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 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.91K+ 40.32% |
$820K - $983K
|
17.1K
$4.84M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
4.91KNew |
$820K - $982K
|
4.91K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.86K+ 31.9% |
$813K - $974K
|
20.1K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.84K+ 232.63% |
$809K - $970K
|
6.92K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.84KNew |
$808K - $969K
|
4.84K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.78K+ 238.45% |
$799K - $958K
|
6.79K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.78K+ 37.1% |
$799K - $957K
|
17.7K
$5M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.76K+ 11.07% |
$795K - $953K
|
47.7K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.72K+ 10.26% |
$789K - $946K
|
50.7K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
4.72K+ 48.03% |
$789K - $946K
|
14.6K
$4.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.71K+ 8.53% |
$787K - $943K
|
59.9K
$17M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.68K+ 1.16% |
$782K - $937K
|
409K
$116M
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.61K+ 17.99% |
$769K - $922K
|
30.2K
$8.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.55K+ 146.27% |
$761K - $912K
|
7.66K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.55K+ 8.26% |
$760K - $911K
|
59.6K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.5K+ 10.39% |
$752K - $902K
|
47.8K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
4.5KNew |
$752K - $901K
|
4.5K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.48K+ 3.06% |
$749K - $898K
|
151K
$42.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.47K+ 43.26% |
$747K - $896K
|
14.8K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.46K+ 10.81% |
$746K - $894K
|
45.8K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
4.45K+ 11.49% |
$743K - $891K
|
43.2K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.43K+ 7.82% |
$740K - $887K
|
61.1K
$17.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.42K+ 8.55% |
$739K - $886K
|
56.2K
$15.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.4K+ 1.94% |
$736K - $882K
|
231K
$65.5M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.37K+ 18.32% |
$731K - $876K
|
28.2K
$8M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
4.37K+ 8.14% |
$731K - $876K
|
58.1K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.3K+ 4.19% |
$718K - $860K
|
107K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.25K+ 0.67% |
$711K - $852K
|
641K
$181M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
4.23KNew |
$707K - $847K
|
4.23K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4.22KNew |
$704K - $844K
|
4.22K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.2K+ 122.02% |
$702K - $841K
|
7.64K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
4.2K+ 9.19% |
$701K - $840K
|
49.9K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.19K+ 12.81% |
$700K - $839K
|
36.9K
$10.4M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
4.15K+ 7.29% |
$694K - $832K
|
61.1K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.13KNew |
$690K - $827K
|
4.13K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.12K+ 93.96% |
$689K - $826K
|
8.51K
$2.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.12K+ 16.57% |
$688K - $825K
|
29K
$8.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.11K+ 35.56% |
$687K - $823K
|
15.7K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.11K+ 5.09% |
$686K - $823K
|
84.8K
$24M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.08K+ 108.45% |
$682K - $818K
|
7.85K
$2.22M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.08K+ 1.72% |
$681K - $816K
|
241K
$68.1M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.07K+ 31.64% |
$680K - $815K
|
16.9K
$4.79M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.05K+ 25.21% |
$677K - $812K
|
20.1K
$5.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
4.03K+ 1.66% |
$674K - $808K
|
247K
$69.8M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
4.01K+ 3.92% |
$670K - $803K
|
106K
$30.1M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.01K+ 3.38% |
$669K - $802K
|
122K
$34.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4K+ 4.19% |
$669K - $801K
|
99.5K
$28.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 0.66% |
$668K - $801K
|
607K
$172M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4KNew |
$668K - $800K
|
4K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.99KNew |
$666K - $798K
|
3.99K
$1.13M
|