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 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$347K - $416K
|
2.08K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.08K+ 14.89% |
$347K - $416K
|
16K
$4.43M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.08K+ 2.23% |
$347K - $416K
|
95.2K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.08K+ 107.46% |
$347K - $416K
|
4.01K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07K+ 0.94% |
$346K - $415K
|
223K
$61.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.06K+ 0.53% |
$345K - $413K
|
388K
$107M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.06K+ 10.94% |
$344K - $412K
|
20.9K
$5.77M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.03K+ 23.15% |
$339K - $407K
|
10.8K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 2.91% |
$339K - $406K
|
71.8K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.99KNew |
$332K - $398K
|
1.99K
$550K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.98K+ 34.1% |
$332K - $397K
|
7.8K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.98K+ 10.29% |
$331K - $397K
|
21.3K
$5.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.97KNew |
$329K - $395K
|
1.97K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.97K+ 1.97% |
$329K - $395K
|
102K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.97KNew |
$328K - $394K
|
1.97K
$544K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.96KNew |
$328K - $393K
|
1.96K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.96K+ 6.29% |
$327K - $392K
|
33.1K
$9.15M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.95K+ 8.12% |
$325K - $390K
|
25.9K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.92K+ 75.9% |
$321K - $385K
|
4.46K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.91K+ 5.14% |
$319K - $383K
|
39.1K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.91K+ 0.99% |
$319K - $382K
|
196K
$54.1M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$317K - $380K
|
1.9K
$525K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.89K+ 26.44% |
$316K - $379K
|
9.06K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 2.58% |
$316K - $379K
|
75.3K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 3.57% |
$316K - $379K
|
54.9K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.89KNew |
$316K - $379K
|
1.89K
$523K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89K+ 7.52% |
$315K - $378K
|
27K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.89KNew |
$315K - $378K
|
1.89K
$522K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.88K+ 4.93% |
$314K - $377K
|
40K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 0.77% |
$312K - $374K
|
243K
$67.3M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.86K+ 12.73% |
$311K - $373K
|
16.5K
$4.56M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.86KNew |
$310K - $372K
|
1.86K
$513K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.85K+ 3.92% |
$309K - $371K
|
49.1K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.85K+ 27.78% |
$309K - $371K
|
8.51K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.84K+ 21.06% |
$307K - $368K
|
10.6K
$2.92M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.83K+ 1.54% |
$306K - $367K
|
121K
$33.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.81K+ 1.5% |
$302K - $362K
|
122K
$33.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8K+ 19.21% |
$301K - $361K
|
11.2K
$3.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.8K+ 13.18% |
$300K - $360K
|
15.4K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.8K+ 3.1% |
$300K - $360K
|
59.7K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.79K+ 7.17% |
$300K - $359K
|
26.8K
$7.41M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.78K+ 6.15% |
$297K - $356K
|
30.7K
$8.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 19.13% |
$296K - $355K
|
11K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.77K+ 28.13% |
$296K - $354K
|
8.06K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.77K+ 2.12% |
$295K - $354K
|
85.1K
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.76K+ 1.43% |
$294K - $353K
|
125K
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
1.76K+ 4.78% |
$294K - $353K
|
38.6K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.76K+ 5.84% |
$294K - $352K
|
31.9K
$8.82M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$292K - $350K
|
1.75K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.75K+ 5.17% |
$292K - $350K
|
35.5K
$9.83M
|