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 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-4.34K- 89.66% |
$781K - $888K
|
500
$142K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.38K- 1.34% |
$788K - $896K
|
321K
$91M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.4K- 69.87% |
$793K - $901K
|
1.9K
$537K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.55K- 44.72% |
$818K - $931K
|
5.62K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.55K- 9.06% |
$819K - $932K
|
45.7K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-4.57K- 5.9% |
$823K - $935K
|
72.9K
$20.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.6K- 3.95% |
$828K - $942K
|
112K
$31.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.62K- 13.75% |
$833K - $947K
|
29K
$8.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.66K- 0.73% |
$839K - $954K
|
631K
$179M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.67K- 0.96% |
$840K - $956K
|
481K
$136M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.68K- 9.55% |
$843K - $959K
|
44.4K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.68K- 0.8% |
$843K - $959K
|
581K
$165M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.69K- 12.26% |
$844K - $960K
|
33.5K
$9.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-4.71K- 10.27% |
$849K - $965K
|
41.2K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.74K- 46.4% |
$854K - $971K
|
5.48K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.75K- 86.77% |
$855K - $973K
|
724
$205K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.77K- 1.34% |
$860K - $977K
|
352K
$99.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.78K- 1.48% |
$861K - $979K
|
319K
$90.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-4.81K- 56.56% |
$867K - $986K
|
3.7K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.84K- 2.01% |
$871K - $991K
|
236K
$66.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-4.85K- 10.93% |
$873K - $993K
|
39.5K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.87K- 2.07% |
$877K - $998K
|
231K
$65.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.91K- 2.75% |
$885K - $1.01M
|
174K
$49.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.94K- 57.98% |
$889K - $1.01M
|
3.58K
$1.01M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.94K- 57.98% |
$889K - $1.01M
|
3.58K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.94K- 5.94% |
$890K - $1.01M
|
78.3K
$22.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-4.97K- 3.18% |
$895K - $1.02M
|
152K
$42.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-4.98K- 6.47% |
$896K - $1.02M
|
72K
$20.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5K- 2.25% |
$900K - $1.02M
|
217K
$61.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-5.02K- 45.61% |
$903K - $1.03M
|
5.98K
$1.69M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-5.02K- 8.29% |
$903K - $1.03M
|
55.5K
$15.7M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-5.09K- 9.19% |
$916K - $1.04M
|
50.3K
$14.2M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5.12K- 81.75% |
$923K - $1.05M
|
1.14K
$324K
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.13K- 11.22% |
$923K - $1.05M
|
40.6K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-5.15K- 4.88% |
$928K - $1.05M
|
100K
$28.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.15K- 17.34% |
$928K - $1.06M
|
24.6K
$6.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.16K- 3.03% |
$928K - $1.06M
|
165K
$46.8M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.17K- 11.31% |
$930K - $1.06M
|
40.5K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.18K- 5.53% |
$932K - $1.06M
|
88.5K
$25.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.18K- 1.3% |
$933K - $1.06M
|
393K
$111M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.2K- 3.23% |
$936K - $1.06M
|
156K
$44.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.21K- 1.26% |
$938K - $1.07M
|
407K
$115M
|
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.22K- 4.87% |
$939K - $1.07M
|
102K
$28.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-5.22K- 11.37% |
$940K - $1.07M
|
40.7K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.22K- 9.3% |
$941K - $1.07M
|
51K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.28K- 67.29% |
$951K - $1.08M
|
2.57K
$727K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.28K- 9.71% |
$951K - $1.08M
|
49.1K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.38K- 17.04% |
$968K - $1.1M
|
26.2K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 15.85% |
$972K - $1.11M
|
28.7K
$8.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5.44K- 24.11% |
$980K - $1.11M
|
17.1K
$4.85M
|