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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.04K- 4.8% |
$547K - $622K
|
60.2K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3.05K- 4.37% |
$550K - $625K
|
66.9K
$17.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.06K- 8.15% |
$551K - $626K
|
34.5K
$8.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.09K- 4.96% |
$556K - $633K
|
59.2K
$15.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.09K- 0.89% |
$557K - $634K
|
345K
$88.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 4.65% |
$558K - $635K
|
63.5K
$16.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.12K- 1.11% |
$561K - $639K
|
278K
$71.6M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.13K- 3.42% |
$563K - $640K
|
88.2K
$22.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.13K- 4.43% |
$564K - $642K
|
67.6K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-3.15K- 3.5% |
$567K - $644K
|
86.8K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.15K- 1.44% |
$568K - $646K
|
216K
$55.7M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.17K- 0.63% |
$570K - $648K
|
500K
$129M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.17K- 1.24% |
$570K - $649K
|
253K
$65M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.19K- 1.73% |
$574K - $653K
|
181K
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-3.19K- 25.43% |
$574K - $653K
|
9.35K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.2K- 1.64% |
$575K - $654K
|
191K
$49.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.2K- 0.45% |
$576K - $655K
|
703K
$181M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.2K- 73.99% |
$576K - $655K
|
1.13K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.23K- 4.13% |
$582K - $662K
|
75K
$19.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.24K- 2.04% |
$583K - $662K
|
155K
$39.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-3.24K- 5.36% |
$583K - $663K
|
57.2K
$14.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-3.27K- 6.7% |
$588K - $669K
|
45.5K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.27K- 2.8% |
$589K - $670K
|
114K
$29.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.31K- 1.46% |
$597K - $679K
|
223K
$57.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.35K- 91.68% |
$603K - $686K
|
304
$78.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.37K- 0.87% |
$607K - $690K
|
385K
$99.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.39K- 1.35% |
$610K - $694K
|
247K
$63.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-3.4K- 23.79% |
$612K - $696K
|
10.9K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.43K- 4.6% |
$617K - $702K
|
71.1K
$18.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.44K- 12.32% |
$619K - $703K
|
24.5K
$6.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-3.44K- 52.98% |
$620K - $705K
|
3.05K
$786K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3.44K- 53.3% |
$620K - $705K
|
3.02K
$777K
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.47K- 41.38% |
$625K - $711K
|
4.92K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.49K- 2.46% |
$629K - $715K
|
139K
$35.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-3.5K- 4.76% |
$630K - $717K
|
70K
$18M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.52K- 4.11% |
$635K - $722K
|
82.2K
$21.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-3.53K- 10.39% |
$635K - $722K
|
30.4K
$7.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.53K- 1.44% |
$636K - $724K
|
241K
$62.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.55K- 10.71% |
$639K - $727K
|
29.6K
$7.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.57K- 30.83% |
$643K - $732K
|
8.02K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3.6K- 3.01% |
$648K - $736K
|
116K
$29.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.62K- 7.76% |
$653K - $742K
|
43.1K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.63K- 7.96% |
$654K - $744K
|
42K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.67K- 3.09% |
$661K - $752K
|
115K
$29.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.71K- 3.04% |
$668K - $760K
|
118K
$30.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.74K- 3.67% |
$674K - $766K
|
98.3K
$25.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.76K- 2.88% |
$677K - $770K
|
127K
$32.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3.78K- 6.31% |
$681K - $774K
|
56.1K
$14.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.79K- 4.97% |
$682K - $775K
|
72.4K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.8K- 1.22% |
$684K - $778K
|
307K
$79.1M
|