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
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16- 1.79% |
$2.67K - $3.2K
|
880
$255K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-16- 0.84% |
$2.67K - $3.2K
|
1.88K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-16- 0.1% |
$2.67K - $3.2K
|
15.3K
$4.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-17- 0.52% |
$2.84K - $3.41K
|
3.28K
$950K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-17- 0.1% |
$2.84K - $3.41K
|
17.6K
$5.09M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$2.84K - $3.41K
|
111K
$32.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-18- 0.21% |
$3.01K - $3.61K
|
8.53K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-18- 0.05% |
$3.01K - $3.61K
|
33.3K
$9.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-19- 0.6% |
$3.17K - $3.81K
|
3.16K
$916K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-19- 0.8% |
$3.17K - $3.81K
|
2.37K
$686K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-19- 0.32% |
$3.17K - $3.81K
|
5.87K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-19- 0.83% |
$3.17K - $3.81K
|
2.27K
$659K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-19- 0.24% |
$3.17K - $3.81K
|
8.05K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-19- 0.41% |
$3.17K - $3.81K
|
4.64K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-20- 0.31% |
$3.34K - $4.01K
|
6.49K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-20- 0.57% |
$3.34K - $4.01K
|
3.49K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-20- 0.14% |
$3.34K - $4.01K
|
14K
$4.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-20- 0.43% |
$3.34K - $4.01K
|
4.58K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.17% |
$3.34K - $4.01K
|
12K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.37% |
$3.34K - $4.01K
|
5.36K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-21- 0.31% |
$3.51K - $4.21K
|
6.82K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-22- 0.22% |
$3.68K - $4.41K
|
9.88K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 0.1% |
$3.68K - $4.41K
|
22.8K
$6.6M
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-22- 0.15% |
$3.68K - $4.41K
|
14.4K
$4.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-23- 1.59% |
$3.84K - $4.61K
|
1.42K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-23- 0.2% |
$3.84K - $4.61K
|
11.6K
$3.37M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-23- 0.39% |
$3.84K - $4.61K
|
5.93K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-23- 1.45% |
$3.84K - $4.61K
|
1.56K
$452K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-24- 0.43% |
$4.01K - $4.81K
|
5.58K
$1.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-24- 0.37% |
$4.01K - $4.81K
|
6.47K
$1.88M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-24- 1.26% |
$4.01K - $4.81K
|
1.89K
$547K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.77% |
$4.01K - $4.81K
|
3.08K
$894K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-25- 0.3% |
$4.18K - $5.01K
|
8.26K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-25- 0.29% |
$4.18K - $5.01K
|
8.65K
$2.51M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.52% |
$4.18K - $5.01K
|
4.75K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-27- 0.35% |
$4.51K - $5.41K
|
7.63K
$2.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-27- 2.06% |
$4.51K - $5.41K
|
1.28K
$372K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 2.74% |
$4.51K - $5.41K
|
957
$277K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-27- 0.25% |
$4.51K - $5.41K
|
10.6K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-27- 2.05% |
$4.51K - $5.41K
|
1.29K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-27- 0.61% |
$4.51K - $5.41K
|
4.39K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-28- 0.09% |
$4.68K - $5.61K
|
31K
$8.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-28- 1.72% |
$4.68K - $5.61K
|
1.6K
$464K
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-28- 0.06% |
$4.68K - $5.61K
|
46.4K
$13.5M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 0.53% |
$4.68K - $5.61K
|
5.23K
$1.52M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-28- 1.32% |
$4.68K - $5.61K
|
2.09K
$606K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.02% |
$4.85K - $5.81K
|
2.82K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$4.85K - $5.81K
|
2.01K
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-30- 1.37% |
$5.01K - $6.01K
|
2.17K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-30- 0.51% |
$5.01K - $6.01K
|
5.82K
$1.69M
|