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 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
14+ 0.03% |
$2.34K - $2.8K
|
48.3K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
13+ 0.1% |
$2.17K - $2.6K
|
13.1K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.46% |
$2.17K - $2.6K
|
2.84K
$709K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 5.0% |
$2.17K - $2.6K
|
273
$68.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
13+ 0.72% |
$2.17K - $2.6K
|
1.82K
$455K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.41% |
$2.17K - $2.6K
|
3.19K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.59% |
$2.17K - $2.6K
|
2.24K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13+ 0.27% |
$2.17K - $2.6K
|
4.85K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12+ 0.72% |
$2.01K - $2.4K
|
1.67K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.28% |
$2.01K - $2.4K
|
4.29K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12+ 0.02% |
$2.01K - $2.4K
|
52.4K
$13.1M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12+ 0.53% |
$2.01K - $2.4K
|
2.27K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.41% |
$2.01K - $2.4K
|
2.94K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
12+ 0.82% |
$2.01K - $2.4K
|
1.48K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.05% |
$2.01K - $2.4K
|
22.8K
$5.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.31% |
$1.84K - $2.2K
|
3.59K
$896K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.22% |
$1.84K - $2.2K
|
5K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.29% |
$1.84K - $2.2K
|
3.8K
$948K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 0.22% |
$1.84K - $2.2K
|
5.03K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.61% |
$1.84K - $2.2K
|
1.81K
$451K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
11+ 19.64% |
$1.84K - $2.2K
|
67
$16.7K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11+ 0.62% |
$1.84K - $2.2K
|
1.8K
$449K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.11% |
$1.67K - $2K
|
9.08K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10+ 0.36% |
$1.67K - $2K
|
2.77K
$693K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
10+ 0.56% |
$1.67K - $2K
|
1.78K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.94% |
$1.67K - $2K
|
1.08K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
10+ 0.14% |
$1.67K - $2K
|
7.38K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.28% |
$1.67K - $2K
|
3.56K
$888K
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.88K
$469K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.89K
$471K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
9+ 0.6% |
$1.5K - $1.8K
|
1.51K
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
8+ 0.2% |
$1.34K - $1.6K
|
3.99K
$997K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8+ 0.33% |
$1.34K - $1.6K
|
2.42K
$603K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.2% |
$1.34K - $1.6K
|
4.08K
$1.02M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.54% |
$1.17K - $1.4K
|
1.3K
$324K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7+ 0.17% |
$1.17K - $1.4K
|
4.2K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.49% |
$1.17K - $1.4K
|
1.44K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$1.17K - $1.4K
|
8.76K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$1.17K - $1.4K
|
5.58K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.21% |
$1.17K - $1.4K
|
3.35K
$837K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7+ 0.14% |
$1.17K - $1.4K
|
4.89K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7+ 0.14% |
$1.17K - $1.4K
|
5.16K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$1K - $1.2K
|
3.13K
$782K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.58% |
$1K - $1.2K
|
1.05K
$261K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.22% |
$1K - $1.2K
|
2.75K
$687K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.42% |
$1K - $1.2K
|
1.45K
$362K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.25% |
$835 - $1K
|
1.98K
$495K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
5+ 0.2% |
$835 - $1K
|
2.53K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
5+ 0.74% |
$835 - $1K
|
684
$171K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
4+ 0.29% |
$668 - $801
|
1.39K
$347K
|