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
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.28K+ 3.99% |
$214K - $257K
|
33.5K
$8.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.28K+ 10.75% |
$214K - $257K
|
13.2K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 21.51% |
$214K - $257K
|
7.24K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.27K+ 4.03% |
$213K - $255K
|
32.9K
$8.17M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.27K+ 12.36% |
$213K - $255K
|
11.6K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.27K+ 35.34% |
$213K - $255K
|
4.88K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.27K+ 1.03% |
$212K - $255K
|
124K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.27K+ 2.62% |
$212K - $254K
|
49.7K
$12.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.27K+ 0.36% |
$212K - $254K
|
354K
$88M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.25K+ 1.54% |
$209K - $251K
|
82.8K
$20.6M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.25KNew |
$209K - $251K
|
1.25K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 5.06% |
$208K - $250K
|
25.9K
$6.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.24KNew |
$206K - $247K
|
1.24K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.23KNew |
$206K - $247K
|
1.23K
$307K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.23K+ 1.22% |
$206K - $247K
|
102K
$25.4M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.23K+ 66.5% |
$206K - $247K
|
3.08K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.23K+ 17.76% |
$205K - $246K
|
8.14K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.18% |
$205K - $246K
|
39.7K
$9.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 21.49% |
$205K - $245K
|
6.93K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.23K+ 51.28% |
$205K - $245K
|
3.61K
$898K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.22K+ 8.13% |
$203K - $244K
|
16.2K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.21K+ 0.69% |
$202K - $242K
|
176K
$43.7M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.21K+ 1.14% |
$202K - $242K
|
107K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.2KNew |
$201K - $241K
|
1.2K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.2K+ 0.64% |
$201K - $240K
|
189K
$47M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.2K+ 0.67% |
$200K - $240K
|
180K
$44.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.2K+ 4.09% |
$200K - $239K
|
30.4K
$7.56M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.19K+ 0.32% |
$199K - $239K
|
375K
$93.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.19KNew |
$199K - $238K
|
1.19K
$295K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.18KNew |
$198K - $237K
|
1.18K
$294K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.18KNew |
$197K - $236K
|
1.18K
$293K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$197K - $236K
|
1.18K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.17K+ 1.37% |
$196K - $235K
|
87.1K
$21.6M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.17K+ 5.35% |
$196K - $235K
|
23K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.17KNew |
$195K - $234K
|
1.17K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.17KNew |
$195K - $234K
|
1.17K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.17K+ 0.66% |
$195K - $234K
|
179K
$44.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$195K - $234K
|
1.17K
$290K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.16KNew |
$194K - $233K
|
1.16K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.16KNew |
$194K - $232K
|
1.16K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.16K+ 57.6% |
$194K - $232K
|
3.17K
$788K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
1.16KNew |
$193K - $232K
|
1.16K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.16KNew |
$193K - $232K
|
1.16K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.15KNew |
$193K - $231K
|
1.15K
$287K
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.14KNew |
$190K - $228K
|
1.14K
$283K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.14KNew |
$190K - $228K
|
1.14K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.14KNew |
$190K - $227K
|
1.14K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.13K+ 3.52% |
$189K - $227K
|
33.4K
$8.29M
|