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 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.14KNew |
$190K - $227K
|
1.14K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.13K+ 3.52% |
$189K - $227K
|
33.4K
$9.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13KNew |
$189K - $227K
|
1.13K
$313K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$189K - $227K
|
1.13K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.13K+ 2.39% |
$189K - $227K
|
48.6K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.13KNew |
$189K - $226K
|
1.13K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.13KNew |
$188K - $226K
|
1.13K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.12KNew |
$188K - $225K
|
1.12K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12K+ 1.24% |
$187K - $225K
|
91.6K
$25.3M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.12K+ 2.76% |
$187K - $225K
|
41.8K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.12K+ 49.82% |
$186K - $223K
|
3.35K
$927K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$186K - $223K
|
1.11K
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.11KNew |
$186K - $223K
|
1.11K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.11K+ 1.22% |
$186K - $223K
|
92.4K
$25.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$186K - $223K
|
1.11K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$185K - $222K
|
1.11K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 10.79% |
$185K - $222K
|
11.4K
$3.15M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.11K+ 1.43% |
$185K - $222K
|
78.4K
$21.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.1K+ 2.76% |
$184K - $221K
|
41.1K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.1KNew |
$184K - $220K
|
1.1K
$304K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.1K+ 14.26% |
$183K - $220K
|
8.8K
$2.43M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.1KNew |
$183K - $220K
|
1.1K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$183K - $220K
|
15.7K
$4.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09K+ 6.23% |
$183K - $219K
|
18.6K
$5.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.09K+ 0.95% |
$183K - $219K
|
116K
$32.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.09KNew |
$183K - $219K
|
1.09K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09KNew |
$182K - $218K
|
1.09K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.08KNew |
$181K - $217K
|
1.08K
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1.08KNew |
$180K - $216K
|
1.08K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.08KNew |
$180K - $216K
|
1.08K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.08KNew |
$180K - $216K
|
1.08K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.08K+ 45.55% |
$180K - $216K
|
3.44K
$951K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$180K - $215K
|
1.08K
$297K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.07KNew |
$179K - $215K
|
1.07K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.07KNew |
$178K - $214K
|
1.07K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 7.28% |
$178K - $213K
|
15.7K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.06KNew |
$177K - $212K
|
1.06K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.06KNew |
$177K - $212K
|
1.06K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.06KNew |
$177K - $212K
|
1.06K
$292K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.05K+ 2.54% |
$176K - $211K
|
42.5K
$11.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.05K+ 0.82% |
$175K - $210K
|
129K
$35.6M
|