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 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20+ 1.21% |
$3.6K - $4.1K
|
1.67K
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
20+ 0.06% |
$3.6K - $4.1K
|
33.7K
$8.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.17% |
$3.6K - $4.1K
|
12K
$3.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19+ 0.11% |
$3.42K - $3.89K
|
16.7K
$4.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
19+ 1.01% |
$3.42K - $3.89K
|
1.91K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$3.42K - $3.89K
|
19
$4.92K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
18+ 0.19% |
$3.24K - $3.69K
|
9.45K
$2.45M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
18+ 0.08% |
$3.24K - $3.69K
|
21.6K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
18+ 0.05% |
$3.24K - $3.69K
|
35K
$9.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.47% |
$3.06K - $3.48K
|
3.67K
$950K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
17+ 0.1% |
$3.06K - $3.48K
|
17.8K
$4.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17+ 0.81% |
$3.06K - $3.48K
|
2.11K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
17+ 0.07% |
$3.06K - $3.48K
|
24.4K
$6.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
16+ 0.61% |
$2.88K - $3.28K
|
2.65K
$687K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16+ 0.24% |
$2.88K - $3.28K
|
6.8K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
16+ 0.85% |
$2.88K - $3.28K
|
1.9K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
16+ 0.03% |
$2.88K - $3.28K
|
48.3K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
16+ 0.07% |
$2.88K - $3.28K
|
22.7K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
16+ 1.42% |
$2.88K - $3.28K
|
1.14K
$296K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16+ 2.49% |
$2.88K - $3.28K
|
659
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15+ 1.42% |
$2.7K - $3.07K
|
1.07K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15+ 1.15% |
$2.7K - $3.07K
|
1.32K
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.12% |
$2.7K - $3.07K
|
12.3K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.27% |
$2.7K - $3.07K
|
5.61K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14+ 0.18% |
$2.52K - $2.87K
|
7.63K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
14+ 0.67% |
$2.52K - $2.87K
|
2.09K
$542K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
14+ 0.03% |
$2.52K - $2.87K
|
44.7K
$11.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
14+ 0.31% |
$2.52K - $2.87K
|
4.51K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.52% |
$2.52K - $2.87K
|
2.68K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
14+ 0.91% |
$2.52K - $2.87K
|
1.55K
$400K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.54% |
$2.34K - $2.66K
|
2.44K
$630K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 1.54% |
$2.34K - $2.66K
|
855
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
13+ 1.12% |
$2.34K - $2.66K
|
1.17K
$304K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.58% |
$2.34K - $2.66K
|
2.25K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13+ 0.49% |
$2.34K - $2.66K
|
2.64K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$2.16K - $2.46K
|
11.8K
$3.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
12+ 0.12% |
$2.16K - $2.46K
|
9.98K
$2.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.16K - $2.46K
|
4.61K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
12+ 0.04% |
$2.16K - $2.46K
|
33.5K
$8.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12+ 0.61% |
$2.16K - $2.46K
|
1.99K
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.16K - $2.46K
|
5.24K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12+ 1.14% |
$2.16K - $2.46K
|
1.07K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12+ 0.61% |
$2.16K - $2.46K
|
2K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
12+ 0.44% |
$2.16K - $2.46K
|
2.76K
$713K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 2.1% |
$1.98K - $2.25K
|
536
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.98K - $2.25K
|
4.65K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.19% |
$1.98K - $2.25K
|
5.81K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11+ 0.18% |
$1.98K - $2.25K
|
6.22K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11+ 1.06% |
$1.98K - $2.25K
|
1.05K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
11+ 0.3% |
$1.98K - $2.25K
|
3.7K
$958K
|