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 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-50- 3.14% |
$8.35K - $10K
|
1.54K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-50- 0.04% |
$8.35K - $10K
|
120K
$33.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-51- 0.75% |
$8.52K - $10.2K
|
6.78K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-51- 0.57% |
$8.52K - $10.2K
|
8.93K
$2.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-52- 4.36% |
$8.69K - $10.4K
|
1.14K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-52- 3.97% |
$8.69K - $10.4K
|
1.26K
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-52- 0.16% |
$8.69K - $10.4K
|
32.2K
$8.89M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-53- 0.66% |
$8.86K - $10.6K
|
7.95K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 13.7% |
$8.86K - $10.6K
|
334
$92.4K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-54- 2.02% |
$9.02K - $10.8K
|
2.62K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-54- 3.01% |
$9.02K - $10.8K
|
1.74K
$481K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-55- 4.05% |
$9.19K - $11K
|
1.3K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-55- 0.15% |
$9.19K - $11K
|
35.6K
$9.83M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-56- 0.74% |
$9.36K - $11.2K
|
7.47K
$2.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-57- 2.15% |
$9.52K - $11.4K
|
2.6K
$719K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-57- 1.53% |
$9.52K - $11.4K
|
3.68K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-57- 1.05% |
$9.52K - $11.4K
|
5.39K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-57- 3.22% |
$9.52K - $11.4K
|
1.71K
$474K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-59- 4.18% |
$9.86K - $11.8K
|
1.35K
$375K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-60- 0.32% |
$10K - $12K
|
18.9K
$5.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-60- 2.11% |
$10K - $12K
|
2.78K
$768K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 2.43% |
$10K - $12K
|
2.41K
$667K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-61Closed |
$10.2K - $12.2K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-62- 1.05% |
$10.4K - $12.4K
|
5.83K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-62- 4.11% |
$10.4K - $12.4K
|
1.45K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-62- 0.14% |
$10.4K - $12.4K
|
45.5K
$12.6M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-62- 1.14% |
$10.4K - $12.4K
|
5.38K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-63- 1.68% |
$10.5K - $12.6K
|
3.69K
$1.02M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-63- 1.69% |
$10.5K - $12.6K
|
3.68K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-64- 0.76% |
$10.7K - $12.8K
|
8.36K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-65- 2.97% |
$10.9K - $13K
|
2.12K
$586K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-65- 0.41% |
$10.9K - $13K
|
15.9K
$4.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-65- 2.3% |
$10.9K - $13K
|
2.76K
$764K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 0.33% |
$10.9K - $13K
|
19.4K
$5.37M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-66- 3.34% |
$11K - $13.2K
|
1.91K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-66- 0.61% |
$11K - $13.2K
|
10.8K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 1.52% |
$11K - $13.2K
|
4.29K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-67- 0.83% |
$11.2K - $13.4K
|
8.03K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-67- 1.07% |
$11.2K - $13.4K
|
6.2K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-69- 0.47% |
$11.5K - $13.8K
|
14.5K
$4M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-70- 0.23% |
$11.7K - $14K
|
30.3K
$8.39M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-70- 4.46% |
$11.7K - $14K
|
1.5K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-70- 0.62% |
$11.7K - $14K
|
11.2K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-71- 3.6% |
$11.9K - $14.2K
|
1.9K
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-72- 0.94% |
$12K - $14.4K
|
7.62K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-72- 2.06% |
$12K - $14.4K
|
3.43K
$948K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-74- 1.61% |
$12.4K - $14.8K
|
4.52K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-74- 0.66% |
$12.4K - $14.8K
|
11.1K
$3.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-74- 0.32% |
$12.4K - $14.8K
|
23.3K
$6.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-75- 0.45% |
$12.5K - $15K
|
16.4K
$4.54M
|