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 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 2.01% |
$379K - $454K
|
111K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.29K- 17.87% |
$382K - $458K
|
10.5K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 2.85% |
$384K - $460K
|
78.2K
$20.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.3K- 5.44% |
$384K - $460K
|
39.9K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 4.11% |
$384K - $461K
|
53.7K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 13.56% |
$386K - $463K
|
14.7K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.33K- 20.81% |
$388K - $466K
|
8.85K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.33K- 2.86% |
$388K - $466K
|
78.8K
$20.4M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.33K- 4.0% |
$389K - $467K
|
56K
$14.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.33K- 1.71% |
$390K - $467K
|
134K
$34.8M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 46.84% |
$391K - $468K
|
2.65K
$687K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.35K- 13.35% |
$393K - $471K
|
15.3K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.36K- 26.58% |
$395K - $473K
|
6.52K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.41K- 2.61% |
$402K - $482K
|
89.7K
$23.2M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.41K- 6.4% |
$403K - $483K
|
35.2K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.41K- 82.52% |
$403K - $483K
|
511
$132K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.42K- 8.27% |
$405K - $486K
|
26.9K
$6.97M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.44K- 5.85% |
$408K - $489K
|
39.2K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.46K- 20.71% |
$411K - $492K
|
9.41K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.47K- 2.48% |
$412K - $494K
|
96.8K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.48K- 67.24% |
$415K - $497K
|
1.21K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.48K- 17.96% |
$415K - $497K
|
11.3K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.49K- 8.46% |
$417K - $499K
|
27K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.5K- 11.09% |
$418K - $501K
|
20.1K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 3.05% |
$421K - $504K
|
80.1K
$20.7M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.54K- 0.77% |
$424K - $508K
|
326K
$84.3M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.54K- 10.63% |
$424K - $508K
|
21.3K
$5.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.54K- 23.06% |
$425K - $509K
|
8.48K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.55K- 2.12% |
$426K - $511K
|
118K
$30.6M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.55K- 9.37% |
$426K - $511K
|
24.7K
$6.39M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.57K- 5.68% |
$429K - $514K
|
42.6K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.57K- 2.29% |
$430K - $515K
|
110K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.6K- 1.07% |
$434K - $520K
|
241K
$62.4M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.62K- 5.84% |
$437K - $524K
|
42.1K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.63K- 3.4% |
$440K - $527K
|
74.7K
$19.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.64K- 5.65% |
$440K - $528K
|
44K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.64K- 5.02% |
$441K - $529K
|
50K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.64K- 0.4% |
$442K - $530K
|
662K
$172M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 5.48% |
$446K - $535K
|
46.1K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-2.67K- 1.05% |
$446K - $535K
|
251K
$65M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.69K- 14.7% |
$450K - $539K
|
15.6K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.69K- 33.4% |
$450K - $539K
|
5.37K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.7K- 9.67% |
$451K - $541K
|
25.2K
$6.53M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.7K- 1.3% |
$451K - $541K
|
206K
$53.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.72K- 61.95% |
$454K - $545K
|
1.67K
$433K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.27% |
$458K - $549K
|
61.5K
$15.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.76K- 10.38% |
$461K - $553K
|
23.8K
$6.17M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.78K- 25.22% |
$464K - $556K
|
8.23K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.81K- 2.9% |
$470K - $564K
|
94.2K
$24.4M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.82K- 2.88% |
$471K - $565K
|
95.2K
$24.7M
|