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 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.6K+ 27.6% |
$434K - $520K
|
12K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 2.62% |
$433K - $519K
|
101K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.58KNew |
$430K - $516K
|
2.58K
$729K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.56K+ 16.12% |
$428K - $514K
|
18.5K
$5.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.55K+ 2.96% |
$426K - $511K
|
88.8K
$25.1M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.55K+ 13.57% |
$426K - $511K
|
21.3K
$6.04M
|
|
|
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
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.47KNew |
$412K - $494K
|
2.47K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.46K+ 101.2% |
$410K - $492K
|
4.88K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.44K+ 0.49% |
$408K - $489K
|
501K
$142M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.43K+ 6.61% |
$406K - $487K
|
39.2K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.43K+ 29.4% |
$405K - $486K
|
10.7K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.42K+ 32.92% |
$404K - $484K
|
9.75K
$2.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.41K+ 2.7% |
$402K - $482K
|
91.6K
$25.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.37K+ 19.4% |
$397K - $475K
|
14.6K
$4.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.37KNew |
$396K - $475K
|
2.37K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.36K+ 9.7% |
$394K - $472K
|
26.6K
$7.55M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.36KNew |
$393K - $472K
|
2.36K
$667K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.35K+ 101.47% |
$392K - $470K
|
4.66K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.34K+ 10.42% |
$391K - $469K
|
24.8K
$7.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 0.69% |
$390K - $468K
|
340K
$96.3M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 87.91% |
$390K - $468K
|
4.99K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.31K+ 25.4% |
$386K - $462K
|
11.4K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.29K+ 76.85% |
$383K - $459K
|
5.28K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.28K+ 1.19% |
$381K - $457K
|
194K
$55M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.28K+ 16.84% |
$381K - $457K
|
15.8K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.27K+ 36.52% |
$379K - $455K
|
8.49K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.26K+ 1.07% |
$377K - $452K
|
214K
$60.5M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 1.88% |
$377K - $452K
|
122K
$34.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.25K+ 0.44% |
$376K - $450K
|
509K
$144M
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.25KNew |
$375K - $450K
|
2.25K
$636K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.24K+ 1.98% |
$374K - $449K
|
115K
$32.6M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.23K+ 5.28% |
$373K - $447K
|
44.5K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.22KNew |
$371K - $445K
|
2.22K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.22K+ 118.07% |
$371K - $445K
|
4.1K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 3.0% |
$371K - $445K
|
76.2K
$21.6M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.21K+ 4.3% |
$369K - $442K
|
53.5K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.2K+ 4.31% |
$368K - $441K
|
53.2K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.2K+ 35.37% |
$368K - $441K
|
8.43K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.2K+ 7.39% |
$367K - $440K
|
32K
$9.05M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.18K+ 30.21% |
$365K - $437K
|
9.41K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.17K+ 27.22% |
$363K - $435K
|
10.1K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.16K+ 2.59% |
$361K - $433K
|
85.5K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.16K+ 59.86% |
$361K - $432K
|
5.76K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16K+ 19.8% |
$360K - $432K
|
13K
$3.69M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.15K+ 7.08% |
$360K - $431K
|
32.5K
$9.21M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.14K+ 3.6% |
$358K - $429K
|
61.6K
$17.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.14K+ 50.63% |
$357K - $428K
|
6.36K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
2.14K+ 20.68% |
$357K - $428K
|
12.5K
$3.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 2.54% |
$356K - $426K
|
85.8K
$24.3M
|