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 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.53K+ 5.29% |
$255K - $306K
|
30.4K
$8.6M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.53KNew |
$255K - $305K
|
1.53K
$432K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 5.45% |
$253K - $303K
|
29.3K
$8.3M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.51KNew |
$252K - $302K
|
1.51K
$428K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.51K+ 70.24% |
$252K - $302K
|
3.66K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
1.51KNew |
$252K - $302K
|
1.51K
$427K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.5KNew |
$251K - $300K
|
1.5K
$425K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.5K+ 26.37% |
$251K - $300K
|
7.19K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.5K+ 45.22% |
$250K - $300K
|
4.8K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.49K+ 0.57% |
$250K - $299K
|
265K
$75M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 4.35% |
$249K - $298K
|
35.7K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.49K+ 8.11% |
$248K - $298K
|
19.8K
$5.61M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.49K+ 8.11% |
$248K - $298K
|
19.8K
$5.61M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.48K+ 11.26% |
$247K - $297K
|
14.6K
$4.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.48K+ 32.77% |
$247K - $296K
|
5.98K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.48K+ 1.07% |
$246K - $295K
|
139K
$39.4M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.48K+ 7.4% |
$246K - $295K
|
21.4K
$6.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.47KNew |
$245K - $294K
|
1.47K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.47KNew |
$245K - $294K
|
1.47K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.46K+ 31.48% |
$244K - $293K
|
6.11K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.46K+ 1.26% |
$244K - $293K
|
117K
$33.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.46KNew |
$244K - $292K
|
1.46K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.46KNew |
$244K - $292K
|
1.46K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.45KNew |
$242K - $290K
|
1.45K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.45K+ 20.27% |
$242K - $290K
|
8.58K
$2.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.45K+ 82.67% |
$241K - $289K
|
3.19K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.44K+ 41.21% |
$241K - $288K
|
4.93K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.44K+ 15.14% |
$240K - $288K
|
10.9K
$3.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.44K+ 3.06% |
$240K - $288K
|
48.3K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.43K+ 6.0% |
$240K - $287K
|
25.3K
$7.17M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.43K+ 31.09% |
$238K - $286K
|
6.02K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.42K+ 2.98% |
$238K - $285K
|
49.2K
$13.9M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.42K+ 7.76% |
$236K - $283K
|
19.7K
$5.56M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.41K+ 5.75% |
$236K - $283K
|
26K
$7.37M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.41K+ 2.43% |
$235K - $282K
|
59.3K
$16.8M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.38K+ 97.18% |
$230K - $276K
|
2.8K
$792K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
1.36KNew |
$228K - $273K
|
1.36K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.36K+ 3.09% |
$227K - $272K
|
45.3K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.36KNew |
$226K - $271K
|
1.36K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.35K+ 0.69% |
$226K - $271K
|
197K
$55.7M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.35K+ 0.38% |
$226K - $271K
|
357K
$101M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.35K+ 2.65% |
$226K - $271K
|
52.3K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.35K+ 6.74% |
$225K - $270K
|
21.4K
$6.05M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35K+ 78.98% |
$225K - $269K
|
3.05K
$863K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 11.59% |
$224K - $269K
|
12.9K
$3.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.33K+ 5.15% |
$222K - $266K
|
27.1K
$7.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.33KNew |
$222K - $266K
|
1.33K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.32K+ 5.15% |
$221K - $265K
|
27K
$7.65M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.32KNew |
$221K - $265K
|
1.32K
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.32K+ 0.59% |
$221K - $265K
|
226K
$64M
|