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 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
666+ 2.83% |
$120K - $136K
|
24.2K
$6.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
664+ 17.21% |
$120K - $136K
|
4.52K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
663+ 8.74% |
$119K - $136K
|
8.25K
$2.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
661+ 0.71% |
$119K - $135K
|
93.6K
$26.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
661+ 2.83% |
$119K - $135K
|
24K
$6.8M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
660+ 5.33% |
$119K - $135K
|
13K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
658+ 9.01% |
$118K - $135K
|
7.97K
$2.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
648+ 7.78% |
$117K - $133K
|
8.98K
$2.54M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
645+ 1.76% |
$116K - $132K
|
37.3K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
644+ 2.25% |
$116K - $132K
|
29.2K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
644+ 5.62% |
$116K - $132K
|
12.1K
$3.43M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
641+ 6.56% |
$115K - $131K
|
10.4K
$2.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
639+ 6.18% |
$115K - $131K
|
11K
$3.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
639+ 21.74% |
$115K - $131K
|
3.58K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
639+ 28.01% |
$115K - $131K
|
2.92K
$827K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
634+ 5.87% |
$114K - $130K
|
11.4K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
633+ 1.63% |
$114K - $130K
|
39.4K
$11.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
629+ 2.29% |
$113K - $129K
|
28.1K
$7.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
627+ 12.22% |
$113K - $128K
|
5.76K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
626+ 1.14% |
$113K - $128K
|
55.6K
$15.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
623+ 1.69% |
$112K - $128K
|
37.5K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
620+ 2.2% |
$112K - $127K
|
28.8K
$8.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
620+ 26.19% |
$112K - $127K
|
2.99K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
617+ 1.25% |
$111K - $126K
|
49.8K
$14.1M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
617+ 60.91% |
$111K - $126K
|
1.63K
$462K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
608+ 23.63% |
$109K - $125K
|
3.18K
$901K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
608+ 9.96% |
$109K - $125K
|
6.71K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
607+ 0.21% |
$109K - $124K
|
294K
$83.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
604+ 1.91% |
$109K - $124K
|
32.2K
$9.13M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
603+ 5.99% |
$109K - $123K
|
10.7K
$3.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
601+ 22.4% |
$108K - $123K
|
3.28K
$930K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
599+ 7.85% |
$108K - $123K
|
8.23K
$2.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
599+ 172.62% |
$108K - $123K
|
946
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
597+ 29.78% |
$108K - $122K
|
2.6K
$737K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
593+ 38.09% |
$107K - $121K
|
2.15K
$609K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
590+ 0.34% |
$106K - $121K
|
176K
$49.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
588+ 6.17% |
$106K - $120K
|
10.1K
$2.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
587+ 4.81% |
$106K - $120K
|
12.8K
$3.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
586+ 6.6% |
$106K - $120K
|
9.47K
$2.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
585+ 20.23% |
$105K - $120K
|
3.48K
$985K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
584+ 19.49% |
$105K - $120K
|
3.58K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
581+ 18.9% |
$105K - $119K
|
3.66K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
580+ 0.46% |
$104K - $119K
|
126K
$35.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
578+ 12.44% |
$104K - $118K
|
5.23K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
575+ 19.66% |
$104K - $118K
|
3.5K
$991K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
573+ 3.07% |
$103K - $117K
|
19.2K
$5.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
573+ 5.03% |
$103K - $117K
|
12K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
570+ 13.52% |
$103K - $117K
|
4.79K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
569+ 0.76% |
$102K - $117K
|
75.6K
$21.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
565+ 2.5% |
$102K - $116K
|
23.2K
$6.57M
|