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 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.95K- 4.96% |
$1.33M - $1.59M
|
152K
$38.1M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-7.97K- 2.98% |
$1.33M - $1.6M
|
259K
$64.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-7.98K- 4.1% |
$1.33M - $1.6M
|
187K
$46.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.09K- 3.6% |
$1.35M - $1.62M
|
216K
$54.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-8.13K- 18.72% |
$1.36M - $1.63M
|
35.3K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-8.13K- 13.76% |
$1.36M - $1.63M
|
51K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.23K- 1.67% |
$1.37M - $1.65M
|
485K
$121M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-8.39K- 5.06% |
$1.4M - $1.68M
|
157K
$39.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.42K- 35.62% |
$1.41M - $1.69M
|
15.2K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.43K- 6.58% |
$1.41M - $1.69M
|
120K
$29.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.44K- 3.05% |
$1.41M - $1.69M
|
268K
$67M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-8.76K- 5.16% |
$1.46M - $1.75M
|
161K
$40.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.78K- 56.35% |
$1.47M - $1.76M
|
6.8K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-8.83K- 28.14% |
$1.48M - $1.77M
|
22.6K
$5.63M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.89K- 21.2% |
$1.48M - $1.78M
|
33K
$8.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-8.9K- 12.26% |
$1.49M - $1.78M
|
63.7K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-8.96K- 5.91% |
$1.5M - $1.8M
|
143K
$35.6M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.97K- 7.15% |
$1.5M - $1.8M
|
117K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8.99K- 91.58% |
$1.5M - $1.8M
|
827
$207K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-9K- 6.56% |
$1.5M - $1.8M
|
128K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-9.02K- 16.01% |
$1.51M - $1.81M
|
47.3K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-9.11K- 9.1% |
$1.52M - $1.83M
|
91.1K
$22.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-9.28K- 9.04% |
$1.55M - $1.86M
|
93.4K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-9.34K- 3.52% |
$1.56M - $1.87M
|
256K
$63.9M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9.36K- 44.62% |
$1.56M - $1.87M
|
11.6K
$2.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-9.37K- 4.31% |
$1.56M - $1.88M
|
208K
$52M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.42K- 43.56% |
$1.57M - $1.89M
|
12.2K
$3.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9.47K- 5.13% |
$1.58M - $1.9M
|
175K
$43.7M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-9.5K- 46.16% |
$1.59M - $1.9M
|
11.1K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.56K- 7.45% |
$1.6M - $1.92M
|
119K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.6K- 83.73% |
$1.6M - $1.92M
|
1.87K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-9.64K- 3.71% |
$1.61M - $1.93M
|
250K
$62.5M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.64K- 22.06% |
$1.61M - $1.93M
|
34.1K
$8.51M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.64K- 35.29% |
$1.61M - $1.93M
|
17.7K
$4.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.67K- 5.79% |
$1.62M - $1.94M
|
157K
$39.3M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.75K- 42.56% |
$1.63M - $1.95M
|
13.2K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-9.78K- 9.01% |
$1.63M - $1.96M
|
98.8K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.79K- 50.78% |
$1.64M - $1.96M
|
9.49K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.83K- 0.53% |
$1.64M - $1.97M
|
1.86M
$464M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.87K- 5.76% |
$1.65M - $1.98M
|
162K
$40.4M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.97K- 5.56% |
$1.67M - $2M
|
169K
$42.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.98K- 4.66% |
$1.67M - $2M
|
204K
$51M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.1K- 2.0% |
$1.69M - $2.03M
|
497K
$124M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-10.3K- 4.97% |
$1.72M - $2.07M
|
197K
$49.3M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-10.3K- 4.52% |
$1.73M - $2.07M
|
219K
$54.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-10.5K- 3.13% |
$1.75M - $2.1M
|
324K
$80.8M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-10.5K- 6.22% |
$1.75M - $2.1M
|
158K
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-10.6K- 0.61% |
$1.76M - $2.11M
|
1.72M
$429M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-10.7K- 4.59% |
$1.78M - $2.14M
|
222K
$55.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-10.9K- 6.55% |
$1.82M - $2.18M
|
155K
$38.8M
|