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 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 0.78% |
$234K - $266K
|
165K
$42.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.32K- 2.09% |
$237K - $270K
|
61.7K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.32K- 2.6% |
$237K - $270K
|
49.4K
$12.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 11.38% |
$239K - $272K
|
10.3K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.33K- 7.43% |
$240K - $273K
|
16.6K
$4.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.34K- 3.22% |
$241K - $274K
|
40.3K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.34K- 2.92% |
$241K - $275K
|
44.7K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.35K- 0.91% |
$242K - $275K
|
147K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.35K- 1.68% |
$243K - $276K
|
78.6K
$20.3M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.35K- 4.84% |
$243K - $276K
|
26.5K
$6.86M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.35K- 14.04% |
$243K - $277K
|
8.28K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.35K- 0.97% |
$244K - $277K
|
138K
$35.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.37K- 1.42% |
$247K - $281K
|
95.4K
$24.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.37K- 5.78% |
$247K - $281K
|
22.4K
$5.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.19% |
$249K - $284K
|
31.7K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 0.79% |
$250K - $284K
|
174K
$45.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.39K- 1.38% |
$250K - $284K
|
99.3K
$25.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.4K- 84.34% |
$251K - $286K
|
259
$67K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.4K- 3.64% |
$252K - $286K
|
37K
$9.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.42K- 36.13% |
$256K - $291K
|
2.51K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.43K- 3.45% |
$258K - $293K
|
40K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.45K- 2.82% |
$261K - $297K
|
50K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.47K- 24.77% |
$264K - $300K
|
4.45K
$1.15M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.47K- 1.43% |
$264K - $300K
|
101K
$26.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.48K- 8.47% |
$266K - $302K
|
15.9K
$4.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.48K- 6.3% |
$267K - $303K
|
22K
$5.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.49K- 1.46% |
$268K - $305K
|
100K
$25.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.51K- 0.83% |
$271K - $308K
|
181K
$46.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.51K- 5.57% |
$272K - $310K
|
25.6K
$6.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.51K- 9.19% |
$272K - $310K
|
15K
$3.87M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.52K- 12.04% |
$273K - $311K
|
11.1K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.52K- 7.96% |
$274K - $311K
|
17.6K
$4.55M
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.53K- 13.62% |
$276K - $314K
|
9.71K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 74.03% |
$276K - $314K
|
537
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 1.98% |
$278K - $316K
|
76.4K
$19.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.55K- 9.76% |
$279K - $317K
|
14.3K
$3.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.64% |
$279K - $318K
|
243K
$62.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.56K- 2.5% |
$280K - $319K
|
60.8K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.56K- 8.31% |
$281K - $319K
|
17.2K
$4.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.56K- 33.73% |
$281K - $320K
|
3.07K
$794K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.57K- 5.92% |
$282K - $320K
|
24.9K
$6.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.58K- 9.49% |
$284K - $323K
|
15.1K
$3.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.58K- 10.1% |
$284K - $323K
|
14K
$3.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.58K- 7.09% |
$285K - $324K
|
20.7K
$5.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.59K- 19.17% |
$286K - $325K
|
6.7K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.59K- 17.32% |
$287K - $326K
|
7.6K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.6K- 1.61% |
$287K - $327K
|
97.6K
$25.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.6K- 0.13% |
$288K - $327K
|
1.22M
$315M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.6K- 1.11% |
$288K - $328K
|
143K
$37M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 1.69% |
$288K - $328K
|
93.2K
$24.1M
|