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
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
574+ 1.41% |
$95.9K - $115K
|
41.3K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
569+ 9.61% |
$95.1K - $114K
|
6.49K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
565+ 16.13% |
$94.4K - $113K
|
4.07K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
562+ 1.77% |
$93.9K - $113K
|
32.3K
$9.14M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
562New |
$93.9K - $113K
|
562
$159K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
562+ 7.67% |
$93.9K - $113K
|
7.89K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
559+ 7.2% |
$93.4K - $112K
|
8.32K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
558+ 27.98% |
$93.2K - $112K
|
2.55K
$723K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
555+ 7.6% |
$92.7K - $111K
|
7.85K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
553+ 8.65% |
$92.4K - $111K
|
6.95K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
547+ 5.42% |
$91.4K - $110K
|
10.6K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
546+ 3.08% |
$91.2K - $109K
|
18.3K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
545+ 2.39% |
$91.1K - $109K
|
23.3K
$6.61M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
544+ 1.82% |
$90.9K - $109K
|
30.4K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
544+ 8.04% |
$90.9K - $109K
|
7.31K
$2.07M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
542+ 4.06% |
$90.6K - $109K
|
13.9K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
539+ 9.96% |
$90.1K - $108K
|
5.95K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
538+ 29.32% |
$89.9K - $108K
|
2.37K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
537+ 0.14% |
$89.7K - $108K
|
389K
$110M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
535+ 3.18% |
$89.4K - $107K
|
17.4K
$4.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
534+ 2.53% |
$89.2K - $107K
|
21.7K
$6.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
533+ 0.8% |
$89.1K - $107K
|
67.2K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
533+ 3.23% |
$89.1K - $107K
|
17K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
532+ 13.02% |
$88.9K - $107K
|
4.62K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
530+ 8.22% |
$88.6K - $106K
|
6.98K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
528+ 2.8% |
$88.2K - $106K
|
19.4K
$5.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
527+ 3.06% |
$88.1K - $106K
|
17.8K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
526+ 28.52% |
$87.9K - $105K
|
2.37K
$671K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
523+ 2.0% |
$87.4K - $105K
|
26.6K
$7.53M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
523+ 6.99% |
$87.4K - $105K
|
8K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
522+ 10.62% |
$87.2K - $105K
|
5.44K
$1.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
521+ 2.98% |
$87.1K - $104K
|
18K
$5.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
519+ 9.87% |
$86.7K - $104K
|
5.78K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
518+ 13.61% |
$86.6K - $104K
|
4.32K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
518+ 5.99% |
$86.6K - $104K
|
9.16K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
516+ 2.78% |
$86.2K - $103K
|
19.1K
$5.4M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
516+ 3.06% |
$86.2K - $103K
|
17.4K
$4.92M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
514+ 7.87% |
$85.9K - $103K
|
7.05K
$2M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
513+ 1.15% |
$85.7K - $103K
|
45.3K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
509+ 33.58% |
$85K - $102K
|
2.03K
$573K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
508+ 1.96% |
$84.9K - $102K
|
26.4K
$7.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
508+ 6.45% |
$84.9K - $102K
|
8.39K
$2.37M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
506+ 1.97% |
$84.5K - $101K
|
26.2K
$7.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
502+ 2.7% |
$83.9K - $101K
|
19.1K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
500+ 31.89% |
$83.5K - $100K
|
2.07K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
500New |
$83.5K - $100K
|
500
$142K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
496+ 3.61% |
$82.9K - $99.3K
|
14.2K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
495+ 14.18% |
$82.7K - $99.1K
|
3.99K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
493+ 6.85% |
$82.4K - $98.7K
|
7.69K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
492+ 4.45% |
$82.2K - $98.5K
|
11.5K
$3.27M
|