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 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-10.8K- 4.16% |
$1.94M - $2.21M
|
248K
$63.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.9K- 6.92% |
$1.97M - $2.24M
|
147K
$37.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-11.2K- 46.73% |
$2.01M - $2.28M
|
12.7K
$3.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-11.5KClosed |
$2.07M - $2.35M
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-11.5K- 4.49% |
$2.07M - $2.35M
|
244K
$62.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.5K- 2.68% |
$2.08M - $2.36M
|
419K
$108M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.6K- 74.08% |
$2.08M - $2.37M
|
4.05K
$1.04M
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-11.6K- 11.77% |
$2.09M - $2.38M
|
87.1K
$22.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.7K- 6.23% |
$2.11M - $2.4M
|
176K
$45.3M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-11.8K- 35.79% |
$2.12M - $2.41M
|
21.1K
$5.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12K- 7.42% |
$2.16M - $2.45M
|
150K
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-12.2K- 9.13% |
$2.2M - $2.5M
|
122K
$31.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.3K- 0.06% |
$2.21M - $2.51M
|
20.2M
$5.2B
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-12.4K- 16.69% |
$2.23M - $2.53M
|
61.7K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-12.7K- 3.95% |
$2.28M - $2.59M
|
308K
$79.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-12.8K- 21.55% |
$2.3M - $2.61M
|
46.4K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-12.8K- 24.01% |
$2.3M - $2.61M
|
40.4K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-12.9K- 40.12% |
$2.33M - $2.65M
|
19.3K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-13K- 7.65% |
$2.34M - $2.66M
|
157K
$40.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-13.1K- 3.31% |
$2.35M - $2.68M
|
382K
$98.4M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-13.1K- 5.99% |
$2.36M - $2.68M
|
206K
$52.9M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-13.2K- 6.73% |
$2.38M - $2.71M
|
183K
$47.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-13.4K- 5.33% |
$2.41M - $2.74M
|
238K
$61.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.4K- 0.59% |
$2.42M - $2.75M
|
2.24M
$577M
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-13.8K- 18.45% |
$2.49M - $2.83M
|
61K
$15.7M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-14K- 4.8% |
$2.52M - $2.87M
|
278K
$71.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14K- 2.31% |
$2.53M - $2.87M
|
593K
$153M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.1K- 5.61% |
$2.54M - $2.89M
|
238K
$61.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-14.2K- 1.81% |
$2.55M - $2.9M
|
768K
$198M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-14.2K- 3.15% |
$2.56M - $2.91M
|
436K
$112M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-14.3K- 11.94% |
$2.58M - $2.93M
|
105K
$27.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-14.4K- 1.83% |
$2.59M - $2.95M
|
772K
$199M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-14.4K- 15.24% |
$2.59M - $2.95M
|
80.1K
$20.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-14.8K- 3.13% |
$2.66M - $3.03M
|
457K
$118M
|
|
|
Aug 13, 2024
Q2 2024
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-15K- 50.0% |
$2.7M - $3.07M
|
15K
$3.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-15.2K- 90.95% |
$2.73M - $3.11M
|
1.51K
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.2K- 83.18% |
$2.73M - $3.11M
|
3.07K
$790K
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-15.3K- 20.65% |
$2.75M - $3.12M
|
58.6K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.4K- 0.84% |
$2.77M - $3.15M
|
1.82M
$468M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-15.6K- 90.48% |
$2.8M - $3.19M
|
1.64K
$421K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-15.8K- 3.02% |
$2.84M - $3.23M
|
506K
$130M
|
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-15.9K- 5.64% |
$2.86M - $3.25M
|
266K
$68.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-15.9K- 46.9% |
$2.86M - $3.26M
|
18K
$4.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-16K- 15.59% |
$2.88M - $3.27M
|
86.5K
$22.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16K- 10.64% |
$2.88M - $3.28M
|
134K
$34.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-16.1K- 14.62% |
$2.89M - $3.29M
|
93.8K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-16.1K- 1.95% |
$2.89M - $3.29M
|
807K
$208M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-16.2K- 2.86% |
$2.91M - $3.31M
|
549K
$141M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-16.2K- 2.11% |
$2.92M - $3.32M
|
752K
$194M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-16.3K- 11.97% |
$2.94M - $3.34M
|
120K
$30.9M
|