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 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.53K- 13.62% |
$276K - $314K
|
9.71K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 74.03% |
$276K - $314K
|
537
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 1.98% |
$278K - $316K
|
76.4K
$16.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.55K- 9.76% |
$279K - $317K
|
14.3K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.64% |
$279K - $318K
|
243K
$53.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.56K- 2.5% |
$280K - $319K
|
60.8K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.56K- 8.31% |
$281K - $319K
|
17.2K
$3.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.56K- 33.73% |
$281K - $320K
|
3.07K
$674K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.57K- 5.92% |
$282K - $320K
|
24.9K
$5.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.58K- 9.49% |
$284K - $323K
|
15.1K
$3.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.58K- 10.1% |
$284K - $323K
|
14K
$3.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.58K- 7.09% |
$285K - $324K
|
20.7K
$4.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.59K- 19.17% |
$286K - $325K
|
6.7K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.59K- 17.32% |
$287K - $326K
|
7.6K
$1.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.6K- 1.61% |
$287K - $327K
|
97.6K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.6K- 0.13% |
$288K - $327K
|
1.22M
$267M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.6K- 1.11% |
$288K - $328K
|
143K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 1.69% |
$288K - $328K
|
93.2K
$20.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 23.12% |
$289K - $329K
|
5.34K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.61K- 1.81% |
$290K - $330K
|
87.1K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.61K- 3.04% |
$290K - $330K
|
51.4K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.63K- 3.11% |
$293K - $333K
|
50.7K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.63K- 18.2% |
$293K - $333K
|
7.31K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.63K- 3.38% |
$293K - $333K
|
46.5K
$10.2M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.63K- 6.61% |
$293K - $334K
|
23K
$5.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.64K- 0.77% |
$296K - $337K
|
211K
$46.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.65K- 12.93% |
$297K - $338K
|
11.1K
$2.44M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-1.65K- 12.96% |
$298K - $339K
|
11.1K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.66K- 1.96% |
$299K - $341K
|
83.3K
$18.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 1.46% |
$302K - $344K
|
113K
$24.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.69K- 6.2% |
$305K - $346K
|
25.6K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.69K- 11.05% |
$305K - $347K
|
13.6K
$2.99M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.7K- 3.42% |
$305K - $347K
|
47.9K
$10.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.7K- 1.91% |
$305K - $347K
|
87.2K
$19.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.7K- 2.83% |
$306K - $348K
|
58.2K
$12.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 0.98% |
$307K - $349K
|
173K
$37.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-1.71K- 12.67% |
$308K - $350K
|
11.8K
$2.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.71K- 3.36% |
$308K - $351K
|
49.3K
$10.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.73K- 1.71% |
$311K - $353K
|
99.4K
$21.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.74K- 4.74% |
$312K - $355K
|
34.9K
$7.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.74K- 9.19% |
$314K - $357K
|
17.2K
$3.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.75K- 3.97% |
$315K - $358K
|
42.3K
$9.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.77K- 11.28% |
$318K - $362K
|
13.9K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 18.76% |
$319K - $362K
|
7.67K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.78K- 13.82% |
$321K - $365K
|
11.1K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.79K- 18.95% |
$322K - $366K
|
7.64K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.79K- 4.5% |
$322K - $366K
|
37.9K
$8.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.79K- 3.98% |
$323K - $367K
|
43.3K
$9.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.8K- 1.68% |
$324K - $369K
|
105K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.8K- 10.08% |
$324K - $369K
|
16.1K
$3.53M
|