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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.93K+ 2.39% |
$1.49M - $1.79M
|
383K
$95.1M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.88KNew |
$1.48M - $1.78M
|
8.88K
$2.21M
|
|
|
Aug 01, 2024
Q1 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
8.78K+ 13.5% |
$1.47M - $1.76M
|
73.9K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.72K+ 10.84% |
$1.46M - $1.75M
|
89.2K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8.68KNew |
$1.45M - $1.74M
|
8.68K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
8.6KNew |
$1.44M - $1.72M
|
8.6K
$2.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
8.52K+ 36.99% |
$1.42M - $1.71M
|
31.5K
$7.84M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.45K+ 19.93% |
$1.41M - $1.69M
|
50.9K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.44K+ 2.8% |
$1.41M - $1.69M
|
310K
$77.1M
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$1.4M - $1.68M
|
8.4K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
8.17KNew |
$1.37M - $1.64M
|
8.17K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.07K+ 375.88% |
$1.35M - $1.62M
|
10.2K
$2.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.02K+ 92.73% |
$1.34M - $1.61M
|
16.7K
$4.15M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.63K+ 3.67% |
$1.28M - $1.53M
|
216K
$53.6M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.6K+ 5.05% |
$1.27M - $1.52M
|
158K
$39.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.6K+ 5.75% |
$1.27M - $1.52M
|
140K
$34.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.6KNew |
$1.27M - $1.52M
|
7.6K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
7.52K+ 18.76% |
$1.26M - $1.51M
|
47.6K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.51K+ 184.3% |
$1.26M - $1.5M
|
11.6K
$2.88M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
7.3K+ 13.72% |
$1.22M - $1.46M
|
60.5K
$15M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.27K+ 108.74% |
$1.21M - $1.46M
|
14K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
- |
7.26K+ 107.3% |
$1.21M - $1.45M
|
14K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
7.23K+ 1.62% |
$1.21M - $1.45M
|
455K
$113M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 49.49% |
$1.2M - $1.44M
|
21.7K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
7.19K+ 0.15% |
$1.2M - $1.44M
|
4.68M
$1.16B
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7.17K+ 3.13% |
$1.2M - $1.44M
|
236K
$58.7M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.13K+ 140.76% |
$1.19M - $1.43M
|
12.2K
$3.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.09K+ 333.8% |
$1.18M - $1.42M
|
9.21K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
6.98K+ 14.6% |
$1.17M - $1.4M
|
54.8K
$13.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.96K+ 16.02% |
$1.16M - $1.39M
|
50.4K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
6.91KNew |
$1.15M - $1.38M
|
6.91K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.9KNew |
$1.15M - $1.38M
|
6.9K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.9KNew |
$1.15M - $1.38M
|
6.9K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.78K+ 55.57% |
$1.13M - $1.36M
|
19K
$4.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6.68K+ 17.64% |
$1.12M - $1.34M
|
44.5K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.61K+ 6.6% |
$1.11M - $1.32M
|
107K
$26.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.54K+ 13.05% |
$1.09M - $1.31M
|
56.7K
$14.1M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.53K+ 12.01% |
$1.09M - $1.31M
|
61K
$15.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
6.53KNew |
$1.09M - $1.31M
|
6.53K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.53K+ 130.51% |
$1.09M - $1.31M
|
11.5K
$2.87M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.51K+ 11.96% |
$1.09M - $1.3M
|
60.9K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.38K+ 77.97% |
$1.07M - $1.28M
|
14.6K
$3.62M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.36K+ 20.96% |
$1.06M - $1.27M
|
36.7K
$9.12M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.3KNew |
$1.05M - $1.26M
|
6.3K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.28K+ 3.91% |
$1.05M - $1.26M
|
167K
$41.5M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.21K+ 14.94% |
$1.04M - $1.24M
|
47.8K
$11.9M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.21K+ 9.56% |
$1.04M - $1.24M
|
71.1K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.21K+ 5.72% |
$1.04M - $1.24M
|
115K
$28.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.2K+ 112.6% |
$1.04M - $1.24M
|
11.7K
$2.91M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
6.16K+ 2.54% |
$1.03M - $1.23M
|
248K
$61.7M
|