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 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 1.82% |
$3.01K - $3.61K
|
1.01K
$292K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
18+ 1.15% |
$3.01K - $3.61K
|
1.59K
$460K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18New |
$3.01K - $3.61K
|
18
$5.22K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$3.01K - $3.61K
|
28.8K
$8.35M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
18+ 0.35% |
$3.01K - $3.61K
|
5.19K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17+ 0.8% |
$2.84K - $3.41K
|
2.15K
$622K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17+ 0.27% |
$2.84K - $3.41K
|
6.36K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.6% |
$2.67K - $3.2K
|
2.67K
$775K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
16+ 0.79% |
$2.67K - $3.2K
|
2.04K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.14% |
$2.67K - $3.2K
|
11.1K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
16+ 0.97% |
$2.67K - $3.2K
|
1.67K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.26% |
$2.67K - $3.2K
|
6.11K
$1.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.32% |
$2.51K - $3K
|
4.68K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
15+ 0.07% |
$2.51K - $3K
|
22.1K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
15+ 0.16% |
$2.51K - $3K
|
9.5K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
14+ 0.58% |
$2.34K - $2.8K
|
2.42K
$702K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.22% |
$2.34K - $2.8K
|
6.27K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14+ 0.17% |
$2.34K - $2.8K
|
8.22K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
14+ 0.11% |
$2.34K - $2.8K
|
12.9K
$3.75M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
14+ 0.03% |
$2.34K - $2.8K
|
48.3K
$14M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
13+ 0.1% |
$2.17K - $2.6K
|
13.1K
$3.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.46% |
$2.17K - $2.6K
|
2.84K
$823K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 5.0% |
$2.17K - $2.6K
|
273
$79.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
13+ 0.72% |
$2.17K - $2.6K
|
1.82K
$529K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.41% |
$2.17K - $2.6K
|
3.19K
$924K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.59% |
$2.17K - $2.6K
|
2.24K
$648K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13+ 0.27% |
$2.17K - $2.6K
|
4.85K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12+ 0.72% |
$2.01K - $2.4K
|
1.67K
$484K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.28% |
$2.01K - $2.4K
|
4.29K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12+ 0.02% |
$2.01K - $2.4K
|
52.4K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12+ 0.53% |
$2.01K - $2.4K
|
2.27K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.41% |
$2.01K - $2.4K
|
2.94K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
12+ 0.82% |
$2.01K - $2.4K
|
1.48K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.05% |
$2.01K - $2.4K
|
22.8K
$6.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.31% |
$1.84K - $2.2K
|
3.59K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.22% |
$1.84K - $2.2K
|
5K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.29% |
$1.84K - $2.2K
|
3.8K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 0.22% |
$1.84K - $2.2K
|
5.03K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.61% |
$1.84K - $2.2K
|
1.81K
$523K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
11+ 19.64% |
$1.84K - $2.2K
|
67
$19.4K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11+ 0.62% |
$1.84K - $2.2K
|
1.8K
$521K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.11% |
$1.67K - $2K
|
9.08K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10+ 0.36% |
$1.67K - $2K
|
2.77K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
10+ 0.56% |
$1.67K - $2K
|
1.78K
$517K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.94% |
$1.67K - $2K
|
1.08K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
10+ 0.14% |
$1.67K - $2K
|
7.38K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.28% |
$1.67K - $2K
|
3.56K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.88K
$544K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.89K
$547K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
9+ 0.6% |
$1.5K - $1.8K
|
1.51K
$438K
|