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
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
780+ 1.62% |
$130K - $156K
|
49K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
779+ 2.84% |
$130K - $156K
|
28.2K
$7.79M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
779+ 4.79% |
$130K - $156K
|
17K
$4.71M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
777+ 3.07% |
$130K - $156K
|
26.1K
$7.21M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
777+ 2.05% |
$130K - $156K
|
38.8K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
775+ 1.9% |
$129K - $155K
|
41.5K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
775+ 1.56% |
$129K - $155K
|
50.4K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
767+ 7.87% |
$128K - $154K
|
10.5K
$2.91M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
766+ 442.77% |
$128K - $153K
|
939
$260K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
765+ 1.76% |
$128K - $153K
|
44.3K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
765New |
$128K - $153K
|
765
$212K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
755+ 7.09% |
$126K - $151K
|
11.4K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
751+ 4.29% |
$125K - $150K
|
18.3K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
750+ 12.25% |
$125K - $150K
|
6.87K
$1.9M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
748+ 9.79% |
$125K - $150K
|
8.39K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
744+ 0.19% |
$124K - $149K
|
402K
$111M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
742+ 2.67% |
$124K - $149K
|
28.5K
$7.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
741+ 1.15% |
$124K - $148K
|
65.3K
$18.1M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
740+ 1.9% |
$124K - $148K
|
39.6K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
740+ 1.71% |
$124K - $148K
|
43.9K
$12.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
735+ 2.21% |
$123K - $147K
|
34.1K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
735New |
$123K - $147K
|
735
$203K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
731+ 14.19% |
$122K - $146K
|
5.88K
$1.63M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
724+ 11.85% |
$121K - $145K
|
6.83K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
723+ 3.09% |
$121K - $145K
|
24.1K
$6.67M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
722+ 8.84% |
$121K - $145K
|
8.89K
$2.46M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
718+ 14.52% |
$120K - $144K
|
5.66K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
718+ 2.48% |
$120K - $144K
|
29.6K
$8.19M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
715+ 59.78% |
$119K - $143K
|
1.91K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
714+ 16.67% |
$119K - $143K
|
5K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
713+ 39.13% |
$119K - $143K
|
2.54K
$701K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
712+ 1.71% |
$119K - $143K
|
42.3K
$11.7M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
705+ 1.02% |
$118K - $141K
|
69.8K
$19.3M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
704+ 0.78% |
$118K - $141K
|
90.8K
$25.1M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
700+ 53.6% |
$117K - $140K
|
2.01K
$555K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
698+ 28.61% |
$117K - $140K
|
3.14K
$868K
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
695+ 10.65% |
$116K - $139K
|
7.22K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
694+ 0.12% |
$116K - $139K
|
598K
$165M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
693+ 10.6% |
$116K - $139K
|
7.23K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
688+ 1.11% |
$115K - $138K
|
62.9K
$17.4M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
688+ 39.05% |
$115K - $138K
|
2.45K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
686+ 5.57% |
$115K - $137K
|
13K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
680+ 3.79% |
$114K - $136K
|
18.6K
$5.15M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
679+ 52.23% |
$113K - $136K
|
1.98K
$547K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
678+ 10.03% |
$113K - $136K
|
7.44K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
671+ 4.15% |
$112K - $134K
|
16.8K
$4.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
670+ 0.55% |
$112K - $134K
|
123K
$34.1M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
669+ 0.9% |
$112K - $134K
|
75K
$20.7M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
669+ 55.56% |
$112K - $134K
|
1.87K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
667+ 0.99% |
$111K - $134K
|
67.8K
$18.8M
|