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 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.74K+ 16.25% |
$291K - $349K
|
12.4K
$3.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.73K+ 17.44% |
$290K - $347K
|
11.7K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 39.49% |
$289K - $347K
|
6.12K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.73K+ 0.51% |
$289K - $346K
|
344K
$85.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.73K+ 4.3% |
$289K - $346K
|
41.9K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.72K+ 6.42% |
$288K - $345K
|
28.6K
$7.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.72K+ 73.18% |
$288K - $345K
|
4.08K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.72K+ 0.9% |
$288K - $345K
|
192K
$47.7M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.72K+ 6.02% |
$288K - $345K
|
30.3K
$7.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
1.72K+ 0.85% |
$287K - $344K
|
203K
$50.5M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.71K+ 4.7% |
$286K - $343K
|
38.1K
$9.46M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.7K+ 5.11% |
$284K - $341K
|
35K
$8.7M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69K+ 1.94% |
$282K - $338K
|
88.8K
$22.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.66K+ 122.62% |
$278K - $333K
|
3.02K
$751K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.66K+ 5.46% |
$278K - $333K
|
32.1K
$7.98M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 68.85% |
$277K - $332K
|
4.07K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.65KNew |
$276K - $331K
|
1.65K
$411K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.64K+ 5.44% |
$274K - $329K
|
31.8K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.63K+ 2.13% |
$273K - $327K
|
78.4K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 2.53% |
$271K - $324K
|
65.7K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.61KNew |
$270K - $323K
|
1.61K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.61KNew |
$269K - $323K
|
1.61K
$400K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.61K+ 3.39% |
$268K - $321K
|
48.9K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.6K+ 228.57% |
$267K - $320K
|
2.3K
$572K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.6K+ 4.25% |
$267K - $320K
|
39.2K
$9.75M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 4.11% |
$267K - $320K
|
40.4K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.59K+ 97.85% |
$266K - $319K
|
3.22K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.59K+ 2846.43% |
$266K - $319K
|
1.65K
$410K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.59K+ 1.2% |
$266K - $319K
|
134K
$33.3M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.59K+ 25.17% |
$266K - $319K
|
7.92K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.59K+ 20.27% |
$266K - $318K
|
9.43K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.58K+ 115.63% |
$263K - $316K
|
2.94K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.57K+ 32.65% |
$262K - $314K
|
6.37K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.57K+ 0.25% |
$262K - $314K
|
635K
$158M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.56K+ 39.28% |
$260K - $312K
|
5.52K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.55K+ 17.7% |
$259K - $310K
|
10.3K
$2.56M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.55KNew |
$258K - $309K
|
1.55K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.53K+ 22.22% |
$256K - $306K
|
8.42K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.53K+ 27.75% |
$255K - $306K
|
7.04K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.53K+ 2.95% |
$255K - $306K
|
53.3K
$13.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.53K+ 5.29% |
$255K - $306K
|
30.4K
$7.55M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.53KNew |
$255K - $305K
|
1.53K
$379K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 5.45% |
$253K - $303K
|
29.3K
$7.28M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.51KNew |
$252K - $302K
|
1.51K
$375K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.51K+ 70.24% |
$252K - $302K
|
3.66K
$908K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
1.51KNew |
$252K - $302K
|
1.51K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.5KNew |
$251K - $300K
|
1.5K
$373K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.5K+ 26.37% |
$251K - $300K
|
7.19K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.5K+ 45.22% |
$250K - $300K
|
4.8K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.49K+ 0.57% |
$250K - $299K
|
265K
$65.8M
|