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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45.9K+ 10.73% |
$8.26M - $9.39M
|
473K
$125M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
45K+ 39.39% |
$8.1M - $9.21M
|
159K
$42.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
44.6KNew |
$8.04M - $9.14M
|
44.6K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42.6KNew |
$7.66M - $8.72M
|
42.6K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
42.5K+ 1365.41% |
$7.65M - $8.7M
|
45.6K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42.5K+ 64325.76% |
$7.65M - $8.69M
|
42.5K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
41.3K+ 1.58% |
$7.44M - $8.46M
|
2.66M
$704M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.7K+ 50.8% |
$7.16M - $8.14M
|
118K
$31.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
39.2KNew |
$7.06M - $8.03M
|
39.2K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.7K+ 15.89% |
$6.96M - $7.92M
|
282K
$74.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
38.5K+ 7.58% |
$6.94M - $7.89M
|
547K
$145M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
38.5K+ 4.07% |
$6.94M - $7.89M
|
984K
$261M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
38.2KNew |
$6.88M - $7.83M
|
38.2K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
38.2K+ 0.03% |
$6.88M - $7.82M
|
126M
$33.3B
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
38K+ 100.31% |
$6.85M - $7.79M
|
76K
$20.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
37.8K+ 32.01% |
$6.81M - $7.74M
|
156K
$41.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
37.2K+ 1557.6% |
$6.7M - $7.61M
|
39.6K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37K+ 3.46% |
$6.65M - $7.57M
|
1.1M
$292M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
36.8K+ 3.41% |
$6.64M - $7.55M
|
1.12M
$295M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35.8K+ 43.44% |
$6.45M - $7.34M
|
118K
$31.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.6K+ 342.62% |
$6.41M - $7.29M
|
46K
$12.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
35.2KNew |
$6.33M - $7.2M
|
35.2K
$9.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35K+ 89.81% |
$6.3M - $7.17M
|
73.9K
$19.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34.9K+ 6.97% |
$6.29M - $7.15M
|
536K
$142M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
34.1KNew |
$6.14M - $6.98M
|
34.1K
$9.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
33.6K+ 13.01% |
$6.04M - $6.87M
|
291K
$77.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
33.3K+ 4.95% |
$6M - $6.82M
|
706K
$187M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
33.2K+ 5.27% |
$5.98M - $6.8M
|
664K
$176M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.2K+ 2.17% |
$5.98M - $6.8M
|
1.56M
$414M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.9K+ 0.77% |
$5.93M - $6.74M
|
4.31M
$1.14B
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
32.5KNew |
$5.85M - $6.66M
|
32.5K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
31.6K+ 30.59% |
$5.69M - $6.48M
|
135K
$35.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31.5K+ 46.23% |
$5.67M - $6.44M
|
99.5K
$26.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
31.4K+ 72.08% |
$5.65M - $6.43M
|
75K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
31K+ 486.12% |
$5.58M - $6.35M
|
37.4K
$9.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
30.9K+ 11.54% |
$5.57M - $6.34M
|
299K
$79.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.8K+ 1.71% |
$5.55M - $6.32M
|
1.83M
$485M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
30.8KNew |
$5.55M - $6.31M
|
30.8K
$8.15M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
30.6K+ 170.27% |
$5.52M - $6.28M
|
48.6K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
30.2KNew |
$5.43M - $6.18M
|
30.2K
$7.98M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
29.8K+ 48.7% |
$5.36M - $6.1M
|
90.9K
$24.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
29.5KNew |
$5.31M - $6.03M
|
29.5K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29.4K+ 67.8% |
$5.29M - $6.02M
|
72.7K
$19.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
29KNew |
$5.22M - $5.94M
|
29K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
28.9K+ 3489.96% |
$5.2M - $5.91M
|
29.7K
$7.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.7K+ 19.51% |
$5.17M - $5.88M
|
176K
$46.5M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
28K+ 15.05% |
$5.05M - $5.74M
|
214K
$56.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28K+ 15.65% |
$5.04M - $5.73M
|
207K
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
28KNew |
$5.03M - $5.72M
|
28K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
27.9K+ 49.59% |
$5.03M - $5.72M
|
84.2K
$22.3M
|