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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-79.7K- 1.11% |
$13.3M - $16M
|
7.08M
$2B
|
|
|
Apr 23, 2024
Q1 2024
|
Exane Asset Management
|
SELL
|
- |
-81.7K- 64.4% |
$13.6M - $16.4M
|
45.1K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-82.2K- 27.0% |
$13.7M - $16.5M
|
222K
$62.9M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-82.2K- 4.95% |
$13.7M - $16.5M
|
1.58M
$447M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-82.4K- 3.0% |
$13.8M - $16.5M
|
2.67M
$755M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-85.6K- 6.78% |
$14.3M - $17.2M
|
1.18M
$333M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-86.2K- 29.57% |
$14.4M - $17.3M
|
205K
$58.1M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-86.4K- 2.95% |
$14.4M - $17.3M
|
2.84M
$803M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-86.5K- 41.94% |
$14.5M - $17.3M
|
120K
$33.9M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-86.5K- 61.36% |
$14.5M - $17.3M
|
54.5K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-88.8K- 15.96% |
$14.8M - $17.8M
|
468K
$132M
|
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
SELL
|
- |
-89K- 87.36% |
$14.9M - $17.8M
|
12.9K
$3.64M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-93.2K- 5.77% |
$15.6M - $18.7M
|
1.52M
$431M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-95.2K- 99.47% |
$15.9M - $19.1M
|
509
$144K
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-96.8K- 19.68% |
$16.2M - $19.4M
|
395K
$112M
|
|
|
Apr 26, 2024
Q1 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-97.1K- 2.06% |
$16.2M - $19.5M
|
4.63M
$1.31B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-100K- 0.42% |
$16.7M - $20M
|
23.6M
$6.69B
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-100K- 1.55% |
$16.8M - $20.1M
|
6.35M
$1.8B
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-103K- 14.71% |
$17.2M - $20.6M
|
597K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-104K- 6.9% |
$17.4M - $20.9M
|
1.41M
$399M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-105K- 12.71% |
$17.6M - $21M
|
722K
$204M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-112K- 9.96% |
$18.8M - $22.5M
|
1.01M
$287M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-112K- 27.46% |
$18.8M - $22.5M
|
297K
$84M
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-113K- 67.55% |
$18.9M - $22.6M
|
54.3K
$15.4M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-118K- 38.25% |
$19.7M - $23.7M
|
191K
$54M
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-118K- 10.91% |
$19.8M - $23.7M
|
967K
$274M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-131K- 84.62% |
$21.9M - $26.3M
|
23.8K
$6.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-134K- 46.39% |
$22.4M - $26.8M
|
155K
$43.8M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 44.58% |
$22.7M - $27.2M
|
169K
$47.8M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-137K- 20.75% |
$22.8M - $27.4M
|
522K
$148M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-141K- 20.97% |
$23.6M - $28.3M
|
532K
$151M
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-143K- 28.64% |
$23.9M - $28.7M
|
357K
$101M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-147K- 69.11% |
$24.6M - $29.5M
|
65.8K
$18.6M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-156K- 9.96% |
$26M - $31.2M
|
1.41M
$398M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-158K- 1.53% |
$26.5M - $31.7M
|
10.2M
$2.89B
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-160K- 2.08% |
$26.8M - $32.1M
|
7.56M
$2.14B
|
|
|
May 29, 2025
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-162K- 0.85% |
$27.1M - $32.4M
|
18.8M
$5.32B
|
|
|
May 10, 2024
Q1 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-164K- 26.48% |
$27.4M - $32.9M
|
455K
$129M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-170K- 9.34% |
$28.5M - $34.1M
|
1.65M
$468M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-172K- 10.7% |
$28.8M - $34.5M
|
1.44M
$408M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-184K- 57.13% |
$30.8M - $37M
|
138K
$39.2M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-194K- 35.52% |
$32.5M - $38.9M
|
353K
$99.9M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-197K- 1.66% |
$32.9M - $39.4M
|
11.6M
$3.29B
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-205K- 59.59% |
$34.2M - $41M
|
139K
$39.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-210K- 3.45% |
$35.2M - $42.1M
|
5.89M
$1.67B
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-216K- 41.55% |
$36.1M - $43.2M
|
304K
$85.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-217K- 21.13% |
$36.3M - $43.6M
|
812K
$230M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-218K- 86.54% |
$36.4M - $43.6M
|
33.9K
$9.6M
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-219K- 79.53% |
$36.5M - $43.8M
|
56.3K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-232K- 5.68% |
$38.8M - $46.5M
|
3.85M
$1.09B
|