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 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
62+ 0.17% |
$10.4K - $12.4K
|
36.1K
$9.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
61+ 4.08% |
$10.2K - $12.2K
|
1.56K
$389K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
61+ 0.27% |
$10.2K - $12.2K
|
22.9K
$5.73M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
59+ 4.38% |
$9.86K - $11.8K
|
1.41K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
58+ 0.98% |
$9.69K - $11.6K
|
5.98K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
58+ 0.51% |
$9.69K - $11.6K
|
11.5K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
57+ 3.98% |
$9.52K - $11.4K
|
1.49K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
57+ 0.05% |
$9.52K - $11.4K
|
109K
$27.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
56+ 0.43% |
$9.36K - $11.2K
|
13.1K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
56+ 3.64% |
$9.36K - $11.2K
|
1.59K
$398K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 1.06% |
$9.19K - $11K
|
5.23K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
55+ 1.98% |
$9.19K - $11K
|
2.84K
$709K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
55+ 0.37% |
$9.19K - $11K
|
14.8K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 3.72% |
$9.19K - $11K
|
1.53K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
54+ 2.52% |
$9.02K - $10.8K
|
2.2K
$549K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
54+ 2.64% |
$9.02K - $10.8K
|
2.1K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54+ 18.43% |
$9.02K - $10.8K
|
347
$86.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
53+ 1.08% |
$8.86K - $10.6K
|
4.95K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
53+ 4.04% |
$8.86K - $10.6K
|
1.37K
$341K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
52+ 0.05% |
$8.69K - $10.4K
|
108K
$27M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
52+ 2.15% |
$8.69K - $10.4K
|
2.47K
$616K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
52+ 0.98% |
$8.69K - $10.4K
|
5.38K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
52+ 3.32% |
$8.69K - $10.4K
|
1.62K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
52+ 3.98% |
$8.69K - $10.4K
|
1.36K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
52+ 0.46% |
$8.69K - $10.4K
|
11.3K
$2.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
51+ 0.63% |
$8.52K - $10.2K
|
8.09K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
50+ 2.05% |
$8.35K - $10K
|
2.48K
$620K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50New |
$8.35K - $10K
|
50
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 6.44% |
$8.35K - $10K
|
827
$207K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
50+ 1.06% |
$8.35K - $10K
|
4.76K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
49+ 2.34% |
$8.19K - $9.81K
|
2.14K
$535K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48+ 1.42% |
$8.02K - $9.61K
|
3.43K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
48+ 0.34% |
$8.02K - $9.61K
|
14.1K
$3.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
47+ 1.27% |
$7.85K - $9.41K
|
3.75K
$936K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
47+ 0.58% |
$7.85K - $9.41K
|
8.22K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
46+ 2.7% |
$7.69K - $9.21K
|
1.75K
$437K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
45New |
$7.52K - $9.01K
|
45
$11.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
45+ 1.76% |
$7.52K - $9.01K
|
2.6K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
45+ 0.14% |
$7.52K - $9.01K
|
32.2K
$8.05M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
45+ 0.54% |
$7.52K - $9.01K
|
8.44K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
45+ 0.11% |
$7.52K - $9.01K
|
40.2K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
44+ 0.23% |
$7.35K - $8.81K
|
19K
$4.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
43+ 0.57% |
$7.18K - $8.61K
|
7.54K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
43+ 0.49% |
$7.18K - $8.61K
|
8.88K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
43+ 2.42% |
$7.18K - $8.61K
|
1.82K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 1.11% |
$7.18K - $8.61K
|
3.9K
$975K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
42+ 0.93% |
$7.02K - $8.41K
|
4.57K
$1.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
41+ 2.17% |
$6.85K - $8.21K
|
1.93K
$482K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
41+ 0.79% |
$6.85K - $8.21K
|
5.2K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
41+ 1.77% |
$6.85K - $8.21K
|
2.36K
$590K
|