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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.42K- 43.56% |
$1.57M - $1.89M
|
12.2K
$3.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9.47K- 5.13% |
$1.58M - $1.9M
|
175K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-9.5K- 46.16% |
$1.59M - $1.9M
|
11.1K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.56K- 7.45% |
$1.6M - $1.92M
|
119K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.6K- 83.73% |
$1.6M - $1.92M
|
1.87K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-9.64K- 3.71% |
$1.61M - $1.93M
|
250K
$66.2M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.64K- 22.06% |
$1.61M - $1.93M
|
34.1K
$9.01M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.64K- 35.29% |
$1.61M - $1.93M
|
17.7K
$4.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.67K- 5.79% |
$1.62M - $1.94M
|
157K
$41.7M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.75K- 42.56% |
$1.63M - $1.95M
|
13.2K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-9.78K- 9.01% |
$1.63M - $1.96M
|
98.8K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.79K- 50.78% |
$1.64M - $1.96M
|
9.49K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.83K- 0.53% |
$1.64M - $1.97M
|
1.86M
$491M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.87K- 5.76% |
$1.65M - $1.98M
|
162K
$42.8M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.97K- 5.56% |
$1.67M - $2M
|
169K
$44.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.98K- 4.66% |
$1.67M - $2M
|
204K
$54M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.1K- 2.0% |
$1.69M - $2.03M
|
497K
$132M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-10.3K- 4.97% |
$1.72M - $2.07M
|
197K
$52.2M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-10.3K- 4.52% |
$1.73M - $2.07M
|
219K
$57.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-10.5K- 3.13% |
$1.75M - $2.1M
|
324K
$85.6M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-10.5K- 6.22% |
$1.75M - $2.1M
|
158K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-10.6K- 0.61% |
$1.76M - $2.11M
|
1.72M
$454M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-10.7K- 4.59% |
$1.78M - $2.14M
|
222K
$58.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-10.9K- 6.55% |
$1.82M - $2.18M
|
155K
$41.1M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.9K- 5.29% |
$1.82M - $2.19M
|
195K
$51.7M
|
|
|
May 15, 2024
Q1 2024
|
Abrams Bison Investments, LLC
Bethesda, MD |
SELL
|
- |
-11K- 2.66% |
$1.84M - $2.2M
|
403K
$107M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-11K- 87.55% |
$1.84M - $2.21M
|
1.57K
$414K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-11.1K- 3.8% |
$1.86M - $2.23M
|
281K
$74.5M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-11.1K- 33.97% |
$1.86M - $2.23M
|
21.6K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-11.2K- 46.71% |
$1.86M - $2.23M
|
12.7K
$3.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-11.2K- 8.91% |
$1.87M - $2.24M
|
114K
$30.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-11.2K- 17.73% |
$1.87M - $2.25M
|
52K
$13.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.3K- 69.81% |
$1.88M - $2.26M
|
4.87K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-11.4K- 5.33% |
$1.9M - $2.27M
|
202K
$53.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-11.4K- 5.1% |
$1.9M - $2.28M
|
212K
$56M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11.4K- 18.19% |
$1.91M - $2.29M
|
51.4K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11.5K- 74.4% |
$1.92M - $2.3M
|
3.95K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.5K- 3.35% |
$1.92M - $2.31M
|
332K
$87.9M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-11.6K- 1.38% |
$1.93M - $2.31M
|
823K
$218M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-11.8K- 5.08% |
$1.96M - $2.36M
|
220K
$58.1M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-11.8K- 2.4% |
$1.97M - $2.36M
|
479K
$127M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-11.8K- 0.66% |
$1.98M - $2.37M
|
1.79M
$475M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-11.9K- 14.49% |
$1.98M - $2.37M
|
69.9K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11.9K- 12.73% |
$1.99M - $2.38M
|
81.5K
$21.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-12K- 15.82% |
$2M - $2.4M
|
63.7K
$16.9M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-12K- 46.02% |
$2.01M - $2.41M
|
14.1K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-12.1K- 7.75% |
$2.02M - $2.43M
|
144K
$38.1M
|
|
|
May 14, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-12.1K- 7.75% |
$2.02M - $2.43M
|
144K
$38.1M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-12.1K- 7.12% |
$2.02M - $2.43M
|
158K
$41.9M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-12.2K- 59.24% |
$2.03M - $2.44M
|
8.37K
$2.21M
|