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 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
277+ 3.53% |
$46.3K - $55.5K
|
8.11K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
277+ 12.06% |
$46.3K - $55.5K
|
2.57K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
276+ 7.13% |
$46.1K - $55.3K
|
4.15K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
275+ 0.57% |
$45.9K - $55.1K
|
48.1K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
274+ 56.03% |
$45.8K - $54.9K
|
763
$191K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
274+ 0.54% |
$45.8K - $54.9K
|
51.4K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
273+ 11.57% |
$45.6K - $54.7K
|
2.63K
$658K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
270+ 3.06% |
$45.1K - $54.1K
|
9.1K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
270+ 17.65% |
$45.1K - $54.1K
|
1.8K
$449K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
270+ 4.77% |
$45.1K - $54.1K
|
5.93K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
266+ 0.56% |
$44.4K - $53.3K
|
47.7K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
265+ 2.03% |
$44.3K - $53.1K
|
13.3K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
261+ 8.34% |
$43.6K - $52.3K
|
3.39K
$847K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
261+ 4.98% |
$43.6K - $52.3K
|
5.5K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
260+ 2.2% |
$43.4K - $52.1K
|
12.1K
$3.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
258+ 3.52% |
$43.1K - $51.7K
|
7.59K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
255+ 3.67% |
$42.6K - $51.1K
|
7.21K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
253+ 0.36% |
$42.3K - $50.7K
|
70.4K
$17.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
251+ 15.94% |
$41.9K - $50.3K
|
1.83K
$456K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
251+ 1.21% |
$41.9K - $50.3K
|
21.1K
$5.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
250+ 7.73% |
$41.8K - $50.1K
|
3.48K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
250New |
$41.8K - $50.1K
|
250
$62.4K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
250+ 8.34% |
$41.8K - $50.1K
|
3.25K
$811K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
248+ 6.59% |
$41.4K - $49.7K
|
4.01K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
247+ 20.31% |
$41.3K - $49.5K
|
1.46K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
245+ 3.45% |
$40.9K - $49.1K
|
7.35K
$1.83M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
245+ 0.77% |
$40.9K - $49.1K
|
32.2K
$8.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
244+ 5.15% |
$40.8K - $48.9K
|
4.98K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
243+ 4.08% |
$40.6K - $48.7K
|
6.2K
$1.55M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
242+ 3.87% |
$40.4K - $48.5K
|
6.49K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
241+ 1.97% |
$40.3K - $48.3K
|
12.5K
$3.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
238+ 1.56% |
$39.8K - $47.7K
|
15.5K
$3.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
237+ 3.89% |
$39.6K - $47.5K
|
6.33K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
237+ 7.17% |
$39.6K - $47.5K
|
3.54K
$885K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
236+ 9.57% |
$39.4K - $47.3K
|
2.7K
$675K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
235+ 4.33% |
$39.3K - $47.1K
|
5.66K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
235+ 5.61% |
$39.3K - $47.1K
|
4.43K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
231+ 2.55% |
$38.6K - $46.3K
|
9.29K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
230+ 1.19% |
$38.4K - $46.1K
|
19.5K
$4.88M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
230+ 0.35% |
$38.4K - $46.1K
|
66.1K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
229+ 13.49% |
$38.3K - $45.9K
|
1.93K
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
229+ 1.12% |
$38.3K - $45.9K
|
20.7K
$5.18M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
229+ 1.85% |
$38.3K - $45.9K
|
12.6K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
228+ 0.25% |
$38.1K - $45.7K
|
91.7K
$22.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
226+ 3.89% |
$37.8K - $45.3K
|
6.03K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
225+ 2.2% |
$37.6K - $45.1K
|
10.4K
$2.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
224+ 5.77% |
$37.4K - $44.9K
|
4.11K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
222+ 6.11% |
$37.1K - $44.5K
|
3.86K
$963K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
220+ 1.18% |
$36.8K - $44.1K
|
18.8K
$4.7M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
218+ 5.29% |
$36.4K - $43.7K
|
4.34K
$1.08M
|