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 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 23.12% |
$289K - $329K
|
5.34K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.61K- 1.81% |
$290K - $330K
|
87.1K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.61K- 3.04% |
$290K - $330K
|
51.4K
$13.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.63K- 3.11% |
$293K - $333K
|
50.7K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.63K- 18.2% |
$293K - $333K
|
7.31K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.63K- 3.38% |
$293K - $333K
|
46.5K
$12M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.63K- 6.61% |
$293K - $334K
|
23K
$5.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.64K- 0.77% |
$296K - $337K
|
211K
$54.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.65K- 12.93% |
$297K - $338K
|
11.1K
$2.87M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-1.65K- 12.96% |
$298K - $339K
|
11.1K
$2.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.66K- 1.96% |
$299K - $341K
|
83.3K
$21.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 1.46% |
$302K - $344K
|
113K
$29.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.69K- 6.2% |
$305K - $346K
|
25.6K
$6.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.69K- 11.05% |
$305K - $347K
|
13.6K
$3.53M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.7K- 3.42% |
$305K - $347K
|
47.9K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.7K- 1.91% |
$305K - $347K
|
87.2K
$22.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.7K- 2.83% |
$306K - $348K
|
58.2K
$15.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 0.98% |
$307K - $349K
|
173K
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-1.71K- 12.67% |
$308K - $350K
|
11.8K
$3.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.71K- 3.36% |
$308K - $351K
|
49.3K
$12.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.73K- 1.71% |
$311K - $353K
|
99.4K
$25.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.74K- 4.74% |
$312K - $355K
|
34.9K
$9.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.74K- 9.19% |
$314K - $357K
|
17.2K
$4.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.75K- 3.97% |
$315K - $358K
|
42.3K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.77K- 11.28% |
$318K - $362K
|
13.9K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 18.76% |
$319K - $362K
|
7.67K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.78K- 13.82% |
$321K - $365K
|
11.1K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.79K- 18.95% |
$322K - $366K
|
7.64K
$1.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.79K- 4.5% |
$322K - $366K
|
37.9K
$9.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.79K- 3.98% |
$323K - $367K
|
43.3K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.8K- 1.68% |
$324K - $369K
|
105K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.8K- 10.08% |
$324K - $369K
|
16.1K
$4.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.8K- 4.21% |
$325K - $369K
|
41K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.81K- 1.41% |
$325K - $370K
|
127K
$32.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.82K- 43.96% |
$327K - $372K
|
2.31K
$599K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.84K- 4.04% |
$330K - $376K
|
43.6K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.84K- 10.47% |
$331K - $376K
|
15.7K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.85K- 3.32% |
$333K - $378K
|
53.9K
$13.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.87K- 6.91% |
$336K - $382K
|
25.2K
$6.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.87K- 2.64% |
$336K - $383K
|
68.9K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 3.72% |
$341K - $388K
|
49.1K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.9K- 10.99% |
$343K - $390K
|
15.4K
$3.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.91K- 1.56% |
$343K - $390K
|
121K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.92K- 3.86% |
$346K - $393K
|
47.8K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.93K- 1.09% |
$347K - $394K
|
175K
$45.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-1.93K- 0.75% |
$348K - $395K
|
257K
$66.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.93K- 11.96% |
$348K - $395K
|
14.2K
$3.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.94K- 15.81% |
$349K - $397K
|
10.3K
$2.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.94K- 8.18% |
$350K - $398K
|
21.8K
$5.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.94K- 2.11% |
$350K - $398K
|
90.1K
$23.3M
|