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 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-98- 0.87% |
$16.4K - $19.6K
|
11.2K
$2.79M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-99- 5.27% |
$16.5K - $19.8K
|
1.78K
$444K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-99- 9.96% |
$16.5K - $19.8K
|
895
$224K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-99- 1.15% |
$16.5K - $19.8K
|
8.48K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-99- 0.7% |
$16.5K - $19.8K
|
14.1K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 2.12% |
$16.7K - $20K
|
4.63K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.85% |
$16.7K - $20K
|
11.6K
$2.9M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-100- 3.46% |
$16.7K - $20K
|
2.79K
$696K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 0.23% |
$16.7K - $20K
|
43.1K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 4.41% |
$16.7K - $20K
|
2.17K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-100- 9.62% |
$16.7K - $20K
|
940
$235K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 0.44% |
$16.7K - $20K
|
22.7K
$5.67M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-101- 0.48% |
$16.9K - $20.2K
|
20.9K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-101- 77.69% |
$16.9K - $20.2K
|
29
$7.24K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-102- 1.87% |
$17K - $20.4K
|
5.34K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-102- 0.12% |
$17K - $20.4K
|
86.4K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-102- 0.07% |
$17K - $20.4K
|
156K
$39M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-103- 0.49% |
$17.2K - $20.6K
|
20.8K
$5.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-103- 3.53% |
$17.2K - $20.6K
|
2.81K
$702K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-104- 0.13% |
$17.4K - $20.8K
|
77.5K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-104- 1.85% |
$17.4K - $20.8K
|
5.51K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-104- 1.46% |
$17.4K - $20.8K
|
7K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-105- 0.1% |
$17.5K - $21K
|
103K
$25.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-106- 7.14% |
$17.7K - $21.2K
|
1.38K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-106- 4.04% |
$17.7K - $21.2K
|
2.52K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-106- 0.34% |
$17.7K - $21.2K
|
31.3K
$7.82M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-106- 1.55% |
$17.7K - $21.2K
|
6.73K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.22% |
$17.9K - $21.4K
|
4.72K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-109- 0.29% |
$18.2K - $21.8K
|
38.1K
$9.52M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-109- 2.72% |
$18.2K - $21.8K
|
3.9K
$975K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-110- 0.58% |
$18.4K - $22K
|
18.7K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-112- 0.4% |
$18.7K - $22.4K
|
27.9K
$6.98M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-113- 7.01% |
$18.9K - $22.6K
|
1.5K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-115- 0.26% |
$19.2K - $23K
|
44.7K
$11.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-115- 0.2% |
$19.2K - $23K
|
56.9K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-115- 7.03% |
$19.2K - $23K
|
1.52K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-116- 5.26% |
$19.4K - $23.2K
|
2.09K
$522K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-116- 1.89% |
$19.4K - $23.2K
|
6.02K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-116- 3.41% |
$19.4K - $23.2K
|
3.28K
$820K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-119- 0.44% |
$19.9K - $23.8K
|
26.7K
$6.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-119- 2.2% |
$19.9K - $23.8K
|
5.3K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-120- 7.71% |
$20.1K - $24K
|
1.44K
$359K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-121- 0.23% |
$20.2K - $24.2K
|
53.5K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-121- 4.14% |
$20.2K - $24.2K
|
2.8K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-121- 0.74% |
$20.2K - $24.2K
|
16.3K
$4.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-122- 1.58% |
$20.4K - $24.4K
|
7.61K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-122- 0.56% |
$20.4K - $24.4K
|
21.5K
$5.37M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-122- 24.3% |
$20.4K - $24.4K
|
380
$94.9K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-123- 1.5% |
$20.6K - $24.6K
|
8.05K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-124- 7.74% |
$20.7K - $24.8K
|
1.48K
$369K
|