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
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.99K+ 8.71% |
$538K - $612K
|
37.3K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.99K+ 2.23% |
$538K - $611K
|
137K
$38.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.97K+ 0.84% |
$534K - $608K
|
357K
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.95K+ 6.07% |
$531K - $604K
|
51.5K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.95K+ 2.96% |
$531K - $604K
|
102K
$29M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.95K+ 102.97% |
$530K - $603K
|
5.81K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.94K+ 10.01% |
$530K - $603K
|
32.4K
$9.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.94KNew |
$529K - $601K
|
2.94K
$831K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.92K+ 121.38% |
$527K - $599K
|
5.33K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 2.74% |
$526K - $599K
|
110K
$31.1M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 2.74% |
$526K - $599K
|
110K
$31.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.92K+ 2.73% |
$526K - $598K
|
110K
$31.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.92K+ 4.06% |
$525K - $597K
|
74.7K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.89KNew |
$520K - $592K
|
2.89K
$818K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.87K+ 108.13% |
$517K - $588K
|
5.53K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87K+ 1.61% |
$517K - $588K
|
181K
$51.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.87K+ 4.84% |
$516K - $587K
|
62.1K
$17.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.86K+ 2.54% |
$514K - $585K
|
115K
$32.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.84K+ 123.4% |
$511K - $581K
|
5.14K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.81K+ 186.75% |
$505K - $574K
|
4.31K
$1.22M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.8K+ 3.49% |
$504K - $573K
|
82.9K
$23.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.78K+ 5.2% |
$500K - $568K
|
56.2K
$15.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.76K+ 3.33% |
$497K - $565K
|
85.6K
$24.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.75K+ 88.05% |
$495K - $563K
|
5.87K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.75K+ 4.84% |
$495K - $563K
|
59.6K
$16.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.75K+ 1.29% |
$495K - $563K
|
216K
$61.2M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.72K+ 14.56% |
$489K - $556K
|
21.4K
$6.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 8.93% |
$488K - $555K
|
33K
$9.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.69K+ 38.3% |
$484K - $550K
|
9.71K
$2.75M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.67K+ 12.22% |
$482K - $548K
|
24.6K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.67K+ 16.23% |
$480K - $546K
|
19.1K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.66K+ 89.52% |
$480K - $546K
|
5.64K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.66K+ 140.0% |
$479K - $545K
|
4.56K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$477K - $543K
|
2.65K
$750K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.64K+ 5.42% |
$476K - $541K
|
51.4K
$14.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.64K+ 15.45% |
$475K - $541K
|
19.7K
$5.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
2.64K+ 4.5% |
$475K - $540K
|
61.3K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
2.64K+ 36.5% |
$475K - $540K
|
9.86K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.63K+ 25.89% |
$473K - $538K
|
12.8K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.61KNew |
$470K - $535K
|
2.61K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.61KNew |
$470K - $535K
|
2.61K
$739K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.61K+ 3.67% |
$470K - $535K
|
73.8K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.6K+ 0.58% |
$468K - $533K
|
455K
$129M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.57K+ 1.36% |
$463K - $526K
|
192K
$54.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.57K+ 2.83% |
$462K - $525K
|
93.4K
$26.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.51K+ 10.33% |
$451K - $513K
|
26.8K
$7.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.5KNew |
$449K - $511K
|
2.5K
$707K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.48K+ 34.37% |
$447K - $508K
|
9.7K
$2.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.47K+ 51.68% |
$445K - $506K
|
7.25K
$2.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.46K+ 8.35% |
$444K - $505K
|
32K
$9.05M
|