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
|
Torray LLC
|
BUY
|
- |
79.7K+ 619.15% |
$13.3M - $16M
|
92.5K
$20.6M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
77.3KNew |
$12.9M - $15.5M
|
77.3K
$17.2M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
77.2KNew |
$12.9M - $15.5M
|
77.2K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
75K+ 1.34% |
$12.5M - $15M
|
5.68M
$1.27B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.9K+ 2.35% |
$12.3M - $14.8M
|
3.22M
$717M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
72.5K+ 19.96% |
$12.1M - $14.5M
|
436K
$97.1M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
69.8K+ 47.74% |
$11.7M - $14M
|
216K
$48.2M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
68.5K+ 31.14% |
$11.4M - $13.7M
|
288K
$64.3M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
65.5K+ 8.45% |
$10.9M - $13.1M
|
841K
$187M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
65.4K+ 24.29% |
$10.9M - $13.1M
|
335K
$74.7M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
64K+ 464.45% |
$10.7M - $12.8M
|
77.8K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63K+ 2.82% |
$10.5M - $12.6M
|
2.29M
$511M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
62.2K+ 23.79% |
$10.4M - $12.5M
|
323K
$72.1M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
62.1K+ 9.29% |
$10.4M - $12.4M
|
731K
$163M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
61.4K+ 7.99% |
$10.3M - $12.3M
|
829K
$185M
|
|
|
May 10, 2024
Q1 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
59.9K+ 4.31% |
$10M - $12M
|
1.45M
$324M
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
59K+ 12.36% |
$9.86M - $11.8M
|
536K
$120M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
58.8K+ 42.06% |
$9.82M - $11.8M
|
198K
$44.2M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
58.2KNew |
$9.72M - $11.7M
|
58.2K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
56.3K+ 50.72% |
$9.41M - $11.3M
|
167K
$37.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
56.1K+ 0.28% |
$9.38M - $11.2M
|
20.2M
$4.51B
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
56.1K+ 14.51% |
$9.37M - $11.2M
|
442K
$98.6M
|
|
|
May 10, 2024
Q1 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
56K+ 0.7% |
$9.35M - $11.2M
|
8.07M
$1.8B
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
55.4KNew |
$9.25M - $11.1M
|
55.4K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
55.2K+ 4.81% |
$9.23M - $11.1M
|
1.2M
$268M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54K+ 14.45% |
$9.02M - $10.8M
|
427K
$95.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
52.1KNew |
$8.7M - $10.4M
|
52.1K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
51.4KNew |
$8.59M - $10.3M
|
51.4K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
51.3KNew |
$8.57M - $10.3M
|
51.3K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
49.3KNew |
$8.24M - $9.88M
|
49.3K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
49.3K+ 1211.62% |
$8.24M - $9.88M
|
53.4K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48.7K+ 4.21% |
$8.14M - $9.76M
|
1.21M
$269M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
48.3K+ 1983.74% |
$8.07M - $9.68M
|
50.7K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
47.9KNew |
$8.01M - $9.6M
|
47.9K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
47.7K+ 11.83% |
$7.96M - $9.55M
|
451K
$100M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.6K+ 2.66% |
$7.95M - $9.53M
|
1.83M
$409M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
47.5K+ 2.97% |
$7.94M - $9.51M
|
1.65M
$367M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
46.6K+ 2.0% |
$7.78M - $9.32M
|
2.38M
$531M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
46.1K+ 4.64% |
$7.71M - $9.24M
|
1.04M
$232M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45.2K+ 184.1% |
$7.56M - $9.06M
|
69.8K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
45KNew |
$7.52M - $9.02M
|
45K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
43.8K+ 26.61% |
$7.33M - $8.78M
|
209K
$46.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43.6K+ 13.42% |
$7.29M - $8.73M
|
368K
$82.1M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
43.3K+ 23.6% |
$7.23M - $8.67M
|
227K
$50.6M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42.3K+ 16.19% |
$7.07M - $8.48M
|
304K
$67.7M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.9K+ 346.9% |
$7M - $8.39M
|
54K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
41.8KNew |
$6.99M - $8.38M
|
41.8K
$9.33M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
41.8K+ 10.19% |
$6.99M - $8.37M
|
452K
$101M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.5K+ 122.83% |
$6.93M - $8.31M
|
75.3K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
41.2K+ 8.3% |
$6.88M - $8.25M
|
538K
$120M
|