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 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-995- 1.99% |
$166K - $199K
|
49K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-1K- 1.53% |
$167K - $200K
|
64.2K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1K- 27.21% |
$167K - $200K
|
2.68K
$693K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1K- 4.71% |
$168K - $201K
|
20.3K
$5.26M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.01K- 4.11% |
$169K - $203K
|
23.6K
$6.12M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 2.83% |
$169K - $203K
|
34.7K
$8.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-1.01K- 0.94% |
$169K - $203K
|
107K
$27.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.02K- 17.26% |
$170K - $204K
|
4.88K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 0.28% |
$171K - $205K
|
361K
$93.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.02K- 2.83% |
$171K - $205K
|
35.1K
$9.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.03K- 15.59% |
$172K - $207K
|
5.58K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.03K- 0.54% |
$173K - $207K
|
191K
$49.5M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.03K- 84.0% |
$173K - $207K
|
197
$51K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.04K- 0.91% |
$173K - $207K
|
113K
$29.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 9.05% |
$173K - $207K
|
10.4K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.04K- 0.76% |
$173K - $208K
|
136K
$35.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.04K- 0.66% |
$174K - $208K
|
157K
$40.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.04K- 1.93% |
$174K - $209K
|
52.9K
$13.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 3.57% |
$174K - $209K
|
28.2K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.04K- 2.19% |
$174K - $209K
|
46.6K
$12.1M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.05K- 2.77% |
$175K - $209K
|
36.7K
$9.5M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.05K- 8.78% |
$175K - $210K
|
10.9K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.05K- 1.42% |
$175K - $210K
|
72.6K
$18.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.05K- 8.19% |
$175K - $210K
|
11.8K
$3.05M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.05K- 4.43% |
$176K - $211K
|
22.7K
$5.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.06K- 3.73% |
$177K - $212K
|
27.3K
$7.07M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.06K- 1.8% |
$177K - $212K
|
58K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.07K- 4.39% |
$179K - $214K
|
23.3K
$6.03M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.07K- 5.35% |
$179K - $215K
|
19K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.07K- 0.91% |
$179K - $215K
|
117K
$30.2M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.08K- 0.27% |
$180K - $216K
|
397K
$103M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.08K- 8.8% |
$180K - $216K
|
11.2K
$2.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.08K- 7.74% |
$180K - $216K
|
12.8K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.08K- 25.72% |
$181K - $217K
|
3.12K
$809K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 19.24% |
$182K - $218K
|
4.57K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.09K- 2.81% |
$182K - $218K
|
37.7K
$9.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 14.08% |
$183K - $219K
|
6.68K
$1.73M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.1K- 1.79% |
$184K - $221K
|
60.7K
$15.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 2.66% |
$184K - $221K
|
40.3K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.11K- 1.08% |
$185K - $222K
|
101K
$26.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.11K- 10.38% |
$185K - $222K
|
9.58K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.11K- 1.27% |
$186K - $223K
|
86.4K
$22.4M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.11K- 10.69% |
$186K - $223K
|
9.3K
$2.41M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 2.52% |
$186K - $223K
|
43.2K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.12K- 5.03% |
$186K - $224K
|
21.1K
$5.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.12K- 1.57% |
$187K - $224K
|
70.3K
$18.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.12K- 0.68% |
$187K - $225K
|
165K
$42.7M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.12K- 2.21% |
$187K - $225K
|
49.6K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.14K- 1.94% |
$190K - $227K
|
57.3K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 9.29% |
$190K - $228K
|
11.1K
$2.88M
|