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
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
30K+ 121.95% |
$5.02M - $6.01M
|
54.6K
$15.5M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
29.7K+ 14.12% |
$4.97M - $5.96M
|
240K
$68.1M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 416.91% |
$4.87M - $5.84M
|
36.2K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.6K+ 29.33% |
$4.77M - $5.72M
|
126K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
28.1KNew |
$4.69M - $5.63M
|
28.1K
$7.95M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
28K+ 1.0% |
$4.68M - $5.61M
|
2.84M
$804M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
27.7K+ 61.31% |
$4.63M - $5.55M
|
72.9K
$20.6M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
27.6K+ 34.57% |
$4.62M - $5.53M
|
108K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.2K+ 114.3% |
$4.55M - $5.46M
|
51.1K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
27.1K+ 6.44% |
$4.53M - $5.43M
|
448K
$127M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
26.9KNew |
$4.49M - $5.39M
|
26.9K
$7.61M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
26.6K+ 2.52% |
$4.45M - $5.34M
|
1.08M
$307M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
26.5K+ 0.9% |
$4.42M - $5.3M
|
2.95M
$837M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.3K+ 2.75% |
$4.39M - $5.27M
|
982K
$278M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
25.9KNew |
$4.32M - $5.18M
|
25.9K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25.3K+ 1.04% |
$4.23M - $5.07M
|
2.46M
$696M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
25.2K+ 7.65% |
$4.21M - $5.04M
|
354K
$100M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
25KNew |
$4.18M - $5.01M
|
25K
$7.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
24.3K+ 55.32% |
$4.05M - $4.86M
|
68.1K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.2KNew |
$4.05M - $4.85M
|
24.2K
$6.86M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24.2K+ 3.91% |
$4.04M - $4.84M
|
643K
$182M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.2K+ 5.5% |
$4.04M - $4.84M
|
464K
$131M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
23.6K+ 10.08% |
$3.95M - $4.73M
|
258K
$73M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
23.6KNew |
$3.94M - $4.72M
|
23.6K
$6.67M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
23.3KNew |
$3.9M - $4.67M
|
23.3K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.2K+ 29.01% |
$3.88M - $4.66M
|
103K
$29.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23K+ 3.06% |
$3.85M - $4.61M
|
774K
$219M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
22.9K+ 6.6% |
$3.83M - $4.59M
|
370K
$105M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.9K+ 18.56% |
$3.82M - $4.58M
|
146K
$41.4M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.8K+ 5.52% |
$3.81M - $4.56M
|
435K
$123M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
22.8K+ 13.86% |
$3.8M - $4.56M
|
187K
$52.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
22.5K+ 8.62% |
$3.76M - $4.51M
|
284K
$80.3M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
22.4K+ 13.5% |
$3.74M - $4.48M
|
188K
$53.3M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
22.3KNew |
$3.72M - $4.46M
|
22.3K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
22K+ 16.92% |
$3.68M - $4.41M
|
152K
$43.1M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
22K+ 131.28% |
$3.67M - $4.4M
|
38.7K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.6K+ 172.44% |
$3.61M - $4.33M
|
34.1K
$9.66M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
21.4K+ 11.21% |
$3.58M - $4.29M
|
212K
$60.1M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21.3K+ 36.72% |
$3.56M - $4.27M
|
79.4K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
21.3K+ 82.8% |
$3.55M - $4.26M
|
47K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
21.2K+ 9.38% |
$3.54M - $4.25M
|
247K
$70M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
21K+ 31.51% |
$3.51M - $4.21M
|
87.7K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 136.08% |
$3.48M - $4.17M
|
36.1K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 15.82% |
$3.41M - $4.08M
|
149K
$42.3M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 460.33% |
$3.41M - $4.08M
|
24.8K
$7.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
20.4K+ 170.69% |
$3.4M - $4.08M
|
32.3K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
20.1K+ 3.65% |
$3.36M - $4.03M
|
570K
$161M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.1K+ 2.71% |
$3.35M - $4.02M
|
760K
$215M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
20K+ 58.2% |
$3.34M - $4.01M
|
54.4K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
19.8K+ 13.02% |
$3.31M - $3.97M
|
172K
$48.7M
|