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 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-30- 0.85% |
$5.01K - $6.01K
|
3.5K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 0.14% |
$5.01K - $6.01K
|
22K
$6.34M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 0.06% |
$5.01K - $6.01K
|
51.4K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-31- 2.31% |
$5.18K - $6.21K
|
1.31K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-32- 1.02% |
$5.35K - $6.41K
|
3.11K
$897K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-32- 1.15% |
$5.35K - $6.41K
|
2.75K
$793K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-32- 0.07% |
$5.35K - $6.41K
|
48.3K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33- 1.22% |
$5.51K - $6.61K
|
2.67K
$771K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-34- 1.02% |
$5.68K - $6.81K
|
3.29K
$951K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-34- 9.8% |
$5.68K - $6.81K
|
313
$90.4K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34- 0.93% |
$5.68K - $6.81K
|
3.62K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 4.69% |
$5.85K - $7.01K
|
712
$206K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-35- 2.29% |
$5.85K - $7.01K
|
1.49K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.16% |
$5.85K - $7.01K
|
21.5K
$6.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-36- 0.54% |
$6.02K - $7.21K
|
6.63K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-36- 0.31% |
$6.02K - $7.21K
|
11.5K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-36- 0.16% |
$6.02K - $7.21K
|
22K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-36- 2.5% |
$6.02K - $7.21K
|
1.41K
$406K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-36- 2.85% |
$6.02K - $7.21K
|
1.23K
$355K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-37- 0.61% |
$6.18K - $7.41K
|
6.01K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-37- 0.2% |
$6.18K - $7.41K
|
18.8K
$5.44M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-37- 0.48% |
$6.18K - $7.41K
|
7.66K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-38- 0.59% |
$6.35K - $7.61K
|
6.45K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-38- 0.29% |
$6.35K - $7.61K
|
13.3K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-38- 0.33% |
$6.35K - $7.61K
|
11.3K
$3.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-40- 2.13% |
$6.68K - $8.01K
|
1.84K
$530K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-40- 0.36% |
$6.68K - $8.01K
|
11K
$3.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-40- 9.64% |
$6.68K - $8.01K
|
375
$108K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-40- 0.16% |
$6.68K - $8.01K
|
25.3K
$7.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-40- 2.08% |
$6.68K - $8.01K
|
1.89K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-40- 0.16% |
$6.68K - $8.01K
|
25K
$7.23M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-40- 0.22% |
$6.68K - $8.01K
|
18.2K
$5.26M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-40- 0.38% |
$6.68K - $8.01K
|
10.6K
$3.05M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-40- 0.29% |
$6.68K - $8.01K
|
13.9K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-41- 0.7% |
$6.85K - $8.21K
|
5.85K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-41- 0.28% |
$6.85K - $8.21K
|
14.7K
$4.23M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-41- 3.08% |
$6.85K - $8.21K
|
1.29K
$373K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.49% |
$7.02K - $8.41K
|
8.55K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-42- 3.5% |
$7.02K - $8.41K
|
1.16K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-42- 0.21% |
$7.02K - $8.41K
|
19.8K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-43- 2.5% |
$7.18K - $8.61K
|
1.68K
$485K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-43- 3.57% |
$7.18K - $8.61K
|
1.16K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-44- 10.45% |
$7.35K - $8.81K
|
377
$109K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-44- 1.34% |
$7.35K - $8.81K
|
3.24K
$935K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-44- 0.1% |
$7.35K - $8.81K
|
44.3K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-45- 0.25% |
$7.52K - $9.01K
|
17.7K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-46- 0.24% |
$7.69K - $9.21K
|
19.3K
$5.57M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-46- 5.93% |
$7.69K - $9.21K
|
730
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-47- 0.61% |
$7.85K - $9.41K
|
7.66K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-47- 1.98% |
$7.85K - $9.41K
|
2.33K
$673K
|