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 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.91K- 2.75% |
$885K - $1.01M
|
174K
$44.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.94K- 57.98% |
$889K - $1.01M
|
3.58K
$920K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.94K- 57.98% |
$889K - $1.01M
|
3.58K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.94K- 5.94% |
$890K - $1.01M
|
78.3K
$20.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-4.97K- 3.18% |
$895K - $1.02M
|
152K
$39M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-4.98K- 6.47% |
$896K - $1.02M
|
72K
$18.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5K- 2.25% |
$900K - $1.02M
|
217K
$55.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-5.02K- 45.61% |
$903K - $1.03M
|
5.98K
$1.54M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-5.02K- 8.29% |
$903K - $1.03M
|
55.5K
$14.3M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-5.09K- 9.19% |
$916K - $1.04M
|
50.3K
$12.9M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5.12K- 81.75% |
$923K - $1.05M
|
1.14K
$294K
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.13K- 11.22% |
$923K - $1.05M
|
40.6K
$10.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-5.15K- 4.88% |
$928K - $1.05M
|
100K
$25.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.15K- 17.34% |
$928K - $1.06M
|
24.6K
$6.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.16K- 3.03% |
$928K - $1.06M
|
165K
$42.5M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.17K- 11.31% |
$930K - $1.06M
|
40.5K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.18K- 5.53% |
$932K - $1.06M
|
88.5K
$22.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.18K- 1.3% |
$933K - $1.06M
|
393K
$101M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.2K- 3.23% |
$936K - $1.06M
|
156K
$40.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.21K- 1.26% |
$938K - $1.07M
|
407K
$105M
|
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-5.22K- 4.87% |
$939K - $1.07M
|
102K
$26.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-5.22K- 11.37% |
$940K - $1.07M
|
40.7K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.22K- 9.3% |
$941K - $1.07M
|
51K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.28K- 67.29% |
$951K - $1.08M
|
2.57K
$661K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.28K- 9.71% |
$951K - $1.08M
|
49.1K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.38K- 17.04% |
$968K - $1.1M
|
26.2K
$6.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 15.85% |
$972K - $1.11M
|
28.7K
$7.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5.44K- 24.11% |
$980K - $1.11M
|
17.1K
$4.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.53K- 88.18% |
$995K - $1.13M
|
741
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5.54K- 5.84% |
$998K - $1.14M
|
89.4K
$23M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.57K- 42.57% |
$1M - $1.14M
|
7.51K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.61K- 31.03% |
$1.01M - $1.15M
|
12.5K
$3.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-5.61K- 1.1% |
$1.01M - $1.15M
|
505K
$130M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.69K- 0.45% |
$1.02M - $1.16M
|
1.25M
$322M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.7K- 0.72% |
$1.03M - $1.17M
|
786K
$202M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.74K- 11.74% |
$1.03M - $1.18M
|
43.2K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 26.42% |
$1.03M - $1.18M
|
16K
$4.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.8K- 3.45% |
$1.04M - $1.19M
|
163K
$41.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-5.8K- 59.46% |
$1.04M - $1.19M
|
3.95K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
SELL
|
- |
-5.88K- 16.65% |
$1.06M - $1.2M
|
29.4K
$7.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5.88K- 7.69% |
$1.06M - $1.2M
|
70.7K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.89K- 11.3% |
$1.06M - $1.21M
|
46.2K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.89K- 1.94% |
$1.06M - $1.21M
|
298K
$76.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.92K- 31.97% |
$1.07M - $1.21M
|
12.6K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-5.97K- 7.98% |
$1.07M - $1.22M
|
68.8K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-5.97K- 1.9% |
$1.08M - $1.22M
|
309K
$79.6M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-6K- 2.97% |
$1.08M - $1.23M
|
196K
$50.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6K- 29.49% |
$1.08M - $1.23M
|
14.3K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.01K- 9.34% |
$1.08M - $1.23M
|
58.4K
$15M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.02K- 11.94% |
$1.08M - $1.23M
|
44.4K
$11.4M
|