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 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.11K+ 12.46% |
$353K - $423K
|
19.1K
$5.4M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.11KNew |
$353K - $423K
|
2.11K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.11K+ 44.23% |
$352K - $422K
|
6.87K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.1KNew |
$351K - $421K
|
2.1K
$595K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09KNew |
$350K - $419K
|
2.09K
$593K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.09KNew |
$349K - $418K
|
2.09K
$592K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.09K+ 3.45% |
$349K - $418K
|
62.6K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.08K+ 4.36% |
$348K - $417K
|
49.9K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$347K - $416K
|
2.08K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.08K+ 14.89% |
$347K - $416K
|
16K
$4.54M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.08K+ 2.23% |
$347K - $416K
|
95.2K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.08K+ 107.46% |
$347K - $416K
|
4.01K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07K+ 0.94% |
$346K - $415K
|
223K
$63.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.06K+ 0.53% |
$345K - $413K
|
388K
$110M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.06K+ 10.94% |
$344K - $412K
|
20.9K
$5.91M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.03K+ 23.15% |
$339K - $407K
|
10.8K
$3.06M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 2.91% |
$339K - $406K
|
71.8K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.99KNew |
$332K - $398K
|
1.99K
$563K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.98K+ 34.1% |
$332K - $397K
|
7.8K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.98K+ 10.29% |
$331K - $397K
|
21.3K
$6.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.97KNew |
$329K - $395K
|
1.97K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.97K+ 1.97% |
$329K - $395K
|
102K
$28.8M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.97KNew |
$328K - $394K
|
1.97K
$557K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.96KNew |
$328K - $393K
|
1.96K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.96K+ 6.29% |
$327K - $392K
|
33.1K
$9.36M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.95K+ 8.12% |
$325K - $390K
|
25.9K
$7.33M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.92K+ 75.9% |
$321K - $385K
|
4.46K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.91K+ 5.14% |
$319K - $383K
|
39.1K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.91K+ 0.99% |
$319K - $382K
|
196K
$55.4M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$317K - $380K
|
1.9K
$537K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.89K+ 26.44% |
$316K - $379K
|
9.06K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 2.58% |
$316K - $379K
|
75.3K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 3.57% |
$316K - $379K
|
54.9K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.89KNew |
$316K - $379K
|
1.89K
$535K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89K+ 7.52% |
$315K - $378K
|
27K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.89KNew |
$315K - $378K
|
1.89K
$534K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.88K+ 4.93% |
$314K - $377K
|
40K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 0.77% |
$312K - $374K
|
243K
$68.9M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.86K+ 12.73% |
$311K - $373K
|
16.5K
$4.66M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.86KNew |
$310K - $372K
|
1.86K
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.85K+ 3.92% |
$309K - $371K
|
49.1K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.85K+ 27.78% |
$309K - $371K
|
8.51K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.84K+ 21.06% |
$307K - $368K
|
10.6K
$2.99M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.83K+ 1.54% |
$306K - $367K
|
121K
$34.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.81K+ 1.5% |
$302K - $362K
|
122K
$34.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8K+ 19.21% |
$301K - $361K
|
11.2K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.8K+ 13.18% |
$300K - $360K
|
15.4K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.8K+ 3.1% |
$300K - $360K
|
59.7K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.79K+ 7.17% |
$300K - $359K
|
26.8K
$7.59M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.78K+ 6.15% |
$297K - $356K
|
30.7K
$8.69M
|