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 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.71K- 3.36% |
$308K - $351K
|
49.3K
$12M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.73K- 1.71% |
$311K - $353K
|
99.4K
$24.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.74K- 4.74% |
$312K - $355K
|
34.9K
$8.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.74K- 9.19% |
$314K - $357K
|
17.2K
$4.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.75K- 3.97% |
$315K - $358K
|
42.3K
$10.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.77K- 11.28% |
$318K - $362K
|
13.9K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 18.76% |
$319K - $362K
|
7.67K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.78K- 13.82% |
$321K - $365K
|
11.1K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.79K- 18.95% |
$322K - $366K
|
7.64K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.79K- 4.5% |
$322K - $366K
|
37.9K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.79K- 3.98% |
$323K - $367K
|
43.3K
$10.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.8K- 1.68% |
$324K - $369K
|
105K
$25.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.8K- 10.08% |
$324K - $369K
|
16.1K
$3.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.8K- 4.21% |
$325K - $369K
|
41K
$9.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.81K- 1.41% |
$325K - $370K
|
127K
$30.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.82K- 43.96% |
$327K - $372K
|
2.31K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.84K- 4.04% |
$330K - $376K
|
43.6K
$10.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.84K- 10.47% |
$331K - $376K
|
15.7K
$3.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.85K- 3.32% |
$333K - $378K
|
53.9K
$13.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.87K- 6.91% |
$336K - $382K
|
25.2K
$6.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.87K- 2.64% |
$336K - $383K
|
68.9K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 3.72% |
$341K - $388K
|
49.1K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.9K- 10.99% |
$343K - $390K
|
15.4K
$3.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.91K- 1.56% |
$343K - $390K
|
121K
$29.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.92K- 3.86% |
$346K - $393K
|
47.8K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.93K- 1.09% |
$347K - $394K
|
175K
$42.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-1.93K- 0.75% |
$348K - $395K
|
257K
$62.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.93K- 11.96% |
$348K - $395K
|
14.2K
$3.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.94K- 15.81% |
$349K - $397K
|
10.3K
$2.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.94K- 8.18% |
$350K - $398K
|
21.8K
$5.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.94K- 2.11% |
$350K - $398K
|
90.1K
$22M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.94K- 1.72% |
$350K - $398K
|
111K
$27M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.95K- 12.19% |
$350K - $398K
|
14K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.95K- 44.47% |
$352K - $400K
|
2.44K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.96K- 1.25% |
$353K - $402K
|
155K
$37.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.97K- 16.62% |
$354K - $403K
|
9.87K
$2.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.97K- 8.37% |
$355K - $403K
|
21.6K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2K- 4.74% |
$359K - $409K
|
40.1K
$9.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-2K- 1.07% |
$360K - $410K
|
185K
$45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2K- 8.32% |
$360K - $410K
|
22K
$5.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.01K- 5.59% |
$362K - $412K
|
34K
$8.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.02K- 2.17% |
$363K - $413K
|
90.8K
$22.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.02K- 3.65% |
$363K - $413K
|
53.2K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.02K- 1.64% |
$364K - $413K
|
121K
$29.5M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.03K- 32.51% |
$365K - $415K
|
4.21K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.03K- 3.4% |
$365K - $416K
|
57.7K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.04K- 3.51% |
$367K - $418K
|
56K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.05K- 19.24% |
$369K - $419K
|
8.6K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.06K- 0.45% |
$370K - $421K
|
460K
$112M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.07K- 3.42% |
$373K - $424K
|
58.5K
$14.2M
|