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 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.13K- 30.81% |
$356K - $427K
|
4.79K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.14K- 51.32% |
$357K - $428K
|
2.03K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.15K- 1.08% |
$359K - $430K
|
197K
$55.8M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.16K- 27.23% |
$361K - $433K
|
5.77K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.17K- 3.17% |
$362K - $434K
|
66.1K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 0.91% |
$362K - $434K
|
237K
$67M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-2.17K- 16.72% |
$363K - $435K
|
10.8K
$3.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.18K- 8.64% |
$363K - $436K
|
23K
$6.51M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.18K- 36.55% |
$363K - $436K
|
3.78K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.18K- 11.13% |
$364K - $437K
|
17.4K
$4.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.18K- 14.46% |
$365K - $437K
|
12.9K
$3.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.19K- 3.76% |
$365K - $438K
|
56K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.19K- 7.88% |
$366K - $439K
|
25.6K
$7.25M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.22K- 3.03% |
$370K - $444K
|
70.8K
$20.1M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.24K- 8.22% |
$374K - $449K
|
25K
$7.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.25K- 3.82% |
$376K - $451K
|
56.7K
$16M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.26K- 10.08% |
$378K - $453K
|
20.2K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 2.01% |
$379K - $454K
|
111K
$31.3M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.29K- 17.87% |
$382K - $458K
|
10.5K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 2.85% |
$384K - $460K
|
78.2K
$22.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.3K- 5.44% |
$384K - $460K
|
39.9K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 4.11% |
$384K - $461K
|
53.7K
$15.2M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 13.56% |
$386K - $463K
|
14.7K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.33K- 20.81% |
$388K - $466K
|
8.85K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.33K- 2.86% |
$388K - $466K
|
78.8K
$22.3M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.33K- 4.0% |
$389K - $467K
|
56K
$15.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.33K- 1.71% |
$390K - $467K
|
134K
$38M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 46.84% |
$391K - $468K
|
2.65K
$751K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.35K- 13.35% |
$393K - $471K
|
15.3K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.36K- 26.58% |
$395K - $473K
|
6.52K
$1.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.41K- 2.61% |
$402K - $482K
|
89.7K
$25.4M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.41K- 6.4% |
$403K - $483K
|
35.2K
$9.97M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.41K- 82.52% |
$403K - $483K
|
511
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.42K- 8.27% |
$405K - $486K
|
26.9K
$7.62M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.44K- 5.85% |
$408K - $489K
|
39.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.46K- 20.71% |
$411K - $492K
|
9.41K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.47K- 2.48% |
$412K - $494K
|
96.8K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.48K- 67.24% |
$415K - $497K
|
1.21K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.48K- 17.96% |
$415K - $497K
|
11.3K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.49K- 8.46% |
$417K - $499K
|
27K
$7.63M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.5K- 11.09% |
$418K - $501K
|
20.1K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 3.05% |
$421K - $504K
|
80.1K
$22.7M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.54K- 0.77% |
$424K - $508K
|
326K
$92.2M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.54K- 10.63% |
$424K - $508K
|
21.3K
$6.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.54K- 23.06% |
$425K - $509K
|
8.48K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.55K- 2.12% |
$426K - $511K
|
118K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.55K- 9.37% |
$426K - $511K
|
24.7K
$6.98M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.57K- 5.68% |
$429K - $514K
|
42.6K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.57K- 2.29% |
$430K - $515K
|
110K
$31.1M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.6K- 1.07% |
$434K - $520K
|
241K
$68.2M
|