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 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.64% |
$1.8K - $2.05K
|
1.58K
$409K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
10+ 0.03% |
$1.8K - $2.05K
|
39K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
10+ 0.09% |
$1.8K - $2.05K
|
11K
$2.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9+ 0.16% |
$1.62K - $1.84K
|
5.47K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
9+ 0.64% |
$1.62K - $1.84K
|
1.41K
$365K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.2K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.26K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9+ 0.53% |
$1.62K - $1.84K
|
1.72K
$445K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.36% |
$1.62K - $1.84K
|
2.48K
$643K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
9+ 0.11% |
$1.62K - $1.84K
|
8.54K
$2.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.02% |
$1.62K - $1.84K
|
889
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$1.62K - $1.84K
|
11.5K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
9+ 0.52% |
$1.62K - $1.84K
|
1.75K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.06% |
$1.62K - $1.84K
|
14.1K
$3.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 1.87% |
$1.44K - $1.64K
|
435
$113K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8+ 0.0% |
$1.44K - $1.64K
|
402K
$104M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$1.44K - $1.64K
|
18.8K
$4.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.15% |
$1.44K - $1.64K
|
5.43K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$1.44K - $1.64K
|
40.7K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.21% |
$1.44K - $1.64K
|
3.78K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8+ 0.09% |
$1.44K - $1.64K
|
9.33K
$2.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.37% |
$1.44K - $1.64K
|
2.16K
$558K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.54% |
$1.26K - $1.43K
|
1.31K
$338K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.16% |
$1.26K - $1.43K
|
4.46K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
7+ 0.11% |
$1.26K - $1.43K
|
6.21K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.21% |
$1.26K - $1.43K
|
3.36K
$869K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.57% |
$1.26K - $1.43K
|
1.24K
$320K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.23K
|
4.95K
$1.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6+ 0.07% |
$1.08K - $1.23K
|
8.13K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.23K
|
4.9K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.22% |
$1.08K - $1.23K
|
2.74K
$709K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.08K - $1.23K
|
1.05K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.08K - $1.23K
|
1.44K
$373K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6+ 0.22% |
$1.08K - $1.23K
|
2.77K
$717K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
6+ 0.25% |
$1.08K - $1.23K
|
2.41K
$624K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6+ 0.5% |
$1.08K - $1.23K
|
1.2K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.92% |
$1.08K - $1.23K
|
657
$170K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.06% |
$1.08K - $1.23K
|
9.87K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6+ 0.03% |
$1.08K - $1.23K
|
19.3K
$4.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.25% |
$900 - $1.02K
|
1.99K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$900 - $1.02K
|
3.75K
$971K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
5+ 0.02% |
$900 - $1.02K
|
20.7K
$5.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.1% |
$900 - $1.02K
|
4.79K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
5+ 0.63% |
$900 - $1.02K
|
805
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 1.2% |
$900 - $1.02K
|
420
$109K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
$900 - $1.02K
|
11.5K
$2.98M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.39% |
$900 - $1.02K
|
1.28K
$332K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
5+ 0.43% |
$900 - $1.02K
|
1.16K
$301K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5+ 0.42% |
$900 - $1.02K
|
1.21K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.43% |
$900 - $1.02K
|
1.18K
$305K
|