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
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.05% |
$167 - $200
|
2.17K
$541K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1+ 0.07% |
$167 - $200
|
1.41K
$352K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.08% |
$167 - $200
|
49
$12.2K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$167 - $200
|
5.32K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1- 0.07% |
$167 - $200
|
1.37K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1- 0.01% |
$167 - $200
|
6.83K
$1.71M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$167 - $200
|
12.4K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$334 - $401
|
17.9K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2- 0.01% |
$334 - $401
|
17.1K
$4.28M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2- 0.06% |
$334 - $401
|
3.3K
$824K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2- 0.02% |
$334 - $401
|
9.99K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2- 0.11% |
$334 - $401
|
1.88K
$470K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-3- 0.08% |
$501 - $601
|
3.63K
$907K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3- 0.28% |
$501 - $601
|
1.07K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.7% |
$501 - $601
|
427
$107K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3- 0.05% |
$501 - $601
|
6.01K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-3- 0.01% |
$501 - $601
|
21.7K
$5.41M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3- 0.13% |
$501 - $601
|
2.24K
$559K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-4- 0.01% |
$668 - $801
|
31.6K
$7.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.09% |
$668 - $801
|
4.47K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-4- 0.08% |
$668 - $801
|
4.73K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4- 0.02% |
$668 - $801
|
20.3K
$5.07M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 3.6% |
$835 - $1K
|
134
$33.5K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5- 0.09% |
$835 - $1K
|
5.65K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6- 0.06% |
$1K - $1.2K
|
9.78K
$2.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-6- 0.1% |
$1K - $1.2K
|
6.14K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-6- 0.26% |
$1K - $1.2K
|
2.34K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6- 0.13% |
$1K - $1.2K
|
4.74K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-7- 0.48% |
$1.17K - $1.4K
|
1.45K
$361K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$1.17K - $1.4K
|
3.95K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7- 0.1% |
$1.17K - $1.4K
|
7.07K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 3.9% |
$1.34K - $1.6K
|
197
$49.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8- 0.45% |
$1.34K - $1.6K
|
1.79K
$447K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.47% |
$1.5K - $1.8K
|
1.92K
$479K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 21.95% |
$1.5K - $1.8K
|
32
$7.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-9- 0.72% |
$1.5K - $1.8K
|
1.24K
$309K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-9- 0.25% |
$1.5K - $1.8K
|
3.66K
$914K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9- 0.13% |
$1.5K - $1.8K
|
7.08K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-9- 1.67% |
$1.5K - $1.8K
|
529
$132K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-10- 0.12% |
$1.67K - $2K
|
8.6K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.67K - $2K
|
3.99K
$996K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.05% |
$1.67K - $2K
|
18.6K
$4.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-10- 0.48% |
$1.67K - $2K
|
2.08K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10- 0.21% |
$1.67K - $2K
|
4.86K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 3.56% |
$1.67K - $2K
|
271
$67.7K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10- 0.6% |
$1.67K - $2K
|
1.66K
$414K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-10- 0.29% |
$1.67K - $2K
|
3.48K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.24% |
$1.67K - $2K
|
4.16K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-10- 0.02% |
$1.67K - $2K
|
60.5K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-10- 0.46% |
$1.67K - $2K
|
2.16K
$539K
|