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 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.49K- 2.46% |
$629K - $715K
|
139K
$30.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-3.5K- 4.76% |
$630K - $717K
|
70K
$15.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.52K- 4.11% |
$635K - $722K
|
82.2K
$18.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-3.53K- 10.39% |
$635K - $722K
|
30.4K
$6.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.53K- 1.44% |
$636K - $724K
|
241K
$53M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.55K- 10.71% |
$639K - $727K
|
29.6K
$6.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.57K- 30.83% |
$643K - $732K
|
8.02K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3.6K- 3.01% |
$648K - $736K
|
116K
$25.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.62K- 7.76% |
$653K - $742K
|
43.1K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.63K- 7.96% |
$654K - $744K
|
42K
$9.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.67K- 3.09% |
$661K - $752K
|
115K
$25.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.71K- 3.04% |
$668K - $760K
|
118K
$26M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.74K- 3.67% |
$674K - $766K
|
98.3K
$21.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.76K- 2.88% |
$677K - $770K
|
127K
$27.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3.78K- 6.31% |
$681K - $774K
|
56.1K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.79K- 4.97% |
$682K - $775K
|
72.4K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.8K- 1.22% |
$684K - $778K
|
307K
$67.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 15.71% |
$688K - $782K
|
20.5K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.83K- 18.42% |
$689K - $784K
|
17K
$3.73M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.83K- 20.97% |
$690K - $785K
|
14.4K
$3.17M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.86K- 2.54% |
$695K - $790K
|
148K
$32.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.86K- 3.79% |
$696K - $791K
|
98K
$21.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.87K- 4.36% |
$697K - $793K
|
84.9K
$18.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.89K- 9.03% |
$700K - $796K
|
39.2K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.89K- 5.3% |
$701K - $797K
|
69.6K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.9K- 0.61% |
$702K - $798K
|
631K
$139M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.92K- 51.18% |
$706K - $803K
|
3.74K
$822K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.93K- 5.22% |
$707K - $804K
|
71.3K
$15.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.93K- 1.7% |
$708K - $805K
|
227K
$49.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.94K- 10.68% |
$710K - $807K
|
33K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.99K- 0.69% |
$718K - $817K
|
578K
$127M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4K- 4.2% |
$720K - $818K
|
91.2K
$20M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-4K- 2.32% |
$720K - $819K
|
168K
$36.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4K- 7.8% |
$720K - $819K
|
47.3K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.02K- 10.23% |
$724K - $823K
|
35.3K
$7.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.04K- 4.33% |
$728K - $828K
|
89.4K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.1K- 7.3% |
$739K - $840K
|
52.1K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-4.14K- 5.35% |
$745K - $847K
|
73.1K
$16.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.19K- 11.55% |
$754K - $857K
|
32K
$7.04M
|
|
|
Jul 23, 2024
Q2 2024
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.2K- 61.76% |
$756K - $860K
|
2.6K
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.25K- 27.09% |
$766K - $871K
|
11.4K
$2.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.27K- 3.12% |
$769K - $875K
|
133K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-4.29K- 3.23% |
$772K - $878K
|
128K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-4.29K- 1.09% |
$773K - $879K
|
391K
$85.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.3K- 5.07% |
$774K - $880K
|
80.4K
$17.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-4.34K- 89.66% |
$781K - $888K
|
500
$110K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.38K- 1.34% |
$788K - $896K
|
321K
$70.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.4K- 69.87% |
$793K - $901K
|
1.9K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.55K- 44.72% |
$818K - $931K
|
5.62K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.55K- 9.06% |
$819K - $932K
|
45.7K
$10M
|