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 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.95K+ 102.97% |
$530K - $603K
|
5.81K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.94K+ 10.01% |
$530K - $603K
|
32.4K
$8.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.94KNew |
$529K - $601K
|
2.94K
$756K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.92K+ 121.38% |
$527K - $599K
|
5.33K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 2.74% |
$526K - $599K
|
110K
$28.3M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 2.74% |
$526K - $599K
|
110K
$28.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.92K+ 2.73% |
$526K - $598K
|
110K
$28.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.92K+ 4.06% |
$525K - $597K
|
74.7K
$19.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.89KNew |
$520K - $592K
|
2.89K
$744K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.87K+ 108.13% |
$517K - $588K
|
5.53K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87K+ 1.61% |
$517K - $588K
|
181K
$46.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.87K+ 4.84% |
$516K - $587K
|
62.1K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.86K+ 2.54% |
$514K - $585K
|
115K
$29.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.84K+ 123.4% |
$511K - $581K
|
5.14K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.81K+ 186.75% |
$505K - $574K
|
4.31K
$1.11M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.8K+ 3.49% |
$504K - $573K
|
82.9K
$21.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.78K+ 5.2% |
$500K - $568K
|
56.2K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.76K+ 3.33% |
$497K - $565K
|
85.6K
$22M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.75K+ 88.05% |
$495K - $563K
|
5.87K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.75K+ 4.84% |
$495K - $563K
|
59.6K
$15.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.75K+ 1.29% |
$495K - $563K
|
216K
$55.6M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.72K+ 14.56% |
$489K - $556K
|
21.4K
$5.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 8.93% |
$488K - $555K
|
33K
$8.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.69K+ 38.3% |
$484K - $550K
|
9.71K
$2.5M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.67K+ 12.22% |
$482K - $548K
|
24.6K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.67K+ 16.23% |
$480K - $546K
|
19.1K
$4.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.66K+ 89.52% |
$480K - $546K
|
5.64K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.66K+ 140.0% |
$479K - $545K
|
4.56K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$477K - $543K
|
2.65K
$682K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.64K+ 5.42% |
$476K - $541K
|
51.4K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.64K+ 15.45% |
$475K - $541K
|
19.7K
$5.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
2.64K+ 4.5% |
$475K - $540K
|
61.3K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
2.64K+ 36.5% |
$475K - $540K
|
9.86K
$2.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.63K+ 25.89% |
$473K - $538K
|
12.8K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.61KNew |
$470K - $535K
|
2.61K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.61KNew |
$470K - $535K
|
2.61K
$672K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.61K+ 3.67% |
$470K - $535K
|
73.8K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.6K+ 0.58% |
$468K - $533K
|
455K
$117M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.57K+ 1.36% |
$463K - $526K
|
192K
$49.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.57K+ 2.83% |
$462K - $525K
|
93.4K
$24M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.51K+ 10.33% |
$451K - $513K
|
26.8K
$6.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.5KNew |
$449K - $511K
|
2.5K
$642K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.48K+ 34.37% |
$447K - $508K
|
9.7K
$2.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.47K+ 51.68% |
$445K - $506K
|
7.25K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.46K+ 8.35% |
$444K - $505K
|
32K
$8.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.46K+ 5.14% |
$444K - $504K
|
50.4K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$442K - $503K
|
2.46K
$632K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.44K+ 4.49% |
$440K - $500K
|
56.8K
$14.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.44K+ 6.22% |
$439K - $499K
|
41.7K
$10.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.44KNew |
$439K - $499K
|
2.44K
$628K
|