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 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.6K- 5.51% |
$1.37M - $1.56M
|
130K
$33.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-7.67K- 10.91% |
$1.38M - $1.57M
|
62.7K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.68K- 5.94% |
$1.38M - $1.57M
|
122K
$31.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.7K- 12.09% |
$1.39M - $1.58M
|
56K
$14.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-7.71K- 9.88% |
$1.39M - $1.58M
|
70.3K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-7.78K- 0.74% |
$1.4M - $1.59M
|
1.04M
$269M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.82K- 0.77% |
$1.41M - $1.6M
|
1.01M
$259M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.84K- 23.77% |
$1.41M - $1.61M
|
25.2K
$6.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.88K- 8.41% |
$1.42M - $1.61M
|
85.8K
$22.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.93K- 4.92% |
$1.43M - $1.62M
|
153K
$39.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
SELL
|
- |
-7.97K- 8.61% |
$1.44M - $1.63M
|
84.6K
$21.8M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-8K- 3.89% |
$1.44M - $1.64M
|
198K
$50.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.01K- 13.6% |
$1.44M - $1.64M
|
50.9K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-8.04K- 13.24% |
$1.45M - $1.65M
|
52.7K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.13K- 35.79% |
$1.46M - $1.67M
|
14.6K
$3.76M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-8.2K- 43.39% |
$1.48M - $1.68M
|
10.7K
$2.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-8.24K- 1.15% |
$1.48M - $1.69M
|
709K
$183M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.29K- 13.02% |
$1.49M - $1.7M
|
55.4K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-8.32K- 91.87% |
$1.5M - $1.7M
|
736
$189K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.34K- 10.78% |
$1.5M - $1.71M
|
69K
$17.8M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.38K- 4.15% |
$1.51M - $1.72M
|
194K
$49.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.54K- 16.78% |
$1.54M - $1.75M
|
42.3K
$10.9M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-8.55KClosed |
$1.54M - $1.75M
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.59K- 34.62% |
$1.55M - $1.76M
|
16.2K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.67K- 38.21% |
$1.56M - $1.78M
|
14K
$3.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.68K- 4.56% |
$1.56M - $1.78M
|
182K
$46.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.83K- 22.51% |
$1.59M - $1.81M
|
30.4K
$7.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-8.84K- 6.6% |
$1.59M - $1.81M
|
125K
$32.2M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.9K- 72.25% |
$1.6M - $1.82M
|
3.42K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.97K- 0.54% |
$1.62M - $1.84M
|
1.64M
$422M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-8.98K- 43.52% |
$1.62M - $1.84M
|
11.6K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-9.15K- 7.82% |
$1.65M - $1.87M
|
108K
$27.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.17K- 2.28% |
$1.65M - $1.88M
|
393K
$101M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.27K- 0.78% |
$1.67M - $1.9M
|
1.19M
$305M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9.63K- 77.22% |
$1.73M - $1.97M
|
2.84K
$731K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.67K- 3.51% |
$1.74M - $1.98M
|
265K
$68.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.68K- 12.19% |
$1.74M - $1.98M
|
69.7K
$17.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-9.74K- 10.66% |
$1.75M - $1.99M
|
81.6K
$21M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.75K- 5.44% |
$1.76M - $2M
|
170K
$43.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-9.85K- 4.78% |
$1.77M - $2.02M
|
196K
$50.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-9.86K- 7.04% |
$1.78M - $2.02M
|
130K
$33.5M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.92K- 2.92% |
$1.79M - $2.03M
|
329K
$84.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 2.47% |
$1.8M - $2.05M
|
395K
$102M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.2K- 1.79% |
$1.84M - $2.09M
|
559K
$144M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.3K- 19.05% |
$1.86M - $2.12M
|
43.9K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.5K- 9.61% |
$1.88M - $2.14M
|
98.5K
$25.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10.6K- 4.3% |
$1.91M - $2.17M
|
236K
$60.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-10.6K- 1.04% |
$1.91M - $2.18M
|
1.01M
$259M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-10.7K- 18.9% |
$1.94M - $2.2M
|
46.1K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10.8K- 27.73% |
$1.94M - $2.2M
|
28K
$7.22M
|