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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
12.9K+ 1.68% |
$2.15M - $2.58M
|
779K
$221M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.8KNew |
$2.14M - $2.57M
|
12.8K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12.8K+ 50.29% |
$2.14M - $2.56M
|
38.2K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 2.61% |
$2.11M - $2.53M
|
496K
$140M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.6KNew |
$2.1M - $2.52M
|
12.6K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
12.5KNew |
$2.09M - $2.51M
|
12.5K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5K+ 7.01% |
$2.08M - $2.5M
|
190K
$53.9M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
12.4K+ 45.45% |
$2.08M - $2.49M
|
39.8K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
12.3K+ 1025.0% |
$2.06M - $2.46M
|
13.5K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 29.2% |
$2.03M - $2.43M
|
53.7K
$15.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12K+ 1.55% |
$2.01M - $2.41M
|
786K
$223M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
12K+ 1.47% |
$2.01M - $2.41M
|
830K
$235M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
11.9K+ 0.58% |
$1.99M - $2.38M
|
2.06M
$584M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
11.8K+ 0.39% |
$1.98M - $2.37M
|
3.02M
$854M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
11.8K+ 3.53% |
$1.98M - $2.37M
|
346K
$98.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.8K+ 37.46% |
$1.97M - $2.37M
|
43.4K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.8K+ 8.15% |
$1.97M - $2.36M
|
157K
$44.3M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
11.8K+ 0.92% |
$1.97M - $2.36M
|
1.29M
$366M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
11.6K+ 131.28% |
$1.94M - $2.33M
|
20.5K
$5.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.6K+ 29.38% |
$1.93M - $2.32M
|
51K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.6K+ 29.38% |
$1.93M - $2.32M
|
51K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
11.5K+ 2.75% |
$1.92M - $2.3M
|
430K
$122M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
11.4K+ 249.33% |
$1.9M - $2.28M
|
16K
$4.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 31.89% |
$1.88M - $2.26M
|
46.6K
$13.2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.2K+ 81.0% |
$1.87M - $2.24M
|
25K
$7.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
11KNew |
$1.85M - $2.21M
|
11K
$3.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11K+ 56.74% |
$1.83M - $2.19M
|
30.3K
$8.57M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.9K+ 4.47% |
$1.81M - $2.17M
|
253K
$71.8M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10.6K+ 93.29% |
$1.77M - $2.13M
|
22K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.6K+ 36.34% |
$1.77M - $2.12M
|
39.7K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
10.4K+ 4.11% |
$1.74M - $2.09M
|
264K
$74.8M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10.4KNew |
$1.74M - $2.08M
|
10.4K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 29.12% |
$1.73M - $2.07M
|
45.8K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.2K+ 3.2% |
$1.7M - $2.04M
|
328K
$92.8M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$1.69M - $2.03M
|
10.1K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.67M - $2M
|
10K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
10K+ 507.1% |
$1.67M - $2M
|
12K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9.98K+ 50.13% |
$1.67M - $2M
|
29.9K
$8.47M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$1.66M - $1.99M
|
9.93K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
9.78K+ 0.5% |
$1.63M - $1.96M
|
1.98M
$562M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
9.77KNew |
$1.63M - $1.96M
|
9.77K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.71K+ 3.31% |
$1.62M - $1.95M
|
303K
$85.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
9.63K+ 73.49% |
$1.61M - $1.93M
|
22.7K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
9.57KNew |
$1.6M - $1.92M
|
9.57K
$2.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.46K+ 350.22% |
$1.58M - $1.9M
|
12.2K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.27K+ 27.05% |
$1.55M - $1.86M
|
43.6K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9.25K+ 53.39% |
$1.55M - $1.85M
|
26.6K
$7.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
9.21K+ 87.84% |
$1.54M - $1.84M
|
19.7K
$5.58M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9.19KNew |
$1.54M - $1.84M
|
9.19K
$2.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
9.14K+ 7.09% |
$1.53M - $1.83M
|
138K
$39.1M
|