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
|
Prudent Man Advisors, LLC
|
BUY
|
- |
789+ 4.03% |
$142K - $162K
|
20.4K
$5.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
786+ 14.69% |
$142K - $161K
|
6.14K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
783+ 4.98% |
$141K - $160K
|
16.5K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
783+ 2.01% |
$141K - $160K
|
39.8K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
782+ 30.85% |
$141K - $160K
|
3.32K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
782+ 4.13% |
$141K - $160K
|
19.7K
$5.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
778+ 1.02% |
$140K - $159K
|
76.9K
$19.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
777+ 74.86% |
$140K - $159K
|
1.82K
$470K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
773+ 2.54% |
$139K - $158K
|
31.2K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
772+ 2.14% |
$139K - $158K
|
36.8K
$9.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
770+ 31.1% |
$139K - $158K
|
3.25K
$840K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
767+ 4.33% |
$138K - $157K
|
18.5K
$4.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
763+ 2.41% |
$137K - $156K
|
32.4K
$8.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
762+ 22.16% |
$137K - $156K
|
4.2K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
759+ 2.85% |
$137K - $155K
|
27.4K
$7.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
746+ 6.54% |
$134K - $153K
|
12.2K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
744+ 4.09% |
$134K - $152K
|
18.9K
$4.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
744+ 0.43% |
$134K - $152K
|
175K
$45.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
739+ 11.19% |
$133K - $151K
|
7.34K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
736+ 14.36% |
$133K - $151K
|
5.86K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
729+ 33.08% |
$131K - $149K
|
2.93K
$759K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
726+ 124.1% |
$131K - $149K
|
1.31K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
726+ 3.39% |
$131K - $149K
|
22.1K
$5.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
718+ 2.3% |
$129K - $147K
|
31.9K
$8.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
706+ 5.47% |
$127K - $145K
|
13.6K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
704+ 5.28% |
$127K - $144K
|
14K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
703+ 16.81% |
$127K - $144K
|
4.89K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
700+ 4.2% |
$126K - $143K
|
17.4K
$4.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
700+ 3.57% |
$126K - $143K
|
20.3K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
700+ 66.04% |
$126K - $143K
|
1.76K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
690+ 0.77% |
$124K - $141K
|
90.2K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
690+ 2.3% |
$124K - $141K
|
30.7K
$7.96M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
689+ 10.83% |
$124K - $141K
|
7.05K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
687+ 6.03% |
$124K - $141K
|
12.1K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
687+ 0.64% |
$124K - $141K
|
108K
$27.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
685+ 7.08% |
$123K - $140K
|
10.4K
$2.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
682New |
$123K - $140K
|
682
$176K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
680+ 28.15% |
$122K - $139K
|
3.1K
$801K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
676+ 8.47% |
$122K - $138K
|
8.66K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
672+ 3.46% |
$121K - $138K
|
20.1K
$5.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
669+ 1.85% |
$120K - $137K
|
36.7K
$9.51M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
668+ 16.44% |
$120K - $137K
|
4.73K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
667+ 4.94% |
$120K - $137K
|
14.2K
$3.67M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
667+ 16.14% |
$120K - $137K
|
4.8K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
666+ 2.83% |
$120K - $136K
|
24.2K
$6.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
664+ 17.21% |
$120K - $136K
|
4.52K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
663+ 8.74% |
$119K - $136K
|
8.25K
$2.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
661+ 0.71% |
$119K - $135K
|
93.6K
$24.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
661+ 2.83% |
$119K - $135K
|
24K
$6.22M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
660+ 5.33% |
$119K - $135K
|
13K
$3.37M
|