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 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
20+ 0.86% |
$3.34K - $4.01K
|
2.34K
$730K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
19+ 0.7% |
$3.17K - $3.81K
|
2.73K
$852K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.12% |
$3.17K - $3.81K
|
16K
$5M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
19+ 0.63% |
$3.17K - $3.81K
|
3.02K
$941K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.1% |
$3.01K - $3.61K
|
17.6K
$5.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 1.82% |
$3.01K - $3.61K
|
1.01K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
18+ 1.15% |
$3.01K - $3.61K
|
1.59K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18New |
$3.01K - $3.61K
|
18
$5.61K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$3.01K - $3.61K
|
28.8K
$8.98M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
18+ 0.35% |
$3.01K - $3.61K
|
5.19K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17+ 0.8% |
$2.84K - $3.41K
|
2.15K
$669K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17+ 0.27% |
$2.84K - $3.41K
|
6.36K
$1.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.6% |
$2.67K - $3.2K
|
2.67K
$834K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
16+ 0.79% |
$2.67K - $3.2K
|
2.04K
$635K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.14% |
$2.67K - $3.2K
|
11.1K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
16+ 0.97% |
$2.67K - $3.2K
|
1.67K
$522K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.26% |
$2.67K - $3.2K
|
6.11K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.32% |
$2.51K - $3K
|
4.68K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
15+ 0.07% |
$2.51K - $3K
|
22.1K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
15+ 0.16% |
$2.51K - $3K
|
9.5K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
14+ 0.58% |
$2.34K - $2.8K
|
2.42K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.22% |
$2.34K - $2.8K
|
6.27K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14+ 0.17% |
$2.34K - $2.8K
|
8.22K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
14+ 0.11% |
$2.34K - $2.8K
|
12.9K
$4.04M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
14+ 0.03% |
$2.34K - $2.8K
|
48.3K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
13+ 0.1% |
$2.17K - $2.6K
|
13.1K
$4.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.46% |
$2.17K - $2.6K
|
2.84K
$885K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 5.0% |
$2.17K - $2.6K
|
273
$85.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
13+ 0.72% |
$2.17K - $2.6K
|
1.82K
$569K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.41% |
$2.17K - $2.6K
|
3.19K
$993K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.59% |
$2.17K - $2.6K
|
2.24K
$697K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13+ 0.27% |
$2.17K - $2.6K
|
4.85K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12+ 0.72% |
$2.01K - $2.4K
|
1.67K
$521K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.28% |
$2.01K - $2.4K
|
4.29K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12+ 0.02% |
$2.01K - $2.4K
|
52.4K
$16.3M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12+ 0.53% |
$2.01K - $2.4K
|
2.27K
$706K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.41% |
$2.01K - $2.4K
|
2.94K
$915K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
12+ 0.82% |
$2.01K - $2.4K
|
1.48K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.05% |
$2.01K - $2.4K
|
22.8K
$7.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.31% |
$1.84K - $2.2K
|
3.59K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.22% |
$1.84K - $2.2K
|
5K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.29% |
$1.84K - $2.2K
|
3.8K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 0.22% |
$1.84K - $2.2K
|
5.03K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.61% |
$1.84K - $2.2K
|
1.81K
$563K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
11+ 19.64% |
$1.84K - $2.2K
|
67
$20.9K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11+ 0.62% |
$1.84K - $2.2K
|
1.8K
$560K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.11% |
$1.67K - $2K
|
9.08K
$2.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10+ 0.36% |
$1.67K - $2K
|
2.77K
$865K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
10+ 0.56% |
$1.67K - $2K
|
1.78K
$556K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.94% |
$1.67K - $2K
|
1.08K
$336K
|