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 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
157+ 2.86% |
$26.2K - $31.4K
|
5.65K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
157+ 8.85% |
$26.2K - $31.4K
|
1.93K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
156+ 1.96% |
$26.1K - $31.2K
|
8.12K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
156+ 11.1% |
$26.1K - $31.2K
|
1.56K
$451K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
154+ 3.51% |
$25.7K - $30.8K
|
4.54K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
151+ 4.09% |
$25.2K - $30.2K
|
3.84K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
151+ 0.05% |
$25.2K - $30.2K
|
292K
$84.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
150+ 1.12% |
$25.1K - $30K
|
13.5K
$3.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
150+ 12.4% |
$25.1K - $30K
|
1.36K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 14.04% |
$24.7K - $29.6K
|
1.2K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
147+ 9.66% |
$24.6K - $29.4K
|
1.67K
$482K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
146+ 0.83% |
$24.4K - $29.2K
|
17.8K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
145+ 5.9% |
$24.2K - $29K
|
2.6K
$751K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
145+ 9.62% |
$24.2K - $29K
|
1.65K
$477K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
144+ 3.82% |
$24.1K - $28.8K
|
3.91K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
144+ 4.8% |
$24.1K - $28.8K
|
3.14K
$908K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
144+ 3.2% |
$24.1K - $28.8K
|
4.64K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
142+ 0.66% |
$23.7K - $28.4K
|
21.6K
$6.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
141+ 2.4% |
$23.6K - $28.2K
|
6.01K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
140+ 3.99% |
$23.4K - $28K
|
3.65K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
140+ 0.64% |
$23.4K - $28K
|
21.9K
$6.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
140+ 4.69% |
$23.4K - $28K
|
3.13K
$903K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
140+ 7.25% |
$23.4K - $28K
|
2.07K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
140+ 0.83% |
$23.4K - $28K
|
17K
$4.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
139+ 0.32% |
$23.2K - $27.8K
|
44.2K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
138+ 0.18% |
$23.1K - $27.6K
|
76.2K
$22M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
138+ 1.07% |
$23.1K - $27.6K
|
13.1K
$3.77M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
138+ 0.59% |
$23.1K - $27.6K
|
23.4K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
137+ 0.15% |
$22.9K - $27.4K
|
93.2K
$26.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
135+ 0.82% |
$22.6K - $27K
|
16.6K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
134+ 0.89% |
$22.4K - $26.8K
|
15.2K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
132+ 0.78% |
$22.1K - $26.4K
|
17K
$4.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
132+ 2.03% |
$22.1K - $26.4K
|
6.64K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
131+ 1.15% |
$21.9K - $26.2K
|
11.5K
$3.32M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
130+ 10.16% |
$21.7K - $26K
|
1.41K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
130+ 0.62% |
$21.7K - $26K
|
21.2K
$6.13M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
130+ 15.87% |
$21.7K - $26K
|
949
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.67% |
$21.6K - $25.8K
|
19.4K
$5.61M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
129+ 1.3% |
$21.6K - $25.8K
|
10.1K
$2.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
128+ 0.17% |
$21.4K - $25.6K
|
73.8K
$21.3M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
128+ 3.7% |
$21.4K - $25.6K
|
3.59K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
128+ 2.42% |
$21.4K - $25.6K
|
5.41K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
127+ 1.75% |
$21.2K - $25.4K
|
7.37K
$2.13M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
127New |
$21.2K - $25.4K
|
127
$36.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
126+ 3.88% |
$21.1K - $25.2K
|
3.37K
$973K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
125+ 0.61% |
$20.9K - $25K
|
20.7K
$5.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
125+ 0.11% |
$20.9K - $25K
|
114K
$32.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
120+ 0.75% |
$20.1K - $24K
|
16.1K
$4.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
120+ 2.04% |
$20.1K - $24K
|
6.02K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
120+ 1.18% |
$20.1K - $24K
|
10.3K
$2.98M
|