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 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
547+ 0.92% |
$98.5K - $112K
|
60K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
546+ 2.82% |
$98.3K - $112K
|
19.9K
$5.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545+ 6.4% |
$98.1K - $112K
|
9.07K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
543+ 9.56% |
$97.8K - $111K
|
6.22K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
542+ 9.43% |
$97.6K - $111K
|
6.29K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
539+ 39.26% |
$97.1K - $110K
|
1.91K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
534+ 1.87% |
$96.2K - $109K
|
29.1K
$7.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
533+ 9.17% |
$96K - $109K
|
6.34K
$1.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
530+ 2.19% |
$95.4K - $109K
|
24.7K
$6.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
530+ 1.8% |
$95.4K - $109K
|
30K
$7.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
525+ 16.03% |
$94.5K - $108K
|
3.8K
$984K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
522+ 14.5% |
$94K - $107K
|
4.12K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
520+ 35.62% |
$93.6K - $106K
|
1.98K
$512K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
517+ 5.74% |
$93.1K - $106K
|
9.53K
$2.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
517+ 0.74% |
$93.1K - $106K
|
70.8K
$18.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
517+ 1.57% |
$93.1K - $106K
|
33.5K
$8.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
516+ 10.3% |
$92.9K - $106K
|
5.53K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
515+ 36.52% |
$92.7K - $105K
|
1.93K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
514+ 1.91% |
$92.6K - $105K
|
27.4K
$7.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
513+ 3.71% |
$92.4K - $105K
|
14.3K
$3.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
511+ 2.01% |
$92K - $105K
|
26K
$6.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
510+ 53.74% |
$91.8K - $104K
|
1.46K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
508+ 1.7% |
$91.5K - $104K
|
30.3K
$7.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
506+ 12.42% |
$91.1K - $104K
|
4.58K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
502+ 1.75% |
$90.4K - $103K
|
29.2K
$7.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
500+ 21.39% |
$90K - $102K
|
2.84K
$734K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
500+ 6.68% |
$90K - $102K
|
7.98K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500+ 7.14% |
$90K - $102K
|
7.5K
$1.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
500+ 1.63% |
$90K - $102K
|
31.2K
$8.07M
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
500+ 0.47% |
$90K - $102K
|
106K
$27.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
499New |
$89.9K - $102K
|
499
$129K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
495+ 7.16% |
$89.1K - $101K
|
7.41K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
494+ 4.64% |
$89K - $101K
|
11.2K
$2.89M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
493+ 0.16% |
$88.8K - $101K
|
313K
$81.1M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
492+ 3.91% |
$88.6K - $101K
|
13.1K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
490+ 1.03% |
$88.2K - $100K
|
48.2K
$12.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
487+ 22.22% |
$87.7K - $99.7K
|
2.68K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
485+ 0.11% |
$87.3K - $99.3K
|
430K
$111M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
475+ 3.22% |
$85.5K - $97.3K
|
15.2K
$3.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
474+ 5.45% |
$85.4K - $97.1K
|
9.17K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
473+ 6.78% |
$85.2K - $96.9K
|
7.45K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
471+ 4.86% |
$84.8K - $96.5K
|
10.2K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
466+ 1.2% |
$83.9K - $95.4K
|
39.2K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
466+ 0.61% |
$83.9K - $95.4K
|
76.6K
$19.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
466+ 19.66% |
$83.9K - $95.4K
|
2.84K
$734K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
464+ 19.71% |
$83.6K - $95K
|
2.82K
$729K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
464+ 2.27% |
$83.6K - $95K
|
20.9K
$5.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
460+ 41.86% |
$82.8K - $94.2K
|
1.56K
$403K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
459+ 1.73% |
$82.7K - $94K
|
27K
$6.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$82.7K - $94K
|
459
$119K
|