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 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.5K+ 122.83% |
$6.93M - $8.31M
|
75.3K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
41.2K+ 8.3% |
$6.88M - $8.25M
|
538K
$133M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
40.7K+ 137.69% |
$6.79M - $8.14M
|
70.2K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
40.2K+ 0.9% |
$6.72M - $8.06M
|
4.51M
$1.12B
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
40.2KNew |
$6.72M - $8.05M
|
40.2K
$9.97M
|
|
|
May 07, 2024
Q1 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
40KNew |
$6.69M - $8.02M
|
40K
$9.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
40KNew |
$6.68M - $8.01M
|
40K
$9.92M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
39.4K+ 20.2% |
$6.59M - $7.9M
|
235K
$58.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
39.4K+ 27.77% |
$6.59M - $7.89M
|
181K
$45M
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
39.1K+ 59.77% |
$6.54M - $7.84M
|
105K
$26M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.8K+ 3.77% |
$6.48M - $7.77M
|
1.07M
$265M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
37.2K+ 7438.0% |
$6.21M - $7.45M
|
37.7K
$9.35M
|
|
|
Feb 12, 2025
Q1 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
37.2KNew |
$6.21M - $7.45M
|
37.2K
$9.22M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
37.1K+ 237.5% |
$6.21M - $7.44M
|
52.8K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
37.1K+ 28.01% |
$6.2M - $7.44M
|
170K
$42.1M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
36.7K+ 10.14% |
$6.13M - $7.34M
|
398K
$98.8M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.3K+ 26.98% |
$6.06M - $7.27M
|
171K
$42.4M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
36.1K+ 1.58% |
$6.03M - $7.23M
|
2.32M
$577M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
36.1K+ 18.68% |
$6.03M - $7.22M
|
229K
$56.8M
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
36K+ 553.85% |
$6.02M - $7.21M
|
42.5K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
35.7KNew |
$5.96M - $7.14M
|
35.7K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35.4K+ 8.84% |
$5.92M - $7.09M
|
436K
$108M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
34.7K+ 81.01% |
$5.79M - $6.94M
|
77.4K
$19.2M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
34.6KNew |
$5.79M - $6.94M
|
34.6K
$8.59M
|
|
|
May 15, 2024
Q1 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
34.5KNew |
$5.76M - $6.91M
|
34.5K
$8.56M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
34.4K+ 92.65% |
$5.74M - $6.89M
|
71.5K
$17.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
34.4K+ 368.31% |
$5.74M - $6.89M
|
43.7K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
34.3K+ 70.03% |
$5.72M - $6.86M
|
83.2K
$20.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
34.1K+ 1.0% |
$5.69M - $6.82M
|
3.43M
$851M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.9K+ 7.0% |
$5.66M - $6.78M
|
518K
$128M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
33.7KNew |
$5.63M - $6.75M
|
33.7K
$8.36M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
33K+ 2.35% |
$5.51M - $6.61M
|
1.44M
$357M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32.7KNew |
$5.46M - $6.55M
|
32.7K
$8.11M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.6K+ 71.39% |
$5.44M - $6.53M
|
78.2K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
32.3K+ 2.2% |
$5.39M - $6.46M
|
1.5M
$371M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
32K+ 50.09% |
$5.35M - $6.41M
|
95.9K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
31.6K+ 27.36% |
$5.28M - $6.33M
|
147K
$36.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
31.5K+ 10.66% |
$5.27M - $6.31M
|
327K
$81.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
31K+ 68.69% |
$5.18M - $6.2M
|
76.1K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
30.9K+ 6.4% |
$5.16M - $6.19M
|
514K
$127M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30.5K+ 11.52% |
$5.1M - $6.12M
|
296K
$73.4M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
30.4K+ 2.74% |
$5.07M - $6.08M
|
1.14M
$283M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
30.2K+ 12.79% |
$5.05M - $6.05M
|
267K
$66.1M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
30.1KNew |
$5.04M - $6.04M
|
30.1K
$7.48M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
30.1K+ 15.29% |
$5.02M - $6.02M
|
227K
$56.2M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
30.1K+ 15.29% |
$5.02M - $6.02M
|
227K
$56.2M
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
30K+ 262.35% |
$5.02M - $6.02M
|
41.5K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
30K+ 121.95% |
$5.02M - $6.01M
|
54.6K
$13.6M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 416.91% |
$4.87M - $5.84M
|
36.2K
$8.97M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.6K+ 29.33% |
$4.77M - $5.72M
|
126K
$31.2M
|