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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
120+ 6.38% |
$20.1K - $24K
|
2K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
120+ 2.26% |
$20.1K - $24K
|
5.44K
$1.57M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120+ 2.85% |
$20.1K - $24K
|
4.33K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
119+ 3.33% |
$19.9K - $23.8K
|
3.69K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118+ 2.05% |
$19.7K - $23.6K
|
5.88K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
118+ 3.01% |
$19.7K - $23.6K
|
4.04K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
118+ 1.92% |
$19.7K - $23.6K
|
6.27K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
117+ 1.39% |
$19.5K - $23.4K
|
8.51K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
117+ 5.27% |
$19.5K - $23.4K
|
2.34K
$675K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
117+ 1.26% |
$19.5K - $23.4K
|
9.43K
$2.72M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
116+ 0.91% |
$19.4K - $23.2K
|
12.8K
$3.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
116+ 0.3% |
$19.4K - $23.2K
|
38.8K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
116+ 9.16% |
$19.4K - $23.2K
|
1.38K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
113+ 0.04% |
$18.9K - $22.6K
|
256K
$73.8M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
112+ 8.7% |
$18.7K - $22.4K
|
1.4K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
112+ 5.36% |
$18.7K - $22.4K
|
2.2K
$635K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
111+ 3.51% |
$18.5K - $22.2K
|
3.28K
$946K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
111+ 1.06% |
$18.5K - $22.2K
|
10.6K
$3.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
110+ 2.62% |
$18.4K - $22K
|
4.31K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
110+ 1.95% |
$18.4K - $22K
|
5.75K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
110+ 0.33% |
$18.4K - $22K
|
33.5K
$9.68M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 4.66% |
$18.4K - $22K
|
2.47K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
110+ 2.82% |
$18.4K - $22K
|
4.02K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
109+ 1.27% |
$18.2K - $21.8K
|
8.66K
$2.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
109+ 2.16% |
$18.2K - $21.8K
|
5.16K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
109+ 0.65% |
$18.2K - $21.8K
|
16.8K
$4.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
109+ 227.08% |
$18.2K - $21.8K
|
157
$45.3K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
107+ 0.56% |
$17.9K - $21.4K
|
19.3K
$5.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
106+ 1.12% |
$17.7K - $21.2K
|
9.61K
$2.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
106+ 0.52% |
$17.7K - $21.2K
|
20.4K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
106+ 0.76% |
$17.7K - $21.2K
|
14.1K
$4.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
105+ 4.07% |
$17.5K - $21K
|
2.68K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 4.58% |
$17.5K - $21K
|
2.4K
$693K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
105+ 5.62% |
$17.5K - $21K
|
1.97K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
105+ 0.27% |
$17.5K - $21K
|
38.4K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
104+ 0.53% |
$17.4K - $20.8K
|
19.6K
$5.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.71% |
$17K - $20.4K
|
14.4K
$4.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
101+ 0.58% |
$16.9K - $20.2K
|
17.5K
$5.05M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
100+ 0.56% |
$16.7K - $20K
|
18K
$5.2M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
100+ 3.86% |
$16.7K - $20K
|
2.69K
$778K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.35% |
$16.7K - $20K
|
3.09K
$892K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.33% |
$16.7K - $20K
|
7.6K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 200.0% |
$16.7K - $20K
|
150
$43.3K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
100+ 2.12% |
$16.7K - $20K
|
4.82K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.43% |
$16.7K - $20K
|
23.1K
$6.68M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 0.64% |
$16.7K - $20K
|
15.8K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
100+ 0.19% |
$16.7K - $20K
|
53K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
99+ 1.14% |
$16.5K - $19.8K
|
8.8K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
98+ 0.38% |
$16.4K - $19.6K
|
25.8K
$7.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
98+ 1.03% |
$16.4K - $19.6K
|
9.59K
$2.77M
|