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 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.27K- 1.33% |
$212K - $254K
|
94K
$27.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.27K- 4.36% |
$212K - $255K
|
27.9K
$8.07M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.19% |
$213K - $255K
|
106K
$30.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 10.76% |
$213K - $256K
|
10.6K
$3.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.29K- 2.47% |
$216K - $259K
|
51K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.3K- 4.19% |
$217K - $260K
|
29.6K
$8.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.3K- 19.83% |
$217K - $260K
|
5.25K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.3K- 6.52% |
$217K - $260K
|
18.6K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.3K- 5.27% |
$217K - $260K
|
23.4K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.3K- 2.49% |
$218K - $261K
|
51K
$14.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.3K- 5.83% |
$218K - $261K
|
21K
$6.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.31K- 1.63% |
$219K - $263K
|
79.1K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.31K- 36.7% |
$219K - $263K
|
2.26K
$656K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.32K- 12.51% |
$220K - $264K
|
9.2K
$2.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.33K- 0.53% |
$222K - $266K
|
251K
$72.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.34K- 11.67% |
$223K - $268K
|
10.1K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-1.34K- 4.47% |
$223K - $268K
|
28.6K
$8.29M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.34K- 1.1% |
$224K - $268K
|
120K
$34.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.34K- 5.25% |
$224K - $268K
|
24.2K
$7.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.35K- 4.62% |
$225K - $270K
|
27.8K
$8.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.35K- 8.83% |
$226K - $270K
|
13.9K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.35K- 4.25% |
$226K - $271K
|
30.5K
$8.83M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 14.68% |
$228K - $273K
|
7.92K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.36K- 43.95% |
$228K - $273K
|
1.74K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.37K- 7.63% |
$228K - $273K
|
16.5K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.37K- 12.5% |
$228K - $274K
|
9.57K
$2.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.37K- 2.29% |
$229K - $275K
|
58.4K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.38K- 2.44% |
$231K - $276K
|
55.2K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.39K- 4.75% |
$231K - $277K
|
27.8K
$8.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-1.39K- 0.22% |
$232K - $278K
|
621K
$180M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.39K- 18.46% |
$232K - $278K
|
6.14K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.4K- 3.96% |
$234K - $280K
|
33.9K
$9.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.4K- 15.92% |
$234K - $280K
|
7.39K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.4K- 1.63% |
$234K - $281K
|
84.7K
$24.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.41K- 4.42% |
$235K - $281K
|
30.4K
$8.81M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.43K- 2.33% |
$238K - $286K
|
59.9K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.44K- 8.38% |
$240K - $288K
|
15.7K
$4.55M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 1.33% |
$241K - $289K
|
107K
$31M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.45K- 1.99% |
$241K - $289K
|
71.2K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1.45K- 15.84% |
$241K - $289K
|
7.68K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.45K- 5.11% |
$242K - $291K
|
26.9K
$7.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.46K- 0.95% |
$243K - $291K
|
152K
$44.1M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.46K- 3.55% |
$244K - $293K
|
39.7K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.47K- 24.19% |
$246K - $294K
|
4.61K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.47K- 6.12% |
$246K - $295K
|
22.6K
$6.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 2.65% |
$246K - $295K
|
54.2K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.48K- 2.64% |
$247K - $296K
|
54.5K
$15.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-1.48K- 5.89% |
$248K - $297K
|
23.7K
$6.86M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.49K- 3.33% |
$249K - $299K
|
43.2K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 6.1% |
$249K - $299K
|
23K
$6.66M
|