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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
216+ 2.23% |
$36.1K - $43.3K
|
9.88K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
215+ 4.9% |
$35.9K - $43.1K
|
4.6K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
214+ 2.13% |
$35.8K - $42.9K
|
10.3K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
213+ 1.59% |
$35.6K - $42.7K
|
13.6K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
213+ 68.27% |
$35.6K - $42.7K
|
525
$131K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
212+ 3.37% |
$35.4K - $42.5K
|
6.51K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
212+ 1.41% |
$35.4K - $42.5K
|
15.3K
$3.82M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
210+ 11.44% |
$35.1K - $42.1K
|
2.05K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
208+ 1.87% |
$34.8K - $41.7K
|
11.4K
$2.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
208+ 7.03% |
$34.8K - $41.7K
|
3.17K
$791K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
207+ 9.98% |
$34.6K - $41.5K
|
2.28K
$570K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
205+ 0.77% |
$34.3K - $41.1K
|
26.9K
$6.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
204+ 8.03% |
$34.1K - $40.9K
|
2.74K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
203+ 0.3% |
$33.9K - $40.7K
|
68.9K
$17.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
202+ 1.37% |
$33.8K - $40.5K
|
15K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
202+ 1.76% |
$33.8K - $40.5K
|
11.6K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
201+ 40.2% |
$33.6K - $40.3K
|
701
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$33.4K - $40.1K
|
200
$49.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200+ 11.32% |
$33.4K - $40.1K
|
1.97K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
200New |
$33.4K - $40.1K
|
200
$49.9K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
200+ 9.67% |
$33.4K - $40.1K
|
2.27K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.04% |
$33.4K - $40.1K
|
501K
$125M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
199+ 0.42% |
$33.3K - $39.9K
|
47.2K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
198+ 0.65% |
$33.1K - $39.7K
|
30.7K
$7.67M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
198+ 0.62% |
$33.1K - $39.7K
|
32K
$7.98M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
197+ 1.29% |
$32.9K - $39.5K
|
15.5K
$3.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
195+ 3.04% |
$32.6K - $39.1K
|
6.6K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
195+ 0.28% |
$32.6K - $39.1K
|
70.2K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
195+ 3.47% |
$32.6K - $39.1K
|
5.82K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
194+ 1.5% |
$32.4K - $38.9K
|
13.1K
$3.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
193+ 6.54% |
$32.2K - $38.7K
|
3.15K
$785K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
191+ 3.11% |
$31.9K - $38.3K
|
6.33K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
191+ 3.53% |
$31.9K - $38.3K
|
5.6K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
191+ 3.34% |
$31.9K - $38.3K
|
5.91K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
191+ 1.26% |
$31.9K - $38.3K
|
15.3K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
191+ 3.05% |
$31.9K - $38.3K
|
6.45K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
190+ 1.52% |
$31.7K - $38.1K
|
12.7K
$3.17M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
186New |
$31.1K - $37.3K
|
186
$46.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
184+ 0.2% |
$30.7K - $36.9K
|
90.9K
$22.7M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
184+ 1.62% |
$30.7K - $36.9K
|
11.6K
$2.89M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
184+ 14.56% |
$30.7K - $36.9K
|
1.45K
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
183+ 3.81% |
$30.6K - $36.7K
|
4.99K
$1.25M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
182+ 0.19% |
$30.4K - $36.5K
|
94K
$23.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
181+ 2.9% |
$30.2K - $36.3K
|
6.41K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
181+ 0.69% |
$30.2K - $36.3K
|
26.6K
$6.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
180+ 1.58% |
$30.1K - $36.1K
|
11.6K
$2.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
180+ 0.32% |
$30.1K - $36.1K
|
56.2K
$14M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
179+ 2.5% |
$29.9K - $35.9K
|
7.34K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
179+ 1.13% |
$29.9K - $35.9K
|
16.1K
$4.01M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
179+ 5.38% |
$29.9K - $35.9K
|
3.51K
$876K
|