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 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-935- 2.66% |
$156K - $187K
|
34.2K
$9.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-937- 11.88% |
$157K - $188K
|
6.95K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-938- 45.73% |
$157K - $188K
|
1.11K
$315K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-939- 1.91% |
$157K - $188K
|
48.3K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-945- 17.93% |
$158K - $189K
|
4.33K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-952- 3.4% |
$159K - $191K
|
27K
$7.65M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-966- 14.75% |
$161K - $193K
|
5.58K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-966- 3.48% |
$161K - $193K
|
26.8K
$7.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-978- 0.67% |
$163K - $196K
|
145K
$40.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-980- 1.29% |
$164K - $196K
|
75K
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-985- 0.34% |
$165K - $197K
|
293K
$83M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-986- 0.48% |
$165K - $197K
|
205K
$58.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-987- 1.77% |
$165K - $198K
|
54.9K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-992- 25.28% |
$166K - $199K
|
2.93K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-992- 2.51% |
$166K - $199K
|
38.5K
$10.9M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-995- 1.99% |
$166K - $199K
|
49K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-1K- 1.53% |
$167K - $200K
|
64.2K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1K- 27.21% |
$167K - $200K
|
2.68K
$757K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1K- 4.71% |
$168K - $201K
|
20.3K
$5.75M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.01K- 4.11% |
$169K - $203K
|
23.6K
$6.69M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 2.83% |
$169K - $203K
|
34.7K
$9.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-1.01K- 0.94% |
$169K - $203K
|
107K
$30.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.02K- 17.26% |
$170K - $204K
|
4.88K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 0.28% |
$171K - $205K
|
361K
$102M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.02K- 2.83% |
$171K - $205K
|
35.1K
$9.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.03K- 15.59% |
$172K - $207K
|
5.58K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.03K- 0.54% |
$173K - $207K
|
191K
$54.1M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.03K- 84.0% |
$173K - $207K
|
197
$55.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.04K- 0.91% |
$173K - $207K
|
113K
$31.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 9.05% |
$173K - $207K
|
10.4K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.04K- 0.76% |
$173K - $208K
|
136K
$38.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.04K- 0.66% |
$174K - $208K
|
157K
$44.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.04K- 1.93% |
$174K - $209K
|
52.9K
$15M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 3.57% |
$174K - $209K
|
28.2K
$7.98M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.04K- 2.19% |
$174K - $209K
|
46.6K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.05K- 2.77% |
$175K - $209K
|
36.7K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.05K- 8.78% |
$175K - $210K
|
10.9K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.05K- 1.42% |
$175K - $210K
|
72.6K
$20.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.05K- 8.19% |
$175K - $210K
|
11.8K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.05K- 4.43% |
$176K - $211K
|
22.7K
$6.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.06K- 3.73% |
$177K - $212K
|
27.3K
$7.73M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.06K- 1.8% |
$177K - $212K
|
58K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.07K- 4.39% |
$179K - $214K
|
23.3K
$6.59M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.07K- 5.35% |
$179K - $215K
|
19K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.07K- 0.91% |
$179K - $215K
|
117K
$33M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.08K- 0.27% |
$180K - $216K
|
397K
$113M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.08K- 8.8% |
$180K - $216K
|
11.2K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.08K- 7.74% |
$180K - $216K
|
12.8K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.08K- 25.72% |
$181K - $217K
|
3.12K
$884K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 19.24% |
$182K - $218K
|
4.57K
$1.29M
|