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
|
1776 Wealth LLC
|
BUY
|
- |
166+ 4.77% |
$29.9K - $34K
|
3.65K
$944K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
165+ 2.61% |
$29.7K - $33.8K
|
6.5K
$1.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
165+ 1.74% |
$29.7K - $33.8K
|
9.67K
$2.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 13.29% |
$29.5K - $33.6K
|
1.4K
$362K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
164+ 4.08% |
$29.5K - $33.6K
|
4.18K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
163+ 1.83% |
$29.4K - $33.4K
|
9.07K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
162+ 2.21% |
$29.2K - $33.2K
|
7.49K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
161+ 0.94% |
$29K - $33K
|
17.2K
$4.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
161+ 0.23% |
$29K - $33K
|
70.6K
$18.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
160+ 0.9% |
$28.8K - $32.8K
|
18K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
160+ 0.07% |
$28.8K - $32.8K
|
229K
$59.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
160+ 2.12% |
$28.8K - $32.8K
|
7.72K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
159+ 1.41% |
$28.6K - $32.6K
|
11.5K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
158New |
$28.5K - $32.4K
|
158
$40.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
158+ 2.52% |
$28.5K - $32.4K
|
6.43K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
155+ 4.32% |
$27.9K - $31.7K
|
3.74K
$969K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
155+ 3.78% |
$27.9K - $31.7K
|
4.26K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
155+ 0.73% |
$27.9K - $31.7K
|
21.4K
$5.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
153+ 0.69% |
$27.6K - $31.3K
|
22.3K
$5.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
153+ 8.48% |
$27.6K - $31.3K
|
1.96K
$507K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
153+ 0.82% |
$27.6K - $31.3K
|
18.8K
$4.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
153+ 1.12% |
$27.6K - $31.3K
|
13.8K
$3.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
152+ 3.06% |
$27.4K - $31.1K
|
5.12K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
151+ 1.3% |
$27.2K - $30.9K
|
11.8K
$3.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
151+ 5.05% |
$27.2K - $30.9K
|
3.14K
$813K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
150+ 1.74% |
$27K - $30.7K
|
8.76K
$2.27M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
150+ 1.73% |
$27K - $30.7K
|
8.84K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
149+ 9.2% |
$26.8K - $30.5K
|
1.77K
$458K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
149+ 6.36% |
$26.8K - $30.5K
|
2.49K
$645K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
149+ 1.95% |
$26.8K - $30.5K
|
7.8K
$2.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
147+ 3.73% |
$26.5K - $30.1K
|
4.09K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
147+ 8.4% |
$26.5K - $30.1K
|
1.9K
$491K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
146+ 2.5% |
$26.3K - $29.9K
|
5.98K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
145+ 1.71% |
$26.1K - $29.7K
|
8.62K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
144+ 5.23% |
$25.9K - $29.5K
|
2.9K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
144+ 7.02% |
$25.9K - $29.5K
|
2.2K
$568K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
144+ 0.82% |
$25.9K - $29.5K
|
17.8K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
144+ 0.49% |
$25.9K - $29.5K
|
29.5K
$7.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
143+ 2.86% |
$25.8K - $29.3K
|
5.15K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
143+ 0.18% |
$25.8K - $29.3K
|
78.6K
$20.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
142+ 0.25% |
$25.6K - $29.1K
|
56.5K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
142+ 7.21% |
$25.6K - $29.1K
|
2.11K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
142+ 0.7% |
$25.6K - $29.1K
|
20.5K
$5.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
141+ 7.48% |
$25.4K - $28.9K
|
2.03K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
141+ 0.1% |
$25.4K - $28.9K
|
143K
$36.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
139+ 2.16% |
$25K - $28.5K
|
6.57K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
139+ 1.68% |
$25K - $28.5K
|
8.42K
$2.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
138+ 0.38% |
$24.9K - $28.3K
|
36.8K
$9.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
137+ 4.99% |
$24.7K - $28.1K
|
2.88K
$746K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
137+ 0.81% |
$24.7K - $28.1K
|
17.1K
$4.43M
|