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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
73+ 3.62% |
$12.2K - $14.6K
|
2.09K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
71+ 0.79% |
$11.9K - $14.2K
|
9.07K
$2.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
70+ 0.44% |
$11.7K - $14K
|
15.9K
$4.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
70+ 3.53% |
$11.7K - $14K
|
2.05K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
70+ 0.34% |
$11.7K - $14K
|
20.5K
$6.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
69+ 0.44% |
$11.5K - $13.8K
|
15.9K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
69+ 2.96% |
$11.5K - $13.8K
|
2.4K
$749K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
68+ 19.88% |
$11.4K - $13.6K
|
410
$128K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
68+ 5.11% |
$11.4K - $13.6K
|
1.4K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
68+ 3.97% |
$11.4K - $13.6K
|
1.78K
$556K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
68+ 0.28% |
$11.4K - $13.6K
|
24K
$7.48M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
68+ 0.23% |
$11.4K - $13.6K
|
29.9K
$9.33M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
68+ 9.03% |
$11.4K - $13.6K
|
821
$256K
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
68+ 2.65% |
$11.4K - $13.6K
|
2.64K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
67+ 0.57% |
$11.2K - $13.4K
|
11.8K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.27% |
$11K - $13.2K
|
24.5K
$7.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
66+ 2.88% |
$11K - $13.2K
|
2.35K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
66+ 2.12% |
$11K - $13.2K
|
3.17K
$989K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
65+ 3.34% |
$10.9K - $13K
|
2.01K
$626K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
64+ 0.23% |
$10.7K - $12.8K
|
28.2K
$8.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64+ 1.56% |
$10.7K - $12.8K
|
4.18K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
63+ 4.75% |
$10.5K - $12.6K
|
1.39K
$433K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
63+ 0.96% |
$10.5K - $12.6K
|
6.63K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
62+ 0.17% |
$10.4K - $12.4K
|
36.1K
$11.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
61+ 4.08% |
$10.2K - $12.2K
|
1.56K
$485K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
61+ 0.27% |
$10.2K - $12.2K
|
22.9K
$7.15M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
59+ 4.38% |
$9.86K - $11.8K
|
1.41K
$438K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
58+ 0.98% |
$9.69K - $11.6K
|
5.98K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
58+ 0.51% |
$9.69K - $11.6K
|
11.5K
$3.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
57+ 3.98% |
$9.52K - $11.4K
|
1.49K
$465K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
57+ 0.05% |
$9.52K - $11.4K
|
109K
$34.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
56+ 0.43% |
$9.36K - $11.2K
|
13.1K
$4.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
56+ 3.64% |
$9.36K - $11.2K
|
1.59K
$497K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 1.06% |
$9.19K - $11K
|
5.23K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
55+ 1.98% |
$9.19K - $11K
|
2.84K
$884K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
55+ 0.37% |
$9.19K - $11K
|
14.8K
$4.62M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 3.72% |
$9.19K - $11K
|
1.53K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
54+ 2.52% |
$9.02K - $10.8K
|
2.2K
$685K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
54+ 2.64% |
$9.02K - $10.8K
|
2.1K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54+ 18.43% |
$9.02K - $10.8K
|
347
$108K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
53+ 1.08% |
$8.86K - $10.6K
|
4.95K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
53+ 4.04% |
$8.86K - $10.6K
|
1.37K
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
52+ 0.05% |
$8.69K - $10.4K
|
108K
$33.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
52+ 2.15% |
$8.69K - $10.4K
|
2.47K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
52+ 0.98% |
$8.69K - $10.4K
|
5.38K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
52+ 3.32% |
$8.69K - $10.4K
|
1.62K
$505K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
52+ 3.98% |
$8.69K - $10.4K
|
1.36K
$423K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
52+ 0.46% |
$8.69K - $10.4K
|
11.3K
$3.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
51+ 0.63% |
$8.52K - $10.2K
|
8.09K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
50+ 2.05% |
$8.35K - $10K
|
2.48K
$774K
|