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 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.5K- 11.09% |
$418K - $501K
|
20.1K
$4.98M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 3.05% |
$421K - $504K
|
80.1K
$19.9M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.54K- 0.77% |
$424K - $508K
|
326K
$80.9M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.54K- 10.63% |
$424K - $508K
|
21.3K
$5.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.54K- 23.06% |
$425K - $509K
|
8.48K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.55K- 2.12% |
$426K - $511K
|
118K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.55K- 9.37% |
$426K - $511K
|
24.7K
$6.13M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.57K- 5.68% |
$429K - $514K
|
42.6K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.57K- 2.29% |
$430K - $515K
|
110K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.6K- 1.07% |
$434K - $520K
|
241K
$59.8M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.62K- 5.84% |
$437K - $524K
|
42.1K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.63K- 3.4% |
$440K - $527K
|
74.7K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.64K- 5.65% |
$440K - $528K
|
44K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.64K- 5.02% |
$441K - $529K
|
50K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.64K- 0.4% |
$442K - $530K
|
662K
$165M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 5.48% |
$446K - $535K
|
46.1K
$11.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-2.67K- 1.05% |
$446K - $535K
|
251K
$62.3M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.69K- 14.7% |
$450K - $539K
|
15.6K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.69K- 33.4% |
$450K - $539K
|
5.37K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.7K- 9.67% |
$451K - $541K
|
25.2K
$6.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.72K- 61.95% |
$454K - $545K
|
1.67K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.27% |
$458K - $549K
|
61.5K
$15.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.76K- 10.38% |
$461K - $553K
|
23.8K
$5.92M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.78K- 25.22% |
$464K - $556K
|
8.23K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.81K- 2.9% |
$470K - $564K
|
94.2K
$23.4M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.82K- 2.88% |
$471K - $565K
|
95.2K
$23.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.82K- 12.11% |
$471K - $565K
|
20.5K
$5.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.85K- 9.26% |
$475K - $570K
|
27.9K
$6.93M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.86K- 3.22% |
$479K - $574K
|
86K
$21.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.87K- 3.57% |
$479K - $574K
|
77.3K
$19.2M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.87K- 1.18% |
$479K - $574K
|
240K
$59.6M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.87K- 21.36% |
$480K - $575K
|
10.6K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2.88K- 2.63% |
$480K - $576K
|
107K
$26.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.89K- 1.19% |
$483K - $579K
|
241K
$59.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.92K- 2.85% |
$487K - $584K
|
99.2K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.93K- 10.93% |
$489K - $586K
|
23.9K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.98K- 6.7% |
$497K - $596K
|
41.4K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.98K- 1.55% |
$497K - $596K
|
190K
$47.1M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.98K- 24.21% |
$498K - $597K
|
9.33K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.99K- 9.91% |
$499K - $599K
|
27.2K
$6.75M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-3K- 3.55% |
$501K - $600K
|
81.4K
$20.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 4.48% |
$501K - $601K
|
64K
$15.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3K- 1.28% |
$501K - $601K
|
231K
$57.4M
|
|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-3K- 12.77% |
$501K - $601K
|
20.5K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-3.01K- 54.09% |
$502K - $602K
|
2.55K
$634K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.01K- 12.19% |
$502K - $602K
|
21.7K
$5.38M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.01K- 2.46% |
$503K - $603K
|
119K
$29.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.01K- 12.55% |
$503K - $603K
|
21K
$5.21M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.02K- 1.47% |
$504K - $604K
|
202K
$50.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.55% |
$505K - $606K
|
51.5K
$12.8M
|