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 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-12.9K- 6.55% |
$2.15M - $2.58M
|
184K
$50.8M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13K- 0.45% |
$2.18M - $2.61M
|
2.91M
$804M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-13K- 8.88% |
$2.18M - $2.61M
|
134K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.1K- 91.04% |
$2.18M - $2.62M
|
1.29K
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 43.46% |
$2.2M - $2.63M
|
17.1K
$4.73M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-13.2K- 84.8% |
$2.2M - $2.64M
|
2.36K
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-13.4K- 3.14% |
$2.23M - $2.67M
|
412K
$114M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.4K- 8.15% |
$2.23M - $2.68M
|
150K
$41.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-13.4K- 4.09% |
$2.24M - $2.69M
|
315K
$87.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-13.5K- 90.73% |
$2.26M - $2.7M
|
1.38K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-13.5K- 1.5% |
$2.26M - $2.7M
|
886K
$245M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.7K- 1.11% |
$2.28M - $2.74M
|
1.22M
$337M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.8K- 91.89% |
$2.31M - $2.76M
|
1.22K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.9K- 1.08% |
$2.32M - $2.78M
|
1.27M
$351M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-13.9K- 9.94% |
$2.32M - $2.78M
|
126K
$34.8M
|
|
|
May 13, 2024
Q1 2024
|
Freemont Management S.A.
|
SELL
|
- |
-14K- 23.69% |
$2.34M - $2.8M
|
45.1K
$12.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-14.2K- 2.39% |
$2.37M - $2.84M
|
579K
$160M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.2K- 5.35% |
$2.38M - $2.85M
|
252K
$69.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.3K- 1.04% |
$2.4M - $2.87M
|
1.36M
$377M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-14.4K- 32.89% |
$2.41M - $2.89M
|
29.4K
$8.13M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-14.5K- 7.52% |
$2.42M - $2.91M
|
179K
$49.4M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.6K- 11.15% |
$2.43M - $2.92M
|
116K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.6K- 85.91% |
$2.43M - $2.92M
|
2.39K
$660K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.8K- 6.0% |
$2.47M - $2.96M
|
231K
$63.9M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-14.8K- 26.4% |
$2.48M - $2.97M
|
41.4K
$11.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-14.9K- 3.24% |
$2.49M - $2.99M
|
446K
$123M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-15.1K- 32.76% |
$2.52M - $3.02M
|
31K
$8.57M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 25.4% |
$2.53M - $3.03M
|
44.4K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-15.2K- 4.59% |
$2.53M - $3.04M
|
315K
$87.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.2K- 1.19% |
$2.54M - $3.04M
|
1.26M
$348M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-15.2K- 74.02% |
$2.55M - $3.05M
|
5.35K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-15.3K- 31.63% |
$2.56M - $3.07M
|
33.1K
$9.16M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.3K- 3.74% |
$2.56M - $3.07M
|
395K
$109M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-15.4K- 43.89% |
$2.57M - $3.08M
|
19.7K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.7K- 34.27% |
$2.62M - $3.14M
|
30.1K
$8.31M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-15.8K- 83.17% |
$2.64M - $3.16M
|
3.19K
$883K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15.9K- 34.36% |
$2.66M - $3.18M
|
30.4K
$8.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-16K- 16.99% |
$2.67M - $3.2M
|
78K
$21.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-16K- 40.55% |
$2.68M - $3.21M
|
23.5K
$6.5M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-16K- 9.53% |
$2.68M - $3.21M
|
152K
$42.1M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-16.1K- 6.03% |
$2.69M - $3.23M
|
251K
$69.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 1.37% |
$2.7M - $3.24M
|
1.17M
$322M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.5K- 30.02% |
$2.75M - $3.3M
|
38.4K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-16.7K- 46.69% |
$2.78M - $3.34M
|
19K
$5.26M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17.4K- 12.47% |
$2.91M - $3.49M
|
122K
$33.8M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-17.7K- 3.73% |
$2.96M - $3.54M
|
457K
$126M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-17.7K- 23.78% |
$2.96M - $3.55M
|
56.9K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.9K- 1.49% |
$2.99M - $3.58M
|
1.18M
$327M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-18K- 7.25% |
$3M - $3.6M
|
230K
$63.5M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-18.1K- 8.85% |
$3.02M - $3.62M
|
186K
$51.4M
|