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
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.44K+ 0.49% |
$408K - $489K
|
501K
$124M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.43K+ 6.61% |
$406K - $487K
|
39.2K
$9.74M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.43K+ 29.4% |
$405K - $486K
|
10.7K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.42K+ 32.92% |
$404K - $484K
|
9.75K
$2.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.41K+ 2.7% |
$402K - $482K
|
91.6K
$22.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.37K+ 19.4% |
$397K - $475K
|
14.6K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.37KNew |
$396K - $475K
|
2.37K
$589K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.36K+ 9.7% |
$394K - $472K
|
26.6K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$393K - $472K
|
2.36K
$585K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.35K+ 101.47% |
$392K - $470K
|
4.66K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.34K+ 10.42% |
$391K - $469K
|
24.8K
$6.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 0.69% |
$390K - $468K
|
340K
$84.5M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 87.91% |
$390K - $468K
|
4.99K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.31K+ 25.4% |
$386K - $462K
|
11.4K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.29K+ 76.85% |
$383K - $459K
|
5.28K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.28K+ 1.19% |
$381K - $457K
|
194K
$48.3M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.28K+ 16.84% |
$381K - $457K
|
15.8K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.27K+ 36.52% |
$379K - $455K
|
8.49K
$2.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.26K+ 1.07% |
$377K - $452K
|
214K
$53.1M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 1.88% |
$377K - $452K
|
122K
$30.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.25K+ 0.44% |
$376K - $450K
|
509K
$126M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.24K+ 1.98% |
$374K - $449K
|
115K
$28.6M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.23K+ 5.28% |
$373K - $447K
|
44.5K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.22KNew |
$371K - $445K
|
2.22K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.22K+ 118.07% |
$371K - $445K
|
4.1K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 3.0% |
$371K - $445K
|
76.2K
$18.9M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.21K+ 4.3% |
$369K - $442K
|
53.5K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.2K+ 4.31% |
$368K - $441K
|
53.2K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.2K+ 35.37% |
$368K - $441K
|
8.43K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.2K+ 7.39% |
$367K - $440K
|
32K
$7.95M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.18K+ 30.21% |
$365K - $437K
|
9.41K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.17K+ 27.22% |
$363K - $435K
|
10.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.16K+ 2.59% |
$361K - $433K
|
85.5K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.16K+ 59.86% |
$361K - $432K
|
5.76K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16K+ 19.8% |
$360K - $432K
|
13K
$3.24M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.15K+ 7.08% |
$360K - $431K
|
32.5K
$8.08M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.14K+ 3.6% |
$358K - $429K
|
61.6K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.14K+ 50.63% |
$357K - $428K
|
6.36K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
2.14K+ 20.68% |
$357K - $428K
|
12.5K
$3.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 2.54% |
$356K - $426K
|
85.8K
$21.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.11K+ 12.46% |
$353K - $423K
|
19.1K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.11KNew |
$353K - $423K
|
2.11K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.11K+ 44.23% |
$352K - $422K
|
6.87K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.1KNew |
$351K - $421K
|
2.1K
$523K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09KNew |
$350K - $419K
|
2.09K
$520K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.09KNew |
$349K - $418K
|
2.09K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.09K+ 3.45% |
$349K - $418K
|
62.6K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.08K+ 4.36% |
$348K - $417K
|
49.9K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$347K - $416K
|
2.08K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.08K+ 14.89% |
$347K - $416K
|
16K
$3.98M
|