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 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
662+ 5.03% |
$111K - $133K
|
13.8K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
662+ 5.6% |
$111K - $133K
|
12.5K
$3.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
658+ 11.6% |
$110K - $132K
|
6.33K
$1.58M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
658+ 27.58% |
$110K - $132K
|
3.04K
$760K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
656+ 1.46% |
$110K - $131K
|
45.6K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
654+ 45.04% |
$109K - $131K
|
2.11K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
653+ 19.95% |
$109K - $131K
|
3.93K
$981K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
650+ 3.8% |
$109K - $130K
|
17.7K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
645+ 2.23% |
$108K - $129K
|
29.5K
$7.37M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
644+ 2.81% |
$108K - $129K
|
23.5K
$5.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
636+ 8.4% |
$106K - $127K
|
8.21K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
634+ 14.37% |
$106K - $127K
|
5.05K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
634+ 1.64% |
$106K - $127K
|
39.3K
$9.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
633+ 3.98% |
$106K - $127K
|
16.6K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
632+ 1.67% |
$106K - $127K
|
38.4K
$9.6M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
630+ 2.54% |
$105K - $126K
|
25.5K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
627+ 6.25% |
$105K - $126K
|
10.7K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
626+ 7.06% |
$105K - $125K
|
9.5K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
625+ 1.2% |
$104K - $125K
|
52.9K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
623+ 6.07% |
$104K - $125K
|
10.9K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
619+ 4.03% |
$103K - $124K
|
16K
$3.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
615+ 3.28% |
$103K - $123K
|
19.4K
$4.83M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
614+ 1.96% |
$103K - $123K
|
32K
$7.98M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
614+ 13.87% |
$103K - $123K
|
5.04K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
610+ 12.87% |
$102K - $122K
|
5.35K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
609+ 14.97% |
$102K - $122K
|
4.68K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
609+ 2.2% |
$102K - $122K
|
28.3K
$7.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
605+ 24.59% |
$101K - $121K
|
3.07K
$766K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
603+ 5.6% |
$101K - $121K
|
11.4K
$2.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
601+ 10.11% |
$100K - $120K
|
6.55K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.08% |
$100K - $120K
|
792K
$198M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
596+ 8.14% |
$99.6K - $119K
|
7.92K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
593+ 0.95% |
$99.1K - $119K
|
63K
$15.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
592+ 15.63% |
$98.9K - $119K
|
4.38K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
590+ 2.03% |
$98.6K - $118K
|
29.7K
$7.41M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
586+ 3.24% |
$97.9K - $117K
|
18.6K
$4.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
583+ 26.69% |
$97.4K - $117K
|
2.77K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
583+ 12.05% |
$97.4K - $117K
|
5.42K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
579+ 1.93% |
$96.7K - $116K
|
30.6K
$7.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
574+ 1.41% |
$95.9K - $115K
|
41.3K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
569+ 9.61% |
$95.1K - $114K
|
6.49K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
565+ 16.13% |
$94.4K - $113K
|
4.07K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
562+ 1.77% |
$93.9K - $113K
|
32.3K
$8.06M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
562New |
$93.9K - $113K
|
562
$140K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
562+ 7.67% |
$93.9K - $113K
|
7.89K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
559+ 7.2% |
$93.4K - $112K
|
8.32K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
558+ 27.98% |
$93.2K - $112K
|
2.55K
$637K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
555+ 7.6% |
$92.7K - $111K
|
7.85K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
553+ 8.65% |
$92.4K - $111K
|
6.95K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
547+ 5.42% |
$91.4K - $110K
|
10.6K
$2.66M
|