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 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.15K- 4.27% |
$387K - $441K
|
48.2K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.17K- 49.79% |
$390K - $443K
|
2.18K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 10.88% |
$394K - $448K
|
17.9K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.19K- 2.77% |
$394K - $448K
|
76.7K
$21.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.19K- 10.79% |
$395K - $449K
|
18.1K
$5.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.2K- 10.89% |
$395K - $450K
|
18K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.2K- 5.53% |
$396K - $450K
|
37.5K
$10.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.2K- 5.47% |
$396K - $451K
|
38K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-2.2K- 7.97% |
$396K - $451K
|
25.4K
$7.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 10.43% |
$404K - $459K
|
19.3K
$5.46M
|
|
|
May 29, 2025
Q2 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.25KClosed |
$405K - $460K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 15.58% |
$405K - $461K
|
12.2K
$3.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.28K- 11.71% |
$410K - $467K
|
17.2K
$4.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.28K- 4.51% |
$411K - $467K
|
48.3K
$13.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.29K- 30.99% |
$412K - $468K
|
5.09K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.29K- 0.98% |
$412K - $469K
|
230K
$65.2M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 43.66% |
$413K - $470K
|
2.96K
$838K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.32K- 1.18% |
$418K - $475K
|
195K
$55.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.32K- 7.71% |
$418K - $476K
|
27.8K
$7.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.35K- 9.71% |
$424K - $482K
|
21.9K
$6.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-2.37K- 9.88% |
$426K - $485K
|
21.6K
$6.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.37K- 1.98% |
$427K - $485K
|
117K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.39K- 1.72% |
$430K - $489K
|
137K
$38.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.39K- 1.9% |
$431K - $490K
|
123K
$34.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.41K- 22.93% |
$434K - $494K
|
8.1K
$2.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.42K- 4.4% |
$435K - $495K
|
52.6K
$14.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.43K- 5.68% |
$437K - $497K
|
40.3K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.43K- 6.1% |
$437K - $497K
|
37.4K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.44K- 1.08% |
$439K - $499K
|
223K
$63.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.46K- 49.22% |
$443K - $503K
|
2.54K
$718K
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.46K- 4.99% |
$443K - $504K
|
46.9K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.47K- 2.32% |
$444K - $505K
|
104K
$29.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.47K- 35.08% |
$445K - $506K
|
4.57K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.47K- 0.5% |
$445K - $506K
|
495K
$140M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.48K- 5.74% |
$446K - $507K
|
40.7K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-2.51K- 31.6% |
$452K - $514K
|
5.43K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.52K- 40.79% |
$454K - $516K
|
3.66K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.54K- 5.44% |
$458K - $520K
|
44.2K
$12.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.54K- 10.12% |
$458K - $521K
|
22.6K
$6.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.55K- 1.02% |
$460K - $523K
|
249K
$70.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.57K- 0.91% |
$462K - $525K
|
281K
$79.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-2.57K- 1.35% |
$462K - $526K
|
188K
$53.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.6K- 13.65% |
$468K - $532K
|
16.4K
$4.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.62K- 6.52% |
$471K - $536K
|
37.5K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.62K- 1.24% |
$472K - $537K
|
208K
$58.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.62K- 4.16% |
$473K - $537K
|
60.4K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.67K- 2.03% |
$480K - $546K
|
129K
$36.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.68K- 18.25% |
$482K - $548K
|
12K
$3.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.69K- 14.42% |
$484K - $550K
|
15.9K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.7K- 55.56% |
$485K - $552K
|
2.16K
$610K
|