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 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.46K- 15.61% |
$912K - $1.09M
|
29.5K
$7.81M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.49K- 7.08% |
$917K - $1.1M
|
72K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
SELL
|
- |
-5.5K- 80.88% |
$919K - $1.1M
|
1.3K
$344K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.57K- 1.75% |
$930K - $1.11M
|
313K
$82.8M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.6K- 0.65% |
$936K - $1.12M
|
856K
$227M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.72K- 3.87% |
$955K - $1.14M
|
142K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.73K- 2.41% |
$957K - $1.15M
|
232K
$61.5M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.78K- 12.11% |
$965K - $1.16M
|
41.9K
$11.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.79K- 5.35% |
$968K - $1.16M
|
103K
$27.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-5.82K- 3.83% |
$973K - $1.17M
|
146K
$38.7M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.84K- 44.66% |
$976K - $1.17M
|
7.24K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.93K- 2.71% |
$991K - $1.19M
|
213K
$56.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.94K- 2.11% |
$993K - $1.19M
|
275K
$72.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.97K- 13.36% |
$997K - $1.2M
|
38.7K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-5.99K- 7.75% |
$1M - $1.2M
|
71.4K
$18.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-6K- 15.54% |
$1M - $1.2M
|
32.6K
$8.64M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.03K- 11.69% |
$1.01M - $1.21M
|
45.5K
$12M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-6.04K- 3.44% |
$1.01M - $1.21M
|
170K
$44.9M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.06K- 1.51% |
$1.01M - $1.21M
|
395K
$105M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.13K- 16.44% |
$1.02M - $1.23M
|
31.2K
$8.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.21K- 0.34% |
$1.04M - $1.24M
|
1.8M
$476M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.23K- 2.15% |
$1.04M - $1.25M
|
283K
$75M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-6.26K- 5.85% |
$1.05M - $1.25M
|
101K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.35K- 2.03% |
$1.06M - $1.27M
|
306K
$81M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-6.37K- 3.57% |
$1.06M - $1.28M
|
172K
$45.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-6.4K- 22.88% |
$1.07M - $1.28M
|
21.6K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.41K- 1.12% |
$1.07M - $1.28M
|
566K
$150M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.43K- 1.59% |
$1.07M - $1.29M
|
398K
$105M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.44K- 5.22% |
$1.08M - $1.29M
|
117K
$31M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-6.44K- 31.8% |
$1.08M - $1.29M
|
13.8K
$3.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-6.5K- 3.72% |
$1.09M - $1.3M
|
168K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-6.5K- 8.13% |
$1.09M - $1.3M
|
73.5K
$19.5M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.52K- 17.48% |
$1.09M - $1.31M
|
30.8K
$8.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.53K- 24.42% |
$1.09M - $1.31M
|
20.2K
$5.35M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.55K- 10.4% |
$1.09M - $1.31M
|
56.4K
$14.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.57K- 1.37% |
$1.1M - $1.32M
|
472K
$125M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.57K- 15.29% |
$1.1M - $1.32M
|
36.4K
$9.63M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.57K- 73.18% |
$1.1M - $1.32M
|
2.41K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.59K- 27.84% |
$1.1M - $1.32M
|
17.1K
$4.52M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-6.61K- 92.01% |
$1.1M - $1.32M
|
574
$152K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.62K- 3.87% |
$1.11M - $1.33M
|
164K
$43.5M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-6.64K- 16.64% |
$1.11M - $1.33M
|
33.2K
$8.79M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.69K- 1.89% |
$1.12M - $1.34M
|
347K
$91.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6.69K- 62.48% |
$1.12M - $1.34M
|
4.02K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.72K- 2.88% |
$1.12M - $1.35M
|
227K
$60M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.74K- 4.87% |
$1.13M - $1.35M
|
132K
$34.8M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-6.82K- 2.69% |
$1.14M - $1.37M
|
247K
$65.4M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.86K- 2.68% |
$1.15M - $1.37M
|
249K
$66M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.95K- 11.22% |
$1.16M - $1.39M
|
54.9K
$14.5M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-7K- 24.14% |
$1.17M - $1.4M
|
22K
$5.82M
|