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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2K+ 4.5% |
$360K - $409K
|
46.4K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.99K+ 8.21% |
$358K - $407K
|
26.2K
$5.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.98KNew |
$357K - $406K
|
1.98K
$439K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.98K+ 1.98% |
$356K - $405K
|
102K
$22.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.96K+ 6.16% |
$354K - $402K
|
33.8K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.96K+ 2.04% |
$353K - $401K
|
97.8K
$21.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.93K+ 1.72% |
$348K - $395K
|
115K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.93K+ 47.77% |
$347K - $395K
|
5.97K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.93K+ 1.38% |
$347K - $394K
|
141K
$31.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.91K+ 2.94% |
$344K - $392K
|
67K
$14.8M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.91K+ 24.49% |
$344K - $391K
|
9.71K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.91K+ 12.95% |
$344K - $391K
|
16.6K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.91K+ 11.95% |
$344K - $391K
|
17.9K
$3.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89K+ 5.87% |
$341K - $388K
|
34.1K
$7.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.87KNew |
$337K - $383K
|
1.87K
$414K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
1.87K+ 14.99% |
$336K - $383K
|
14.3K
$3.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.85K+ 14.1% |
$333K - $379K
|
15K
$3.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 29.51% |
$329K - $374K
|
8.02K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.83K+ 10.02% |
$329K - $374K
|
20.1K
$4.44M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.82K+ 24.44% |
$328K - $373K
|
9.27K
$2.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.81K+ 2.19% |
$326K - $371K
|
84.5K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.81KNew |
$326K - $371K
|
1.81K
$401K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.81K+ 22.72% |
$325K - $370K
|
9.75K
$2.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 17.36% |
$324K - $369K
|
12.2K
$2.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.8KNew |
$323K - $368K
|
1.8K
$398K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.79K+ 12.21% |
$323K - $367K
|
16.5K
$3.65M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.79K+ 4.96% |
$323K - $367K
|
37.9K
$8.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.79K+ 123.48% |
$322K - $366K
|
3.24K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.79K+ 0.83% |
$322K - $366K
|
216K
$47.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.78K+ 44.63% |
$320K - $364K
|
5.77K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.78K+ 15.44% |
$320K - $364K
|
13.3K
$2.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 37.37% |
$319K - $363K
|
6.51K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 3.68% |
$317K - $360K
|
49.6K
$11M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.75K+ 8.91% |
$316K - $359K
|
21.4K
$4.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.75K+ 29.13% |
$315K - $358K
|
7.76K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.75KNew |
$315K - $358K
|
1.75K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.75K+ 14.57% |
$315K - $358K
|
13.7K
$3.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.74K+ 1.85% |
$314K - $357K
|
95.8K
$21.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.74K+ 5.55% |
$313K - $356K
|
33.1K
$7.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.69K+ 4.81% |
$305K - $347K
|
36.9K
$8.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.69K+ 8.13% |
$304K - $345K
|
22.4K
$4.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.68K+ 2.96% |
$303K - $345K
|
58.6K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.68K+ 6.73% |
$303K - $345K
|
26.7K
$5.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.68K+ 43.72% |
$303K - $345K
|
5.54K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.68K+ 5.22% |
$303K - $344K
|
33.9K
$7.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.68K+ 11.77% |
$302K - $344K
|
15.9K
$3.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.68K+ 2.97% |
$302K - $343K
|
58.1K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.67K+ 6.25% |
$301K - $343K
|
28.5K
$6.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.66KNew |
$300K - $341K
|
1.66K
$369K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.66KNew |
$299K - $341K
|
1.66K
$368K
|