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 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
19.8K+ 1645.84% |
$3.31M - $3.96M
|
21K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
19.8K+ 2.38% |
$3.3M - $3.96M
|
850K
$241M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
19.6K+ 379.34% |
$3.28M - $3.93M
|
24.8K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 180.89% |
$3.25M - $3.9M
|
30.2K
$8.55M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19.1KNew |
$3.2M - $3.84M
|
19.1K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
18.9KNew |
$3.16M - $3.79M
|
18.9K
$5.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
18.9KNew |
$3.15M - $3.78M
|
18.9K
$5.34M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
18.8K+ 4.02% |
$3.14M - $3.77M
|
486K
$138M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.7K+ 17.59% |
$3.13M - $3.75M
|
125K
$35.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5K+ 2.28% |
$3.1M - $3.71M
|
830K
$235M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.3KNew |
$3.05M - $3.66M
|
18.3K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18K+ 2.17% |
$3.01M - $3.61M
|
849K
$240M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.9KNew |
$2.99M - $3.58M
|
17.9K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.9K+ 17.44% |
$2.99M - $3.58M
|
120K
$34.1M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17.9KNew |
$2.99M - $3.58M
|
17.9K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.9KNew |
$2.99M - $3.58M
|
17.9K
$5.06M
|
|
|
May 07, 2024
Q1 2024
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
17.7K+ 536.36% |
$2.96M - $3.55M
|
21K
$5.95M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17.7KNew |
$2.96M - $3.54M
|
17.7K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
17.6K+ 2.42% |
$2.94M - $3.52M
|
745K
$211M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.2K+ 10.63% |
$2.87M - $3.44M
|
179K
$50.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
17.1K+ 3.96% |
$2.86M - $3.43M
|
449K
$127M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
17K+ 3.82% |
$2.83M - $3.4M
|
462K
$131M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 113.37% |
$2.75M - $3.3M
|
31K
$8.77M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.2K+ 1136.94% |
$2.71M - $3.24M
|
17.6K
$4.99M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 1.37% |
$2.7M - $3.24M
|
1.19M
$338M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15.9K+ 15.55% |
$2.66M - $3.18M
|
118K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15.7K+ 0.37% |
$2.62M - $3.14M
|
4.26M
$1.21B
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
15.4K+ 76.62% |
$2.58M - $3.09M
|
35.6K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
15.4K+ 11.2% |
$2.58M - $3.09M
|
153K
$43.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.3K+ 47.27% |
$2.56M - $3.07M
|
47.7K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
15.2K+ 18.68% |
$2.54M - $3.05M
|
96.7K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
15K+ 7.02% |
$2.51M - $3.01M
|
229K
$64.8M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15K+ 11.74% |
$2.5M - $3M
|
142K
$40.3M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14.7K+ 123.31% |
$2.46M - $2.95M
|
26.6K
$7.54M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
14.7K+ 4.41% |
$2.45M - $2.94M
|
348K
$98.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
14.7K+ 17.99% |
$2.45M - $2.94M
|
96.2K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
14.6K+ 5.65% |
$2.44M - $2.93M
|
274K
$77.5M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.6KNew |
$2.43M - $2.92M
|
14.6K
$4.13M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.5K+ 9.78% |
$2.43M - $2.91M
|
163K
$46.1M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
14.5K+ 14.14% |
$2.42M - $2.9M
|
117K
$33.1M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
14K+ 73.93% |
$2.34M - $2.81M
|
33K
$9.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14K+ 30.93% |
$2.34M - $2.8M
|
59.3K
$16.8M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
13.9K+ 7.74% |
$2.33M - $2.79M
|
194K
$54.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.9K+ 584.21% |
$2.32M - $2.78M
|
16.3K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
13.8K+ 11.14% |
$2.31M - $2.76M
|
138K
$39M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
13.8K+ 9.14% |
$2.3M - $2.76M
|
164K
$46.5M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
13.7K+ 23.87% |
$2.28M - $2.74M
|
71K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
13.3KNew |
$2.22M - $2.66M
|
13.3K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.1KNew |
$2.19M - $2.63M
|
13.1K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.9K+ 3.27% |
$2.16M - $2.59M
|
409K
$116M
|