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
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
315+ 9.95% |
$56.7K - $64.5K
|
3.48K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
314+ 95.15% |
$56.5K - $64.3K
|
644
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
313+ 1.21% |
$56.4K - $64.1K
|
26.2K
$5.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
311New |
$56K - $63.7K
|
311
$68.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
311+ 1.02% |
$56K - $63.7K
|
30.8K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
310+ 4.42% |
$55.8K - $63.5K
|
7.32K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 0.58% |
$55.6K - $63.3K
|
54K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
308+ 5.97% |
$55.5K - $63.1K
|
5.47K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
308+ 1.22% |
$55.5K - $63.1K
|
25.5K
$5.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
308+ 1.09% |
$55.5K - $63.1K
|
28.6K
$6.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
308+ 12.44% |
$55.5K - $63.1K
|
2.78K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
308+ 1062.07% |
$55.5K - $63.1K
|
337
$74.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
307+ 4.85% |
$55.3K - $62.9K
|
6.64K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
306+ 11.36% |
$55.1K - $62.7K
|
3K
$664K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
304+ 22.45% |
$54.7K - $62.3K
|
1.66K
$367K
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
304+ 1.4% |
$54.7K - $62.3K
|
22.1K
$4.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
300+ 4.2% |
$54K - $61.4K
|
7.45K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
300+ 1.47% |
$54K - $61.4K
|
20.8K
$4.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
299+ 0.36% |
$53.8K - $61.2K
|
82.6K
$18.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
297+ 1.14% |
$53.5K - $60.8K
|
26.4K
$5.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
297+ 2.51% |
$53.5K - $60.8K
|
12.1K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
297+ 1.9% |
$53.5K - $60.8K
|
16K
$3.53M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
296+ 5.53% |
$53.3K - $60.6K
|
5.65K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
293+ 2.64% |
$52.8K - $60K
|
11.4K
$2.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
293+ 17.78% |
$52.8K - $60K
|
1.94K
$430K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
292+ 1.02% |
$52.6K - $59.8K
|
28.8K
$6.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
291+ 7.32% |
$52.4K - $59.6K
|
4.27K
$945K
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
290+ 4.83% |
$52.2K - $59.4K
|
6.29K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
288+ 3.03% |
$51.9K - $59K
|
9.79K
$2.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
286+ 0.94% |
$51.5K - $58.6K
|
30.7K
$6.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
286+ 6.43% |
$51.5K - $58.6K
|
4.73K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
285+ 10.19% |
$51.3K - $58.4K
|
3.08K
$683K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
283+ 1.25% |
$51K - $58K
|
23K
$5.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
282+ 1.58% |
$50.8K - $57.8K
|
18.1K
$4.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
282+ 9.24% |
$50.8K - $57.8K
|
3.33K
$738K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
281+ 87.54% |
$50.6K - $57.5K
|
602
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
281+ 2.15% |
$50.6K - $57.5K
|
13.4K
$2.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
279+ 1.75% |
$50.2K - $57.1K
|
16.2K
$3.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
277+ 11.69% |
$49.9K - $56.7K
|
2.65K
$586K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
275+ 6.32% |
$49.5K - $56.3K
|
4.63K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
275+ 13.8% |
$49.5K - $56.3K
|
2.27K
$502K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
274+ 0.21% |
$49.3K - $56.1K
|
129K
$28.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
273+ 2.56% |
$49.2K - $55.9K
|
11K
$2.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
273+ 6.45% |
$49.2K - $55.9K
|
4.51K
$998K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
271+ 1.37% |
$48.8K - $55.5K
|
20.1K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
271+ 12.97% |
$48.8K - $55.5K
|
2.36K
$523K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
271+ 1.37% |
$48.8K - $55.5K
|
20.1K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
268+ 4.98% |
$48.3K - $54.9K
|
5.65K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
268+ 5.78% |
$48.3K - $54.9K
|
4.9K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
267+ 2.41% |
$48.1K - $54.7K
|
11.4K
$2.52M
|