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
|
Burt Wealth Advisors
|
BUY
|
- |
235+ 4.33% |
$39.3K - $47.1K
|
5.66K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
235+ 5.61% |
$39.3K - $47.1K
|
4.43K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
231+ 2.55% |
$38.6K - $46.3K
|
9.29K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
230+ 1.19% |
$38.4K - $46.1K
|
19.5K
$5.64M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
230+ 0.35% |
$38.4K - $46.1K
|
66.1K
$19.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
229+ 13.49% |
$38.3K - $45.9K
|
1.93K
$556K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
229+ 1.12% |
$38.3K - $45.9K
|
20.7K
$5.99M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
229+ 1.85% |
$38.3K - $45.9K
|
12.6K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
228+ 0.25% |
$38.1K - $45.7K
|
91.7K
$26.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
226+ 3.89% |
$37.8K - $45.3K
|
6.03K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
225+ 2.2% |
$37.6K - $45.1K
|
10.4K
$3.02M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
225+ 3.27% |
$37.6K - $45.1K
|
7.11K
$2.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
224+ 5.77% |
$37.4K - $44.9K
|
4.11K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
222+ 6.11% |
$37.1K - $44.5K
|
3.86K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
220+ 1.18% |
$36.8K - $44.1K
|
18.8K
$5.44M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
218+ 5.29% |
$36.4K - $43.7K
|
4.34K
$1.25M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
216+ 2.23% |
$36.1K - $43.3K
|
9.88K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
215+ 4.9% |
$35.9K - $43.1K
|
4.6K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
214+ 2.13% |
$35.8K - $42.9K
|
10.3K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
213+ 1.59% |
$35.6K - $42.7K
|
13.6K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
213+ 68.27% |
$35.6K - $42.7K
|
525
$152K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
212+ 3.37% |
$35.4K - $42.5K
|
6.51K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
212+ 1.41% |
$35.4K - $42.5K
|
15.3K
$4.42M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
210+ 11.44% |
$35.1K - $42.1K
|
2.05K
$590K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
208+ 1.87% |
$34.8K - $41.7K
|
11.4K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
208+ 7.03% |
$34.8K - $41.7K
|
3.17K
$914K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
207+ 9.98% |
$34.6K - $41.5K
|
2.28K
$659K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
205+ 0.77% |
$34.3K - $41.1K
|
26.9K
$7.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
204+ 8.03% |
$34.1K - $40.9K
|
2.74K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
203+ 0.3% |
$33.9K - $40.7K
|
68.9K
$19.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
202+ 1.37% |
$33.8K - $40.5K
|
15K
$4.33M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
202+ 1.76% |
$33.8K - $40.5K
|
11.6K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
201+ 40.2% |
$33.6K - $40.3K
|
701
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$33.4K - $40.1K
|
200
$57.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200+ 11.32% |
$33.4K - $40.1K
|
1.97K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
200New |
$33.4K - $40.1K
|
200
$57.7K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
200+ 9.67% |
$33.4K - $40.1K
|
2.27K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.04% |
$33.4K - $40.1K
|
501K
$145M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
199+ 0.42% |
$33.3K - $39.9K
|
47.2K
$13.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
198+ 0.65% |
$33.1K - $39.7K
|
30.7K
$8.86M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
198+ 0.62% |
$33.1K - $39.7K
|
32K
$9.23M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
197+ 1.29% |
$32.9K - $39.5K
|
15.5K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
195+ 3.04% |
$32.6K - $39.1K
|
6.6K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
195+ 0.28% |
$32.6K - $39.1K
|
70.2K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
195+ 3.47% |
$32.6K - $39.1K
|
5.82K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
194+ 1.5% |
$32.4K - $38.9K
|
13.1K
$3.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
193+ 6.54% |
$32.2K - $38.7K
|
3.15K
$908K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
191+ 3.11% |
$31.9K - $38.3K
|
6.33K
$1.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
191+ 3.53% |
$31.9K - $38.3K
|
5.6K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
191+ 3.34% |
$31.9K - $38.3K
|
5.91K
$1.71M
|