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 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.57K+ 0.87% |
$1.36M - $1.55M
|
877K
$248M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.56K+ 4.33% |
$1.36M - $1.55M
|
182K
$51.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
7.5K+ 566.54% |
$1.35M - $1.54M
|
8.83K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
7.46KNew |
$1.34M - $1.53M
|
7.46K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.43K+ 0.45% |
$1.34M - $1.52M
|
1.66M
$470M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.36K+ 7.25% |
$1.33M - $1.51M
|
109K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.32K+ 3.17% |
$1.32M - $1.5M
|
238K
$67.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.29K+ 0.94% |
$1.31M - $1.49M
|
782K
$221M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.27K+ 21.71% |
$1.31M - $1.49M
|
40.7K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.19K+ 5.29% |
$1.3M - $1.47M
|
143K
$40.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
7.09K+ 22.88% |
$1.28M - $1.45M
|
38.1K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7K+ 107.15% |
$1.26M - $1.43M
|
13.5K
$3.83M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.98KNew |
$1.26M - $1.43M
|
6.98K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.97K+ 0.41% |
$1.25M - $1.43M
|
1.72M
$488M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6.86K+ 66.95% |
$1.24M - $1.41M
|
17.1K
$4.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
6.84K+ 1.09% |
$1.23M - $1.4M
|
637K
$180M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.81KNew |
$1.23M - $1.4M
|
6.81K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.74K+ 37.79% |
$1.21M - $1.38M
|
24.6K
$6.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
6.74K+ 129.37% |
$1.21M - $1.38M
|
11.9K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.72K+ 51.23% |
$1.21M - $1.38M
|
19.8K
$5.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.71K+ 5.16% |
$1.21M - $1.37M
|
137K
$38.8M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.68K+ 2.26% |
$1.2M - $1.37M
|
302K
$85.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.64K+ 14.69% |
$1.2M - $1.36M
|
51.8K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.64K+ 8.02% |
$1.2M - $1.36M
|
89.4K
$25.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.6K+ 5.76% |
$1.19M - $1.35M
|
121K
$34.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
6.58KNew |
$1.18M - $1.35M
|
6.58K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.57K+ 43.22% |
$1.18M - $1.35M
|
21.8K
$6.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
6.57KNew |
$1.18M - $1.35M
|
6.57K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
6.39K+ 545.81% |
$1.15M - $1.31M
|
7.56K
$2.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
6.35K+ 16.85% |
$1.14M - $1.3M
|
44K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.35K+ 2.37% |
$1.14M - $1.3M
|
275K
$77.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.31K+ 6.63% |
$1.14M - $1.29M
|
102K
$28.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.31KNew |
$1.14M - $1.29M
|
6.31K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.28K+ 10.29% |
$1.13M - $1.29M
|
67.4K
$19.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.28K+ 31.1% |
$1.13M - $1.29M
|
26.5K
$7.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.27K+ 0.5% |
$1.13M - $1.28M
|
1.26M
$357M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.22KNew |
$1.12M - $1.27M
|
6.22K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.15K+ 6.5% |
$1.11M - $1.26M
|
101K
$28.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.13K+ 35.84% |
$1.1M - $1.25M
|
23.2K
$6.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
6.11K+ 3.11% |
$1.1M - $1.25M
|
203K
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.1K+ 2.3% |
$1.1M - $1.25M
|
271K
$76.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
6.09K+ 2.15% |
$1.1M - $1.25M
|
290K
$82M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.06K+ 9.09% |
$1.09M - $1.24M
|
72.7K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6K+ 7.88% |
$1.08M - $1.23M
|
82.1K
$23.2M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
5.99KNew |
$1.08M - $1.23M
|
5.99K
$1.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.95K+ 6.67% |
$1.07M - $1.22M
|
95.2K
$26.9M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.9K+ 17.84% |
$1.06M - $1.21M
|
39K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.89K+ 15.86% |
$1.06M - $1.21M
|
43K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.86K+ 20.76% |
$1.06M - $1.2M
|
34.1K
$9.66M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.86K+ 5.42% |
$1.05M - $1.2M
|
114K
$32.2M
|