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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$432K - $491K
|
2.4K
$579K
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.38KNew |
$428K - $487K
|
2.38K
$574K
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.36K+ 113.61% |
$426K - $484K
|
4.44K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.36KNew |
$424K - $483K
|
2.36K
$569K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.33K+ 24.75% |
$420K - $477K
|
11.7K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.32K+ 17.92% |
$418K - $475K
|
15.3K
$3.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.29K+ 2.95% |
$412K - $469K
|
79.8K
$19.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
2.29KNew |
$412K - $469K
|
2.29K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.27K+ 13.92% |
$409K - $465K
|
18.6K
$4.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.27K+ 4.26% |
$409K - $465K
|
55.5K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.27K+ 0.34% |
$408K - $464K
|
671K
$162M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.27KNew |
$408K - $464K
|
2.27K
$547K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.26K+ 0.63% |
$407K - $463K
|
364K
$87.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.25K+ 34.32% |
$405K - $460K
|
8.8K
$2.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.24KNew |
$403K - $458K
|
2.24K
$541K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.23K+ 18.79% |
$401K - $456K
|
14.1K
$3.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.23K+ 2.38% |
$401K - $456K
|
95.7K
$23.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$400K - $455K
|
2.22K
$537K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.22K+ 7.55% |
$400K - $455K
|
31.6K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.22K+ 47.62% |
$400K - $455K
|
6.88K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
2.21K+ 3.95% |
$397K - $452K
|
58.1K
$14M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 4.9% |
$397K - $451K
|
47.2K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.2K+ 28.92% |
$397K - $451K
|
9.82K
$2.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
2.2K+ 4.02% |
$396K - $451K
|
57K
$13.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.16K+ 33.63% |
$388K - $442K
|
8.57K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.15K+ 7.66% |
$388K - $441K
|
30.3K
$7.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.15KNew |
$387K - $440K
|
2.15K
$519K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.14K+ 3.78% |
$386K - $439K
|
58.8K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.14K+ 0.73% |
$385K - $437K
|
297K
$71.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.14K+ 6.42% |
$384K - $437K
|
35.4K
$8.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.1K+ 26.6% |
$378K - $430K
|
10K
$2.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.1K+ 1.74% |
$378K - $430K
|
123K
$29.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 25.64% |
$375K - $426K
|
10.2K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.07KNew |
$373K - $425K
|
2.07K
$501K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.07K+ 19.58% |
$372K - $423K
|
12.6K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.06K+ 1.99% |
$372K - $422K
|
105K
$25.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.06K+ 4.2% |
$371K - $422K
|
51.1K
$12.4M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.05K+ 28.2% |
$369K - $419K
|
9.31K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.05K+ 149.02% |
$368K - $419K
|
3.42K
$826K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.05K+ 2.23% |
$368K - $419K
|
93.6K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.04KNew |
$368K - $419K
|
2.04K
$494K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.04K+ 2.0% |
$368K - $418K
|
104K
$25.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 172.33% |
$366K - $416K
|
3.21K
$775K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.03K+ 17.59% |
$366K - $416K
|
13.6K
$3.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.03K+ 1.0% |
$365K - $416K
|
206K
$49.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.03K+ 29.37% |
$365K - $415K
|
8.93K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.03K+ 11.47% |
$365K - $415K
|
19.7K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.03K+ 7.21% |
$365K - $415K
|
30.1K
$7.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.02K+ 5.02% |
$363K - $413K
|
42.2K
$10.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.01K+ 2.32% |
$362K - $411K
|
88.4K
$21.3M
|