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 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7K- 1.2% |
$1.17M - $1.4M
|
578K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.04K- 81.33% |
$1.18M - $1.41M
|
1.62K
$428K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.07K- 4.93% |
$1.18M - $1.42M
|
136K
$36M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-7.11K- 11.6% |
$1.19M - $1.42M
|
54.1K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-7.13K- 30.37% |
$1.19M - $1.43M
|
16.4K
$4.33M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-7.14K- 12.64% |
$1.19M - $1.43M
|
49.3K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.17K- 75.71% |
$1.2M - $1.44M
|
2.3K
$608K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.24K- 22.07% |
$1.21M - $1.45M
|
25.6K
$6.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.28K- 6.13% |
$1.22M - $1.46M
|
111K
$29.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.29K- 17.44% |
$1.22M - $1.46M
|
34.5K
$9.14M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.35K- 4.88% |
$1.23M - $1.47M
|
143K
$37.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.36K- 3.38% |
$1.23M - $1.47M
|
211K
$55.7M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-7.38K- 0.95% |
$1.23M - $1.48M
|
768K
$203M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.49K- 62.85% |
$1.25M - $1.5M
|
4.43K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.5K- 1.97% |
$1.25M - $1.5M
|
374K
$98.9M
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-7.55K- 10.78% |
$1.26M - $1.51M
|
62.5K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-7.59K- 7.37% |
$1.27M - $1.52M
|
95.4K
$25.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.64K- 99.66% |
$1.28M - $1.53M
|
26
$6.88K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-7.73K- 1.29% |
$1.29M - $1.55M
|
589K
$156M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-7.8K- 6.85% |
$1.3M - $1.56M
|
106K
$28M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.82K- 6.72% |
$1.31M - $1.57M
|
109K
$28.8M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.85K- 8.55% |
$1.31M - $1.57M
|
84K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.85K- 0.77% |
$1.31M - $1.57M
|
1.02M
$269M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.92K- 31.3% |
$1.32M - $1.59M
|
17.4K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.95K- 4.96% |
$1.33M - $1.59M
|
152K
$40.3M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-7.97K- 2.98% |
$1.33M - $1.6M
|
259K
$68.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-7.98K- 4.1% |
$1.33M - $1.6M
|
187K
$49.4M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.09K- 3.6% |
$1.35M - $1.62M
|
216K
$57.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-8.13K- 18.72% |
$1.36M - $1.63M
|
35.3K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-8.13K- 13.76% |
$1.36M - $1.63M
|
51K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.23K- 1.67% |
$1.37M - $1.65M
|
485K
$128M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-8.39K- 5.06% |
$1.4M - $1.68M
|
157K
$41.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.42K- 35.62% |
$1.41M - $1.69M
|
15.2K
$4.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.43K- 6.58% |
$1.41M - $1.69M
|
120K
$31.7M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.44K- 3.05% |
$1.41M - $1.69M
|
268K
$71M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-8.76K- 5.16% |
$1.46M - $1.75M
|
161K
$42.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.78K- 56.35% |
$1.47M - $1.76M
|
6.8K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-8.83K- 28.14% |
$1.48M - $1.77M
|
22.6K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.89K- 21.2% |
$1.48M - $1.78M
|
33K
$8.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-8.9K- 12.26% |
$1.49M - $1.78M
|
63.7K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-8.96K- 5.91% |
$1.5M - $1.8M
|
143K
$37.7M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.97K- 7.15% |
$1.5M - $1.8M
|
117K
$30.8M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8.99K- 91.58% |
$1.5M - $1.8M
|
827
$219K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-9K- 6.56% |
$1.5M - $1.8M
|
128K
$34M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-9.02K- 16.01% |
$1.51M - $1.81M
|
47.3K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-9.11K- 9.1% |
$1.52M - $1.83M
|
91.1K
$24.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-9.28K- 9.04% |
$1.55M - $1.86M
|
93.4K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-9.34K- 3.52% |
$1.56M - $1.87M
|
256K
$67.7M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9.36K- 44.62% |
$1.56M - $1.87M
|
11.6K
$3.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-9.37K- 4.31% |
$1.56M - $1.88M
|
208K
$55.1M
|