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 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.22K- 4.87% |
$939K - $1.07M
|
102K
$24.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-5.22K- 11.37% |
$940K - $1.07M
|
40.7K
$9.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.22K- 9.3% |
$941K - $1.07M
|
51K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.28K- 67.29% |
$951K - $1.08M
|
2.57K
$623K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.28K- 9.71% |
$951K - $1.08M
|
49.1K
$11.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.38K- 17.04% |
$968K - $1.1M
|
26.2K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 15.85% |
$972K - $1.11M
|
28.7K
$6.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5.44K- 24.11% |
$980K - $1.11M
|
17.1K
$4.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.53K- 88.18% |
$995K - $1.13M
|
741
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5.54K- 5.84% |
$998K - $1.14M
|
89.4K
$21.7M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.57K- 42.57% |
$1M - $1.14M
|
7.51K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.61K- 31.03% |
$1.01M - $1.15M
|
12.5K
$3.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-5.61K- 1.1% |
$1.01M - $1.15M
|
505K
$123M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.69K- 0.45% |
$1.02M - $1.16M
|
1.25M
$304M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.7K- 0.72% |
$1.03M - $1.17M
|
786K
$191M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.74K- 11.74% |
$1.03M - $1.18M
|
43.2K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 26.42% |
$1.03M - $1.18M
|
16K
$3.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.8K- 3.45% |
$1.04M - $1.19M
|
163K
$39.5M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-5.8K- 59.46% |
$1.04M - $1.19M
|
3.95K
$960K
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
SELL
|
- |
-5.88K- 16.65% |
$1.06M - $1.2M
|
29.4K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5.88K- 7.69% |
$1.06M - $1.2M
|
70.7K
$17.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.89K- 11.3% |
$1.06M - $1.21M
|
46.2K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.89K- 1.94% |
$1.06M - $1.21M
|
298K
$72.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.92K- 31.97% |
$1.07M - $1.21M
|
12.6K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-5.97K- 7.98% |
$1.07M - $1.22M
|
68.8K
$16.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-5.97K- 1.9% |
$1.08M - $1.22M
|
309K
$75.1M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-6K- 2.97% |
$1.08M - $1.23M
|
196K
$47.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6K- 29.49% |
$1.08M - $1.23M
|
14.3K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.01K- 9.34% |
$1.08M - $1.23M
|
58.4K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.02K- 11.94% |
$1.08M - $1.23M
|
44.4K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.04K- 0.95% |
$1.09M - $1.24M
|
630K
$153M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.04K- 1.61% |
$1.09M - $1.24M
|
369K
$89.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-6.09K- 9.89% |
$1.1M - $1.25M
|
55.4K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.1K- 24.57% |
$1.1M - $1.25M
|
18.7K
$4.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.13K- 52.3% |
$1.1M - $1.25M
|
5.59K
$1.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-6.15K- 3.31% |
$1.11M - $1.26M
|
180K
$43.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.18K- 1.68% |
$1.11M - $1.27M
|
362K
$88M
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-6.2K- 1.92% |
$1.12M - $1.27M
|
317K
$77.1M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.29K- 11.24% |
$1.13M - $1.29M
|
49.7K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-6.35K- 9.05% |
$1.14M - $1.3M
|
63.8K
$15.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.39K- 4.48% |
$1.15M - $1.31M
|
136K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-6.42K- 13.67% |
$1.16M - $1.31M
|
40.5K
$9.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.47K- 4.05% |
$1.16M - $1.32M
|
153K
$37.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.49K- 8.61% |
$1.17M - $1.33M
|
68.8K
$16.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.5K- 3.3% |
$1.17M - $1.33M
|
190K
$46.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-6.56K- 3.15% |
$1.18M - $1.34M
|
202K
$48.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.59K- 5.76% |
$1.19M - $1.35M
|
108K
$26.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.68K- 2.95% |
$1.2M - $1.37M
|
220K
$53.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.7K- 1.16% |
$1.21M - $1.37M
|
572K
$139M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-6.72K- 11.35% |
$1.21M - $1.38M
|
52.5K
$12.8M
|