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 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.87K- 1.18% |
$479K - $574K
|
240K
$66.3M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.87K- 21.36% |
$480K - $575K
|
10.6K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2.88K- 2.63% |
$480K - $576K
|
107K
$29.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.89K- 1.19% |
$483K - $579K
|
241K
$66.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.92K- 2.85% |
$487K - $584K
|
99.2K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.93K- 10.93% |
$489K - $586K
|
23.9K
$6.6M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.98K- 6.7% |
$497K - $596K
|
41.4K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.98K- 1.55% |
$497K - $596K
|
190K
$52.5M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.98K- 24.21% |
$498K - $597K
|
9.33K
$2.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.99K- 9.91% |
$499K - $599K
|
27.2K
$7.51M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-3K- 3.55% |
$501K - $600K
|
81.4K
$22.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 4.48% |
$501K - $601K
|
64K
$17.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3K- 1.28% |
$501K - $601K
|
231K
$63.9M
|
|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-3K- 12.77% |
$501K - $601K
|
20.5K
$5.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-3.01K- 54.09% |
$502K - $602K
|
2.55K
$706K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.01K- 12.19% |
$502K - $602K
|
21.7K
$5.99M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.01K- 2.46% |
$503K - $603K
|
119K
$33M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.01K- 12.55% |
$503K - $603K
|
21K
$5.8M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.02K- 1.47% |
$504K - $604K
|
202K
$55.8M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.55% |
$505K - $606K
|
51.5K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.03K- 11.29% |
$507K - $608K
|
23.8K
$6.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.04K- 11.49% |
$507K - $608K
|
23.4K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.04K- 2.43% |
$507K - $608K
|
122K
$33.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.04K- 13.14% |
$508K - $609K
|
20.1K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-3.05K- 8.21% |
$510K - $611K
|
34.1K
$9.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.06K- 6.12% |
$511K - $612K
|
46.9K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.06K- 3.54% |
$511K - $613K
|
83.3K
$23M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.07K- 5.82% |
$512K - $614K
|
49.6K
$13.7M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.07K- 3.37% |
$512K - $614K
|
88K
$24.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.09K- 14.0% |
$516K - $619K
|
19K
$5.25M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.12K- 39.07% |
$521K - $625K
|
4.86K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.13K- 38.55% |
$523K - $628K
|
4.99K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.13K- 3.98% |
$524K - $628K
|
75.7K
$20.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.14K- 4.07% |
$524K - $629K
|
74K
$20.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.16K- 27.57% |
$528K - $633K
|
8.3K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-3.17K- 47.01% |
$529K - $634K
|
3.57K
$987K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-3.18K- 61.8% |
$531K - $637K
|
1.97K
$544K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.19K- 71.18% |
$533K - $639K
|
1.29K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.19K- 1.88% |
$533K - $639K
|
167K
$46.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-3.21K- 3.49% |
$537K - $643K
|
88.9K
$24.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.22K- 11.53% |
$538K - $645K
|
24.7K
$6.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.23K- 1.82% |
$540K - $647K
|
175K
$48.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-3.24K- 19.76% |
$542K - $650K
|
13.2K
$3.64M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.29K- 7.74% |
$550K - $659K
|
39.2K
$10.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.3K- 5.66% |
$551K - $661K
|
55K
$15.2M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.31K- 1.45% |
$553K - $663K
|
225K
$62.3M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.32K- 4.47% |
$555K - $666K
|
71K
$19.6M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.33K- 4.15% |
$557K - $668K
|
77K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.38K- 0.53% |
$565K - $677K
|
636K
$176M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.42K- 1.78% |
$571K - $685K
|
189K
$52.2M
|