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
|
Cooke & Bieler LP
|
SELL
|
- |
-164K- 26.48% |
$27.4M - $32.9M
|
455K
$141M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-170K- 9.34% |
$28.5M - $34.1M
|
1.65M
$511M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-172K- 10.7% |
$28.8M - $34.5M
|
1.44M
$445M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-184K- 57.13% |
$30.8M - $37M
|
138K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-194K- 35.52% |
$32.5M - $38.9M
|
353K
$109M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-197K- 1.66% |
$32.9M - $39.4M
|
11.6M
$3.59B
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-205K- 59.59% |
$34.2M - $41M
|
139K
$42.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-210K- 3.45% |
$35.2M - $42.1M
|
5.89M
$1.82B
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-216K- 41.55% |
$36.1M - $43.2M
|
304K
$93.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-217K- 21.13% |
$36.3M - $43.6M
|
812K
$251M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-218K- 86.54% |
$36.4M - $43.6M
|
33.9K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-219K- 79.53% |
$36.5M - $43.8M
|
56.3K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-232K- 5.68% |
$38.8M - $46.5M
|
3.85M
$1.19B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-233K- 38.97% |
$38.9M - $46.6M
|
365K
$113M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-236K- 5.45% |
$39.4M - $47.3M
|
4.1M
$1.26B
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-243K- 3.91% |
$40.5M - $48.6M
|
5.96M
$1.84B
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-254K- 3.39% |
$42.5M - $50.9M
|
7.25M
$2.24B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-255K- 6.06% |
$42.6M - $51.1M
|
3.96M
$1.22B
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-257K- 42.96% |
$42.9M - $51.4M
|
341K
$105M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-257K- 38.26% |
$42.9M - $51.5M
|
415K
$128M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-271K- 89.07% |
$45.3M - $54.3M
|
33.3K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-283K- 7.9% |
$47.3M - $56.7M
|
3.3M
$1.02B
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-288K- 16.82% |
$48.1M - $57.7M
|
1.42M
$440M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-296K- 36.45% |
$49.5M - $59.3M
|
516K
$159M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-302K- 8.88% |
$50.4M - $60.4M
|
3.1M
$956M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-310K- 72.05% |
$51.9M - $62.2M
|
120K
$37.2M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-313K- 15.46% |
$52.3M - $62.7M
|
1.71M
$528M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-354K- 91.7% |
$59.2M - $70.9M
|
32.1K
$9.91M
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-355K- 25.85% |
$59.3M - $71.1M
|
1.02M
$314M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-355K- 11.4% |
$59.4M - $71.2M
|
2.76M
$853M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-356K- 26.13% |
$59.5M - $71.3M
|
1.01M
$311M
|
|
|
May 15, 2024
Q1 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-358K- 21.59% |
$59.7M - $71.6M
|
1.3M
$401M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-396K- 12.31% |
$66.2M - $79.3M
|
2.82M
$872M
|
|
|
May 09, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-421K- 18.66% |
$70.3M - $84.3M
|
1.83M
$567M
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-421K- 18.66% |
$70.3M - $84.3M
|
1.83M
$567M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-440K- 26.13% |
$73.5M - $88.1M
|
1.24M
$384M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-454K- 25.65% |
$75.8M - $90.8M
|
1.31M
$406M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-456K- 18.36% |
$76.3M - $91.4M
|
2.03M
$627M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-490K- 10.21% |
$81.9M - $98.2M
|
4.31M
$1.33B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-494K- 11.1% |
$82.6M - $99M
|
3.96M
$1.22B
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-583K- 65.22% |
$97.3M - $117M
|
311K
$96M
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-591K- 62.97% |
$98.8M - $118M
|
348K
$107M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-619K- 1.93% |
$103M - $124M
|
31.5M
$9.73B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-622K- 27.7% |
$104M - $125M
|
1.62M
$502M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-625K- 19.71% |
$105M - $125M
|
2.55M
$787M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-633K- 52.08% |
$106M - $127M
|
582K
$180M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-652K- 9.07% |
$109M - $131M
|
6.54M
$2.02B
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-653K- 34.85% |
$109M - $131M
|
1.22M
$377M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-667K- 2.26% |
$112M - $134M
|
28.8M
$8.91B
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-766K- 19.17% |
$128M - $153M
|
3.23M
$997M
|