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 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
912+ 50.22% |
$164K - $187K
|
2.73K
$604K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
909+ 4.5% |
$164K - $186K
|
21.1K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
908+ 22.72% |
$164K - $186K
|
4.9K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
907+ 2.75% |
$163K - $186K
|
33.9K
$7.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
906+ 2.19% |
$163K - $186K
|
42.3K
$9.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
901+ 3.22% |
$162K - $185K
|
28.9K
$6.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
900+ 6.49% |
$162K - $184K
|
14.8K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
897+ 23.73% |
$162K - $184K
|
4.68K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
890+ 1.8% |
$160K - $182K
|
50.4K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
880+ 17.55% |
$158K - $180K
|
5.89K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
874+ 7.83% |
$157K - $179K
|
12K
$2.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
873+ 10.8% |
$157K - $179K
|
8.96K
$1.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
871+ 48.88% |
$157K - $178K
|
2.65K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
870+ 4.55% |
$157K - $178K
|
20K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
866+ 1.46% |
$156K - $177K
|
60.2K
$13.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
865+ 8.33% |
$156K - $177K
|
11.3K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
861+ 18.17% |
$155K - $176K
|
5.6K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
859+ 4.83% |
$155K - $176K
|
18.6K
$4.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
855+ 16.29% |
$154K - $175K
|
6.11K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
854+ 13.09% |
$154K - $175K
|
7.38K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
851+ 9.04% |
$153K - $174K
|
10.3K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
844+ 2.09% |
$152K - $173K
|
41.3K
$9.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
841+ 15.72% |
$151K - $172K
|
6.19K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
840+ 7.89% |
$151K - $172K
|
11.5K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
839+ 9.03% |
$151K - $172K
|
10.1K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
838+ 0.6% |
$151K - $172K
|
141K
$31.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
837+ 11.1% |
$151K - $171K
|
8.38K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
837+ 1.97% |
$151K - $171K
|
43.4K
$9.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
833+ 2.84% |
$150K - $171K
|
30.2K
$6.69M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
832+ 7.58% |
$150K - $170K
|
11.8K
$2.62M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
831+ 67.4% |
$150K - $170K
|
2.06K
$457K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
829+ 3.08% |
$149K - $170K
|
27.7K
$6.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
829+ 30.47% |
$149K - $170K
|
3.55K
$786K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
815+ 16.03% |
$147K - $167K
|
5.9K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
815+ 44.08% |
$147K - $167K
|
2.66K
$590K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
813+ 0.4% |
$146K - $166K
|
204K
$45.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
813+ 0.94% |
$146K - $166K
|
87K
$19.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
811+ 25.8% |
$146K - $166K
|
3.96K
$876K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
809+ 8.7% |
$146K - $166K
|
10.1K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
804+ 12.06% |
$145K - $165K
|
7.47K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
803+ 6.05% |
$145K - $164K
|
14.1K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
796+ 1.93% |
$143K - $163K
|
42K
$9.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
794+ 5.11% |
$143K - $163K
|
16.3K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
789+ 4.03% |
$142K - $162K
|
20.4K
$4.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
786+ 14.69% |
$142K - $161K
|
6.14K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
783+ 4.98% |
$141K - $160K
|
16.5K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
783+ 2.01% |
$141K - $160K
|
39.8K
$8.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
782+ 30.85% |
$141K - $160K
|
3.32K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
782+ 4.13% |
$141K - $160K
|
19.7K
$4.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
778+ 1.02% |
$140K - $159K
|
76.9K
$17M
|