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 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-40- 2.13% |
$6.68K - $8.01K
|
1.84K
$459K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-40- 0.36% |
$6.68K - $8.01K
|
11K
$2.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-40- 9.64% |
$6.68K - $8.01K
|
375
$93.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-40- 0.16% |
$6.68K - $8.01K
|
25.3K
$6.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-40- 2.08% |
$6.68K - $8.01K
|
1.89K
$471K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-40- 0.16% |
$6.68K - $8.01K
|
25K
$6.26M
|
|
|
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
$4.55M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-40- 0.38% |
$6.68K - $8.01K
|
10.6K
$2.64M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-40- 0.29% |
$6.68K - $8.01K
|
13.9K
$3.48M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-41- 0.7% |
$6.85K - $8.21K
|
5.85K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-41- 0.28% |
$6.85K - $8.21K
|
14.7K
$3.66M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-41- 3.08% |
$6.85K - $8.21K
|
1.29K
$323K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.49% |
$7.02K - $8.41K
|
8.55K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-42- 3.5% |
$7.02K - $8.41K
|
1.16K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-42- 0.21% |
$7.02K - $8.41K
|
19.8K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-43- 2.5% |
$7.18K - $8.61K
|
1.68K
$419K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-43- 3.57% |
$7.18K - $8.61K
|
1.16K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-44- 10.45% |
$7.35K - $8.81K
|
377
$94.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-44- 1.34% |
$7.35K - $8.81K
|
3.24K
$809K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-44- 0.1% |
$7.35K - $8.81K
|
44.3K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-45- 0.25% |
$7.52K - $9.01K
|
17.7K
$4.41M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-46- 0.24% |
$7.69K - $9.21K
|
19.3K
$4.82M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-46- 5.93% |
$7.69K - $9.21K
|
730
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-47- 0.61% |
$7.85K - $9.41K
|
7.66K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-47- 1.98% |
$7.85K - $9.41K
|
2.33K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 1.1% |
$7.85K - $9.41K
|
4.22K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-47- 0.67% |
$7.85K - $9.41K
|
7.01K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-48- 1.5% |
$8.02K - $9.61K
|
3.15K
$786K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-48- 22.54% |
$8.02K - $9.61K
|
165
$41.2K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-48- 0.27% |
$8.02K - $9.61K
|
17.9K
$4.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-49- 0.27% |
$8.19K - $9.81K
|
17.9K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-49- 2.08% |
$8.19K - $9.81K
|
2.3K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-50- 0.15% |
$8.35K - $10K
|
32.8K
$8.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 0.84% |
$8.35K - $10K
|
5.93K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 2.89% |
$8.35K - $10K
|
1.68K
$420K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-50- 0.4% |
$8.35K - $10K
|
12.6K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-50- 0.44% |
$8.35K - $10K
|
11.2K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-50- 1.95% |
$8.35K - $10K
|
2.51K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-50- 3.14% |
$8.35K - $10K
|
1.54K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-50- 0.04% |
$8.35K - $10K
|
120K
$29.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-51- 0.75% |
$8.52K - $10.2K
|
6.78K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-51- 0.57% |
$8.52K - $10.2K
|
8.93K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-52- 4.36% |
$8.69K - $10.4K
|
1.14K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-52- 3.97% |
$8.69K - $10.4K
|
1.26K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-52- 0.16% |
$8.69K - $10.4K
|
32.2K
$8.03M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-53- 0.66% |
$8.86K - $10.6K
|
7.95K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 13.7% |
$8.86K - $10.6K
|
334
$83.4K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-54- 2.02% |
$9.02K - $10.8K
|
2.62K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-54- 3.01% |
$9.02K - $10.8K
|
1.74K
$435K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-55- 4.05% |
$9.19K - $11K
|
1.3K
$326K
|