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 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-6.94K- 2.96% |
$1.25M - $1.42M
|
227K
$64.4M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-6.96K- 13.97% |
$1.25M - $1.42M
|
42.8K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7.02K- 0.47% |
$1.26M - $1.44M
|
1.49M
$422M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-7.04K- 70.35% |
$1.27M - $1.44M
|
2.97K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-7.04K- 86.39% |
$1.27M - $1.44M
|
1.11K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.08K- 1.61% |
$1.27M - $1.45M
|
431K
$122M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.09K- 2.84% |
$1.28M - $1.45M
|
242K
$68.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.19K- 78.04% |
$1.29M - $1.47M
|
2.02K
$573K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.19K- 13.82% |
$1.29M - $1.47M
|
44.9K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-7.2K- 19.46% |
$1.3M - $1.47M
|
29.8K
$8.44M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7.22K- 5.91% |
$1.3M - $1.48M
|
115K
$32.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-7.24K- 6.81% |
$1.3M - $1.48M
|
99.1K
$28.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-7.3K- 10.06% |
$1.32M - $1.5M
|
65.3K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-7.36K- 3.24% |
$1.33M - $1.51M
|
220K
$62.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.37K- 13.95% |
$1.33M - $1.51M
|
45.4K
$12.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-7.38K- 1.61% |
$1.33M - $1.51M
|
450K
$127M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-7.44K- 1.92% |
$1.34M - $1.52M
|
381K
$108M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.48K- 72.98% |
$1.35M - $1.53M
|
2.77K
$785K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7.52K- 2.19% |
$1.35M - $1.54M
|
336K
$95.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7.52K- 3.69% |
$1.35M - $1.54M
|
196K
$55.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.53K- 2.01% |
$1.36M - $1.54M
|
366K
$104M
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7.58K- 35.0% |
$1.37M - $1.55M
|
14.1K
$3.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.6K- 5.51% |
$1.37M - $1.56M
|
130K
$36.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-7.67K- 10.91% |
$1.38M - $1.57M
|
62.7K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.68K- 5.94% |
$1.38M - $1.57M
|
122K
$34.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.7K- 12.09% |
$1.39M - $1.58M
|
56K
$15.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-7.71K- 9.88% |
$1.39M - $1.58M
|
70.3K
$19.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-7.78K- 0.74% |
$1.4M - $1.59M
|
1.04M
$296M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.82K- 0.77% |
$1.41M - $1.6M
|
1.01M
$285M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.84K- 23.77% |
$1.41M - $1.61M
|
25.2K
$7.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.88K- 8.41% |
$1.42M - $1.61M
|
85.8K
$24.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.93K- 4.92% |
$1.43M - $1.62M
|
153K
$43.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
SELL
|
- |
-7.97K- 8.61% |
$1.44M - $1.63M
|
84.6K
$23.9M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-8K- 3.89% |
$1.44M - $1.64M
|
198K
$56M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.01K- 13.6% |
$1.44M - $1.64M
|
50.9K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-8.04K- 13.24% |
$1.45M - $1.65M
|
52.7K
$14.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.13K- 35.79% |
$1.46M - $1.67M
|
14.6K
$4.13M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-8.2K- 43.39% |
$1.48M - $1.68M
|
10.7K
$3.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-8.24K- 1.15% |
$1.48M - $1.69M
|
709K
$201M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.29K- 13.02% |
$1.49M - $1.7M
|
55.4K
$15.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-8.32K- 91.87% |
$1.5M - $1.7M
|
736
$208K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.34K- 10.78% |
$1.5M - $1.71M
|
69K
$19.5M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.38K- 4.15% |
$1.51M - $1.72M
|
194K
$54.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.54K- 16.78% |
$1.54M - $1.75M
|
42.3K
$12M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-8.55KClosed |
$1.54M - $1.75M
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.59K- 34.62% |
$1.55M - $1.76M
|
16.2K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.67K- 38.21% |
$1.56M - $1.78M
|
14K
$3.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.68K- 4.56% |
$1.56M - $1.78M
|
182K
$51.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.83K- 22.51% |
$1.59M - $1.81M
|
30.4K
$8.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-8.84K- 6.6% |
$1.59M - $1.81M
|
125K
$35.4M
|