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 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$175K - $210K
|
1.05K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.05KNew |
$175K - $210K
|
1.05K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.05KNew |
$175K - $210K
|
1.05K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.05K+ 0.84% |
$175K - $210K
|
126K
$34.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 1.32% |
$174K - $209K
|
79.8K
$22.1M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.04KNew |
$174K - $209K
|
1.04K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.04KNew |
$174K - $209K
|
1.04K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.04KNew |
$174K - $208K
|
1.04K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$173K - $208K
|
1.04K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.04KNew |
$173K - $208K
|
1.04K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.03K+ 1.13% |
$173K - $207K
|
92.9K
$25.7M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.03K+ 47.2% |
$172K - $206K
|
3.2K
$886K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.03K+ 9.65% |
$171K - $206K
|
11.7K
$3.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.03K+ 30.42% |
$171K - $205K
|
4.39K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.03KNew |
$171K - $205K
|
1.03K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.02K+ 70.17% |
$171K - $205K
|
2.48K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.02KNew |
$171K - $205K
|
1.02K
$282K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.02KNew |
$170K - $204K
|
1.02K
$282K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.01K+ 4.99% |
$169K - $203K
|
21.3K
$5.89M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.01KNew |
$169K - $203K
|
1.01K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.01KNew |
$169K - $203K
|
1.01K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.01KNew |
$168K - $202K
|
1.01K
$279K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.01K+ 0.32% |
$168K - $202K
|
312K
$86.2M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$168K - $202K
|
1.01K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 19.34% |
$168K - $201K
|
6.2K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1K+ 4.0% |
$167K - $200K
|
26K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
993+ 12.87% |
$166K - $199K
|
8.71K
$2.41M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
990+ 26.67% |
$165K - $198K
|
4.7K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
984+ 12.76% |
$164K - $197K
|
8.69K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
983+ 0.36% |
$164K - $197K
|
271K
$75M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
979+ 2.18% |
$164K - $196K
|
45.9K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
978+ 3.43% |
$163K - $196K
|
29.5K
$8.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
976+ 8.03% |
$163K - $195K
|
13.1K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
976+ 0.59% |
$163K - $195K
|
167K
$46.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
974+ 0.92% |
$163K - $195K
|
107K
$29.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
974+ 2.87% |
$163K - $195K
|
34.9K
$9.65M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
974+ 7.01% |
$163K - $195K
|
14.9K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
971+ 622.44% |
$162K - $194K
|
1.13K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
971+ 19.89% |
$162K - $194K
|
5.85K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
968+ 1.96% |
$162K - $194K
|
50.3K
$13.9M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
958+ 2.21% |
$160K - $192K
|
44.4K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
950+ 46.57% |
$159K - $190K
|
2.99K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
949+ 0.42% |
$159K - $190K
|
226K
$62.6M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
948+ 5.27% |
$158K - $190K
|
18.9K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
944+ 31.12% |
$158K - $189K
|
3.98K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
941+ 6.12% |
$157K - $188K
|
16.3K
$4.51M
|