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
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-80- 3.52% |
$13.4K - $16K
|
2.19K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-80- 1.62% |
$13.4K - $16K
|
4.86K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-81- 0.64% |
$13.5K - $16.2K
|
12.5K
$3.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-81- 0.79% |
$13.5K - $16.2K
|
10.2K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-81- 0.35% |
$13.5K - $16.2K
|
22.9K
$5.7M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-82- 5.93% |
$13.7K - $16.4K
|
1.3K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-82- 2.62% |
$13.7K - $16.4K
|
3.05K
$758K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-83- 3.94% |
$13.9K - $16.6K
|
2.02K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-83- 0.45% |
$13.9K - $16.6K
|
18.4K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-83- 3.03% |
$13.9K - $16.6K
|
2.66K
$661K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-83- 1.39% |
$13.9K - $16.6K
|
5.87K
$1.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-84- 0.14% |
$14K - $16.8K
|
60.2K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-84- 1.56% |
$14K - $16.8K
|
5.29K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-85- 2.52% |
$14.2K - $17K
|
3.29K
$817K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-85- 0.72% |
$14.2K - $17K
|
11.7K
$2.92M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-85- 6.6% |
$14.2K - $17K
|
1.2K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-85- 1.81% |
$14.2K - $17K
|
4.6K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-87- 5.01% |
$14.5K - $17.4K
|
1.65K
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-88- 0.11% |
$14.7K - $17.6K
|
76.9K
$19.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-88- 4.07% |
$14.7K - $17.6K
|
2.08K
$516K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-89- 1.12% |
$14.9K - $17.8K
|
7.88K
$1.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-90- 0.57% |
$15K - $18K
|
15.8K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-90- 0.26% |
$15K - $18K
|
34.1K
$8.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-91- 0.53% |
$15.2K - $18.2K
|
17K
$4.22M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-92- 1.45% |
$15.4K - $18.4K
|
6.27K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-92- 0.88% |
$15.4K - $18.4K
|
10.4K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-93- 1.01% |
$15.5K - $18.6K
|
9.12K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-93- 6.38% |
$15.5K - $18.6K
|
1.37K
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-93- 4.07% |
$15.5K - $18.6K
|
2.19K
$545K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-93- 1.1% |
$15.5K - $18.6K
|
8.33K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-93- 1.71% |
$15.5K - $18.6K
|
5.35K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-93- 0.69% |
$15.5K - $18.6K
|
13.3K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-93- 0.75% |
$15.5K - $18.6K
|
12.4K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-93- 0.36% |
$15.5K - $18.6K
|
25.7K
$6.39M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-94- 2.09% |
$15.7K - $18.8K
|
4.41K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-94- 0.44% |
$15.7K - $18.8K
|
21.4K
$5.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-95- 0.38% |
$15.9K - $19K
|
25.2K
$6.26M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 0.67% |
$15.9K - $19K
|
14K
$3.48M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-95- 0.94% |
$15.9K - $19K
|
10K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-95- 2.6% |
$15.9K - $19K
|
3.56K
$884K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$15.9K - $19K
|
1.2K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-96- 8.14% |
$16K - $19.2K
|
1.08K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.33% |
$16K - $19.2K
|
29.3K
$7.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-97- 5.26% |
$16.2K - $19.4K
|
1.75K
$434K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-97- 3.32% |
$16.2K - $19.4K
|
2.82K
$701K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.35% |
$16.2K - $19.4K
|
27.9K
$6.93M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-97- 2.2% |
$16.2K - $19.4K
|
4.32K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-97- 3.62% |
$16.2K - $19.4K
|
2.58K
$642K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 3.29% |
$16.4K - $19.6K
|
2.88K
$716K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-98- 1.5% |
$16.4K - $19.6K
|
6.45K
$1.6M
|