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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.04K- 0.95% |
$1.09M - $1.24M
|
630K
$162M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.04K- 1.61% |
$1.09M - $1.24M
|
369K
$95M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-6.09K- 9.89% |
$1.1M - $1.25M
|
55.4K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.1K- 24.57% |
$1.1M - $1.25M
|
18.7K
$4.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.13K- 52.3% |
$1.1M - $1.25M
|
5.59K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-6.15K- 3.31% |
$1.11M - $1.26M
|
180K
$46.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.18K- 1.68% |
$1.11M - $1.27M
|
362K
$93.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-6.2K- 1.92% |
$1.12M - $1.27M
|
317K
$81.7M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.29K- 11.24% |
$1.13M - $1.29M
|
49.7K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-6.35K- 9.05% |
$1.14M - $1.3M
|
63.8K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.39K- 4.48% |
$1.15M - $1.31M
|
136K
$35.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-6.42K- 13.67% |
$1.16M - $1.31M
|
40.5K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.47K- 4.05% |
$1.16M - $1.32M
|
153K
$39.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.49K- 8.61% |
$1.17M - $1.33M
|
68.8K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.5K- 3.3% |
$1.17M - $1.33M
|
190K
$49M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-6.56K- 3.15% |
$1.18M - $1.34M
|
202K
$51.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.59K- 5.76% |
$1.19M - $1.35M
|
108K
$27.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.68K- 2.95% |
$1.2M - $1.37M
|
220K
$56.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.7K- 1.16% |
$1.21M - $1.37M
|
572K
$147M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-6.72K- 11.35% |
$1.21M - $1.38M
|
52.5K
$13.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-6.74K- 2.21% |
$1.21M - $1.38M
|
299K
$76.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-6.75K- 31.42% |
$1.21M - $1.38M
|
14.7K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-6.75K- 0.87% |
$1.22M - $1.38M
|
772K
$199M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-6.76K- 41.89% |
$1.22M - $1.38M
|
9.37K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.78K- 0.85% |
$1.22M - $1.39M
|
791K
$204M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.83K- 51.88% |
$1.23M - $1.4M
|
6.34K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6.85K- 0.67% |
$1.23M - $1.4M
|
1.01M
$260M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.92K- 4.4% |
$1.25M - $1.42M
|
150K
$38.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-6.94K- 2.96% |
$1.25M - $1.42M
|
227K
$58.5M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-6.96K- 13.97% |
$1.25M - $1.42M
|
42.8K
$11M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7.02K- 0.47% |
$1.26M - $1.44M
|
1.49M
$383M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-7.04K- 70.35% |
$1.27M - $1.44M
|
2.97K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-7.04K- 86.39% |
$1.27M - $1.44M
|
1.11K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.08K- 1.61% |
$1.27M - $1.45M
|
431K
$111M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.09K- 2.84% |
$1.28M - $1.45M
|
242K
$62.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.19K- 78.04% |
$1.29M - $1.47M
|
2.02K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.19K- 13.82% |
$1.29M - $1.47M
|
44.9K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-7.2K- 19.46% |
$1.3M - $1.47M
|
29.8K
$7.67M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7.22K- 5.91% |
$1.3M - $1.48M
|
115K
$29.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-7.24K- 6.81% |
$1.3M - $1.48M
|
99.1K
$25.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-7.3K- 10.06% |
$1.32M - $1.5M
|
65.3K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-7.36K- 3.24% |
$1.33M - $1.51M
|
220K
$56.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.37K- 13.95% |
$1.33M - $1.51M
|
45.4K
$11.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-7.38K- 1.61% |
$1.33M - $1.51M
|
450K
$116M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-7.44K- 1.92% |
$1.34M - $1.52M
|
381K
$98M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.48K- 72.98% |
$1.35M - $1.53M
|
2.77K
$713K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7.52K- 2.19% |
$1.35M - $1.54M
|
336K
$86.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7.52K- 3.69% |
$1.35M - $1.54M
|
196K
$50.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.53K- 2.01% |
$1.36M - $1.54M
|
366K
$94.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7.58K- 35.0% |
$1.37M - $1.55M
|
14.1K
$3.62M
|