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 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
114+ 1.08% |
$20.5K - $23.3K
|
10.7K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
114+ 0.42% |
$20.5K - $23.3K
|
27.1K
$7.83M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
114+ 1.65% |
$20.5K - $23.3K
|
7.02K
$2.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
113+ 1.75% |
$20.3K - $23.1K
|
6.56K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
113New |
$20.3K - $23.1K
|
113
$32.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
113+ 0.13% |
$20.3K - $23.1K
|
87.2K
$25.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
112+ 0.59% |
$20.2K - $22.9K
|
19.2K
$5.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
112+ 0.73% |
$20.2K - $22.9K
|
15.4K
$4.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
111+ 1.03% |
$20K - $22.7K
|
10.9K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
111+ 1.36% |
$20K - $22.7K
|
8.25K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
110+ 5.48% |
$19.8K - $22.5K
|
2.12K
$612K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
110+ 2.35% |
$19.8K - $22.5K
|
4.79K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
110+ 0.34% |
$19.8K - $22.5K
|
32.3K
$9.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
110+ 0.5% |
$19.8K - $22.5K
|
22.3K
$6.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
109+ 0.19% |
$19.6K - $22.3K
|
58.3K
$16.8M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
109+ 0.3% |
$19.6K - $22.3K
|
36.4K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
109+ 5.53% |
$19.6K - $22.3K
|
2.08K
$601K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
109+ 2.44% |
$19.6K - $22.3K
|
4.58K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
109+ 1.36% |
$19.6K - $22.3K
|
8.15K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
109+ 0.34% |
$19.6K - $22.3K
|
32.6K
$9.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
108+ 0.59% |
$19.4K - $22.1K
|
18.4K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
108+ 0.6% |
$19.4K - $22.1K
|
18.1K
$5.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
108+ 6.21% |
$19.4K - $22.1K
|
1.85K
$533K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
107+ 1.01% |
$19.3K - $21.9K
|
10.7K
$3.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
107+ 36.77% |
$19.3K - $21.9K
|
398
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
106+ 2.39% |
$19.1K - $21.7K
|
4.54K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
105+ 6.21% |
$18.9K - $21.5K
|
1.8K
$519K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
105+ 8.88% |
$18.9K - $21.5K
|
1.29K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
105+ 0.22% |
$18.9K - $21.5K
|
47.5K
$13.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
104+ 1.17% |
$18.7K - $21.3K
|
9K
$2.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
103+ 4.17% |
$18.5K - $21.1K
|
2.57K
$742K
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
101+ 0.93% |
$18.2K - $20.7K
|
10.9K
$3.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
101+ 0.61% |
$18.2K - $20.7K
|
16.7K
$4.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
100+ 9.51% |
$18K - $20.5K
|
1.15K
$332K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 2.2% |
$18K - $20.5K
|
4.64K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
100+ 0.37% |
$18K - $20.5K
|
27K
$7.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
100+ 5.05% |
$18K - $20.5K
|
2.08K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
100+ 6.41% |
$18K - $20.5K
|
1.66K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
100+ 4.64% |
$18K - $20.5K
|
2.26K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
100+ 8.49% |
$18K - $20.5K
|
1.28K
$369K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
99+ 0.49% |
$17.8K - $20.3K
|
20.2K
$5.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
98+ 3.12% |
$17.6K - $20.1K
|
3.24K
$936K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
98+ 0.31% |
$17.6K - $20.1K
|
31.8K
$9.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
97+ 3.13% |
$17.5K - $19.9K
|
3.2K
$924K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
97+ 5.63% |
$17.5K - $19.9K
|
1.82K
$525K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
95+ 0.9% |
$17.1K - $19.5K
|
10.7K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
95+ 0.11% |
$17.1K - $19.5K
|
88.5K
$25.5M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
94+ 0.78% |
$16.9K - $19.3K
|
12.1K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
94+ 3.82% |
$16.9K - $19.3K
|
2.55K
$737K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
93+ 3.96% |
$16.7K - $19K
|
2.44K
$705K
|