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 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.57K- 0.91% |
$462K - $525K
|
281K
$67.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-2.57K- 1.35% |
$462K - $526K
|
188K
$45.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.6K- 13.65% |
$468K - $532K
|
16.4K
$3.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.62K- 6.52% |
$471K - $536K
|
37.5K
$9.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.62K- 1.24% |
$472K - $537K
|
208K
$50.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.62K- 4.16% |
$473K - $537K
|
60.4K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.67K- 2.03% |
$480K - $546K
|
129K
$31.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.68K- 18.25% |
$482K - $548K
|
12K
$2.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.69K- 14.42% |
$484K - $550K
|
15.9K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.7K- 55.56% |
$485K - $552K
|
2.16K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2.7K- 38.57% |
$486K - $553K
|
4.3K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 1.21% |
$486K - $553K
|
220K
$53.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.73K- 27.61% |
$491K - $559K
|
7.15K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.77K- 7.18% |
$498K - $567K
|
35.8K
$8.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 3.21% |
$501K - $569K
|
84K
$20.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.78K- 2.92% |
$501K - $570K
|
92.6K
$22.4M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.78K- 2.21% |
$501K - $570K
|
123K
$29.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.8K- 3.33% |
$504K - $574K
|
81.2K
$19.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.83K- 1.51% |
$509K - $579K
|
184K
$44.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.83K- 0.93% |
$509K - $579K
|
301K
$72.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.83K- 4.6% |
$510K - $580K
|
58.7K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.87K- 9.41% |
$516K - $587K
|
27.6K
$6.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.9K- 53.98% |
$522K - $593K
|
2.47K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.9K- 0.71% |
$522K - $594K
|
403K
$97.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.9K- 94.01% |
$523K - $595K
|
185
$44.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.95K- 64.69% |
$532K - $605K
|
1.61K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.99K- 9.34% |
$538K - $612K
|
29K
$7M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-3K- 3.18% |
$539K - $613K
|
91.2K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
SELL
|
- |
-3K- 13.63% |
$540K - $614K
|
19K
$4.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 11.54% |
$540K - $614K
|
23K
$5.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-3K- 10.71% |
$540K - $614K
|
25K
$6.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.03K- 5.42% |
$546K - $621K
|
52.9K
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.04K- 4.8% |
$547K - $622K
|
60.2K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3.05K- 4.37% |
$550K - $625K
|
66.9K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.06K- 8.15% |
$551K - $626K
|
34.5K
$8.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.09K- 4.96% |
$556K - $633K
|
59.2K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.09K- 0.89% |
$557K - $634K
|
345K
$83.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 4.65% |
$558K - $635K
|
63.5K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.12K- 1.11% |
$561K - $639K
|
278K
$67.2M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.13K- 3.42% |
$563K - $640K
|
88.2K
$21.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.13K- 4.43% |
$564K - $642K
|
67.6K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-3.15K- 3.5% |
$567K - $644K
|
86.8K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.15K- 1.44% |
$568K - $646K
|
216K
$52.3M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.17K- 0.63% |
$570K - $648K
|
500K
$121M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.17K- 1.24% |
$570K - $649K
|
253K
$61M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.19K- 1.73% |
$574K - $653K
|
181K
$43.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-3.19K- 25.43% |
$574K - $653K
|
9.35K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.2K- 1.64% |
$575K - $654K
|
191K
$46.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.2K- 0.45% |
$576K - $655K
|
703K
$170M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.2K- 73.99% |
$576K - $655K
|
1.13K
$272K
|