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 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
639+ 28.01% |
$115K - $131K
|
2.92K
$647K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
634+ 5.87% |
$114K - $130K
|
11.4K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
633+ 1.63% |
$114K - $130K
|
39.4K
$8.72M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
629+ 2.29% |
$113K - $129K
|
28.1K
$6.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
627+ 12.22% |
$113K - $128K
|
5.76K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
626+ 1.14% |
$113K - $128K
|
55.6K
$12.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
623+ 1.69% |
$112K - $128K
|
37.5K
$8.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
620+ 2.2% |
$112K - $127K
|
28.8K
$6.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
620+ 26.19% |
$112K - $127K
|
2.99K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
617+ 1.25% |
$111K - $126K
|
49.8K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
608+ 23.63% |
$109K - $125K
|
3.18K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
608+ 9.96% |
$109K - $125K
|
6.71K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
607+ 0.21% |
$109K - $124K
|
294K
$65M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
604+ 1.91% |
$109K - $124K
|
32.2K
$7.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
603+ 5.99% |
$109K - $123K
|
10.7K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
601+ 22.4% |
$108K - $123K
|
3.28K
$727K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
599+ 7.85% |
$108K - $123K
|
8.23K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
599+ 172.62% |
$108K - $123K
|
946
$210K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
597+ 29.78% |
$108K - $122K
|
2.6K
$576K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
593+ 38.09% |
$107K - $121K
|
2.15K
$476K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
590+ 0.34% |
$106K - $121K
|
176K
$39M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
588+ 6.17% |
$106K - $120K
|
10.1K
$2.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
587+ 4.81% |
$106K - $120K
|
12.8K
$2.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
586+ 6.6% |
$106K - $120K
|
9.47K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
585+ 20.23% |
$105K - $120K
|
3.48K
$770K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
584+ 19.49% |
$105K - $120K
|
3.58K
$793K
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
581+ 18.9% |
$105K - $119K
|
3.66K
$810K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
580+ 0.46% |
$104K - $119K
|
126K
$27.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
578+ 12.44% |
$104K - $118K
|
5.23K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
575+ 19.66% |
$104K - $118K
|
3.5K
$775K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
573+ 3.07% |
$103K - $117K
|
19.2K
$4.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
573+ 5.03% |
$103K - $117K
|
12K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
570+ 13.52% |
$103K - $117K
|
4.79K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
569+ 0.76% |
$102K - $117K
|
75.6K
$16.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
565+ 2.5% |
$102K - $116K
|
23.2K
$5.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
560+ 1.45% |
$101K - $115K
|
39.2K
$8.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
558+ 3.71% |
$100K - $114K
|
15.6K
$3.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
557+ 12.99% |
$100K - $114K
|
4.85K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
553+ 20.93% |
$99.6K - $113K
|
3.2K
$708K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
552+ 5.12% |
$99.4K - $113K
|
11.3K
$2.51M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
551+ 5.35% |
$99.2K - $113K
|
10.8K
$2.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
550+ 0.17% |
$99K - $113K
|
333K
$73.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
547+ 0.92% |
$98.5K - $112K
|
60K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
546+ 2.82% |
$98.3K - $112K
|
19.9K
$4.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545+ 6.4% |
$98.1K - $112K
|
9.07K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
543+ 9.56% |
$97.8K - $111K
|
6.22K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
542+ 9.43% |
$97.6K - $111K
|
6.29K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
539+ 39.26% |
$97.1K - $110K
|
1.91K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
534+ 1.87% |
$96.2K - $109K
|
29.1K
$6.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
533+ 9.17% |
$96K - $109K
|
6.34K
$1.41M
|