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 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-15.1K- 32.76% |
$2.52M - $3.02M
|
31K
$8.77M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 25.4% |
$2.53M - $3.03M
|
44.4K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-15.2K- 4.59% |
$2.53M - $3.04M
|
315K
$89.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.2K- 1.19% |
$2.54M - $3.04M
|
1.26M
$356M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-15.2K- 74.02% |
$2.55M - $3.05M
|
5.35K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-15.3K- 31.63% |
$2.56M - $3.07M
|
33.1K
$9.38M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.3K- 3.74% |
$2.56M - $3.07M
|
395K
$112M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-15.4K- 43.89% |
$2.57M - $3.08M
|
19.7K
$5.57M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.7K- 34.27% |
$2.62M - $3.14M
|
30.1K
$8.51M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-15.8K- 83.17% |
$2.64M - $3.16M
|
3.19K
$904K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15.9K- 34.36% |
$2.66M - $3.18M
|
30.4K
$8.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-16K- 16.99% |
$2.67M - $3.2M
|
78K
$22.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-16K- 40.55% |
$2.68M - $3.21M
|
23.5K
$6.65M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-16K- 9.53% |
$2.68M - $3.21M
|
152K
$43.1M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-16.1K- 6.03% |
$2.69M - $3.23M
|
251K
$71.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 1.37% |
$2.7M - $3.24M
|
1.17M
$330M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.5K- 30.02% |
$2.75M - $3.3M
|
38.4K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-16.7K- 46.69% |
$2.78M - $3.34M
|
19K
$5.39M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17.4K- 12.47% |
$2.91M - $3.49M
|
122K
$34.6M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-17.7K- 3.73% |
$2.96M - $3.54M
|
457K
$129M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-17.7K- 23.78% |
$2.96M - $3.55M
|
56.9K
$16.1M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.9K- 1.49% |
$2.99M - $3.58M
|
1.18M
$335M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-18K- 7.25% |
$3M - $3.6M
|
230K
$65.1M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-18.1K- 8.85% |
$3.02M - $3.62M
|
186K
$52.7M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-18.1K- 1.69% |
$3.02M - $3.63M
|
1.05M
$298M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-18.2K- 2.9% |
$3.04M - $3.64M
|
609K
$172M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.6K- 1.2% |
$3.1M - $3.72M
|
1.53M
$434M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-18.7K- 2.36% |
$3.12M - $3.75M
|
774K
$219M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-18.8K- 3.13% |
$3.13M - $3.76M
|
581K
$164M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-18.8K- 6.77% |
$3.14M - $3.77M
|
259K
$73.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 99.99% |
$3.18M - $3.81M
|
1
$283
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-19.3K- 6.43% |
$3.22M - $3.86M
|
280K
$79.4M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.3K- 37.94% |
$3.23M - $3.87M
|
31.6K
$8.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-19.5K- 2.23% |
$3.26M - $3.91M
|
854K
$242M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-19.6K- 7.34% |
$3.27M - $3.93M
|
248K
$70.1M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$3.36M - $4.03M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-20.9K- 13.3% |
$3.5M - $4.19M
|
136K
$38.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.9K- 0.49% |
$3.5M - $4.2M
|
4.27M
$1.21B
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-21.3K- 1.72% |
$3.57M - $4.27M
|
1.22M
$344M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-21.5K- 44.4% |
$3.59M - $4.3M
|
26.9K
$7.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 24.41% |
$3.6M - $4.31M
|
66.6K
$18.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-21.6K- 27.06% |
$3.61M - $4.33M
|
58.3K
$16.5M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-21.8K- 21.12% |
$3.64M - $4.37M
|
81.4K
$23M
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-21.9K- 19.31% |
$3.65M - $4.38M
|
91.3K
$25.9M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-22.3K- 74.01% |
$3.72M - $4.46M
|
7.82K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-22.4K- 11.31% |
$3.74M - $4.49M
|
176K
$49.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-22.9K- 10.21% |
$3.83M - $4.59M
|
202K
$57.1M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-23.3K- 42.36% |
$3.89M - $4.66M
|
31.7K
$8.97M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-23.4K- 4.39% |
$3.92M - $4.7M
|
511K
$145M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23.5K- 2.87% |
$3.93M - $4.72M
|
798K
$226M
|