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 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.54K- 16.78% |
$1.54M - $1.75M
|
42.3K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.59K- 34.62% |
$1.55M - $1.76M
|
16.2K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.67K- 38.21% |
$1.56M - $1.78M
|
14K
$3.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.68K- 4.56% |
$1.56M - $1.78M
|
182K
$44.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.83K- 22.51% |
$1.59M - $1.81M
|
30.4K
$7.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-8.84K- 6.6% |
$1.59M - $1.81M
|
125K
$30.4M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.9K- 72.25% |
$1.6M - $1.82M
|
3.42K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.97K- 0.54% |
$1.62M - $1.84M
|
1.64M
$398M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-8.98K- 43.52% |
$1.62M - $1.84M
|
11.6K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-9.15K- 7.82% |
$1.65M - $1.87M
|
108K
$26.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.17K- 2.28% |
$1.65M - $1.88M
|
393K
$95.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.27K- 0.78% |
$1.67M - $1.9M
|
1.19M
$288M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9.63K- 77.22% |
$1.73M - $1.97M
|
2.84K
$690K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.67K- 3.51% |
$1.74M - $1.98M
|
265K
$64.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.68K- 12.19% |
$1.74M - $1.98M
|
69.7K
$16.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-9.74K- 10.66% |
$1.75M - $1.99M
|
81.6K
$19.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.75K- 5.44% |
$1.76M - $2M
|
170K
$41.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-9.85K- 4.78% |
$1.77M - $2.02M
|
196K
$47.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-9.86K- 7.04% |
$1.78M - $2.02M
|
130K
$31.6M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.92K- 2.92% |
$1.79M - $2.03M
|
329K
$80M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 2.47% |
$1.8M - $2.05M
|
395K
$95.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.2K- 1.79% |
$1.84M - $2.09M
|
559K
$136M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.3K- 19.05% |
$1.86M - $2.12M
|
43.9K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.5K- 9.61% |
$1.88M - $2.14M
|
98.5K
$23.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10.6K- 4.3% |
$1.91M - $2.17M
|
236K
$57.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-10.6K- 1.04% |
$1.91M - $2.18M
|
1.01M
$245M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-10.7K- 18.9% |
$1.94M - $2.2M
|
46.1K
$11.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10.8K- 27.73% |
$1.94M - $2.2M
|
28K
$6.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-10.8K- 4.16% |
$1.94M - $2.21M
|
248K
$60.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.9K- 6.92% |
$1.97M - $2.24M
|
147K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-11.2K- 46.73% |
$2.01M - $2.28M
|
12.7K
$3.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-11.5KClosed |
$2.07M - $2.35M
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-11.5K- 4.49% |
$2.07M - $2.35M
|
244K
$59.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.5K- 2.68% |
$2.08M - $2.36M
|
419K
$102M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.6K- 74.08% |
$2.08M - $2.37M
|
4.05K
$984K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-11.6K- 11.77% |
$2.09M - $2.38M
|
87.1K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.7K- 6.23% |
$2.11M - $2.4M
|
176K
$42.8M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-11.8K- 35.79% |
$2.12M - $2.41M
|
21.1K
$5.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12K- 7.42% |
$2.16M - $2.45M
|
150K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-12.2K- 9.13% |
$2.2M - $2.5M
|
122K
$29.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.3K- 0.06% |
$2.21M - $2.51M
|
20.2M
$4.91B
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-12.4K- 16.69% |
$2.23M - $2.53M
|
61.7K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-12.7K- 3.95% |
$2.28M - $2.59M
|
308K
$74.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-12.8K- 21.55% |
$2.3M - $2.61M
|
46.4K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-12.8K- 24.01% |
$2.3M - $2.61M
|
40.4K
$9.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-12.9K- 40.12% |
$2.33M - $2.65M
|
19.3K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-13K- 7.65% |
$2.34M - $2.66M
|
157K
$38.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-13.1K- 3.31% |
$2.35M - $2.68M
|
382K
$92.8M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-13.1K- 5.99% |
$2.36M - $2.68M
|
206K
$49.9M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-13.2K- 6.73% |
$2.38M - $2.71M
|
183K
$44.6M
|