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 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
490+ 11.42% |
$81.9K - $98.1K
|
4.78K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
489+ 1.74% |
$81.7K - $97.9K
|
28.5K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
489+ 1.45% |
$81.7K - $97.9K
|
34.3K
$9.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
488+ 0.63% |
$81.5K - $97.7K
|
78.4K
$22.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
485+ 9.87% |
$81K - $97.1K
|
5.4K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
484New |
$80.9K - $96.9K
|
484
$137K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
481+ 9.02% |
$80.4K - $96.3K
|
5.81K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
475+ 18.12% |
$79.4K - $95.1K
|
3.1K
$877K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
472+ 2.13% |
$78.9K - $94.5K
|
22.6K
$6.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
470+ 4.88% |
$78.5K - $94.1K
|
10.1K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
468+ 29.05% |
$78.2K - $93.7K
|
2.08K
$589K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
468+ 28.07% |
$78.2K - $93.7K
|
2.14K
$605K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
468+ 0.13% |
$78.2K - $93.7K
|
374K
$106M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
466+ 178.54% |
$77.9K - $93.3K
|
727
$206K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
465+ 5.82% |
$77.7K - $93.1K
|
8.45K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
459+ 1.49% |
$76.7K - $91.9K
|
31.3K
$8.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
457+ 7.86% |
$76.4K - $91.5K
|
6.27K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
455+ 0.55% |
$76K - $91.1K
|
82.7K
$23.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
454+ 1.12% |
$75.9K - $90.9K
|
41.1K
$11.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
453+ 8.68% |
$75.7K - $90.7K
|
5.67K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
453+ 1.01% |
$75.7K - $90.7K
|
45.2K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
452+ 1.89% |
$75.5K - $90.5K
|
24.3K
$6.88M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
452+ 0.71% |
$75.5K - $90.5K
|
63.7K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
452+ 8.11% |
$75.5K - $90.5K
|
6.03K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
451+ 4.72% |
$75.4K - $90.3K
|
10K
$2.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
450+ 14.23% |
$75.2K - $90.1K
|
3.61K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
450+ 7.95% |
$75.2K - $90.1K
|
6.11K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
450+ 3.91% |
$75.2K - $90.1K
|
11.9K
$3.38M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
445+ 21.28% |
$74.4K - $89.1K
|
2.54K
$718K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
443+ 0.97% |
$74K - $88.7K
|
45.9K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
443+ 4.94% |
$74K - $88.7K
|
9.42K
$2.67M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
442+ 0.47% |
$73.9K - $88.5K
|
93.7K
$26.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
440+ 2.71% |
$73.5K - $88.1K
|
16.7K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
440+ 34.27% |
$73.5K - $88.1K
|
1.72K
$488K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
439+ 126.15% |
$73.4K - $87.9K
|
787
$223K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
439+ 10.64% |
$73.4K - $87.9K
|
4.57K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
438+ 8.82% |
$73.2K - $87.7K
|
5.41K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
431+ 25.31% |
$72K - $86.3K
|
2.13K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
429+ 8.8% |
$71.7K - $85.9K
|
5.3K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
427+ 2.42% |
$71.3K - $85.5K
|
18.1K
$5.12M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
427+ 9.47% |
$71.3K - $85.5K
|
4.94K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
425+ 0.69% |
$71K - $85.1K
|
62.4K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
424+ 2.07% |
$70.8K - $84.9K
|
20.9K
$5.92M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
421+ 4.5% |
$70.3K - $84.3K
|
9.77K
$2.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
418+ 25.96% |
$69.8K - $83.7K
|
2.03K
$574K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
416+ 17.34% |
$69.5K - $83.3K
|
2.82K
$797K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
415+ 11.92% |
$69.3K - $83.1K
|
3.9K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
415+ 1.25% |
$69.3K - $83.1K
|
33.7K
$9.54M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415New |
$69.3K - $83.1K
|
415
$118K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
413+ 8.69% |
$69K - $82.7K
|
5.16K
$1.46M
|