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 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.39K- 1.72% |
$430K - $489K
|
137K
$35.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.39K- 1.9% |
$431K - $490K
|
123K
$31.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.41K- 22.93% |
$434K - $494K
|
8.1K
$2.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.42K- 4.4% |
$435K - $495K
|
52.6K
$13.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.43K- 5.68% |
$437K - $497K
|
40.3K
$10.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.43K- 6.1% |
$437K - $497K
|
37.4K
$9.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.44K- 1.08% |
$439K - $499K
|
223K
$57.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.46K- 49.22% |
$443K - $503K
|
2.54K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.46K- 4.99% |
$443K - $504K
|
46.9K
$12.1M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.47K- 2.32% |
$444K - $505K
|
104K
$26.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.47K- 35.08% |
$445K - $506K
|
4.57K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.47K- 0.5% |
$445K - $506K
|
495K
$127M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.48K- 5.74% |
$446K - $507K
|
40.7K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-2.51K- 31.6% |
$452K - $514K
|
5.43K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.52K- 40.79% |
$454K - $516K
|
3.66K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.54K- 5.44% |
$458K - $520K
|
44.2K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.54K- 10.12% |
$458K - $521K
|
22.6K
$5.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.55K- 1.02% |
$460K - $523K
|
249K
$64M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.57K- 0.91% |
$462K - $525K
|
281K
$72.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-2.57K- 1.35% |
$462K - $526K
|
188K
$48.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.6K- 13.65% |
$468K - $532K
|
16.4K
$4.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.62K- 6.52% |
$471K - $536K
|
37.5K
$9.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.62K- 1.24% |
$472K - $537K
|
208K
$53.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.62K- 4.16% |
$473K - $537K
|
60.4K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.67K- 2.03% |
$480K - $546K
|
129K
$33.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.68K- 18.25% |
$482K - $548K
|
12K
$3.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.69K- 14.42% |
$484K - $550K
|
15.9K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.7K- 55.56% |
$485K - $552K
|
2.16K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2.7K- 38.57% |
$486K - $553K
|
4.3K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 1.21% |
$486K - $553K
|
220K
$56.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.73K- 27.61% |
$491K - $559K
|
7.15K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.77K- 7.18% |
$498K - $567K
|
35.8K
$9.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 3.21% |
$501K - $569K
|
84K
$21.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.78K- 2.92% |
$501K - $570K
|
92.6K
$23.8M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.78K- 2.21% |
$501K - $570K
|
123K
$31.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.8K- 3.33% |
$504K - $574K
|
81.2K
$20.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.83K- 1.51% |
$509K - $579K
|
184K
$47.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.83K- 0.93% |
$509K - $579K
|
301K
$77.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.83K- 4.6% |
$510K - $580K
|
58.7K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.87K- 9.41% |
$516K - $587K
|
27.6K
$7.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.9K- 53.98% |
$522K - $593K
|
2.47K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.9K- 0.71% |
$522K - $594K
|
403K
$104M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.9K- 94.01% |
$523K - $595K
|
185
$47.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.95K- 64.69% |
$532K - $605K
|
1.61K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.99K- 9.34% |
$538K - $612K
|
29K
$7.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-3K- 3.18% |
$539K - $613K
|
91.2K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
SELL
|
- |
-3K- 13.63% |
$540K - $614K
|
19K
$4.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 11.54% |
$540K - $614K
|
23K
$5.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-3K- 10.71% |
$540K - $614K
|
25K
$6.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.03K- 5.42% |
$546K - $621K
|
52.9K
$13.6M
|