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 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.83K+ 35.25% |
$640K - $767K
|
14.7K
$4.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.8K+ 4.51% |
$635K - $761K
|
88K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.79K+ 44.8% |
$633K - $759K
|
12.2K
$3.39M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.78K+ 11.72% |
$632K - $758K
|
36.1K
$9.98M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
3.76K+ 1.03% |
$628K - $752K
|
368K
$102M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.72K+ 4.68% |
$622K - $746K
|
83.3K
$23M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
3.71K+ 2.59% |
$620K - $743K
|
147K
$40.7M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.67K+ 55.7% |
$613K - $735K
|
10.3K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.64K+ 46.89% |
$608K - $728K
|
11.4K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.62K+ 56.6% |
$605K - $726K
|
10K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.62K+ 1.2% |
$605K - $725K
|
304K
$84.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.58K+ 9.82% |
$599K - $718K
|
40.1K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 54.08% |
$596K - $714K
|
10.2K
$2.81M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.56KNew |
$596K - $714K
|
3.56K
$986K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.56K+ 4.82% |
$594K - $712K
|
77.3K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.52K+ 10.35% |
$589K - $706K
|
37.5K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
3.52K+ 95.09% |
$588K - $705K
|
7.22K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.52K+ 3.86% |
$588K - $705K
|
94.7K
$26.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.52K+ 4.58% |
$588K - $705K
|
80.4K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.5K+ 0.36% |
$585K - $702K
|
973K
$269M
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
BUY
|
- |
3.46K+ 0.35% |
$579K - $694K
|
990K
$274M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.46K+ 82.15% |
$578K - $692K
|
7.67K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.43KNew |
$572K - $686K
|
3.43K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.39K+ 0.56% |
$566K - $678K
|
605K
$167M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.39KNew |
$566K - $678K
|
3.39K
$937K
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.38KNew |
$565K - $677K
|
3.38K
$935K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3.37K+ 0.54% |
$564K - $676K
|
630K
$174M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.37K+ 151.46% |
$563K - $675K
|
5.6K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.36KNew |
$561K - $672K
|
3.36K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.36K+ 3.95% |
$561K - $672K
|
88.4K
$24.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.35K+ 5.62% |
$560K - $672K
|
63K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.34KNew |
$557K - $668K
|
3.34K
$923K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.29K+ 84.71% |
$550K - $659K
|
7.18K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.28K+ 5.13% |
$548K - $657K
|
67.2K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.24K+ 3.88% |
$541K - $648K
|
86.7K
$24M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.23K+ 15.31% |
$540K - $648K
|
24.4K
$6.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.21K+ 29.84% |
$536K - $642K
|
13.9K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.2K+ 96.13% |
$535K - $641K
|
6.53K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
3.17K+ 77.84% |
$530K - $635K
|
7.25K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.17K+ 16.57% |
$530K - $635K
|
22.3K
$6.17M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.13K+ 0.14% |
$522K - $626K
|
2.22M
$614M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
3.13K+ 1.03% |
$522K - $626K
|
308K
$85.1M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.1K+ 11.48% |
$518K - $621K
|
30.1K
$8.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.08K+ 10.77% |
$515K - $617K
|
31.7K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.07KNew |
$514K - $616K
|
3.07K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.07K+ 3.71% |
$512K - $614K
|
85.8K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.06K+ 66.95% |
$510K - $612K
|
7.62K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.05K+ 17.7% |
$509K - $611K
|
20.3K
$5.61M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.04K+ 76.79% |
$508K - $609K
|
7K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.04KNew |
$508K - $609K
|
3.04K
$840K
|