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 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.16K+ 57.6% |
$194K - $232K
|
3.17K
$898K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
1.16KNew |
$193K - $232K
|
1.16K
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.16KNew |
$193K - $232K
|
1.16K
$327K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.15KNew |
$193K - $231K
|
1.15K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.14KNew |
$190K - $228K
|
1.14K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.14KNew |
$190K - $228K
|
1.14K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.14KNew |
$190K - $227K
|
1.14K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.13K+ 3.52% |
$189K - $227K
|
33.4K
$9.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13KNew |
$189K - $227K
|
1.13K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$189K - $227K
|
1.13K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.13K+ 2.39% |
$189K - $227K
|
48.6K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.13KNew |
$189K - $226K
|
1.13K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.13KNew |
$188K - $226K
|
1.13K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.12KNew |
$188K - $225K
|
1.12K
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12K+ 1.24% |
$187K - $225K
|
91.6K
$25.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.12K+ 2.76% |
$187K - $225K
|
41.8K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.12K+ 49.82% |
$186K - $223K
|
3.35K
$949K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$186K - $223K
|
1.11K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.11KNew |
$186K - $223K
|
1.11K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.11K+ 1.22% |
$186K - $223K
|
92.4K
$26.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$186K - $223K
|
1.11K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$185K - $222K
|
1.11K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 10.79% |
$185K - $222K
|
11.4K
$3.22M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.11K+ 1.43% |
$185K - $222K
|
78.4K
$22.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.1K+ 2.76% |
$184K - $221K
|
41.1K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.1KNew |
$184K - $220K
|
1.1K
$311K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.1K+ 14.26% |
$183K - $220K
|
8.8K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.1KNew |
$183K - $220K
|
1.1K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$183K - $220K
|
15.7K
$4.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09K+ 6.23% |
$183K - $219K
|
18.6K
$5.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.09K+ 0.95% |
$183K - $219K
|
116K
$32.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.09KNew |
$183K - $219K
|
1.09K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09KNew |
$182K - $218K
|
1.09K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.08KNew |
$181K - $217K
|
1.08K
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1.08KNew |
$180K - $216K
|
1.08K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.08KNew |
$180K - $216K
|
1.08K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.08KNew |
$180K - $216K
|
1.08K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.08K+ 45.55% |
$180K - $216K
|
3.44K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$180K - $215K
|
1.08K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.07KNew |
$179K - $215K
|
1.07K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.07KNew |
$178K - $214K
|
1.07K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$302K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 7.28% |
$178K - $213K
|
15.7K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.06KNew |
$177K - $212K
|
1.06K
$300K
|