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 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
971+ 19.89% |
$162K - $194K
|
5.85K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
968+ 1.96% |
$162K - $194K
|
50.3K
$14.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
958+ 2.21% |
$160K - $192K
|
44.4K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
950+ 46.57% |
$159K - $190K
|
2.99K
$847K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
949+ 0.42% |
$159K - $190K
|
226K
$64.1M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
948+ 5.27% |
$158K - $190K
|
18.9K
$5.36M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
944+ 31.12% |
$158K - $189K
|
3.98K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
941+ 6.12% |
$157K - $188K
|
16.3K
$4.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
937+ 8.18% |
$157K - $188K
|
12.4K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
931+ 4.81% |
$156K - $186K
|
20.3K
$5.75M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
927+ 22.55% |
$155K - $186K
|
5.04K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
925+ 0.62% |
$155K - $185K
|
149K
$42.2M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
923+ 25.86% |
$154K - $185K
|
4.49K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
922+ 10.11% |
$154K - $185K
|
10K
$2.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
917+ 2.12% |
$153K - $184K
|
44.2K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
913+ 17.67% |
$153K - $183K
|
6.08K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
901+ 1.13% |
$151K - $180K
|
80.9K
$22.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
896+ 15.03% |
$150K - $179K
|
6.86K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
896+ 14.25% |
$150K - $179K
|
7.19K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
893+ 0.5% |
$149K - $179K
|
178K
$50.4M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
891+ 4.62% |
$149K - $178K
|
20.2K
$5.71M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
890+ 3.93% |
$149K - $178K
|
23.5K
$6.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
889+ 26.03% |
$149K - $178K
|
4.3K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
883+ 41.81% |
$148K - $177K
|
3K
$848K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
877+ 3.3% |
$147K - $176K
|
27.5K
$7.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
874+ 3.26% |
$146K - $175K
|
27.6K
$7.83M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
869+ 6.09% |
$145K - $174K
|
15.1K
$4.28M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
861+ 4.6% |
$144K - $172K
|
19.6K
$5.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
855+ 2.31% |
$143K - $171K
|
37.9K
$10.7M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
850+ 20.83% |
$142K - $170K
|
4.93K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
846+ 14.16% |
$141K - $169K
|
6.82K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
845+ 33.96% |
$141K - $169K
|
3.33K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
844+ 0.61% |
$141K - $169K
|
140K
$39.7M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
841+ 4.72% |
$141K - $168K
|
18.7K
$5.28M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
840+ 1.63% |
$140K - $168K
|
52.3K
$14.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
838+ 4.71% |
$140K - $168K
|
18.6K
$5.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
837+ 5.53% |
$140K - $168K
|
16K
$4.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
834+ 15.21% |
$139K - $167K
|
6.32K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
832+ 42.08% |
$139K - $167K
|
2.81K
$795K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
822+ 0.95% |
$137K - $165K
|
87.4K
$24.7M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
821+ 34.44% |
$137K - $164K
|
3.21K
$908K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
816+ 113.02% |
$136K - $163K
|
1.54K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
815+ 8.01% |
$136K - $163K
|
11K
$3.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
813+ 3.88% |
$136K - $163K
|
21.8K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
813+ 8.14% |
$136K - $163K
|
10.8K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
810+ 1.39% |
$135K - $162K
|
59.2K
$16.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
806+ 0.87% |
$135K - $161K
|
92.9K
$26.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
806+ 1.91% |
$135K - $161K
|
43K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
800+ 0.68% |
$134K - $160K
|
118K
$33.4M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
800+ 6.22% |
$134K - $160K
|
13.7K
$3.87M
|