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 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
16K+ 5.19% |
$2.87M - $3.27M
|
323K
$85.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.7K+ 9.47% |
$2.84M - $3.22M
|
182K
$48.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
15.7K+ 4.69% |
$2.83M - $3.21M
|
351K
$92.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
15.6K+ 0.79% |
$2.81M - $3.19M
|
2M
$529M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15.6K+ 27.74% |
$2.8M - $3.19M
|
71.7K
$19M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.5KNew |
$2.79M - $3.17M
|
15.5K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.3K+ 1.21% |
$2.76M - $3.14M
|
1.29M
$340M
|
|
|
Jul 29, 2024
Q2 2024
|
Hosking Partners LLP
|
BUY
|
- |
15.3K+ 6.26% |
$2.75M - $3.12M
|
259K
$68.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
15.2K+ 4.36% |
$2.74M - $3.11M
|
364K
$96.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
15.1K+ 28.1% |
$2.72M - $3.09M
|
68.9K
$18.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15K+ 7.83% |
$2.7M - $3.07M
|
206K
$54.6M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.9K+ 55.3% |
$2.68M - $3.05M
|
41.8K
$11.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 29.31% |
$2.68M - $3.05M
|
65.6K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
14.8K+ 12.25% |
$2.66M - $3.02M
|
135K
$35.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14.4K+ 4.38% |
$2.58M - $2.94M
|
342K
$90.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14.2K+ 1.46% |
$2.57M - $2.92M
|
987K
$261M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
13.8K+ 100.24% |
$2.48M - $2.82M
|
27.5K
$7.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
13.7K+ 15.71% |
$2.47M - $2.81M
|
101K
$26.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.3K+ 715.23% |
$2.4M - $2.73M
|
15.2K
$4.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
13.3K+ 239.27% |
$2.4M - $2.73M
|
18.9K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 3.79% |
$2.37M - $2.7M
|
360K
$95.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
13.1K+ 22.48% |
$2.36M - $2.68M
|
71.4K
$18.9M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
13.1KNew |
$2.35M - $2.68M
|
13.1K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
13K+ 112.34% |
$2.34M - $2.66M
|
24.5K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 7.65% |
$2.34M - $2.66M
|
183K
$48.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.8K+ 38.92% |
$2.31M - $2.62M
|
45.7K
$12.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
12.7K+ 80.86% |
$2.29M - $2.6M
|
28.4K
$7.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.7K+ 1041.05% |
$2.28M - $2.6M
|
13.9K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.6K+ 1.66% |
$2.27M - $2.59M
|
773K
$204M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
12.6K+ 22.19% |
$2.26M - $2.57M
|
69.2K
$18.3M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12.5KNew |
$2.25M - $2.56M
|
12.5K
$3.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 34.17% |
$2.24M - $2.55M
|
48.8K
$12.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
12.2K+ 4.47% |
$2.2M - $2.51M
|
286K
$75.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.2K+ 20.42% |
$2.2M - $2.5M
|
72.1K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.14M - $2.43M
|
11.9K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$2.08M - $2.37M
|
11.6K
$3.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
11.5KNew |
$2.07M - $2.35M
|
11.5K
$3.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
11.4K+ 36.05% |
$2.06M - $2.34M
|
43.1K
$11.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3K+ 21.47% |
$2.04M - $2.32M
|
64K
$16.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.3K+ 1.17% |
$2.03M - $2.31M
|
977K
$258M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 0.39% |
$2.02M - $2.3M
|
2.88M
$762M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.2K+ 1.74% |
$2.01M - $2.29M
|
654K
$173M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.1K+ 12.19% |
$2M - $2.27M
|
102K
$27M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 1.26% |
$2M - $2.27M
|
888K
$235M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.1K+ 9.06% |
$2M - $2.27M
|
133K
$35.3M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
10.9KNew |
$1.96M - $2.23M
|
10.9K
$2.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9K+ 31.5% |
$1.96M - $2.23M
|
45.4K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.8KNew |
$1.95M - $2.22M
|
10.8K
$2.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.8K+ 5.56% |
$1.94M - $2.21M
|
205K
$54.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
10.7K+ 13.81% |
$1.93M - $2.2M
|
88.3K
$23.4M
|