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
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-29.6K- 9.52% |
$4.95M - $5.93M
|
281K
$74.5M
|
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-30K- 73.17% |
$5.01M - $6.01M
|
11K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-30.1K- 71.29% |
$5.04M - $6.04M
|
12.1K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-30.3K- 41.35% |
$5.07M - $6.08M
|
43K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30.5K- 1.72% |
$5.09M - $6.1M
|
1.74M
$461M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-31.3K- 31.48% |
$5.22M - $6.26M
|
68.1K
$18M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-31.6K- 16.5% |
$5.28M - $6.32M
|
160K
$42.3M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-31.6K- 21.92% |
$5.28M - $6.32M
|
112K
$29.8M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 4.87% |
$5.35M - $6.41M
|
625K
$165M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-32.2K- 67.86% |
$5.38M - $6.45M
|
15.3K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-32.3K- 18.84% |
$5.4M - $6.47M
|
139K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-32.5K- 64.68% |
$5.42M - $6.5M
|
17.7K
$4.69M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-33.2K- 16.7% |
$5.54M - $6.64M
|
165K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.1K- 53.8% |
$5.7M - $6.84M
|
29.3K
$7.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-34.2K- 38.05% |
$5.72M - $6.85M
|
55.7K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-35.3K- 0.39% |
$5.91M - $7.08M
|
9.06M
$2.4B
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-36K- 3.15% |
$6.02M - $7.22M
|
1.11M
$294M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-36K- 3.15% |
$6.02M - $7.22M
|
1.11M
$294M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36.3K- 1.68% |
$6.07M - $7.27M
|
2.13M
$563M
|
|
|
May 08, 2024
Q1 2024
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-36.6K- 21.77% |
$6.12M - $7.33M
|
132K
$34.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.5K- 7.72% |
$6.26M - $7.51M
|
448K
$119M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-38.5K- 3.12% |
$6.43M - $7.71M
|
1.19M
$316M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-38.6K- 14.47% |
$6.44M - $7.72M
|
228K
$60.3M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-38.8K- 44.39% |
$6.48M - $7.77M
|
48.6K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-39K- 14.35% |
$6.51M - $7.81M
|
233K
$61.6M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-39.1K- 3.97% |
$6.53M - $7.83M
|
946K
$250M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-39.3K- 2.59% |
$6.57M - $7.87M
|
1.48M
$392M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-39.7K- 21.82% |
$6.63M - $7.94M
|
142K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-41.1K- 49.27% |
$6.87M - $8.23M
|
42.3K
$11.2M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-41.1K- 7.56% |
$6.87M - $8.24M
|
503K
$133M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-42.7K- 4.46% |
$7.14M - $8.56M
|
915K
$242M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-42.8K- 16.5% |
$7.15M - $8.57M
|
217K
$57.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-43.3K- 18.31% |
$7.23M - $8.67M
|
193K
$51.1M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-43.4K- 4.86% |
$7.25M - $8.7M
|
849K
$225M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-43.6K- 1.93% |
$7.29M - $8.73M
|
2.22M
$587M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.7K- 0.09% |
$7.3M - $8.76M
|
51M
$13.5B
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-43.8K- 31.84% |
$7.31M - $8.77M
|
93.7K
$24.8M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-43.9K- 93.38% |
$7.34M - $8.79M
|
3.11K
$823K
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-44.2K- 4.12% |
$7.39M - $8.86M
|
1.03M
$272M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-44.7K- 55.22% |
$7.46M - $8.95M
|
36.2K
$9.59M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-45.9K- 10.02% |
$7.66M - $9.18M
|
412K
$109M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46.2K- 10.25% |
$7.72M - $9.26M
|
405K
$107M
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-46.4K- 34.06% |
$7.74M - $9.28M
|
89.7K
$23.8M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-46.4K- 72.03% |
$7.74M - $9.28M
|
18K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-46.5K- 10.29% |
$7.78M - $9.32M
|
406K
$107M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-47.1K- 89.55% |
$7.87M - $9.43M
|
5.49K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-47.5K- 21.39% |
$7.94M - $9.52M
|
175K
$46.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-49.3K- 48.1% |
$8.23M - $9.87M
|
53.2K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.2K- 2.64% |
$8.39M - $10.1M
|
1.85M
$489M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-50.9K- 12.74% |
$8.5M - $10.2M
|
348K
$92.2M
|