Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
28.1KNew |
$4.69M - $5.63M
|
28.1K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
28K+ 1.0% |
$4.68M - $5.61M
|
2.84M
$730M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
27.7K+ 61.31% |
$4.63M - $5.55M
|
72.9K
$18.8M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
27.6K+ 34.57% |
$4.62M - $5.53M
|
108K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.2K+ 114.3% |
$4.55M - $5.46M
|
51.1K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
27.1K+ 6.44% |
$4.53M - $5.43M
|
448K
$115M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
26.6K+ 2.52% |
$4.45M - $5.34M
|
1.08M
$279M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
26.5K+ 0.9% |
$4.42M - $5.3M
|
2.95M
$760M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.3K+ 2.75% |
$4.39M - $5.27M
|
982K
$253M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
25.9KNew |
$4.32M - $5.18M
|
25.9K
$6.66M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25.3K+ 1.04% |
$4.23M - $5.07M
|
2.46M
$633M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
25.2K+ 7.65% |
$4.21M - $5.04M
|
354K
$91.2M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
25KNew |
$4.18M - $5.01M
|
25K
$6.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
24.3K+ 55.32% |
$4.05M - $4.86M
|
68.1K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.2KNew |
$4.05M - $4.85M
|
24.2K
$6.23M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24.2K+ 3.91% |
$4.04M - $4.84M
|
643K
$165M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.2K+ 5.5% |
$4.04M - $4.84M
|
464K
$119M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
23.6K+ 10.08% |
$3.95M - $4.73M
|
258K
$66.4M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
23.6KNew |
$3.94M - $4.72M
|
23.6K
$6.06M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
23.3KNew |
$3.9M - $4.67M
|
23.3K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.2K+ 29.01% |
$3.88M - $4.66M
|
103K
$26.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23K+ 3.06% |
$3.85M - $4.61M
|
774K
$199M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
22.9K+ 6.6% |
$3.83M - $4.59M
|
370K
$95.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.9K+ 18.56% |
$3.82M - $4.58M
|
146K
$37.6M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.8K+ 5.52% |
$3.81M - $4.56M
|
435K
$112M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
22.8K+ 13.86% |
$3.8M - $4.56M
|
187K
$48.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
22.5K+ 8.62% |
$3.76M - $4.51M
|
284K
$73M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
22.4K+ 13.5% |
$3.74M - $4.48M
|
188K
$48.4M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
22.3KNew |
$3.72M - $4.46M
|
22.3K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
22K+ 16.92% |
$3.68M - $4.41M
|
152K
$39.2M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
22K+ 131.28% |
$3.67M - $4.4M
|
38.7K
$9.97M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.6K+ 172.44% |
$3.61M - $4.33M
|
34.1K
$8.78M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
21.4K+ 11.21% |
$3.58M - $4.29M
|
212K
$54.6M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21.3K+ 36.72% |
$3.56M - $4.27M
|
79.4K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
21.3K+ 82.8% |
$3.55M - $4.26M
|
47K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
21.2K+ 9.38% |
$3.54M - $4.25M
|
247K
$63.6M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
21K+ 31.51% |
$3.51M - $4.21M
|
87.7K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 136.08% |
$3.48M - $4.17M
|
36.1K
$9.3M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 15.82% |
$3.41M - $4.08M
|
149K
$38.4M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 460.33% |
$3.41M - $4.08M
|
24.8K
$6.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
20.4K+ 170.69% |
$3.4M - $4.08M
|
32.3K
$8.32M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
20.1K+ 3.65% |
$3.36M - $4.03M
|
570K
$147M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.1K+ 2.71% |
$3.35M - $4.02M
|
760K
$196M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
20K+ 58.2% |
$3.34M - $4.01M
|
54.4K
$14M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
19.8K+ 13.02% |
$3.31M - $3.97M
|
172K
$44.2M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
19.8K+ 1645.84% |
$3.31M - $3.96M
|
21K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
19.8K+ 2.38% |
$3.3M - $3.96M
|
850K
$219M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
19.6K+ 379.34% |
$3.28M - $3.93M
|
24.8K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 180.89% |
$3.25M - $3.9M
|
30.2K
$7.77M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19.1KNew |
$3.2M - $3.84M
|
19.1K
$4.93M
|