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 |
|---|---|---|---|---|---|---|---|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.94K- 1.72% |
$350K - $398K
|
111K
$28.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.95K- 12.19% |
$350K - $398K
|
14K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.95K- 44.47% |
$352K - $400K
|
2.44K
$628K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.96K- 1.25% |
$353K - $402K
|
155K
$39.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.97K- 16.62% |
$354K - $403K
|
9.87K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.97K- 8.37% |
$355K - $403K
|
21.6K
$5.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2K- 4.74% |
$359K - $409K
|
40.1K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-2K- 1.07% |
$360K - $410K
|
185K
$47.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2K- 8.32% |
$360K - $410K
|
22K
$5.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.01K- 5.59% |
$362K - $412K
|
34K
$8.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.02K- 2.17% |
$363K - $413K
|
90.8K
$23.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.02K- 3.65% |
$363K - $413K
|
53.2K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.02K- 1.64% |
$364K - $413K
|
121K
$31.1M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.03K- 32.51% |
$365K - $415K
|
4.21K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.03K- 3.4% |
$365K - $416K
|
57.7K
$14.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.04K- 3.51% |
$367K - $418K
|
56K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.05K- 19.24% |
$369K - $419K
|
8.6K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.06K- 0.45% |
$370K - $421K
|
460K
$118M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.07K- 3.42% |
$373K - $424K
|
58.5K
$15M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-2.08K- 5.6% |
$374K - $425K
|
35K
$9M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-2.08K- 22.9% |
$374K - $425K
|
6.99K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.09K- 1.4% |
$375K - $427K
|
147K
$37.9M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.1K- 2.31% |
$378K - $430K
|
88.7K
$22.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.11K- 9.08% |
$379K - $431K
|
21.1K
$5.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.11K- 1.92% |
$379K - $431K
|
108K
$27.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.11K- 11.2% |
$381K - $433K
|
16.8K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.12K- 3.51% |
$382K - $435K
|
58.4K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.13K- 0.74% |
$384K - $437K
|
286K
$73.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-2.14K- 4.69% |
$384K - $437K
|
43.4K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.15K- 4.27% |
$387K - $441K
|
48.2K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.17K- 49.79% |
$390K - $443K
|
2.18K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 10.88% |
$394K - $448K
|
17.9K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.19K- 2.77% |
$394K - $448K
|
76.7K
$19.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.19K- 10.79% |
$395K - $449K
|
18.1K
$4.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.2K- 10.89% |
$395K - $450K
|
18K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.2K- 5.53% |
$396K - $450K
|
37.5K
$9.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.2K- 5.47% |
$396K - $451K
|
38K
$9.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-2.2K- 7.97% |
$396K - $451K
|
25.4K
$6.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 10.43% |
$404K - $459K
|
19.3K
$4.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 15.58% |
$405K - $461K
|
12.2K
$3.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.28K- 11.71% |
$410K - $467K
|
17.2K
$4.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.28K- 4.51% |
$411K - $467K
|
48.3K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.29K- 30.99% |
$412K - $468K
|
5.09K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.29K- 0.98% |
$412K - $469K
|
230K
$59.2M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.3K- 43.66% |
$413K - $470K
|
2.96K
$762K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.32K- 1.18% |
$418K - $475K
|
195K
$50.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.32K- 7.71% |
$418K - $476K
|
27.8K
$7.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.35K- 9.71% |
$424K - $482K
|
21.9K
$5.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-2.37K- 9.88% |
$426K - $485K
|
21.6K
$5.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.37K- 1.98% |
$427K - $485K
|
117K
$30.2M
|