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 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.43K+ 22.01% |
$257K - $292K
|
7.9K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.42K+ 0.89% |
$256K - $291K
|
160K
$41.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.42K+ 0.99% |
$255K - $290K
|
145K
$37.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.42K+ 151.01% |
$255K - $290K
|
2.36K
$607K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
1.41K+ 5.92% |
$254K - $289K
|
25.2K
$6.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 5.96% |
$253K - $287K
|
24.9K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 2.96% |
$252K - $287K
|
48.6K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 11.47% |
$252K - $287K
|
13.6K
$3.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.38K+ 5.35% |
$249K - $283K
|
27.2K
$7.01M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.38K+ 0.34% |
$249K - $283K
|
410K
$106M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 17.2% |
$245K - $279K
|
9.28K
$2.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.36KNew |
$244K - $278K
|
1.36K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.35K+ 2.2% |
$244K - $277K
|
62.9K
$16.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 4.92% |
$239K - $272K
|
28.3K
$7.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.32K+ 3.11% |
$237K - $269K
|
43.6K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.39% |
$236K - $268K
|
56.2K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.31K+ 0.68% |
$235K - $267K
|
193K
$49.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.3K+ 2.04% |
$234K - $266K
|
65K
$16.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1.3KNew |
$234K - $266K
|
1.3K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$233K - $265K
|
1.29K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.29KNew |
$232K - $264K
|
1.29K
$332K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.29K+ 1.13% |
$231K - $263K
|
115K
$29.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.28KNew |
$231K - $263K
|
1.28K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
1.27K+ 5.32% |
$229K - $261K
|
25.2K
$6.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.27K+ 0.6% |
$229K - $260K
|
213K
$54.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.27K+ 8.68% |
$229K - $260K
|
15.9K
$4.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.27KNew |
$229K - $260K
|
1.27K
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.27K+ 21.06% |
$228K - $259K
|
7.28K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
1.27K+ 6.06% |
$228K - $259K
|
22.1K
$5.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
1.26K+ 19.06% |
$228K - $259K
|
7.89K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 15.47% |
$226K - $257K
|
9.37K
$2.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
1.25K+ 2.9% |
$226K - $257K
|
44.4K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.25K+ 4.12% |
$226K - $257K
|
31.6K
$8.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.25KNew |
$226K - $257K
|
1.25K
$323K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.25K+ 35.59% |
$225K - $256K
|
4.76K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.25K+ 1.02% |
$225K - $256K
|
123K
$31.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
1.25KNew |
$225K - $255K
|
1.25K
$321K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.25K+ 7.17% |
$224K - $255K
|
18.6K
$4.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
1.24K+ 13.21% |
$224K - $255K
|
10.7K
$2.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.24K+ 115.09% |
$224K - $255K
|
2.32K
$598K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.24K+ 1.36% |
$222K - $253K
|
92.1K
$23.7M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.23K+ 58.83% |
$222K - $252K
|
3.33K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.23KNew |
$221K - $251K
|
1.23K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.22K+ 5.07% |
$220K - $250K
|
25.3K
$6.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.22K+ 1.44% |
$220K - $250K
|
85.7K
$22.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.22K+ 3.43% |
$220K - $250K
|
36.8K
$9.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.22K+ 0.67% |
$219K - $249K
|
183K
$47M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.21K+ 3.73% |
$219K - $249K
|
33.7K
$8.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.2K+ 3.48% |
$217K - $246K
|
35.8K
$9.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.2KNew |
$216K - $245K
|
1.2K
$308K
|