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 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.62K- 5.84% |
$437K - $524K
|
42.1K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.63K- 3.4% |
$440K - $527K
|
74.7K
$21.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.64K- 5.65% |
$440K - $528K
|
44K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.64K- 5.02% |
$441K - $529K
|
50K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.64K- 0.4% |
$442K - $530K
|
662K
$188M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 5.48% |
$446K - $535K
|
46.1K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-2.67K- 1.05% |
$446K - $535K
|
251K
$71M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.69K- 14.7% |
$450K - $539K
|
15.6K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.69K- 33.4% |
$450K - $539K
|
5.37K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.7K- 9.67% |
$451K - $541K
|
25.2K
$7.14M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.7K- 1.3% |
$451K - $541K
|
206K
$58.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.72K- 61.95% |
$454K - $545K
|
1.67K
$473K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.27% |
$458K - $549K
|
61.5K
$17.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.76K- 10.38% |
$461K - $553K
|
23.8K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.78K- 25.22% |
$464K - $556K
|
8.23K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.81K- 2.9% |
$470K - $564K
|
94.2K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.82K- 2.88% |
$471K - $565K
|
95.2K
$27M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.82K- 12.11% |
$471K - $565K
|
20.5K
$5.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.85K- 9.26% |
$475K - $570K
|
27.9K
$7.89M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.86K- 3.22% |
$479K - $574K
|
86K
$24.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.87K- 3.57% |
$479K - $574K
|
77.3K
$21.9M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.87K- 1.18% |
$479K - $574K
|
240K
$67.9M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.87K- 21.36% |
$480K - $575K
|
10.6K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2.88K- 2.63% |
$480K - $576K
|
107K
$30.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.89K- 1.19% |
$483K - $579K
|
241K
$68.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.92K- 2.85% |
$487K - $584K
|
99.2K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.93K- 10.93% |
$489K - $586K
|
23.9K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.98K- 6.7% |
$497K - $596K
|
41.4K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.98K- 1.55% |
$497K - $596K
|
190K
$53.7M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.98K- 24.21% |
$498K - $597K
|
9.33K
$2.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.99K- 9.91% |
$499K - $599K
|
27.2K
$7.69M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-3K- 3.55% |
$501K - $600K
|
81.4K
$23M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 4.48% |
$501K - $601K
|
64K
$18.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3K- 1.28% |
$501K - $601K
|
231K
$65.4M
|
|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-3K- 12.77% |
$501K - $601K
|
20.5K
$5.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-3.01K- 54.09% |
$502K - $602K
|
2.55K
$722K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.01K- 12.19% |
$502K - $602K
|
21.7K
$6.13M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.01K- 2.46% |
$503K - $603K
|
119K
$33.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.01K- 12.55% |
$503K - $603K
|
21K
$5.94M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.02K- 1.47% |
$504K - $604K
|
202K
$57.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.55% |
$505K - $606K
|
51.5K
$14.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.03K- 11.29% |
$507K - $608K
|
23.8K
$6.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.04K- 11.49% |
$507K - $608K
|
23.4K
$6.62M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.04K- 2.43% |
$507K - $608K
|
122K
$34.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.04K- 13.14% |
$508K - $609K
|
20.1K
$5.69M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-3.05K- 8.21% |
$510K - $611K
|
34.1K
$9.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.06K- 6.12% |
$511K - $612K
|
46.9K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.06K- 3.54% |
$511K - $613K
|
83.3K
$23.6M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.07K- 5.82% |
$512K - $614K
|
49.6K
$14.1M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.07K- 3.37% |
$512K - $614K
|
88K
$24.9M
|