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 08, 2024
Q1 2024
|
Pensionfund Sabic
|
BUY
|
- |
3K+ 100.0% |
$501K - $601K
|
6K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
3KNew |
$501K - $601K
|
3K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.98K+ 60.53% |
$498K - $596K
|
7.9K
$1.96M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 11.67% |
$497K - $596K
|
28.5K
$7.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.97K+ 16.74% |
$497K - $596K
|
20.7K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.97K+ 5.95% |
$497K - $595K
|
53K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.93K+ 19.68% |
$490K - $587K
|
17.8K
$4.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2.91K+ 17.97% |
$486K - $583K
|
19.1K
$4.75M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.9K+ 2.19% |
$485K - $581K
|
135K
$33.6M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.89KNew |
$483K - $579K
|
2.89K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.89K+ 8.15% |
$482K - $578K
|
38.3K
$9.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.89KNew |
$482K - $578K
|
2.89K
$717K
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.86KNew |
$478K - $573K
|
2.86K
$711K
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.86KNew |
$478K - $573K
|
2.86K
$711K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.83K+ 146.98% |
$472K - $566K
|
4.75K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.82K+ 8.99% |
$471K - $565K
|
34.2K
$8.5M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.82K+ 2.29% |
$471K - $565K
|
126K
$31.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.82K+ 51.63% |
$471K - $565K
|
8.28K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 145.95% |
$470K - $564K
|
4.74K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.8KNew |
$468K - $561K
|
2.8K
$696K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.79KNew |
$467K - $560K
|
2.79K
$694K
|
|
|
May 13, 2024
Q1 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
2.79K+ 0.97% |
$467K - $559K
|
290K
$72.2M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.77K+ 4.91% |
$463K - $554K
|
59.2K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
2.73K+ 4.89% |
$457K - $548K
|
58.7K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
2.73K+ 14.33% |
$455K - $546K
|
21.7K
$5.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.72K+ 15.97% |
$454K - $545K
|
19.8K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.72K+ 1.75% |
$454K - $545K
|
158K
$39.2M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.7K+ 5.22% |
$451K - $540K
|
54.4K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$449K - $538K
|
2.69K
$668K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.67K+ 20.77% |
$447K - $536K
|
15.5K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 10.83% |
$445K - $534K
|
27.3K
$6.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2.65K+ 5.16% |
$442K - $530K
|
53.9K
$13.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.64K+ 2.49% |
$442K - $529K
|
109K
$27.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.64K+ 4.82% |
$441K - $529K
|
57.4K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.64KNew |
$441K - $529K
|
2.64K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.64K+ 23.51% |
$441K - $529K
|
13.9K
$3.45M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.64K+ 4.82% |
$441K - $529K
|
57.4K
$14.3M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.64K+ 13.71% |
$441K - $529K
|
21.9K
$5.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.63K+ 4.0% |
$440K - $527K
|
68.4K
$17M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.63K+ 1.85% |
$439K - $526K
|
145K
$36M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.6K+ 23.07% |
$434K - $521K
|
13.9K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.6K+ 27.6% |
$434K - $520K
|
12K
$2.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 2.62% |
$433K - $519K
|
101K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.58KNew |
$430K - $516K
|
2.58K
$640K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.56K+ 16.12% |
$428K - $514K
|
18.5K
$4.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.55K+ 2.96% |
$426K - $511K
|
88.8K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.55K+ 13.57% |
$426K - $511K
|
21.3K
$5.3M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.51K+ 67.57% |
$420K - $503K
|
6.23K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.47KNew |
$412K - $494K
|
2.47K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.46K+ 101.2% |
$410K - $492K
|
4.88K
$1.21M
|