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
|
Camden Capital, LLC
|
SELL
|
- |
-17.7K- 23.78% |
$2.96M - $3.55M
|
56.9K
$15M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.9K- 1.49% |
$2.99M - $3.58M
|
1.18M
$313M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-18K- 7.25% |
$3M - $3.6M
|
230K
$60.8M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-18.1K- 8.85% |
$3.02M - $3.62M
|
186K
$49.2M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-18.1K- 1.69% |
$3.02M - $3.63M
|
1.05M
$278M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-18.2K- 2.9% |
$3.04M - $3.64M
|
609K
$161M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.6K- 1.2% |
$3.1M - $3.72M
|
1.53M
$405M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-18.7K- 2.36% |
$3.12M - $3.75M
|
774K
$205M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-18.8K- 3.13% |
$3.13M - $3.76M
|
581K
$154M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-18.8K- 6.77% |
$3.14M - $3.77M
|
259K
$68.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 99.99% |
$3.18M - $3.81M
|
1
$265
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-19.3K- 6.43% |
$3.22M - $3.86M
|
280K
$74.2M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.3K- 37.94% |
$3.23M - $3.87M
|
31.6K
$8.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-19.5K- 2.23% |
$3.26M - $3.91M
|
854K
$226M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-19.6K- 7.34% |
$3.27M - $3.93M
|
248K
$65.5M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$3.36M - $4.03M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-20.9K- 13.3% |
$3.5M - $4.19M
|
136K
$36.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.9K- 0.49% |
$3.5M - $4.2M
|
4.27M
$1.13B
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-21.3K- 1.72% |
$3.57M - $4.27M
|
1.22M
$322M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-21.5K- 44.4% |
$3.59M - $4.3M
|
26.9K
$7.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 24.41% |
$3.6M - $4.31M
|
66.6K
$17.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-21.6K- 27.06% |
$3.61M - $4.33M
|
58.3K
$15.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-21.9K- 19.31% |
$3.65M - $4.38M
|
91.3K
$24.2M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-22.3K- 74.01% |
$3.72M - $4.46M
|
7.82K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-22.4K- 11.31% |
$3.74M - $4.49M
|
176K
$46.5M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-22.9K- 10.21% |
$3.83M - $4.59M
|
202K
$53.4M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-23.3K- 42.36% |
$3.89M - $4.66M
|
31.7K
$8.39M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-23.4K- 4.39% |
$3.92M - $4.7M
|
511K
$135M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23.5K- 2.87% |
$3.93M - $4.72M
|
798K
$211M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-23.6K- 91.92% |
$3.95M - $4.74M
|
2.08K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-23.8K- 59.77% |
$3.97M - $4.76M
|
16K
$4.23M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.8K- 11.23% |
$3.97M - $4.76M
|
188K
$49.7M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-24K- 11.51% |
$4.01M - $4.8M
|
184K
$48.8M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-24.3K- 86.82% |
$4.06M - $4.87M
|
3.69K
$977K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-24.9K- 96.24% |
$4.16M - $4.98M
|
971
$257K
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-25.3K- 4.28% |
$4.23M - $5.07M
|
566K
$150M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-26K- 27.01% |
$4.34M - $5.21M
|
70.3K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-26K- 16.76% |
$4.35M - $5.21M
|
129K
$34.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-26.1K- 1.14% |
$4.37M - $5.23M
|
2.26M
$597M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-26.2K- 1.1% |
$4.37M - $5.24M
|
2.34M
$620M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-26.2K- 15.25% |
$4.38M - $5.25M
|
146K
$38.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-26.3K- 8.2% |
$4.39M - $5.26M
|
294K
$77.9M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26.4K- 24.8% |
$4.4M - $5.28M
|
79.9K
$21.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-26.5K- 12.68% |
$4.43M - $5.31M
|
182K
$48.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.7K- 0.11% |
$4.47M - $5.35M
|
24.9M
$6.6B
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-26.8K- 25.05% |
$4.48M - $5.37M
|
80.2K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-27.1K- 60.72% |
$4.53M - $5.42M
|
17.5K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.1K- 11.21% |
$4.53M - $5.43M
|
215K
$56.8M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-27.3K- 33.86% |
$4.56M - $5.46M
|
53.3K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.4K- 0.66% |
$4.75M - $5.7M
|
4.3M
$1.14B
|