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 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.32K- 4.47% |
$555K - $666K
|
71K
$18.8M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.33K- 4.15% |
$557K - $668K
|
77K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.38K- 0.53% |
$565K - $677K
|
636K
$168M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.42K- 1.78% |
$571K - $685K
|
189K
$49.9M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3.44K- 1.45% |
$574K - $689K
|
234K
$62M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.45K- 9.58% |
$576K - $691K
|
32.5K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.45K- 50.33% |
$577K - $692K
|
3.41K
$902K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.46K- 2.67% |
$578K - $692K
|
126K
$33.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-3.47K- 5.54% |
$580K - $695K
|
59.2K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.48K- 0.99% |
$582K - $698K
|
348K
$92.1M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.53K- 1.47% |
$589K - $706K
|
236K
$62.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.54K- 18.17% |
$591K - $708K
|
15.9K
$4.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.56K- 5.9% |
$595K - $713K
|
56.8K
$15M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.57K- 22.46% |
$596K - $714K
|
12.3K
$3.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.57K- 14.21% |
$596K - $715K
|
21.5K
$5.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-3.6K- 13.03% |
$602K - $721K
|
24K
$6.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.62K- 4.54% |
$605K - $725K
|
76.1K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 0.69% |
$607K - $727K
|
521K
$138M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.65K- 2.02% |
$610K - $732K
|
177K
$47M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.67K- 3.65% |
$613K - $735K
|
97K
$25.7M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.68K- 22.72% |
$615K - $738K
|
12.5K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.69K- 10.91% |
$617K - $739K
|
30.1K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.7K- 8.25% |
$619K - $742K
|
41.2K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.81K- 7.53% |
$636K - $762K
|
46.7K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.81K- 42.63% |
$636K - $763K
|
5.12K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.83K- 1.93% |
$639K - $766K
|
194K
$51.4M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.84K- 7.59% |
$641K - $769K
|
46.7K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.85K- 2.51% |
$643K - $770K
|
149K
$39.5M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.86K- 4.05% |
$644K - $772K
|
91.3K
$24.2M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.9K- 23.75% |
$652K - $781K
|
12.5K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.91K- 4.25% |
$653K - $782K
|
87.9K
$23.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.96K- 4.83% |
$661K - $793K
|
78K
$20.6M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.96K- 3.51% |
$662K - $793K
|
109K
$28.8M
|
|
|
May 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.98K- 1.59% |
$664K - $796K
|
246K
$65.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-4K- 30.58% |
$668K - $801K
|
9.08K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4K- 62.5% |
$668K - $801K
|
2.4K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-4.11K- 2.52% |
$687K - $824K
|
159K
$42.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.14K- 9.04% |
$692K - $830K
|
41.7K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.15K- 3.62% |
$693K - $831K
|
111K
$29.3M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.15K- 3.21% |
$694K - $832K
|
125K
$33.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-4.16K- 4.71% |
$695K - $833K
|
84.1K
$22.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.17K- 4.01% |
$697K - $835K
|
99.8K
$26.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-4.18K- 6.95% |
$698K - $837K
|
55.9K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.24K- 46.29% |
$708K - $849K
|
4.92K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.35K- 0.74% |
$727K - $871K
|
586K
$155M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.41K- 13.06% |
$737K - $884K
|
29.4K
$7.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-4.42K- 1.43% |
$739K - $886K
|
305K
$80.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.43K- 25.24% |
$740K - $887K
|
13.1K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.5K- 16.24% |
$752K - $901K
|
23.2K
$6.14M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-4.5K- 11.09% |
$753K - $902K
|
36.1K
$9.56M
|