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 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
444+ 3.9% |
$80K - $90.9K
|
11.8K
$2.62M
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
438+ 7.73% |
$78.9K - $89.7K
|
6.1K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
438+ 1.42% |
$78.9K - $89.7K
|
31.3K
$6.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
438+ 26.26% |
$78.9K - $89.7K
|
2.11K
$466K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
436+ 0.56% |
$78.5K - $89.3K
|
78.8K
$17.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
433New |
$78K - $88.7K
|
433
$95.9K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
432+ 0.97% |
$77.8K - $88.5K
|
44.8K
$9.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
432+ 6.66% |
$77.8K - $88.5K
|
6.92K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
432+ 42.86% |
$77.8K - $88.5K
|
1.44K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
428+ 4.7% |
$77.1K - $87.7K
|
9.53K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
427+ 1.55% |
$76.9K - $87.4K
|
27.9K
$6.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
424+ 3.04% |
$76.4K - $86.8K
|
14.4K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
424+ 6.99% |
$76.4K - $86.8K
|
6.49K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
422+ 1.73% |
$76K - $86.4K
|
24.8K
$5.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
421+ 12.28% |
$75.8K - $86.2K
|
3.85K
$853K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
421+ 0.64% |
$75.8K - $86.2K
|
66.5K
$14.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
420+ 0.47% |
$75.6K - $86K
|
90.2K
$20M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
420+ 20.2% |
$75.6K - $86K
|
2.5K
$554K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
420+ 0.35% |
$75.6K - $86K
|
120K
$26.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
412+ 25.62% |
$74.2K - $84.4K
|
2.02K
$447K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
409+ 29.68% |
$73.7K - $83.8K
|
1.79K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
408+ 0.94% |
$73.5K - $83.6K
|
43.6K
$9.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
407+ 24.67% |
$73.3K - $83.3K
|
2.06K
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
406+ 4.48% |
$73.1K - $83.1K
|
9.47K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
405+ 6.31% |
$72.9K - $82.9K
|
6.82K
$1.51M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
403+ 1.18% |
$72.6K - $82.5K
|
34.6K
$7.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
403+ 3.48% |
$72.6K - $82.5K
|
12K
$2.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
403+ 8.75% |
$72.6K - $82.5K
|
5.01K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
403+ 12.32% |
$72.6K - $82.5K
|
3.68K
$814K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
402+ 1.14% |
$72.4K - $82.3K
|
35.5K
$7.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
401+ 19.64% |
$72.2K - $82.1K
|
2.44K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
401+ 1.89% |
$72.2K - $82.1K
|
21.6K
$4.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
400+ 1.5% |
$72K - $81.9K
|
27K
$5.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
400+ 4.78% |
$72K - $81.9K
|
8.77K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
394+ 8.11% |
$71K - $80.7K
|
5.25K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
392+ 1.46% |
$70.6K - $80.3K
|
27.2K
$6.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
391+ 3.94% |
$70.4K - $80.1K
|
10.3K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
390+ 1.51% |
$70.2K - $79.9K
|
26.3K
$5.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
384+ 21.52% |
$69.2K - $78.6K
|
2.17K
$480K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
384+ 12.14% |
$69.2K - $78.6K
|
3.55K
$786K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
384+ 4.94% |
$69.2K - $78.6K
|
8.16K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
382+ 1.7% |
$68.8K - $78.2K
|
22.9K
$5.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
381+ 13.33% |
$68.6K - $78K
|
3.24K
$718K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
378+ 1.44% |
$68.1K - $77.4K
|
26.7K
$5.91M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
376+ 1.18% |
$67.7K - $77K
|
32.3K
$7.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
376+ 0.63% |
$67.7K - $77K
|
59.6K
$13.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
376+ 2.06% |
$67.7K - $77K
|
18.6K
$4.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
375+ 2.48% |
$67.5K - $76.8K
|
15.5K
$3.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
375+ 21.22% |
$67.5K - $76.8K
|
2.14K
$474K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
374+ 11.29% |
$67.3K - $76.6K
|
3.69K
$816K
|