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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
927+ 22.55% |
$155K - $186K
|
5.04K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
925+ 0.62% |
$155K - $185K
|
149K
$37.3M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
923+ 25.86% |
$154K - $185K
|
4.49K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
922+ 10.11% |
$154K - $185K
|
10K
$2.51M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
917+ 2.12% |
$153K - $184K
|
44.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
913+ 17.67% |
$153K - $183K
|
6.08K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
901+ 1.13% |
$151K - $180K
|
80.9K
$20.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
896+ 15.03% |
$150K - $179K
|
6.86K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
896+ 14.25% |
$150K - $179K
|
7.19K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
893+ 0.5% |
$149K - $179K
|
178K
$44.5M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
891+ 4.62% |
$149K - $178K
|
20.2K
$5.04M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
890+ 3.93% |
$149K - $178K
|
23.5K
$5.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
889+ 26.03% |
$149K - $178K
|
4.3K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
883+ 41.81% |
$148K - $177K
|
3K
$748K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
877+ 3.3% |
$147K - $176K
|
27.5K
$6.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
874+ 3.26% |
$146K - $175K
|
27.6K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
869+ 6.09% |
$145K - $174K
|
15.1K
$3.78M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
861+ 4.6% |
$144K - $172K
|
19.6K
$4.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
855+ 2.31% |
$143K - $171K
|
37.9K
$9.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
846+ 14.16% |
$141K - $169K
|
6.82K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
845+ 33.96% |
$141K - $169K
|
3.33K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
844+ 0.61% |
$141K - $169K
|
140K
$35M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
841+ 4.72% |
$141K - $168K
|
18.7K
$4.66M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
840+ 1.63% |
$140K - $168K
|
52.3K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
838+ 4.71% |
$140K - $168K
|
18.6K
$4.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
837+ 5.53% |
$140K - $168K
|
16K
$3.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
834+ 15.21% |
$139K - $167K
|
6.32K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
832+ 42.08% |
$139K - $167K
|
2.81K
$702K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
822+ 0.95% |
$137K - $165K
|
87.4K
$21.8M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
821+ 34.44% |
$137K - $164K
|
3.21K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
816+ 113.02% |
$136K - $163K
|
1.54K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
815+ 8.01% |
$136K - $163K
|
11K
$2.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
813+ 3.88% |
$136K - $163K
|
21.8K
$5.44M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
813+ 8.14% |
$136K - $163K
|
10.8K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
810+ 1.39% |
$135K - $162K
|
59.2K
$14.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
806+ 0.87% |
$135K - $161K
|
92.9K
$23.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
806+ 1.91% |
$135K - $161K
|
43K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
800+ 0.68% |
$134K - $160K
|
118K
$29.4M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
800+ 6.22% |
$134K - $160K
|
13.7K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
797+ 5.21% |
$133K - $160K
|
16.1K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
796+ 1.91% |
$133K - $159K
|
42.4K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
789+ 0.32% |
$132K - $158K
|
247K
$61.7M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
786+ 6.22% |
$131K - $157K
|
13.4K
$3.35M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
786+ 9.11% |
$131K - $157K
|
9.42K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
784+ 3.56% |
$131K - $157K
|
22.8K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
782+ 30.01% |
$131K - $157K
|
3.39K
$846K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
781+ 3.63% |
$130K - $156K
|
22.3K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
780+ 1.62% |
$130K - $156K
|
49K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
779+ 2.84% |
$130K - $156K
|
28.2K
$7.04M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
779+ 4.79% |
$130K - $156K
|
17K
$4.25M
|