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 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 15.71% |
$688K - $782K
|
20.5K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.83K- 18.42% |
$689K - $784K
|
17K
$4.36M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.83K- 20.97% |
$690K - $785K
|
14.4K
$3.72M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.86K- 2.54% |
$695K - $790K
|
148K
$38.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.86K- 3.79% |
$696K - $791K
|
98K
$25.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.87K- 4.36% |
$697K - $793K
|
84.9K
$21.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.89K- 9.03% |
$700K - $796K
|
39.2K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.89K- 5.3% |
$701K - $797K
|
69.6K
$17.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.9K- 0.61% |
$702K - $798K
|
631K
$162M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.92K- 51.18% |
$706K - $803K
|
3.74K
$963K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.93K- 5.22% |
$707K - $804K
|
71.3K
$18.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.93K- 1.7% |
$708K - $805K
|
227K
$58.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.94K- 10.68% |
$710K - $807K
|
33K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.99K- 0.69% |
$718K - $817K
|
578K
$149M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4K- 4.2% |
$720K - $818K
|
91.2K
$23.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-4K- 2.32% |
$720K - $819K
|
168K
$43.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4K- 7.8% |
$720K - $819K
|
47.3K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.02K- 10.23% |
$724K - $823K
|
35.3K
$9.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.04K- 4.33% |
$728K - $828K
|
89.4K
$23M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.1K- 7.3% |
$739K - $840K
|
52.1K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-4.14K- 5.35% |
$745K - $847K
|
73.1K
$18.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.19K- 11.55% |
$754K - $857K
|
32K
$8.25M
|
|
|
Jul 23, 2024
Q2 2024
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.2K- 61.76% |
$756K - $860K
|
2.6K
$669K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.25K- 27.09% |
$766K - $871K
|
11.4K
$2.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.27K- 3.12% |
$769K - $875K
|
133K
$34.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-4.29K- 3.23% |
$772K - $878K
|
128K
$33M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-4.29K- 1.09% |
$773K - $879K
|
391K
$101M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.3K- 5.07% |
$774K - $880K
|
80.4K
$20.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-4.34K- 89.66% |
$781K - $888K
|
500
$129K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.38K- 1.34% |
$788K - $896K
|
321K
$82.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.4K- 69.87% |
$793K - $901K
|
1.9K
$489K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.55K- 44.72% |
$818K - $931K
|
5.62K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.55K- 9.06% |
$819K - $932K
|
45.7K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-4.57K- 5.9% |
$823K - $935K
|
72.9K
$18.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.6K- 3.95% |
$828K - $942K
|
112K
$28.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.62K- 13.75% |
$833K - $947K
|
29K
$7.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.66K- 0.73% |
$839K - $954K
|
631K
$162M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.67K- 0.96% |
$840K - $956K
|
481K
$124M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.68K- 9.55% |
$843K - $959K
|
44.4K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.68K- 0.8% |
$843K - $959K
|
581K
$150M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.69K- 12.26% |
$844K - $960K
|
33.5K
$8.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-4.71K- 10.27% |
$849K - $965K
|
41.2K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.74K- 46.4% |
$854K - $971K
|
5.48K
$1.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.75K- 86.77% |
$855K - $973K
|
724
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.77K- 1.34% |
$860K - $977K
|
352K
$90.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.78K- 1.48% |
$861K - $979K
|
319K
$82M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-4.81K- 56.56% |
$867K - $986K
|
3.7K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.84K- 2.01% |
$871K - $991K
|
236K
$60.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-4.85K- 10.93% |
$873K - $993K
|
39.5K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.87K- 2.07% |
$877K - $998K
|
231K
$59.4M
|