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 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.51K+ 200.51% |
$632K - $718K
|
5.26K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.5K+ 15.64% |
$630K - $717K
|
25.9K
$7.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
3.5KNew |
$630K - $716K
|
3.5K
$990K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.48KNew |
$626K - $712K
|
3.48K
$984K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
3.47KNew |
$625K - $711K
|
3.47K
$983K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.46K+ 113.79% |
$623K - $708K
|
6.5K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.41K+ 898.16% |
$615K - $699K
|
3.79K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.41K+ 3.17% |
$614K - $699K
|
111K
$31.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.41K+ 221.68% |
$613K - $697K
|
4.94K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.39K+ 220.42% |
$610K - $694K
|
4.93K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.36KNew |
$606K - $689K
|
3.36K
$952K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.36K+ 68.99% |
$605K - $689K
|
8.24K
$2.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.35K+ 27.51% |
$603K - $685K
|
15.5K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.35K+ 2.49% |
$603K - $685K
|
138K
$39M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.34K+ 7.61% |
$602K - $684K
|
47.2K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.33K+ 7.74% |
$599K - $682K
|
46.3K
$13.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.33K+ 7.31% |
$599K - $681K
|
48.8K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.32KNew |
$597K - $679K
|
3.32K
$939K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.29KNew |
$592K - $673K
|
3.29K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.27K+ 100.8% |
$589K - $670K
|
6.52K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.26K+ 22.42% |
$587K - $668K
|
17.8K
$5.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.26K+ 7.85% |
$587K - $668K
|
44.8K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.25K+ 5.81% |
$585K - $665K
|
59.2K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.21K+ 249.26% |
$579K - $658K
|
4.5K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.21K+ 11.97% |
$577K - $656K
|
30K
$8.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.2KNew |
$576K - $656K
|
3.2K
$906K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.2KNew |
$575K - $654K
|
3.2K
$905K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 16.77% |
$575K - $654K
|
22.2K
$6.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.19K+ 30.9% |
$574K - $652K
|
13.5K
$3.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.16K+ 2.35% |
$569K - $647K
|
137K
$38.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3.15K+ 15.31% |
$567K - $645K
|
23.7K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.15K+ 5.4% |
$567K - $645K
|
61.5K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3.15K+ 10.45% |
$567K - $645K
|
33.3K
$9.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.14K+ 4.08% |
$566K - $643K
|
80.1K
$22.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.13K+ 10.24% |
$564K - $642K
|
33.8K
$9.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.13K+ 0.61% |
$563K - $640K
|
517K
$146M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.12KNew |
$562K - $639K
|
3.12K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.11K+ 3.53% |
$559K - $636K
|
91K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 10.87% |
$558K - $634K
|
31.6K
$8.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.07KNew |
$553K - $629K
|
3.07K
$870K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.07K+ 5.77% |
$552K - $628K
|
56.2K
$15.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.07K+ 3.48% |
$552K - $628K
|
91.1K
$25.8M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.07K+ 3.48% |
$552K - $628K
|
91.1K
$25.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.06K+ 9.53% |
$551K - $626K
|
35.2K
$9.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.05K+ 13.61% |
$548K - $624K
|
25.4K
$7.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 10.39% |
$548K - $623K
|
32.3K
$9.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.02K+ 32.5% |
$544K - $619K
|
12.3K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.02K+ 0.36% |
$543K - $617K
|
833K
$236M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3K+ 143.49% |
$540K - $614K
|
5.09K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.99KNew |
$538K - $612K
|
2.99K
$847K
|