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
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.51K- 7.98% |
$753K - $903K
|
52K
$13.8M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.52K- 6.62% |
$755K - $905K
|
63.7K
$16.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.56K- 1.05% |
$761K - $912K
|
431K
$114M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.6K- 41.96% |
$769K - $922K
|
6.36K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.62K- 18.65% |
$772K - $925K
|
20.2K
$5.33M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.64K- 2.96% |
$776K - $930K
|
152K
$40.3M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-4.65K- 0.95% |
$777K - $932K
|
486K
$129M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-4.66K- 32.34% |
$778K - $933K
|
9.74K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-4.66K- 2.56% |
$778K - $933K
|
177K
$46.9M
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-4.66K- 16.31% |
$779K - $933K
|
23.9K
$6.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.68K- 33.42% |
$781K - $937K
|
9.32K
$2.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.68K- 3.94% |
$782K - $937K
|
114K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.68K- 4.39% |
$782K - $938K
|
102K
$27M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.73K- 4.44% |
$791K - $948K
|
102K
$27M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-4.75K- 10.31% |
$794K - $952K
|
41.4K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-4.8K- 17.8% |
$802K - $961K
|
22.2K
$5.87M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.82K- 22.17% |
$806K - $966K
|
16.9K
$4.48M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-4.83K- 40.74% |
$806K - $966K
|
7.02K
$1.86M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-4.85K- 2.63% |
$810K - $971K
|
180K
$47.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4.85K- 9.87% |
$810K - $971K
|
44.3K
$11.7M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.88K- 6.84% |
$815K - $977K
|
66.4K
$17.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.89K- 7.97% |
$816K - $979K
|
56.4K
$14.9M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.9K- 7.67% |
$818K - $981K
|
58.9K
$15.6M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.9K- 11.67% |
$819K - $981K
|
37.1K
$9.81M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.92K- 1.21% |
$822K - $985K
|
402K
$106M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-4.94K- 9.72% |
$825K - $989K
|
45.9K
$12.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-4.95K- 3.41% |
$827K - $991K
|
140K
$37.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-4.95K- 3.3% |
$827K - $991K
|
145K
$38.4M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.97K- 1.53% |
$830K - $995K
|
321K
$84.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.98K- 3.58% |
$831K - $997K
|
134K
$35.4M
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
SELL
|
- |
-5K- 25.0% |
$835K - $1M
|
15K
$3.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5K- 3.52% |
$836K - $1M
|
137K
$36.2M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.01K- 2.41% |
$837K - $1M
|
203K
$53.7M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5.02K- 14.9% |
$838K - $1M
|
28.7K
$7.58M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-5.02K- 57.06% |
$839K - $1.01M
|
3.78K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.09K- 17.08% |
$850K - $1.02M
|
24.7K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.1K- 10.56% |
$851K - $1.02M
|
43.2K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.1K- 3.07% |
$852K - $1.02M
|
161K
$42.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-5.16K- 7.06% |
$862K - $1.03M
|
67.9K
$18M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.19K- 16.23% |
$868K - $1.04M
|
26.8K
$7.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-5.21K- 5.42% |
$870K - $1.04M
|
90.9K
$24.1M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.28K- 23.36% |
$882K - $1.06M
|
17.3K
$4.58M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.29K- 0.73% |
$884K - $1.06M
|
717K
$190M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.31K- 2.11% |
$887K - $1.06M
|
246K
$65.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.33K- 12.03% |
$890K - $1.07M
|
39K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.34K- 7.84% |
$893K - $1.07M
|
62.8K
$16.6M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.38K- 5.6% |
$898K - $1.08M
|
90.7K
$24M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.4K- 1.59% |
$902K - $1.08M
|
333K
$88.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.42K- 35.25% |
$906K - $1.09M
|
9.96K
$2.64M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-5.42K- 19.29% |
$906K - $1.09M
|
22.7K
$6M
|