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 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 27.02% |
$1.93M - $2.19M
|
50.3K
$12.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
10.6K+ 2.18% |
$1.91M - $2.17M
|
497K
$123M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
10.4K+ 2.29% |
$1.87M - $2.13M
|
465K
$115M
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 28.98% |
$1.86M - $2.12M
|
46K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$1.85M - $2.11M
|
10.3K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
10.3K+ 190.95% |
$1.85M - $2.1M
|
15.6K
$3.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
10K+ 1.82% |
$1.81M - $2.05M
|
562K
$139M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
10K+ 4.64% |
$1.81M - $2.05M
|
226K
$56.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10K+ 2.94% |
$1.8M - $2.05M
|
350K
$86.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10K+ 11.56% |
$1.8M - $2.05M
|
96.4K
$23.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.94K+ 0.56% |
$1.79M - $2.03M
|
1.78M
$441M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
9.83K+ 7.14% |
$1.77M - $2.01M
|
148K
$36.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.76K+ 15.52% |
$1.76M - $2M
|
72.7K
$18M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
9.72K+ 10.46% |
$1.75M - $1.99M
|
103K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
9.65K+ 3.62% |
$1.74M - $1.98M
|
276K
$68.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
9.64K+ 11.37% |
$1.74M - $1.97M
|
94.5K
$23.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
9.48K+ 81.25% |
$1.71M - $1.94M
|
21.1K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9.45K+ 155.46% |
$1.7M - $1.94M
|
15.5K
$3.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.36K+ 6.21% |
$1.69M - $1.92M
|
160K
$39.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.31K+ 30.04% |
$1.68M - $1.91M
|
40.3K
$9.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
9.26K+ 120.55% |
$1.67M - $1.9M
|
16.9K
$4.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.24K+ 8.73% |
$1.66M - $1.89M
|
115K
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
9.08K+ 4.12% |
$1.63M - $1.86M
|
230K
$57M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
9.05K+ 78.21% |
$1.63M - $1.85M
|
20.6K
$5.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.96K+ 63.36% |
$1.61M - $1.84M
|
23.1K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
8.96KNew |
$1.61M - $1.83M
|
8.96K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8.91KNew |
$1.61M - $1.83M
|
8.91K
$2.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
8.79K+ 5.35% |
$1.58M - $1.8M
|
173K
$42.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.78K+ 9.08% |
$1.58M - $1.8M
|
105K
$26.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.78K+ 4.33% |
$1.58M - $1.8M
|
212K
$52.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.77K+ 273.84% |
$1.58M - $1.8M
|
12K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
8.68KNew |
$1.56M - $1.78M
|
8.68K
$2.15M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.62K+ 1.35% |
$1.55M - $1.77M
|
649K
$161M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
8.4KNew |
$1.51M - $1.72M
|
8.4K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.35K+ 15.54% |
$1.5M - $1.71M
|
62.1K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.34K+ 37.9% |
$1.5M - $1.71M
|
30.3K
$7.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.25KNew |
$1.49M - $1.69M
|
8.25K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
8.16K+ 57.98% |
$1.47M - $1.67M
|
22.2K
$5.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.14K+ 30.62% |
$1.46M - $1.67M
|
34.7K
$8.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8K+ 57.62% |
$1.44M - $1.64M
|
21.9K
$5.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.98K+ 6.88% |
$1.44M - $1.63M
|
124K
$30.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.97K+ 2.39% |
$1.44M - $1.63M
|
341K
$84.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.93K+ 11.13% |
$1.43M - $1.62M
|
79.2K
$19.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.91K+ 5.03% |
$1.42M - $1.62M
|
165K
$41M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 28.96% |
$1.42M - $1.62M
|
35.2K
$8.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
7.62K+ 1.95% |
$1.37M - $1.56M
|
398K
$98.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
7.59K+ 12.2% |
$1.37M - $1.55M
|
69.8K
$17.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.57K+ 0.87% |
$1.36M - $1.55M
|
877K
$218M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.56K+ 4.33% |
$1.36M - $1.55M
|
182K
$45.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
7.5K+ 566.54% |
$1.35M - $1.54M
|
8.83K
$2.19M
|