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 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.34K+ 26.4% |
$781K - $888K
|
20.8K
$5.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$781K - $888K
|
4.34K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
4.3KNew |
$774K - $880K
|
4.3K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.28K+ 69.99% |
$770K - $876K
|
10.4K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.21K+ 8.27% |
$759K - $863K
|
55.2K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.2K+ 26.5% |
$756K - $860K
|
20K
$4.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.18KNew |
$753K - $857K
|
4.18K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4.16KNew |
$749K - $852K
|
4.16K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.11KNew |
$740K - $842K
|
4.11K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
4.06K+ 25.24% |
$732K - $832K
|
20.2K
$4.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.02K+ 19.98% |
$724K - $824K
|
24.2K
$5.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.02K+ 13.87% |
$724K - $823K
|
33K
$8.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.02K+ 172.37% |
$724K - $823K
|
6.35K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4K+ 367.37% |
$720K - $819K
|
5.09K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.99K+ 1.32% |
$719K - $817K
|
307K
$74.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.98KNew |
$716K - $815K
|
3.98K
$969K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.95K+ 29.75% |
$712K - $809K
|
17.2K
$4.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.91K+ 16.04% |
$704K - $801K
|
28.3K
$6.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.9K+ 8.51% |
$702K - $798K
|
49.7K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
3.89K+ 127.05% |
$701K - $797K
|
6.96K
$1.69M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.89KNew |
$701K - $797K
|
3.89K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.89K+ 7.84% |
$700K - $796K
|
53.5K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.89K+ 19.1% |
$700K - $796K
|
24.2K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.85KNew |
$694K - $789K
|
3.85K
$939K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.83K+ 5.77% |
$689K - $784K
|
70.2K
$17.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.8K+ 8.04% |
$684K - $778K
|
51K
$12.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.79K+ 93.08% |
$683K - $777K
|
7.87K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.78K+ 10.64% |
$681K - $774K
|
39.3K
$9.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.78K+ 7.58% |
$680K - $774K
|
53.6K
$13.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.75K+ 15.41% |
$676K - $769K
|
28.1K
$6.85M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.71KNew |
$668K - $760K
|
3.71K
$904K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.7K+ 1.91% |
$667K - $759K
|
198K
$48.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$666K - $758K
|
3.7K
$901K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.7K+ 1.64% |
$666K - $757K
|
229K
$55.8M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.64KNew |
$655K - $745K
|
3.64K
$886K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
3.61K+ 4.22% |
$650K - $739K
|
89.1K
$21.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.6K+ 3.05% |
$648K - $737K
|
121K
$29.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.6K+ 35.99% |
$647K - $736K
|
13.6K
$3.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.58KNew |
$645K - $734K
|
3.58K
$872K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
3.55K+ 1.5% |
$640K - $728K
|
240K
$58.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.55K+ 49.47% |
$639K - $727K
|
10.7K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
3.55K+ 4.52% |
$639K - $726K
|
82.1K
$20M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.54KNew |
$637K - $724K
|
3.54K
$861K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.51K+ 200.51% |
$632K - $718K
|
5.26K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.5K+ 15.64% |
$630K - $717K
|
25.9K
$6.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
3.5KNew |
$630K - $716K
|
3.5K
$852K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.48KNew |
$626K - $712K
|
3.48K
$846K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
3.47KNew |
$625K - $711K
|
3.47K
$846K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.46K+ 113.79% |
$623K - $708K
|
6.5K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.41K+ 898.16% |
$615K - $699K
|
3.79K
$924K
|