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
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.55% |
$505K - $606K
|
51.5K
$15.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.03K- 11.29% |
$507K - $608K
|
23.8K
$7.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.04K- 11.49% |
$507K - $608K
|
23.4K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.04K- 2.43% |
$507K - $608K
|
122K
$37.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.04K- 13.14% |
$508K - $609K
|
20.1K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-3.05K- 8.21% |
$510K - $611K
|
34.1K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.06K- 6.12% |
$511K - $612K
|
46.9K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.06K- 3.54% |
$511K - $613K
|
83.3K
$25.7M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.07K- 5.82% |
$512K - $614K
|
49.6K
$15.3M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.07K- 3.37% |
$512K - $614K
|
88K
$27.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.09K- 14.0% |
$516K - $619K
|
19K
$5.86M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.12K- 39.07% |
$521K - $625K
|
4.86K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.13K- 38.55% |
$523K - $628K
|
4.99K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.13K- 3.98% |
$524K - $628K
|
75.7K
$23.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.14K- 4.07% |
$524K - $629K
|
74K
$22.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.16K- 27.57% |
$528K - $633K
|
8.3K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-3.17K- 47.01% |
$529K - $634K
|
3.57K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-3.18K- 61.8% |
$531K - $637K
|
1.97K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.19K- 71.18% |
$533K - $639K
|
1.29K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.19K- 1.88% |
$533K - $639K
|
167K
$51.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-3.21K- 3.49% |
$537K - $643K
|
88.9K
$27.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.22K- 11.53% |
$538K - $645K
|
24.7K
$7.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.23K- 1.82% |
$540K - $647K
|
175K
$53.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-3.24K- 19.76% |
$542K - $650K
|
13.2K
$4.07M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.29K- 7.74% |
$550K - $659K
|
39.2K
$12.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.3K- 5.66% |
$551K - $661K
|
55K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.31K- 1.45% |
$553K - $663K
|
225K
$69.6M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.32K- 4.47% |
$555K - $666K
|
71K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.33K- 4.15% |
$557K - $668K
|
77K
$23.8M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.38K- 0.53% |
$565K - $677K
|
636K
$197M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.42K- 1.78% |
$571K - $685K
|
189K
$58.2M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3.44K- 1.45% |
$574K - $689K
|
234K
$72.4M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.45K- 9.58% |
$576K - $691K
|
32.5K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.45K- 50.33% |
$577K - $692K
|
3.41K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.46K- 2.67% |
$578K - $692K
|
126K
$38.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-3.47K- 5.54% |
$580K - $695K
|
59.2K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.48K- 0.99% |
$582K - $698K
|
348K
$107M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.53K- 1.47% |
$589K - $706K
|
236K
$72.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.54K- 18.17% |
$591K - $708K
|
15.9K
$4.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.56K- 5.9% |
$595K - $713K
|
56.8K
$17.5M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.57K- 22.46% |
$596K - $714K
|
12.3K
$3.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.57K- 14.21% |
$596K - $715K
|
21.5K
$6.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-3.6K- 13.03% |
$602K - $721K
|
24K
$7.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.62K- 4.54% |
$605K - $725K
|
76.1K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 0.69% |
$607K - $727K
|
521K
$161M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.65K- 2.02% |
$610K - $732K
|
177K
$54.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.67K- 3.65% |
$613K - $735K
|
97K
$30M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.68K- 22.72% |
$615K - $738K
|
12.5K
$3.87M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.69K- 10.91% |
$617K - $739K
|
30.1K
$9.3M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.7K- 8.25% |
$619K - $742K
|
41.2K
$12.7M
|