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
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.52K+ 0.77% |
$994K - $1.13M
|
721K
$175M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.44K+ 25.96% |
$980K - $1.11M
|
26.4K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.44K+ 1.37% |
$979K - $1.11M
|
404K
$98M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
5.43K+ 3.69% |
$977K - $1.11M
|
153K
$37M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.42K+ 24.22% |
$975K - $1.11M
|
27.8K
$6.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.37KNew |
$968K - $1.1M
|
5.37K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34K+ 3.66% |
$962K - $1.09M
|
151K
$36.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
5.2K+ 76.12% |
$936K - $1.06M
|
12K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.14K+ 99.69% |
$926K - $1.05M
|
10.3K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
5.11KNew |
$920K - $1.05M
|
5.11K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.02K+ 12.2% |
$904K - $1.03M
|
46.2K
$11.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.98K+ 2.64% |
$896K - $1.02M
|
193K
$46.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.97K+ 81.3% |
$896K - $1.02M
|
11.1K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.97K+ 49.15% |
$895K - $1.02M
|
15.1K
$3.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
BUY
|
- |
4.95K+ 7.19% |
$892K - $1.01M
|
73.8K
$17.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.91K+ 0.52% |
$885K - $1.01M
|
948K
$230M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.9K+ 13.53% |
$882K - $1M
|
41.1K
$9.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.9K+ 11.72% |
$882K - $1M
|
46.7K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.86K+ 3.88% |
$875K - $995K
|
130K
$31.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.85KNew |
$874K - $993K
|
4.85K
$1.18M
|
|
|
Aug 16, 2024
Q2 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
4.85KNew |
$873K - $993K
|
4.85K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.83K+ 6.96% |
$870K - $989K
|
74.3K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.82K+ 28.49% |
$869K - $988K
|
21.8K
$5.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.8K+ 2.4% |
$865K - $984K
|
205K
$49.8M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
4.76K+ 6.24% |
$857K - $974K
|
81K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.75K+ 13.57% |
$855K - $972K
|
39.7K
$9.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.74K+ 115.21% |
$853K - $970K
|
8.85K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
BUY
|
- |
4.73K+ 30.44% |
$852K - $968K
|
20.3K
$4.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.72K+ 170.22% |
$850K - $967K
|
7.5K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.69K+ 16.17% |
$845K - $961K
|
33.7K
$8.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.68K+ 5.86% |
$842K - $958K
|
84.5K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.67K+ 3.06% |
$840K - $956K
|
157K
$38.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Nat West Group PLC
|
BUY
|
- |
4.65K+ 6.85% |
$837K - $952K
|
72.6K
$17.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.63K+ 12.02% |
$834K - $948K
|
43.2K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.6K+ 2.01% |
$829K - $942K
|
234K
$56.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
4.6K+ 53.49% |
$828K - $942K
|
13.2K
$3.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.55K+ 1.89% |
$819K - $932K
|
245K
$59.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.54K+ 3.25% |
$817K - $929K
|
144K
$35M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.51K+ 1.04% |
$813K - $924K
|
440K
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.51K+ 204.86% |
$812K - $923K
|
6.71K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
4.5K+ 3.42% |
$810K - $922K
|
136K
$33M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.49K+ 25.48% |
$808K - $919K
|
22.1K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.47K+ 2.35% |
$804K - $914K
|
194K
$47.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.46K+ 27.97% |
$802K - $913K
|
20.4K
$4.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.44K+ 12.97% |
$799K - $908K
|
38.6K
$9.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
4.43K+ 11975.68% |
$798K - $907K
|
4.47K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.42KNew |
$795K - $905K
|
4.42K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.38K+ 3.95% |
$789K - $898K
|
115K
$28M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4.37K+ 132.86% |
$787K - $895K
|
7.66K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4.36K+ 8.72% |
$786K - $893K
|
54.4K
$13.2M
|