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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
285+ 10.19% |
$51.3K - $58.4K
|
3.08K
$890K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
283+ 1.25% |
$51K - $58K
|
23K
$6.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
282+ 1.58% |
$50.8K - $57.8K
|
18.1K
$5.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
282+ 9.24% |
$50.8K - $57.8K
|
3.33K
$963K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
281+ 87.54% |
$50.6K - $57.5K
|
602
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
281+ 2.15% |
$50.6K - $57.5K
|
13.4K
$3.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
279+ 1.75% |
$50.2K - $57.1K
|
16.2K
$4.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
277+ 11.69% |
$49.9K - $56.7K
|
2.65K
$764K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
275+ 6.32% |
$49.5K - $56.3K
|
4.63K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
275+ 13.8% |
$49.5K - $56.3K
|
2.27K
$655K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
274+ 0.21% |
$49.3K - $56.1K
|
129K
$37.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
273+ 2.56% |
$49.2K - $55.9K
|
11K
$3.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
273+ 6.45% |
$49.2K - $55.9K
|
4.51K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
271+ 1.37% |
$48.8K - $55.5K
|
20.1K
$5.8M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
271+ 12.97% |
$48.8K - $55.5K
|
2.36K
$681K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
271+ 1.37% |
$48.8K - $55.5K
|
20.1K
$5.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
268+ 4.98% |
$48.3K - $54.9K
|
5.65K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
268+ 5.78% |
$48.3K - $54.9K
|
4.9K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
267+ 2.41% |
$48.1K - $54.7K
|
11.4K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
266+ 113.19% |
$47.9K - $54.5K
|
501
$145K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
265+ 2.93% |
$47.7K - $54.3K
|
9.3K
$2.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
264+ 5.25% |
$47.5K - $54.1K
|
5.29K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
263+ 1.9% |
$47.4K - $53.9K
|
14.1K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
263+ 1.0% |
$47.4K - $53.9K
|
26.5K
$7.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
263+ 4.77% |
$47.4K - $53.9K
|
5.78K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
261+ 1.16% |
$47K - $53.5K
|
22.8K
$6.58M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
261+ 21.91% |
$47K - $53.5K
|
1.45K
$419K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
260+ 1.15% |
$46.8K - $53.2K
|
23K
$6.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
260+ 1.68% |
$46.8K - $53.2K
|
15.7K
$4.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
259+ 0.58% |
$46.6K - $53K
|
44.5K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
259+ 3.12% |
$46.6K - $53K
|
8.57K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
259+ 0.21% |
$46.6K - $53K
|
126K
$36.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
257+ 9.42% |
$46.3K - $52.6K
|
2.99K
$862K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
256+ 1.26% |
$46.1K - $52.4K
|
20.6K
$5.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
256+ 4.36% |
$46.1K - $52.4K
|
6.13K
$1.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
255+ 13.2% |
$45.9K - $52.2K
|
2.19K
$631K
|
|
|
Aug 01, 2024
Q2 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
255+ 0.1% |
$45.9K - $52.2K
|
247K
$71.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
255+ 0.42% |
$45.9K - $52.2K
|
60.4K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
255+ 0.06% |
$45.9K - $52.2K
|
421K
$122M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
254+ 10.08% |
$45.7K - $52K
|
2.77K
$801K
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
253+ 23.28% |
$45.6K - $51.8K
|
1.34K
$387K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
252+ 11.31% |
$45.4K - $51.6K
|
2.48K
$716K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
252+ 0.89% |
$45.4K - $51.6K
|
28.4K
$8.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
252+ 1.93% |
$45.4K - $51.6K
|
13.3K
$3.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
250+ 7.52% |
$45K - $51.2K
|
3.58K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
250+ 1.57% |
$45K - $51.2K
|
16.1K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
250+ 17.19% |
$45K - $51.2K
|
1.7K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
250+ 13.29% |
$45K - $51.2K
|
2.13K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 2.94% |
$45K - $51.2K
|
8.76K
$2.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
249+ 2.25% |
$44.8K - $51K
|
11.3K
$3.27M
|