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
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.9K- 0.49% |
$3.5M - $4.2M
|
4.27M
$1.32B
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-21.3K- 1.72% |
$3.57M - $4.27M
|
1.22M
$376M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-21.5K- 44.4% |
$3.59M - $4.3M
|
26.9K
$8.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 24.41% |
$3.6M - $4.31M
|
66.6K
$20.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-21.6K- 27.06% |
$3.61M - $4.33M
|
58.3K
$18M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-21.8K- 21.12% |
$3.64M - $4.37M
|
81.4K
$25.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-21.9K- 19.31% |
$3.65M - $4.38M
|
91.3K
$28.2M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-22.3K- 74.01% |
$3.72M - $4.46M
|
7.82K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-22.4K- 11.31% |
$3.74M - $4.49M
|
176K
$54.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-22.9K- 10.21% |
$3.83M - $4.59M
|
202K
$62.3M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-23.3K- 42.36% |
$3.89M - $4.66M
|
31.7K
$9.79M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-23.4K- 4.39% |
$3.92M - $4.7M
|
511K
$158M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23.5K- 2.87% |
$3.93M - $4.72M
|
798K
$246M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-23.6K- 91.92% |
$3.95M - $4.74M
|
2.08K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-23.8K- 59.77% |
$3.97M - $4.76M
|
16K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.8K- 11.23% |
$3.97M - $4.76M
|
188K
$58M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-24K- 11.51% |
$4.01M - $4.8M
|
184K
$56.9M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-24.3K- 86.82% |
$4.06M - $4.87M
|
3.69K
$1.14M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-24.9K- 96.24% |
$4.16M - $4.98M
|
971
$300K
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-25.3K- 4.28% |
$4.23M - $5.07M
|
566K
$175M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-26K- 27.01% |
$4.34M - $5.21M
|
70.3K
$21.7M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-26K- 16.76% |
$4.35M - $5.21M
|
129K
$39.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-26.1K- 1.14% |
$4.37M - $5.23M
|
2.26M
$697M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-26.2K- 1.1% |
$4.37M - $5.24M
|
2.34M
$724M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-26.2K- 15.25% |
$4.38M - $5.25M
|
146K
$45M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-26.3K- 8.2% |
$4.39M - $5.26M
|
294K
$90.9M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26.4K- 24.8% |
$4.4M - $5.28M
|
79.9K
$24.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-26.5K- 12.68% |
$4.43M - $5.31M
|
182K
$56.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.7K- 0.11% |
$4.47M - $5.35M
|
24.9M
$7.7B
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-26.8K- 25.05% |
$4.48M - $5.37M
|
80.2K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-27.1K- 60.72% |
$4.53M - $5.42M
|
17.5K
$5.41M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.1K- 11.21% |
$4.53M - $5.43M
|
215K
$66.3M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-27.3K- 33.86% |
$4.56M - $5.46M
|
53.3K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.4K- 0.66% |
$4.75M - $5.7M
|
4.3M
$1.33B
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-29.6K- 9.52% |
$4.95M - $5.93M
|
281K
$86.9M
|
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-30K- 73.17% |
$5.01M - $6.01M
|
11K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-30.1K- 71.29% |
$5.04M - $6.04M
|
12.1K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-30.3K- 41.35% |
$5.07M - $6.08M
|
43K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30.5K- 1.72% |
$5.09M - $6.1M
|
1.74M
$539M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-31.3K- 31.48% |
$5.22M - $6.26M
|
68.1K
$21M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-31.6K- 16.5% |
$5.28M - $6.32M
|
160K
$49.3M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-31.6K- 21.92% |
$5.28M - $6.32M
|
112K
$34.7M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 4.87% |
$5.35M - $6.41M
|
625K
$193M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-32.2K- 67.86% |
$5.38M - $6.45M
|
15.3K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-32.3K- 18.84% |
$5.4M - $6.47M
|
139K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-32.5K- 64.68% |
$5.42M - $6.5M
|
17.7K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-33.2K- 16.7% |
$5.54M - $6.64M
|
165K
$51.1M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.1K- 53.8% |
$5.7M - $6.84M
|
29.3K
$9.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-34.2K- 38.05% |
$5.72M - $6.85M
|
55.7K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-35.3K- 0.39% |
$5.91M - $7.08M
|
9.06M
$2.8B
|