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 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
323+ 3.2% |
$58.2K - $66.1K
|
10.4K
$2.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
323+ 2.08% |
$58.2K - $66.1K
|
15.9K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
323+ 3.23% |
$58.2K - $66.1K
|
10.3K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
323+ 19.99% |
$58.2K - $66.1K
|
1.94K
$502K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
320+ 1.53% |
$57.6K - $65.5K
|
21.2K
$5.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
320+ 0.7% |
$57.6K - $65.5K
|
46.2K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
319+ 0.72% |
$57.4K - $65.3K
|
44.8K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
319+ 10.92% |
$57.4K - $65.3K
|
3.24K
$838K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
317+ 1.38% |
$57.1K - $64.9K
|
23.2K
$6.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
316+ 3.99% |
$56.9K - $64.7K
|
8.23K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
315+ 9.95% |
$56.7K - $64.5K
|
3.48K
$901K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
314+ 95.15% |
$56.5K - $64.3K
|
644
$167K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
313+ 1.21% |
$56.4K - $64.1K
|
26.2K
$6.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
311New |
$56K - $63.7K
|
311
$80.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
311+ 1.02% |
$56K - $63.7K
|
30.8K
$7.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
310+ 4.42% |
$55.8K - $63.5K
|
7.32K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 0.58% |
$55.6K - $63.3K
|
54K
$14M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
308+ 5.97% |
$55.5K - $63.1K
|
5.47K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
308+ 1.22% |
$55.5K - $63.1K
|
25.5K
$6.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
308+ 1.09% |
$55.5K - $63.1K
|
28.6K
$7.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
308+ 12.44% |
$55.5K - $63.1K
|
2.78K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
308+ 1062.07% |
$55.5K - $63.1K
|
337
$87.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
307+ 4.85% |
$55.3K - $62.9K
|
6.64K
$1.72M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
306+ 11.36% |
$55.1K - $62.7K
|
3K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
304+ 22.45% |
$54.7K - $62.3K
|
1.66K
$429K
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
304+ 1.4% |
$54.7K - $62.3K
|
22.1K
$5.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
300+ 4.2% |
$54K - $61.4K
|
7.45K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
300+ 1.47% |
$54K - $61.4K
|
20.8K
$5.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
299+ 0.36% |
$53.8K - $61.2K
|
82.6K
$21.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
297+ 1.14% |
$53.5K - $60.8K
|
26.4K
$6.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
297+ 2.51% |
$53.5K - $60.8K
|
12.1K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
297+ 1.9% |
$53.5K - $60.8K
|
16K
$4.13M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
296+ 5.53% |
$53.3K - $60.6K
|
5.65K
$1.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
293+ 2.64% |
$52.8K - $60K
|
11.4K
$2.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
293+ 17.78% |
$52.8K - $60K
|
1.94K
$502K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
292+ 1.02% |
$52.6K - $59.8K
|
28.8K
$7.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
291+ 7.32% |
$52.4K - $59.6K
|
4.27K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
290+ 4.83% |
$52.2K - $59.4K
|
6.29K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
288+ 3.03% |
$51.9K - $59K
|
9.79K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
286+ 0.94% |
$51.5K - $58.6K
|
30.7K
$7.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
286+ 6.43% |
$51.5K - $58.6K
|
4.73K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
285+ 10.19% |
$51.3K - $58.4K
|
3.08K
$798K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
283+ 1.25% |
$51K - $58K
|
23K
$5.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
282+ 1.58% |
$50.8K - $57.8K
|
18.1K
$4.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
282+ 9.24% |
$50.8K - $57.8K
|
3.33K
$863K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
281+ 87.54% |
$50.6K - $57.5K
|
602
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
281+ 2.15% |
$50.6K - $57.5K
|
13.4K
$3.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
279+ 1.75% |
$50.2K - $57.1K
|
16.2K
$4.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
277+ 11.69% |
$49.9K - $56.7K
|
2.65K
$685K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
275+ 6.32% |
$49.5K - $56.3K
|
4.63K
$1.2M
|