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 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
129+ 4.57% |
$23.2K - $26.4K
|
2.95K
$654K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
129+ 2.22% |
$23.2K - $26.4K
|
5.95K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
129+ 7.27% |
$23.2K - $26.4K
|
1.9K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
128+ 0.32% |
$23.1K - $26.2K
|
39.8K
$8.81M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
128+ 0.69% |
$23.1K - $26.2K
|
18.8K
$4.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 4.7% |
$22.9K - $26K
|
2.83K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
127+ 11.04% |
$22.9K - $26K
|
1.28K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
127+ 1.34% |
$22.9K - $26K
|
9.62K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
125+ 11.57% |
$22.5K - $25.6K
|
1.21K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
125+ 0.77% |
$22.5K - $25.6K
|
16.3K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$22.5K - $25.6K
|
125
$27.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
124+ 3.02% |
$22.3K - $25.4K
|
4.23K
$937K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
123+ 7.0% |
$22.1K - $25.2K
|
1.88K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
123+ 0.18% |
$22.1K - $25.2K
|
67.9K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
122+ 1.16% |
$22K - $25K
|
10.7K
$2.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
121+ 0.84% |
$21.8K - $24.8K
|
14.6K
$3.23M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
121+ 0.63% |
$21.8K - $24.8K
|
19.2K
$4.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
120+ 1.94% |
$21.6K - $24.6K
|
6.32K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
120+ 11.08% |
$21.6K - $24.6K
|
1.2K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
119+ 1.7% |
$21.4K - $24.4K
|
7.12K
$1.58M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
117+ 11.16% |
$21.1K - $24K
|
1.17K
$258K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
117+ 15.33% |
$21.1K - $24K
|
880
$195K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
117+ 3.91% |
$21.1K - $24K
|
3.11K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
117+ 8.07% |
$21.1K - $24K
|
1.57K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
116+ 5.62% |
$20.9K - $23.8K
|
2.18K
$483K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
115+ 6.2% |
$20.7K - $23.6K
|
1.97K
$437K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
115+ 2.39% |
$20.7K - $23.6K
|
4.92K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
115+ 1.69% |
$20.7K - $23.6K
|
6.93K
$1.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
114+ 1.08% |
$20.5K - $23.3K
|
10.7K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
114+ 0.42% |
$20.5K - $23.3K
|
27.1K
$6.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
113+ 1.75% |
$20.3K - $23.1K
|
6.56K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
113New |
$20.3K - $23.1K
|
113
$25K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
113+ 0.13% |
$20.3K - $23.1K
|
87.2K
$19.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
112+ 0.59% |
$20.2K - $22.9K
|
19.2K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
112+ 0.73% |
$20.2K - $22.9K
|
15.4K
$3.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
111+ 1.03% |
$20K - $22.7K
|
10.9K
$2.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
111+ 1.36% |
$20K - $22.7K
|
8.25K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
110+ 5.48% |
$19.8K - $22.5K
|
2.12K
$469K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
110+ 2.35% |
$19.8K - $22.5K
|
4.79K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
110+ 0.34% |
$19.8K - $22.5K
|
32.3K
$7.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
110+ 0.5% |
$19.8K - $22.5K
|
22.3K
$4.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
109+ 0.19% |
$19.6K - $22.3K
|
58.3K
$12.9M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
109+ 0.3% |
$19.6K - $22.3K
|
36.4K
$8.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
109+ 5.53% |
$19.6K - $22.3K
|
2.08K
$461K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
109+ 2.44% |
$19.6K - $22.3K
|
4.58K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
109+ 1.36% |
$19.6K - $22.3K
|
8.15K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
109+ 0.34% |
$19.6K - $22.3K
|
32.6K
$7.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
108+ 0.59% |
$19.4K - $22.1K
|
18.4K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
108+ 0.6% |
$19.4K - $22.1K
|
18.1K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
108+ 6.21% |
$19.4K - $22.1K
|
1.85K
$409K
|