5.94K - $6.76K
|
26.7K
$6.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
33+ 1.29% |
$5.94K - $6.76K
|
2.59K
$669K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
32+ 2.87% |
$5.76K - $6.55K
|
1.15K
$297K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
32+ 1.58% |
$5.76K - $6.55K
|
2.06K
$532K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
32+ 0.51% |
$5.76K - $6.55K
|
6.36K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31+ 0.66% |
$5.58K - $6.35K
|
4.72K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
31+ 0.55% |
$5.58K - $6.35K
|
5.7K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
31+ 1.62% |
$5.58K - $6.35K
|
1.95K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
30+ 0.91% |
$5.4K - $6.14K
|
3.31K
$857K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30+ 0.57% |
$5.4K - $6.14K
|
5.31K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
30+ 1.89% |
$5.4K - $6.14K
|
1.62K
$419K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$5.4K - $6.14K
|
4.1K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
30+ 2.43% |
$5.4K - $6.14K
|
1.27K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30+ 0.96% |
$5.4K - $6.14K
|
3.17K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 0.1% |
$5.4K - $6.14K
|
29.1K
$7.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
29+ 0.55% |
$5.22K - $5.94K
|
5.26K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.49% |
$5.22K - $5.94K
|
6.01K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
28+ 0.03% |
$5.04K - $5.73K
|
88.9K
$23M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 2.46% |
$5.04K - $5.73K
|
1.16K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.59% |
$5.04K - $5.73K
|
4.77K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
28+ 0.39% |
$5.04K - $5.73K
|
7.28K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.52% |
$4.86K - $5.53K
|
5.24K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
27+ 0.2% |
$4.86K - $5.53K
|
13.2K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 1.62% |
$4.86K - $5.53K
|
1.7K
$439K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26+ 1.43% |
$4.68K - $5.32K
|
1.85K
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26+ 0.53% |
$4.68K - $5.32K
|
4.94K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.98% |
$4.68K - $5.32K
|
2.68K
$693K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.45% |
$4.5K - $5.12K
|
5.57K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
25+ 0.45% |
$4.5K - $5.12K
|
5.61K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.07% |
$4.5K - $5.12K
|
33.4K
$8.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.28% |
$4.5K - $5.12K
|
9.03K
$2.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$4.5K - $5.12K
|
3.74K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25+ 0.2% |
$4.5K - $5.12K
|
12.6K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25+ 2.31% |
$4.5K - $5.12K
|
1.11K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24+ 2.27% |
$4.32K - $4.91K
|
1.08K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24+ 1.1% |
$4.32K - $4.91K
|
2.21K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
24+ 0.01% |
$4.32K - $4.91K
|
212K
$55M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
23+ 0.75% |
$4.14K - $4.71K
|
3.1K
$801K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.1% |
$4.14K - $4.71K
|
22.7K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23+ 0.28% |
$4.14K - $4.71K
|
8.3K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 0.35% |
$3.96K - $4.51K
|
6.29K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
22+ 0.28% |
$3.96K - $4.51K
|
7.8K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22+ 12.94% |
$3.96K - $4.51K
|
192
$49.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
22+ 0.62% |
$3.96K - $4.51K
|
3.59K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
21+ 0.28% |
$3.78K - $4.3K
|
7.4K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
20+ 0.18% |
$3.6K - $4.1K
|
11.1K
$2.86M
|