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 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-124- 3.41% |
$20.7K - $24.8K
|
3.51K
$872K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-124- 2.84% |
$20.7K - $24.8K
|
4.25K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-124- 1.2% |
$20.7K - $24.8K
|
10.2K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-125- 0.21% |
$20.9K - $25K
|
58.1K
$14.5M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-125- 5.66% |
$20.9K - $25K
|
2.09K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-125- 0.3% |
$20.9K - $25K
|
41.4K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-125- 0.39% |
$20.9K - $25K
|
31.7K
$7.87M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-127- 10.89% |
$21.2K - $25.4K
|
1.04K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-127- 11.59% |
$21.2K - $25.4K
|
969
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-128- 7.45% |
$21.4K - $25.6K
|
1.59K
$395K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.11% |
$21.6K - $25.8K
|
11.5K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-129- 3.13% |
$21.6K - $25.8K
|
4K
$993K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-129- 1.15% |
$21.6K - $25.8K
|
11.1K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-130- 0.99% |
$21.7K - $26K
|
13K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-131- 4.19% |
$21.9K - $26.2K
|
3K
$745K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-131- 2.57% |
$21.9K - $26.2K
|
4.97K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-132- 4.24% |
$22.1K - $26.4K
|
2.98K
$741K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-132- 2.6% |
$22.1K - $26.4K
|
4.95K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-132- 1.17% |
$22.1K - $26.4K
|
11.1K
$2.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-132- 1.32% |
$22.1K - $26.4K
|
9.87K
$2.45M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-132- 1.3% |
$22.1K - $26.4K
|
9.99K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-133- 1.86% |
$22.2K - $26.6K
|
7.02K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-134- 2.23% |
$22.4K - $26.8K
|
5.88K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-135- 0.74% |
$22.6K - $27K
|
18.1K
$4.49M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-135- 0.74% |
$22.6K - $27K
|
18.1K
$4.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-136- 4.74% |
$22.7K - $27.2K
|
2.73K
$679K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-136- 0.74% |
$22.7K - $27.2K
|
18.3K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-139- 1.2% |
$23.2K - $27.8K
|
11.4K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-139- 1.25% |
$23.2K - $27.8K
|
11K
$2.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-139- 0.11% |
$23.2K - $27.8K
|
130K
$32.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-140- 3.89% |
$23.4K - $28K
|
3.46K
$859K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-140- 5.35% |
$23.4K - $28K
|
2.48K
$615K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-142- 3.82% |
$23.7K - $28.4K
|
3.58K
$890K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-142- 1.73% |
$23.7K - $28.4K
|
8.08K
$2.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-144- 3.89% |
$24.1K - $28.8K
|
3.56K
$884K
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-144- 0.35% |
$24.1K - $28.8K
|
40.7K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-144- 0.8% |
$24.1K - $28.8K
|
17.9K
$4.45M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-144- 11.98% |
$24.1K - $28.8K
|
1.06K
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-145- 4.11% |
$24.2K - $29K
|
3.38K
$840K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-145- 0.55% |
$24.2K - $29K
|
26K
$6.47M
|
|
|
May 08, 2024
Q1 2024
|
Ruffer LLP
|
SELL
|
- |
-145- 0.92% |
$24.2K - $29K
|
15.5K
$3.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.4% |
$24.6K - $29.4K
|
36.9K
$9.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-147- 0.55% |
$24.6K - $29.4K
|
26.8K
$6.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-148- 1.75% |
$24.7K - $29.6K
|
8.29K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-148- 2.73% |
$24.7K - $29.6K
|
5.27K
$1.31M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-148- 1.94% |
$24.7K - $29.6K
|
7.5K
$1.86M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-149- 0.56% |
$24.9K - $29.8K
|
26.4K
$6.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-149- 1.13% |
$24.9K - $29.8K
|
13K
$3.23M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-149- 7.75% |
$24.9K - $29.8K
|
1.77K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-150- 1.69% |
$25.1K - $30K
|
8.73K
$2.17M
|