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 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.23K- 4.13% |
$582K - $662K
|
75K
$18.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.24K- 2.04% |
$583K - $662K
|
155K
$37.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-3.24K- 5.36% |
$583K - $663K
|
57.2K
$13.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-3.27K- 6.7% |
$588K - $669K
|
45.5K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.27K- 2.8% |
$589K - $670K
|
114K
$27.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.31K- 1.46% |
$597K - $679K
|
223K
$53.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.35K- 91.68% |
$603K - $686K
|
304
$73.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.37K- 0.87% |
$607K - $690K
|
385K
$93M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.39K- 1.35% |
$610K - $694K
|
247K
$59.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-3.4K- 23.79% |
$612K - $696K
|
10.9K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.43K- 4.6% |
$617K - $702K
|
71.1K
$17.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.44K- 12.32% |
$619K - $703K
|
24.5K
$5.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-3.44K- 52.98% |
$620K - $705K
|
3.05K
$738K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3.44K- 53.3% |
$620K - $705K
|
3.02K
$729K
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.47K- 41.38% |
$625K - $711K
|
4.92K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.49K- 2.46% |
$629K - $715K
|
139K
$33.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-3.5K- 4.76% |
$630K - $717K
|
70K
$16.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.52K- 4.11% |
$635K - $722K
|
82.2K
$19.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-3.53K- 10.39% |
$635K - $722K
|
30.4K
$7.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.53K- 1.44% |
$636K - $724K
|
241K
$58.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.55K- 10.71% |
$639K - $727K
|
29.6K
$7.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.57K- 30.83% |
$643K - $732K
|
8.02K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3.6K- 3.01% |
$648K - $736K
|
116K
$28M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.62K- 7.76% |
$653K - $742K
|
43.1K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.63K- 7.96% |
$654K - $744K
|
42K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.67K- 3.09% |
$661K - $752K
|
115K
$27.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.71K- 3.04% |
$668K - $760K
|
118K
$28.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.74K- 3.67% |
$674K - $766K
|
98.3K
$23.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.76K- 2.88% |
$677K - $770K
|
127K
$30.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3.78K- 6.31% |
$681K - $774K
|
56.1K
$13.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.79K- 4.97% |
$682K - $775K
|
72.4K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.8K- 1.22% |
$684K - $778K
|
307K
$74.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 15.71% |
$688K - $782K
|
20.5K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.83K- 18.42% |
$689K - $784K
|
17K
$4.09M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.83K- 20.97% |
$690K - $785K
|
14.4K
$3.49M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.86K- 2.54% |
$695K - $790K
|
148K
$35.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.86K- 3.79% |
$696K - $791K
|
98K
$23.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.87K- 4.36% |
$697K - $793K
|
84.9K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.89K- 9.03% |
$700K - $796K
|
39.2K
$9.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.89K- 5.3% |
$701K - $797K
|
69.6K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.9K- 0.61% |
$702K - $798K
|
631K
$152M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.92K- 51.18% |
$706K - $803K
|
3.74K
$904K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.93K- 5.22% |
$707K - $804K
|
71.3K
$17.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.93K- 1.7% |
$708K - $805K
|
227K
$54.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.94K- 10.68% |
$710K - $807K
|
33K
$7.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.99K- 0.69% |
$718K - $817K
|
578K
$140M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4K- 4.2% |
$720K - $818K
|
91.2K
$22M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-4K- 2.32% |
$720K - $819K
|
168K
$40.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4K- 7.8% |
$720K - $819K
|
47.3K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.02K- 10.23% |
$724K - $823K
|
35.3K
$8.52M
|