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
|
Asset Dedication, LLC
|
BUY
|
- |
172+ 0.32% |
$31K - $35.2K
|
53.5K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172+ 0.02% |
$31K - $35.2K
|
722K
$208M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
171+ 0.19% |
$30.8K - $35K
|
89K
$25.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 0.38% |
$30.6K - $34.8K
|
44.4K
$12.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
170+ 6.13% |
$30.6K - $34.8K
|
2.94K
$850K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
170+ 3.88% |
$30.6K - $34.8K
|
4.55K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
170New |
$30.6K - $34.8K
|
170
$49.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
169+ 0.14% |
$30.4K - $34.6K
|
125K
$36.2M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.86% |
$30.1K - $34.2K
|
19.6K
$5.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
166+ 10.91% |
$29.9K - $34K
|
1.69K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
166+ 4.77% |
$29.9K - $34K
|
3.65K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
165+ 2.61% |
$29.7K - $33.8K
|
6.5K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
165+ 1.74% |
$29.7K - $33.8K
|
9.67K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 13.29% |
$29.5K - $33.6K
|
1.4K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
164+ 4.08% |
$29.5K - $33.6K
|
4.18K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
163+ 1.83% |
$29.4K - $33.4K
|
9.07K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
162+ 2.21% |
$29.2K - $33.2K
|
7.49K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
161+ 0.94% |
$29K - $33K
|
17.2K
$4.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
161+ 0.23% |
$29K - $33K
|
70.6K
$20.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
160+ 0.9% |
$28.8K - $32.8K
|
18K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
160+ 0.07% |
$28.8K - $32.8K
|
229K
$66.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
160+ 2.12% |
$28.8K - $32.8K
|
7.72K
$2.23M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
160+ 2.89% |
$28.8K - $32.8K
|
5.69K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
159+ 1.41% |
$28.6K - $32.6K
|
11.5K
$3.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
158New |
$28.5K - $32.4K
|
158
$45.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
158+ 2.52% |
$28.5K - $32.4K
|
6.43K
$1.86M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
155+ 4.32% |
$27.9K - $31.7K
|
3.74K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
155+ 3.78% |
$27.9K - $31.7K
|
4.26K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
155+ 0.73% |
$27.9K - $31.7K
|
21.4K
$6.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
153+ 0.69% |
$27.6K - $31.3K
|
22.3K
$6.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
153+ 8.48% |
$27.6K - $31.3K
|
1.96K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
153+ 0.82% |
$27.6K - $31.3K
|
18.8K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
153+ 1.12% |
$27.6K - $31.3K
|
13.8K
$3.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
152+ 3.06% |
$27.4K - $31.1K
|
5.12K
$1.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
151+ 1.3% |
$27.2K - $30.9K
|
11.8K
$3.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
151+ 5.05% |
$27.2K - $30.9K
|
3.14K
$907K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
150+ 1.74% |
$27K - $30.7K
|
8.76K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
150+ 1.73% |
$27K - $30.7K
|
8.84K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
149+ 9.2% |
$26.8K - $30.5K
|
1.77K
$510K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
149+ 6.36% |
$26.8K - $30.5K
|
2.49K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
149+ 1.95% |
$26.8K - $30.5K
|
7.8K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
147+ 3.73% |
$26.5K - $30.1K
|
4.09K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
147+ 8.4% |
$26.5K - $30.1K
|
1.9K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
146+ 2.5% |
$26.3K - $29.9K
|
5.98K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
145+ 1.71% |
$26.1K - $29.7K
|
8.62K
$2.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
144+ 5.23% |
$25.9K - $29.5K
|
2.9K
$836K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
144+ 7.02% |
$25.9K - $29.5K
|
2.2K
$634K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
144+ 0.82% |
$25.9K - $29.5K
|
17.8K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
144+ 0.49% |
$25.9K - $29.5K
|
29.5K
$8.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
143+ 2.86% |
$25.8K - $29.3K
|
5.15K
$1.49M
|