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 13, 2024
Q1 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-6.5K- 8.13% |
$1.09M - $1.3M
|
73.5K
$20.8M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.52K- 17.48% |
$1.09M - $1.31M
|
30.8K
$8.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.53K- 24.42% |
$1.09M - $1.31M
|
20.2K
$5.72M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.55K- 10.4% |
$1.09M - $1.31M
|
56.4K
$16M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.57K- 1.37% |
$1.1M - $1.32M
|
472K
$134M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.57K- 15.29% |
$1.1M - $1.32M
|
36.4K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.57K- 73.18% |
$1.1M - $1.32M
|
2.41K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.59K- 27.84% |
$1.1M - $1.32M
|
17.1K
$4.84M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-6.61K- 92.01% |
$1.1M - $1.32M
|
574
$163K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.62K- 3.87% |
$1.11M - $1.33M
|
164K
$46.6M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-6.64K- 16.64% |
$1.11M - $1.33M
|
33.2K
$9.41M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.69K- 1.89% |
$1.12M - $1.34M
|
347K
$98.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6.69K- 62.48% |
$1.12M - $1.34M
|
4.02K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-6.72K- 2.88% |
$1.12M - $1.35M
|
227K
$64.2M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.74K- 4.87% |
$1.13M - $1.35M
|
132K
$37.3M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-6.82K- 2.69% |
$1.14M - $1.37M
|
247K
$69.9M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.86K- 2.68% |
$1.15M - $1.37M
|
249K
$70.6M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.95K- 11.22% |
$1.16M - $1.39M
|
54.9K
$15.6M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-7K- 24.14% |
$1.17M - $1.4M
|
22K
$6.23M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7K- 1.2% |
$1.17M - $1.4M
|
578K
$164M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.04K- 81.33% |
$1.18M - $1.41M
|
1.62K
$458K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.07K- 4.93% |
$1.18M - $1.42M
|
136K
$38.6M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-7.11K- 11.6% |
$1.19M - $1.42M
|
54.1K
$15.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-7.13K- 30.37% |
$1.19M - $1.43M
|
16.4K
$4.63M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-7.14K- 12.64% |
$1.19M - $1.43M
|
49.3K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.17K- 75.71% |
$1.2M - $1.44M
|
2.3K
$651K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.24K- 22.07% |
$1.21M - $1.45M
|
25.6K
$7.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.28K- 6.13% |
$1.22M - $1.46M
|
111K
$31.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.29K- 17.44% |
$1.22M - $1.46M
|
34.5K
$9.78M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.35K- 4.88% |
$1.23M - $1.47M
|
143K
$40.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.36K- 3.38% |
$1.23M - $1.47M
|
211K
$59.6M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-7.38K- 0.95% |
$1.23M - $1.48M
|
768K
$217M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.49K- 62.85% |
$1.25M - $1.5M
|
4.43K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.5K- 1.97% |
$1.25M - $1.5M
|
374K
$106M
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-7.55K- 10.78% |
$1.26M - $1.51M
|
62.5K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-7.59K- 7.37% |
$1.27M - $1.52M
|
95.4K
$27M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.64K- 99.66% |
$1.28M - $1.53M
|
26
$7.36K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-7.73K- 1.29% |
$1.29M - $1.55M
|
589K
$167M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-7.8K- 6.85% |
$1.3M - $1.56M
|
106K
$30M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.82K- 6.72% |
$1.31M - $1.57M
|
109K
$30.8M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.85K- 8.55% |
$1.31M - $1.57M
|
84K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.85K- 0.77% |
$1.31M - $1.57M
|
1.02M
$288M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.92K- 31.3% |
$1.32M - $1.59M
|
17.4K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.95K- 4.96% |
$1.33M - $1.59M
|
152K
$43.2M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-7.97K- 2.98% |
$1.33M - $1.6M
|
259K
$73.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-7.98K- 4.1% |
$1.33M - $1.6M
|
187K
$52.9M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.09K- 3.6% |
$1.35M - $1.62M
|
216K
$61.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-8.13K- 18.72% |
$1.36M - $1.63M
|
35.3K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-8.13K- 13.76% |
$1.36M - $1.63M
|
51K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.23K- 1.67% |
$1.37M - $1.65M
|
485K
$137M
|