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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-23- 1.59% |
$3.84K - $4.61K
|
1.42K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-23- 0.2% |
$3.84K - $4.61K
|
11.6K
$2.91M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-23- 0.39% |
$3.84K - $4.61K
|
5.93K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-23- 1.45% |
$3.84K - $4.61K
|
1.56K
$389K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-24- 0.43% |
$4.01K - $4.81K
|
5.58K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-24- 0.37% |
$4.01K - $4.81K
|
6.47K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-24- 1.26% |
$4.01K - $4.81K
|
1.89K
$471K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.77% |
$4.01K - $4.81K
|
3.08K
$770K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-25- 0.3% |
$4.18K - $5.01K
|
8.26K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-25- 0.29% |
$4.18K - $5.01K
|
8.65K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-27- 0.35% |
$4.51K - $5.41K
|
7.63K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-27- 2.06% |
$4.51K - $5.41K
|
1.28K
$321K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 2.74% |
$4.51K - $5.41K
|
957
$239K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-27- 0.25% |
$4.51K - $5.41K
|
10.6K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-27- 2.05% |
$4.51K - $5.41K
|
1.29K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-27- 0.61% |
$4.51K - $5.41K
|
4.39K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-28- 0.09% |
$4.68K - $5.61K
|
31K
$7.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-28- 1.72% |
$4.68K - $5.61K
|
1.6K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-28- 0.06% |
$4.68K - $5.61K
|
46.4K
$11.6M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 0.53% |
$4.68K - $5.61K
|
5.23K
$1.31M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-28- 1.32% |
$4.68K - $5.61K
|
2.09K
$522K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.02% |
$4.85K - $5.81K
|
2.82K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$4.85K - $5.81K
|
2.01K
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-30- 1.37% |
$5.01K - $6.01K
|
2.17K
$541K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-30- 0.51% |
$5.01K - $6.01K
|
5.82K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-30- 0.85% |
$5.01K - $6.01K
|
3.5K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 0.14% |
$5.01K - $6.01K
|
22K
$5.49M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 0.06% |
$5.01K - $6.01K
|
51.4K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-31- 2.31% |
$5.18K - $6.21K
|
1.31K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-32- 1.02% |
$5.35K - $6.41K
|
3.11K
$776K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-32- 1.15% |
$5.35K - $6.41K
|
2.75K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-32- 0.07% |
$5.35K - $6.41K
|
48.3K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33- 1.22% |
$5.51K - $6.61K
|
2.67K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-34- 1.02% |
$5.68K - $6.81K
|
3.29K
$823K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-34- 9.8% |
$5.68K - $6.81K
|
313
$78.2K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34- 0.93% |
$5.68K - $6.81K
|
3.62K
$904K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 4.69% |
$5.85K - $7.01K
|
712
$178K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-35- 2.29% |
$5.85K - $7.01K
|
1.49K
$373K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.16% |
$5.85K - $7.01K
|
21.5K
$5.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-36- 0.54% |
$6.02K - $7.21K
|
6.63K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-36- 0.31% |
$6.02K - $7.21K
|
11.5K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-36- 0.16% |
$6.02K - $7.21K
|
22K
$5.51M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-36- 2.5% |
$6.02K - $7.21K
|
1.41K
$351K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-36- 2.85% |
$6.02K - $7.21K
|
1.23K
$307K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-37- 0.61% |
$6.18K - $7.41K
|
6.01K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-37- 0.2% |
$6.18K - $7.41K
|
18.8K
$4.71M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-37- 0.48% |
$6.18K - $7.41K
|
7.66K
$1.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-38- 0.59% |
$6.35K - $7.61K
|
6.45K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-38- 0.29% |
$6.35K - $7.61K
|
13.3K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-38- 0.33% |
$6.35K - $7.61K
|
11.3K
$2.83M
|