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 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
680+ 3.79% |
$114K - $136K
|
18.6K
$5.28M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
679+ 52.23% |
$113K - $136K
|
1.98K
$560K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
678+ 10.03% |
$113K - $136K
|
7.44K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
671+ 4.15% |
$112K - $134K
|
16.8K
$4.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
670+ 0.55% |
$112K - $134K
|
123K
$34.9M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
669+ 0.9% |
$112K - $134K
|
75K
$21.2M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
669+ 55.56% |
$112K - $134K
|
1.87K
$530K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
667+ 0.99% |
$111K - $134K
|
67.8K
$19.2M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
666+ 7.34% |
$111K - $133K
|
9.74K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
665+ 3.13% |
$111K - $133K
|
21.9K
$6.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
663+ 3.65% |
$111K - $133K
|
18.8K
$5.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
662+ 5.03% |
$111K - $133K
|
13.8K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
662+ 5.6% |
$111K - $133K
|
12.5K
$3.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
658+ 11.6% |
$110K - $132K
|
6.33K
$1.79M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
658+ 27.58% |
$110K - $132K
|
3.04K
$862K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
656+ 1.46% |
$110K - $131K
|
45.6K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
654+ 45.04% |
$109K - $131K
|
2.11K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
653+ 19.95% |
$109K - $131K
|
3.93K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
650+ 3.8% |
$109K - $130K
|
17.7K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
645+ 2.23% |
$108K - $129K
|
29.5K
$8.35M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
644+ 2.81% |
$108K - $129K
|
23.5K
$6.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
636+ 8.4% |
$106K - $127K
|
8.21K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
634+ 14.37% |
$106K - $127K
|
5.05K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
634+ 1.64% |
$106K - $127K
|
39.3K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
633+ 3.98% |
$106K - $127K
|
16.6K
$4.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
632+ 1.67% |
$106K - $127K
|
38.4K
$10.9M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
630+ 2.54% |
$105K - $126K
|
25.5K
$7.21M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
627+ 6.25% |
$105K - $126K
|
10.7K
$3.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
626+ 7.06% |
$105K - $125K
|
9.5K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
625+ 1.2% |
$104K - $125K
|
52.9K
$15M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
623+ 6.07% |
$104K - $125K
|
10.9K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
619+ 4.03% |
$103K - $124K
|
16K
$4.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
615+ 3.28% |
$103K - $123K
|
19.4K
$5.48M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
614+ 1.96% |
$103K - $123K
|
32K
$9.05M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
614+ 13.87% |
$103K - $123K
|
5.04K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
610+ 12.87% |
$102K - $122K
|
5.35K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
609+ 14.97% |
$102K - $122K
|
4.68K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
609+ 2.2% |
$102K - $122K
|
28.3K
$8.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
605+ 24.59% |
$101K - $121K
|
3.07K
$868K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
603+ 5.6% |
$101K - $121K
|
11.4K
$3.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
601+ 10.11% |
$100K - $120K
|
6.55K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.08% |
$100K - $120K
|
792K
$224M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
596+ 8.14% |
$99.6K - $119K
|
7.92K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
593+ 0.95% |
$99.1K - $119K
|
63K
$17.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
592+ 15.63% |
$98.9K - $119K
|
4.38K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
590+ 2.03% |
$98.6K - $118K
|
29.7K
$8.4M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
586+ 3.24% |
$97.9K - $117K
|
18.6K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
583+ 26.69% |
$97.4K - $117K
|
2.77K
$784K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
583+ 12.05% |
$97.4K - $117K
|
5.42K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
579+ 1.93% |
$96.7K - $116K
|
30.6K
$8.67M
|