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
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
266+ 113.19% |
$47.9K - $54.5K
|
501
$111K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
265+ 2.93% |
$47.7K - $54.3K
|
9.3K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
264+ 5.25% |
$47.5K - $54.1K
|
5.29K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
263+ 1.9% |
$47.4K - $53.9K
|
14.1K
$3.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
263+ 1.0% |
$47.4K - $53.9K
|
26.5K
$5.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
263+ 4.77% |
$47.4K - $53.9K
|
5.78K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
261+ 1.16% |
$47K - $53.5K
|
22.8K
$5.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
260+ 1.15% |
$46.8K - $53.2K
|
23K
$5.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
260+ 1.68% |
$46.8K - $53.2K
|
15.7K
$3.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
259+ 0.58% |
$46.6K - $53K
|
44.5K
$9.86M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
259+ 3.12% |
$46.6K - $53K
|
8.57K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
259+ 0.21% |
$46.6K - $53K
|
126K
$27.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
257+ 9.42% |
$46.3K - $52.6K
|
2.99K
$661K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
256+ 1.26% |
$46.1K - $52.4K
|
20.6K
$4.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
256+ 4.36% |
$46.1K - $52.4K
|
6.13K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
255+ 13.2% |
$45.9K - $52.2K
|
2.19K
$484K
|
|
|
Aug 01, 2024
Q2 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
255+ 0.1% |
$45.9K - $52.2K
|
247K
$54.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
255+ 0.42% |
$45.9K - $52.2K
|
60.4K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
255+ 0.06% |
$45.9K - $52.2K
|
421K
$93.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
254+ 10.08% |
$45.7K - $52K
|
2.77K
$614K
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
253+ 23.28% |
$45.6K - $51.8K
|
1.34K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
252+ 11.31% |
$45.4K - $51.6K
|
2.48K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
252+ 0.89% |
$45.4K - $51.6K
|
28.4K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
252+ 1.93% |
$45.4K - $51.6K
|
13.3K
$2.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
250+ 7.52% |
$45K - $51.2K
|
3.58K
$792K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
250+ 1.57% |
$45K - $51.2K
|
16.1K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
250+ 17.19% |
$45K - $51.2K
|
1.7K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
250+ 13.29% |
$45K - $51.2K
|
2.13K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 2.94% |
$45K - $51.2K
|
8.76K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
249+ 2.25% |
$44.8K - $51K
|
11.3K
$2.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
249+ 1.09% |
$44.8K - $51K
|
23K
$5.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
249+ 2.56% |
$44.8K - $51K
|
9.99K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
248+ 4.97% |
$44.7K - $50.8K
|
5.24K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
247+ 3.34% |
$44.5K - $50.6K
|
7.64K
$1.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
247New |
$44.5K - $50.6K
|
247
$54.7K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
246+ 6.29% |
$44.3K - $50.4K
|
4.16K
$920K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
246+ 21.71% |
$44.3K - $50.4K
|
1.38K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
245+ 0.1% |
$44.1K - $50.2K
|
248K
$54.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
244+ 0.62% |
$43.9K - $50K
|
39.9K
$8.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
244+ 11.7% |
$43.9K - $50K
|
2.33K
$516K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
244+ 0.46% |
$43.9K - $50K
|
53.8K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
243+ 11.94% |
$43.8K - $49.8K
|
2.28K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
243+ 123.35% |
$43.8K - $49.8K
|
440
$97.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
241+ 7.68% |
$43.4K - $49.4K
|
3.38K
$748K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
241+ 5.81% |
$43.4K - $49.4K
|
4.39K
$971K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
239+ 0.63% |
$43K - $48.9K
|
38.2K
$8.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
239+ 8.51% |
$43K - $48.9K
|
3.05K
$675K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
236+ 11.54% |
$42.5K - $48.3K
|
2.28K
$505K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
234+ 1.77% |
$42.1K - $47.9K
|
13.4K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
234+ 0.44% |
$42.1K - $47.9K
|
53.2K
$11.8M
|