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
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-92- 0.88% |
$15.4K - $18.4K
|
10.4K
$2.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-93- 1.01% |
$15.5K - $18.6K
|
9.12K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-93- 6.38% |
$15.5K - $18.6K
|
1.37K
$394K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-93- 4.07% |
$15.5K - $18.6K
|
2.19K
$633K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-93- 1.1% |
$15.5K - $18.6K
|
8.33K
$2.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-93- 1.71% |
$15.5K - $18.6K
|
5.35K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-93- 0.69% |
$15.5K - $18.6K
|
13.3K
$3.85M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-93- 0.75% |
$15.5K - $18.6K
|
12.4K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-93- 0.36% |
$15.5K - $18.6K
|
25.7K
$7.43M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-94- 2.09% |
$15.7K - $18.8K
|
4.41K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-94- 0.44% |
$15.7K - $18.8K
|
21.4K
$6.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-95- 0.38% |
$15.9K - $19K
|
25.2K
$7.27M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 0.67% |
$15.9K - $19K
|
14K
$4.04M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-95- 0.94% |
$15.9K - $19K
|
10K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-95- 2.6% |
$15.9K - $19K
|
3.56K
$1.03M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$15.9K - $19K
|
1.2K
$345K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-96- 8.14% |
$16K - $19.2K
|
1.08K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.33% |
$16K - $19.2K
|
29.3K
$8.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-97- 5.26% |
$16.2K - $19.4K
|
1.75K
$504K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-97- 3.32% |
$16.2K - $19.4K
|
2.82K
$815K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.35% |
$16.2K - $19.4K
|
27.9K
$8.05M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-97- 2.2% |
$16.2K - $19.4K
|
4.32K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-97- 3.62% |
$16.2K - $19.4K
|
2.58K
$745K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-97- 0.53% |
$16.2K - $19.4K
|
18.2K
$5.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 3.29% |
$16.4K - $19.6K
|
2.88K
$832K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-98- 1.5% |
$16.4K - $19.6K
|
6.45K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-98- 0.87% |
$16.4K - $19.6K
|
11.2K
$3.22M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-99- 5.27% |
$16.5K - $19.8K
|
1.78K
$514K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-99- 9.96% |
$16.5K - $19.8K
|
895
$258K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-99- 1.15% |
$16.5K - $19.8K
|
8.48K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-99- 0.7% |
$16.5K - $19.8K
|
14.1K
$4.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 2.12% |
$16.7K - $20K
|
4.63K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.85% |
$16.7K - $20K
|
11.6K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-100- 3.46% |
$16.7K - $20K
|
2.79K
$805K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 0.23% |
$16.7K - $20K
|
43.1K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 4.41% |
$16.7K - $20K
|
2.17K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-100- 9.62% |
$16.7K - $20K
|
940
$271K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 0.44% |
$16.7K - $20K
|
22.7K
$6.55M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-101- 0.48% |
$16.9K - $20.2K
|
20.9K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-101- 77.69% |
$16.9K - $20.2K
|
29
$8.37K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-102- 1.87% |
$17K - $20.4K
|
5.34K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-102- 0.12% |
$17K - $20.4K
|
86.4K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-102- 0.07% |
$17K - $20.4K
|
156K
$45.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-103- 0.49% |
$17.2K - $20.6K
|
20.8K
$6M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-103- 3.53% |
$17.2K - $20.6K
|
2.81K
$812K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-104- 0.13% |
$17.4K - $20.8K
|
77.5K
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-104- 1.85% |
$17.4K - $20.8K
|
5.51K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-104- 1.46% |
$17.4K - $20.8K
|
7K
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-105- 0.1% |
$17.5K - $21K
|
103K
$29.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-106- 7.14% |
$17.7K - $21.2K
|
1.38K
$398K
|