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 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-11.2K- 17.73% |
$1.87M - $2.25M
|
52K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.3K- 69.81% |
$1.88M - $2.26M
|
4.87K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-11.4K- 5.33% |
$1.9M - $2.27M
|
202K
$57.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-11.4K- 5.1% |
$1.9M - $2.28M
|
212K
$60M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11.4K- 18.19% |
$1.91M - $2.29M
|
51.4K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11.5K- 74.4% |
$1.92M - $2.3M
|
3.95K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.5K- 3.35% |
$1.92M - $2.31M
|
332K
$94.1M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-11.6K- 1.38% |
$1.93M - $2.31M
|
823K
$233M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-11.8K- 5.08% |
$1.96M - $2.36M
|
220K
$62.2M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-11.8K- 2.4% |
$1.97M - $2.36M
|
479K
$136M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-11.8K- 0.66% |
$1.98M - $2.37M
|
1.79M
$508M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-11.9K- 14.49% |
$1.98M - $2.37M
|
69.9K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11.9K- 12.73% |
$1.99M - $2.38M
|
81.5K
$23.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-12K- 15.82% |
$2M - $2.4M
|
63.7K
$18M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-12K- 46.02% |
$2.01M - $2.41M
|
14.1K
$3.99M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12.1K- 8.04% |
$2.02M - $2.42M
|
138K
$39.1M
|
|
|
May 13, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-12.1K- 7.75% |
$2.02M - $2.43M
|
144K
$40.8M
|
|
|
May 14, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-12.1K- 7.75% |
$2.02M - $2.43M
|
144K
$40.8M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-12.1K- 7.12% |
$2.02M - $2.43M
|
158K
$44.8M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-12.2K- 59.24% |
$2.03M - $2.44M
|
8.37K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.4K- 1.27% |
$2.07M - $2.48M
|
965K
$273M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-12.7K- 2.94% |
$2.13M - $2.55M
|
421K
$119M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-12.7K- 12.05% |
$2.13M - $2.55M
|
93K
$26.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.8K- 7.0% |
$2.14M - $2.57M
|
170K
$48.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-12.9K- 6.55% |
$2.15M - $2.58M
|
184K
$52M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13K- 0.45% |
$2.18M - $2.61M
|
2.91M
$823M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-13K- 8.88% |
$2.18M - $2.61M
|
134K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.1K- 91.04% |
$2.18M - $2.62M
|
1.29K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 43.46% |
$2.2M - $2.63M
|
17.1K
$4.84M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-13.2K- 84.8% |
$2.2M - $2.64M
|
2.36K
$669K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-13.4K- 3.14% |
$2.23M - $2.67M
|
412K
$117M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.4K- 8.15% |
$2.23M - $2.68M
|
150K
$42.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-13.4K- 4.09% |
$2.24M - $2.69M
|
315K
$89.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-13.5K- 90.73% |
$2.26M - $2.7M
|
1.38K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-13.5K- 1.5% |
$2.26M - $2.7M
|
886K
$251M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.7K- 1.11% |
$2.28M - $2.74M
|
1.22M
$345M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.8K- 91.89% |
$2.31M - $2.76M
|
1.22K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.9K- 1.08% |
$2.32M - $2.78M
|
1.27M
$360M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-13.9K- 9.94% |
$2.32M - $2.78M
|
126K
$35.6M
|
|
|
May 13, 2024
Q1 2024
|
Freemont Management S.A.
|
SELL
|
- |
-14K- 23.69% |
$2.34M - $2.8M
|
45.1K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-14.2K- 2.39% |
$2.37M - $2.84M
|
579K
$164M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.2K- 5.35% |
$2.38M - $2.85M
|
252K
$71.3M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.3K- 1.04% |
$2.4M - $2.87M
|
1.36M
$386M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-14.4K- 32.89% |
$2.41M - $2.89M
|
29.4K
$8.33M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-14.5K- 7.52% |
$2.42M - $2.91M
|
179K
$50.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.6K- 11.15% |
$2.43M - $2.92M
|
116K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.6K- 85.91% |
$2.43M - $2.92M
|
2.39K
$676K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.8K- 6.0% |
$2.47M - $2.96M
|
231K
$65.4M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-14.8K- 26.4% |
$2.48M - $2.97M
|
41.4K
$11.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-14.9K- 3.24% |
$2.49M - $2.99M
|
446K
$126M
|