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 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50New |
$8.35K - $10K
|
50
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 6.44% |
$8.35K - $10K
|
827
$258K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
50+ 1.06% |
$8.35K - $10K
|
4.76K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
49+ 2.34% |
$8.19K - $9.81K
|
2.14K
$667K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48+ 1.42% |
$8.02K - $9.61K
|
3.43K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
48+ 0.34% |
$8.02K - $9.61K
|
14.1K
$4.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
47+ 1.27% |
$7.85K - $9.41K
|
3.75K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
47+ 0.58% |
$7.85K - $9.41K
|
8.22K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
46+ 2.7% |
$7.69K - $9.21K
|
1.75K
$546K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
45New |
$7.52K - $9.01K
|
45
$14K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
45+ 1.76% |
$7.52K - $9.01K
|
2.6K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
45+ 0.14% |
$7.52K - $9.01K
|
32.2K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
45+ 0.54% |
$7.52K - $9.01K
|
8.44K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
45+ 0.11% |
$7.52K - $9.01K
|
40.2K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
44+ 0.23% |
$7.35K - $8.81K
|
19K
$5.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
43+ 0.57% |
$7.18K - $8.61K
|
7.54K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
43+ 0.49% |
$7.18K - $8.61K
|
8.88K
$2.77M
|
|
|
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
$567K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 1.11% |
$7.18K - $8.61K
|
3.9K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
42+ 0.93% |
$7.02K - $8.41K
|
4.57K
$1.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
41+ 2.17% |
$6.85K - $8.21K
|
1.93K
$602K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
41+ 0.79% |
$6.85K - $8.21K
|
5.2K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
41+ 1.77% |
$6.85K - $8.21K
|
2.36K
$736K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
41+ 0.33% |
$6.85K - $8.21K
|
12.5K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41+ 6.59% |
$6.85K - $8.21K
|
663
$207K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
40+ 40.4% |
$6.68K - $8.01K
|
139
$43.3K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
40+ 0.75% |
$6.68K - $8.01K
|
5.37K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
40+ 0.67% |
$6.68K - $8.01K
|
5.98K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
40+ 0.23% |
$6.68K - $8.01K
|
17.3K
$5.39M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
39+ 1.35% |
$6.52K - $7.81K
|
2.93K
$914K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
39+ 0.42% |
$6.52K - $7.81K
|
9.32K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 2.28% |
$6.52K - $7.81K
|
1.75K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.03% |
$6.52K - $7.81K
|
134K
$41.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
38+ 2.08% |
$6.35K - $7.61K
|
1.86K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
38+ 0.22% |
$6.35K - $7.61K
|
17.6K
$5.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
38+ 0.25% |
$6.35K - $7.61K
|
15.1K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
38+ 0.48% |
$6.35K - $7.61K
|
8K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
38+ 2.99% |
$6.35K - $7.61K
|
1.31K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
38+ 0.2% |
$6.35K - $7.61K
|
18.7K
$5.82M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
38+ 29.01% |
$6.35K - $7.61K
|
169
$52.7K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
38+ 1.45% |
$6.35K - $7.61K
|
2.65K
$826K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
37+ 1.42% |
$6.18K - $7.41K
|
2.64K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.39% |
$6.18K - $7.41K
|
9.51K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
36+ 2.77% |
$6.02K - $7.21K
|
1.34K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
36+ 0.46% |
$6.02K - $7.21K
|
7.91K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
35+ 0.11% |
$5.85K - $7.01K
|
31.2K
$9.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
34+ 0.5% |
$5.68K - $6.81K
|
6.79K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 0.34% |
$5.68K - $6.81K
|
10.1K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.08% |
$5.68K - $6.81K
|
41.5K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
34+ 2.84% |
$5.68K - $6.81K
|
1.23K
$384K
|