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 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.98K- 1.59% |
$664K - $796K
|
246K
$69.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-4K- 30.58% |
$668K - $801K
|
9.08K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4K- 62.5% |
$668K - $801K
|
2.4K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-4.11K- 2.52% |
$687K - $824K
|
159K
$45M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.14K- 9.04% |
$692K - $830K
|
41.7K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.15K- 3.62% |
$693K - $831K
|
111K
$31.3M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.15K- 3.21% |
$694K - $832K
|
125K
$35.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-4.16K- 4.71% |
$695K - $833K
|
84.1K
$23.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.17K- 4.01% |
$697K - $835K
|
99.8K
$28.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-4.18K- 6.95% |
$698K - $837K
|
55.9K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.24K- 46.29% |
$708K - $849K
|
4.92K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.35K- 0.74% |
$727K - $871K
|
586K
$166M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.41K- 13.06% |
$737K - $884K
|
29.4K
$8.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-4.42K- 1.43% |
$739K - $886K
|
305K
$86.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.43K- 25.24% |
$740K - $887K
|
13.1K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.5K- 16.24% |
$752K - $901K
|
23.2K
$6.57M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-4.5K- 11.09% |
$753K - $902K
|
36.1K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.51K- 7.98% |
$753K - $903K
|
52K
$14.7M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.52K- 6.62% |
$755K - $905K
|
63.7K
$18M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.56K- 1.05% |
$761K - $912K
|
431K
$122M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.6K- 41.96% |
$769K - $922K
|
6.36K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.62K- 18.65% |
$772K - $925K
|
20.2K
$5.71M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.64K- 2.96% |
$776K - $930K
|
152K
$43.1M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-4.65K- 0.95% |
$777K - $932K
|
486K
$138M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-4.66K- 32.34% |
$778K - $933K
|
9.74K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-4.66K- 2.56% |
$778K - $933K
|
177K
$50.2M
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-4.66K- 16.31% |
$779K - $933K
|
23.9K
$6.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.68K- 33.42% |
$781K - $937K
|
9.32K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.68K- 3.94% |
$782K - $937K
|
114K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.68K- 4.39% |
$782K - $938K
|
102K
$28.9M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.73K- 4.44% |
$791K - $948K
|
102K
$28.8M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-4.75K- 10.31% |
$794K - $952K
|
41.4K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-4.8K- 17.8% |
$802K - $961K
|
22.2K
$6.28M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.82K- 22.17% |
$806K - $966K
|
16.9K
$4.79M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-4.83K- 40.74% |
$806K - $966K
|
7.02K
$1.99M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-4.85K- 2.63% |
$810K - $971K
|
180K
$50.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4.85K- 9.87% |
$810K - $971K
|
44.3K
$12.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.88K- 6.84% |
$815K - $977K
|
66.4K
$18.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.89K- 7.97% |
$816K - $979K
|
56.4K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.9K- 7.67% |
$818K - $981K
|
58.9K
$16.7M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.9K- 11.67% |
$819K - $981K
|
37.1K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.92K- 1.21% |
$822K - $985K
|
402K
$114M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-4.94K- 9.72% |
$825K - $989K
|
45.9K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-4.95K- 3.41% |
$827K - $991K
|
140K
$39.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-4.95K- 3.3% |
$827K - $991K
|
145K
$41.1M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.97K- 1.53% |
$830K - $995K
|
321K
$90.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.98K- 3.58% |
$831K - $997K
|
134K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
SELL
|
- |
-5K- 25.0% |
$835K - $1M
|
15K
$4.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5K- 3.52% |
$836K - $1M
|
137K
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.01K- 2.41% |
$837K - $1M
|
203K
$57.5M
|