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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-899- 7.69% |
$150K - $180K
|
10.8K
$2.68M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-900- 1.21% |
$150K - $180K
|
73.7K
$18.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-901- 1.08% |
$151K - $180K
|
82.3K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-906- 0.48% |
$151K - $181K
|
186K
$46.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-910- 0.35% |
$152K - $182K
|
261K
$64.8M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-913- 1.06% |
$153K - $183K
|
85K
$21.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-918- 1.98% |
$153K - $184K
|
45.4K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 16.24% |
$154K - $184K
|
4.75K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-921- 4.41% |
$154K - $184K
|
20K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-923- 7.03% |
$154K - $185K
|
12.2K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-925- 0.21% |
$155K - $185K
|
438K
$109M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-926- 5.48% |
$155K - $185K
|
16K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-927- 1.25% |
$155K - $186K
|
73.5K
$18.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-928- 2.87% |
$155K - $186K
|
31.4K
$7.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-929- 3.39% |
$155K - $186K
|
26.5K
$6.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-935- 2.66% |
$156K - $187K
|
34.2K
$8.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-937- 11.88% |
$157K - $188K
|
6.95K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-938- 45.73% |
$157K - $188K
|
1.11K
$277K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-939- 1.91% |
$157K - $188K
|
48.3K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-945- 17.93% |
$158K - $189K
|
4.33K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-952- 3.4% |
$159K - $191K
|
27K
$6.72M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-966- 14.75% |
$161K - $193K
|
5.58K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-966- 3.48% |
$161K - $193K
|
26.8K
$6.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-978- 0.67% |
$163K - $196K
|
145K
$35.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-980- 1.29% |
$164K - $196K
|
75K
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-985- 0.34% |
$165K - $197K
|
293K
$72.8M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-986- 0.48% |
$165K - $197K
|
205K
$51M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-987- 1.77% |
$165K - $198K
|
54.9K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-992- 25.28% |
$166K - $199K
|
2.93K
$729K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-992- 2.51% |
$166K - $199K
|
38.5K
$9.56M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-995- 1.99% |
$166K - $199K
|
49K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-1K- 1.53% |
$167K - $200K
|
64.2K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1K- 27.21% |
$167K - $200K
|
2.68K
$665K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1K- 4.71% |
$168K - $201K
|
20.3K
$5.05M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.01K- 4.11% |
$169K - $203K
|
23.6K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 2.83% |
$169K - $203K
|
34.7K
$8.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-1.01K- 0.94% |
$169K - $203K
|
107K
$26.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.02K- 17.26% |
$170K - $204K
|
4.88K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 0.28% |
$171K - $205K
|
361K
$89.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.02K- 2.83% |
$171K - $205K
|
35.1K
$8.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.03K- 15.59% |
$172K - $207K
|
5.58K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.03K- 0.54% |
$173K - $207K
|
191K
$47.5M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.03K- 84.0% |
$173K - $207K
|
197
$49K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.04K- 0.91% |
$173K - $207K
|
113K
$28M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 9.05% |
$173K - $207K
|
10.4K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.04K- 0.76% |
$173K - $208K
|
136K
$33.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.04K- 0.66% |
$174K - $208K
|
157K
$38.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.04K- 1.93% |
$174K - $209K
|
52.9K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 3.57% |
$174K - $209K
|
28.2K
$7M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.04K- 2.19% |
$174K - $209K
|
46.6K
$11.6M
|