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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-36K- 3.15% |
$6.02M - $7.22M
|
1.11M
$343M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-36K- 3.15% |
$6.02M - $7.22M
|
1.11M
$343M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36.3K- 1.68% |
$6.07M - $7.27M
|
2.13M
$658M
|
|
|
May 08, 2024
Q1 2024
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-36.6K- 21.77% |
$6.12M - $7.33M
|
132K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.5K- 7.72% |
$6.26M - $7.51M
|
448K
$138M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-38.5K- 3.12% |
$6.43M - $7.71M
|
1.19M
$369M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-38.6K- 14.47% |
$6.44M - $7.72M
|
228K
$70.4M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-38.8K- 44.39% |
$6.48M - $7.77M
|
48.6K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-39K- 14.35% |
$6.51M - $7.81M
|
233K
$71.9M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-39.1K- 3.97% |
$6.53M - $7.83M
|
946K
$292M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-39.3K- 2.59% |
$6.57M - $7.87M
|
1.48M
$457M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-39.7K- 21.82% |
$6.63M - $7.94M
|
142K
$43.9M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-41.1K- 49.27% |
$6.87M - $8.23M
|
42.3K
$13.1M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-41.1K- 7.56% |
$6.87M - $8.24M
|
503K
$155M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-42.7K- 4.46% |
$7.14M - $8.56M
|
915K
$283M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-42.8K- 16.5% |
$7.15M - $8.57M
|
217K
$66.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-43.3K- 18.31% |
$7.23M - $8.67M
|
193K
$59.7M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-43.4K- 4.86% |
$7.25M - $8.7M
|
849K
$262M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-43.6K- 1.93% |
$7.29M - $8.73M
|
2.22M
$685M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.7K- 0.09% |
$7.3M - $8.76M
|
51M
$15.8B
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-43.8K- 31.84% |
$7.31M - $8.77M
|
93.7K
$28.9M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-43.9K- 93.38% |
$7.34M - $8.79M
|
3.11K
$961K
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-44.2K- 4.12% |
$7.39M - $8.86M
|
1.03M
$318M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-44.7K- 55.22% |
$7.46M - $8.95M
|
36.2K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-45.9K- 10.02% |
$7.66M - $9.18M
|
412K
$127M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46.2K- 10.25% |
$7.72M - $9.26M
|
405K
$125M
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-46.4K- 34.06% |
$7.74M - $9.28M
|
89.7K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-46.4K- 72.03% |
$7.74M - $9.28M
|
18K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-46.5K- 10.29% |
$7.78M - $9.32M
|
406K
$125M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-47.1K- 89.55% |
$7.87M - $9.43M
|
5.49K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-47.5K- 21.39% |
$7.94M - $9.52M
|
175K
$54M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-49.3K- 48.1% |
$8.23M - $9.87M
|
53.2K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.2K- 2.64% |
$8.39M - $10.1M
|
1.85M
$571M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-50.9K- 12.74% |
$8.5M - $10.2M
|
348K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-51.7K- 19.26% |
$8.64M - $10.4M
|
217K
$66.9M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-53.5K- 40.54% |
$8.95M - $10.7M
|
78.5K
$24.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-54.5K- 1.36% |
$9.11M - $10.9M
|
3.96M
$1.22B
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-54.6K- 6.53% |
$9.13M - $10.9M
|
782K
$242M
|
|
|
Apr 30, 2024
Q1 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-54.8K- 16.96% |
$9.15M - $11M
|
268K
$82.8M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-55.5K- 14.8% |
$9.28M - $11.1M
|
320K
$98.7M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-56.3K- 12.37% |
$9.41M - $11.3M
|
399K
$123M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-56.4K- 4.96% |
$9.42M - $11.3M
|
1.08M
$333M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-57.3K- 9.4% |
$9.57M - $11.5M
|
552K
$170M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-60.1K- 2.05% |
$10M - $12M
|
2.87M
$886M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-60.6K- 39.13% |
$10.1M - $12.1M
|
94.3K
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-61.3K- 4.38% |
$10.2M - $12.3M
|
1.34M
$413M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-62.5K- 4.49% |
$10.4M - $12.5M
|
1.33M
$410M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-62.7K- 33.45% |
$10.5M - $12.6M
|
125K
$38.5M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-63.4K- 1.97% |
$10.6M - $12.7M
|
3.15M
$974M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-64K- 8.3% |
$10.7M - $12.8M
|
706K
$218M
|