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
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5.02K- 14.9% |
$838K - $1M
|
28.7K
$8.11M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-5.02K- 57.06% |
$839K - $1.01M
|
3.78K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.09K- 17.08% |
$850K - $1.02M
|
24.7K
$6.99M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.1K- 10.56% |
$851K - $1.02M
|
43.2K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.1K- 3.07% |
$852K - $1.02M
|
161K
$45.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-5.16K- 7.06% |
$862K - $1.03M
|
67.9K
$19.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.19K- 16.23% |
$868K - $1.04M
|
26.8K
$7.59M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.2K- 28.87% |
$869K - $1.04M
|
12.8K
$3.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-5.21K- 5.42% |
$870K - $1.04M
|
90.9K
$25.7M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.28K- 23.36% |
$882K - $1.06M
|
17.3K
$4.91M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.29K- 0.73% |
$884K - $1.06M
|
717K
$203M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.31K- 2.11% |
$887K - $1.06M
|
246K
$69.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.33K- 12.03% |
$890K - $1.07M
|
39K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.34K- 7.84% |
$893K - $1.07M
|
62.8K
$17.8M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.38K- 5.6% |
$898K - $1.08M
|
90.7K
$25.7M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.4K- 1.59% |
$902K - $1.08M
|
333K
$94.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.42K- 35.25% |
$906K - $1.09M
|
9.96K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-5.42K- 19.29% |
$906K - $1.09M
|
22.7K
$6.42M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.46K- 15.61% |
$912K - $1.09M
|
29.5K
$8.36M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.49K- 7.08% |
$917K - $1.1M
|
72K
$20.4M
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
SELL
|
- |
-5.5K- 80.88% |
$919K - $1.1M
|
1.3K
$368K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.57K- 1.75% |
$930K - $1.11M
|
313K
$88.6M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-5.59K- 1.3% |
$934K - $1.12M
|
426K
$121M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.6K- 0.65% |
$936K - $1.12M
|
856K
$242M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.72K- 3.87% |
$955K - $1.14M
|
142K
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.73K- 2.41% |
$957K - $1.15M
|
232K
$65.8M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.78K- 12.11% |
$965K - $1.16M
|
41.9K
$11.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.79K- 5.35% |
$968K - $1.16M
|
103K
$29M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-5.82K- 3.83% |
$973K - $1.17M
|
146K
$41.4M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.84K- 44.66% |
$976K - $1.17M
|
7.24K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.93K- 2.71% |
$991K - $1.19M
|
213K
$60.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.94K- 2.11% |
$993K - $1.19M
|
275K
$77.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.97K- 13.36% |
$997K - $1.2M
|
38.7K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-5.99K- 7.75% |
$1M - $1.2M
|
71.4K
$20.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-6K- 15.54% |
$1M - $1.2M
|
32.6K
$9.24M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.03K- 11.69% |
$1.01M - $1.21M
|
45.5K
$12.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-6.04K- 3.44% |
$1.01M - $1.21M
|
170K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.06K- 1.51% |
$1.01M - $1.21M
|
395K
$112M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.13K- 16.44% |
$1.02M - $1.23M
|
31.2K
$8.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.21K- 0.34% |
$1.04M - $1.24M
|
1.8M
$510M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.23K- 2.15% |
$1.04M - $1.25M
|
283K
$80.2M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-6.26K- 5.85% |
$1.05M - $1.25M
|
101K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.35K- 2.03% |
$1.06M - $1.27M
|
306K
$86.7M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-6.37K- 3.57% |
$1.06M - $1.28M
|
172K
$48.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-6.4K- 22.88% |
$1.07M - $1.28M
|
21.6K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.41K- 1.12% |
$1.07M - $1.28M
|
566K
$160M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.43K- 1.59% |
$1.07M - $1.29M
|
398K
$113M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.44K- 5.22% |
$1.08M - $1.29M
|
117K
$33.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-6.44K- 31.8% |
$1.08M - $1.29M
|
13.8K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-6.5K- 3.72% |
$1.09M - $1.3M
|
168K
$47.7M
|