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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
110+ 2.35% |
$19.8K - $22.5K
|
4.79K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
110+ 0.34% |
$19.8K - $22.5K
|
32.3K
$8.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
110+ 0.5% |
$19.8K - $22.5K
|
22.3K
$5.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
109+ 0.19% |
$19.6K - $22.3K
|
58.3K
$15.1M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
109+ 0.3% |
$19.6K - $22.3K
|
36.4K
$9.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
109+ 5.53% |
$19.6K - $22.3K
|
2.08K
$539K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
109+ 2.44% |
$19.6K - $22.3K
|
4.58K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
109+ 1.36% |
$19.6K - $22.3K
|
8.15K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
109+ 0.34% |
$19.6K - $22.3K
|
32.6K
$8.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
108+ 0.59% |
$19.4K - $22.1K
|
18.4K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
108+ 0.6% |
$19.4K - $22.1K
|
18.1K
$4.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
108+ 6.21% |
$19.4K - $22.1K
|
1.85K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
107+ 1.01% |
$19.3K - $21.9K
|
10.7K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
107+ 36.77% |
$19.3K - $21.9K
|
398
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
106+ 2.39% |
$19.1K - $21.7K
|
4.54K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
105+ 6.21% |
$18.9K - $21.5K
|
1.8K
$465K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
105+ 8.88% |
$18.9K - $21.5K
|
1.29K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
105+ 0.22% |
$18.9K - $21.5K
|
47.5K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
104+ 1.17% |
$18.7K - $21.3K
|
9K
$2.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
103+ 4.17% |
$18.5K - $21.1K
|
2.57K
$665K
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
101+ 0.93% |
$18.2K - $20.7K
|
10.9K
$2.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
101+ 0.61% |
$18.2K - $20.7K
|
16.7K
$4.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
100+ 9.51% |
$18K - $20.5K
|
1.15K
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 2.2% |
$18K - $20.5K
|
4.64K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
100+ 0.37% |
$18K - $20.5K
|
27K
$6.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
100+ 5.05% |
$18K - $20.5K
|
2.08K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
100+ 6.41% |
$18K - $20.5K
|
1.66K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
100+ 4.64% |
$18K - $20.5K
|
2.26K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
100+ 8.49% |
$18K - $20.5K
|
1.28K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
99+ 0.49% |
$17.8K - $20.3K
|
20.2K
$5.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
98+ 3.12% |
$17.6K - $20.1K
|
3.24K
$839K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
98+ 0.31% |
$17.6K - $20.1K
|
31.8K
$8.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
97+ 3.13% |
$17.5K - $19.9K
|
3.2K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
97+ 5.63% |
$17.5K - $19.9K
|
1.82K
$471K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
95+ 0.9% |
$17.1K - $19.5K
|
10.7K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
95+ 0.11% |
$17.1K - $19.5K
|
88.5K
$22.9M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
94+ 0.78% |
$16.9K - $19.3K
|
12.1K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
94+ 3.82% |
$16.9K - $19.3K
|
2.55K
$661K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
93+ 3.96% |
$16.7K - $19K
|
2.44K
$632K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
93+ 0.31% |
$16.7K - $19K
|
30.3K
$7.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
92+ 2.91% |
$16.6K - $18.8K
|
3.25K
$841K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
91+ 2.13% |
$16.4K - $18.6K
|
4.36K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
91+ 2.18% |
$16.4K - $18.6K
|
4.27K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
91+ 1.44% |
$16.4K - $18.6K
|
6.42K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
91+ 7.8% |
$16.4K - $18.6K
|
1.26K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
90+ 8.07% |
$16.2K - $18.4K
|
1.21K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
89+ 0.87% |
$16K - $18.2K
|
10.3K
$2.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
88+ 2.2% |
$15.8K - $18K
|
4.08K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
88+ 2.04% |
$15.8K - $18K
|
4.41K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
88+ 0.61% |
$15.8K - $18K
|
14.6K
$3.77M
|