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 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 3.6% |
$835 - $1K
|
134
$41.8K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5- 0.09% |
$835 - $1K
|
5.65K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6- 0.06% |
$1K - $1.2K
|
9.78K
$3.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-6- 0.1% |
$1K - $1.2K
|
6.14K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-6- 0.26% |
$1K - $1.2K
|
2.34K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6- 0.13% |
$1K - $1.2K
|
4.74K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-7- 0.48% |
$1.17K - $1.4K
|
1.45K
$450K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$1.17K - $1.4K
|
3.95K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7- 0.1% |
$1.17K - $1.4K
|
7.07K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 3.9% |
$1.34K - $1.6K
|
197
$61.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8- 0.45% |
$1.34K - $1.6K
|
1.79K
$557K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.47% |
$1.5K - $1.8K
|
1.92K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 21.95% |
$1.5K - $1.8K
|
32
$9.98K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-9- 0.72% |
$1.5K - $1.8K
|
1.24K
$386K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-9- 0.25% |
$1.5K - $1.8K
|
3.66K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9- 0.13% |
$1.5K - $1.8K
|
7.08K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-9- 1.67% |
$1.5K - $1.8K
|
529
$165K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-10- 0.12% |
$1.67K - $2K
|
8.6K
$2.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.67K - $2K
|
3.99K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.05% |
$1.67K - $2K
|
18.6K
$5.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-10- 0.48% |
$1.67K - $2K
|
2.08K
$648K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10- 0.21% |
$1.67K - $2K
|
4.86K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 3.56% |
$1.67K - $2K
|
271
$84.5K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10- 0.6% |
$1.67K - $2K
|
1.66K
$517K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-10- 0.29% |
$1.67K - $2K
|
3.48K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.24% |
$1.67K - $2K
|
4.16K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-10- 0.02% |
$1.67K - $2K
|
60.5K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-10- 0.46% |
$1.67K - $2K
|
2.16K
$672K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-10- 0.09% |
$1.67K - $2K
|
10.6K
$3.3M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-11- 0.87% |
$1.84K - $2.2K
|
1.26K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-11- 0.75% |
$1.84K - $2.2K
|
1.45K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-11- 0.09% |
$1.84K - $2.2K
|
12.6K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12- 0.02% |
$2.01K - $2.4K
|
63.4K
$19.8M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-12- 0.81% |
$2.01K - $2.4K
|
1.46K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-12- 3.63% |
$2.01K - $2.4K
|
319
$99.4K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-12- 0.51% |
$2.01K - $2.4K
|
2.34K
$728K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-13- 0.02% |
$2.17K - $2.6K
|
62.2K
$19.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-13- 0.47% |
$2.17K - $2.6K
|
2.77K
$865K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-13- 0.25% |
$2.17K - $2.6K
|
5.23K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-13- 0.96% |
$2.17K - $2.6K
|
1.34K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-13- -0.0% |
$2.17K - $2.6K
|
262K
$81.7M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14- 0.17% |
$2.34K - $2.8K
|
8.36K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-14- 0.25% |
$2.34K - $2.8K
|
5.53K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-14- 1.13% |
$2.34K - $2.8K
|
1.23K
$383K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-14- 0.03% |
$2.34K - $2.8K
|
48.3K
$15.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-15- 0.19% |
$2.51K - $3K
|
7.98K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-15- 0.68% |
$2.51K - $3K
|
2.18K
$678K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15- 0.09% |
$2.51K - $3K
|
16K
$4.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-15- 1.46% |
$2.51K - $3K
|
1.02K
$316K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-15- 0.02% |
$2.51K - $3K
|
76.3K
$23.8M
|