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 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-106- 4.04% |
$17.7K - $21.2K
|
2.52K
$728K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-106- 0.34% |
$17.7K - $21.2K
|
31.3K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-106- 1.55% |
$17.7K - $21.2K
|
6.73K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.22% |
$17.9K - $21.4K
|
4.72K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-109- 0.29% |
$18.2K - $21.8K
|
38.1K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-109- 2.72% |
$18.2K - $21.8K
|
3.9K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-110- 0.58% |
$18.4K - $22K
|
18.7K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-112- 0.4% |
$18.7K - $22.4K
|
27.9K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-113- 7.01% |
$18.9K - $22.6K
|
1.5K
$432K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-115- 0.26% |
$19.2K - $23K
|
44.7K
$12.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-115- 0.2% |
$19.2K - $23K
|
56.9K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-115- 7.03% |
$19.2K - $23K
|
1.52K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-116- 5.26% |
$19.4K - $23.2K
|
2.09K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-116- 1.89% |
$19.4K - $23.2K
|
6.02K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-116- 3.41% |
$19.4K - $23.2K
|
3.28K
$948K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-119- 0.44% |
$19.9K - $23.8K
|
26.7K
$7.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-119- 2.2% |
$19.9K - $23.8K
|
5.3K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-120- 7.71% |
$20.1K - $24K
|
1.44K
$415K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-121- 0.23% |
$20.2K - $24.2K
|
53.5K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-121- 4.14% |
$20.2K - $24.2K
|
2.8K
$809K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-121- 0.74% |
$20.2K - $24.2K
|
16.3K
$4.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-122- 1.58% |
$20.4K - $24.4K
|
7.61K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-122- 0.56% |
$20.4K - $24.4K
|
21.5K
$6.2M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-122- 24.3% |
$20.4K - $24.4K
|
380
$110K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-123- 1.5% |
$20.6K - $24.6K
|
8.05K
$2.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-124- 7.74% |
$20.7K - $24.8K
|
1.48K
$427K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-124- 3.41% |
$20.7K - $24.8K
|
3.51K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-124- 2.84% |
$20.7K - $24.8K
|
4.25K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-124- 1.2% |
$20.7K - $24.8K
|
10.2K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-125- 0.21% |
$20.9K - $25K
|
58.1K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-125- 5.66% |
$20.9K - $25K
|
2.09K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-125- 0.3% |
$20.9K - $25K
|
41.4K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-125- 0.39% |
$20.9K - $25K
|
31.7K
$9.14M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-127- 10.89% |
$21.2K - $25.4K
|
1.04K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-127- 11.59% |
$21.2K - $25.4K
|
969
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-128- 7.45% |
$21.4K - $25.6K
|
1.59K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.11% |
$21.6K - $25.8K
|
11.5K
$3.33M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-129- 3.13% |
$21.6K - $25.8K
|
4K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-129- 1.15% |
$21.6K - $25.8K
|
11.1K
$3.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-130- 0.99% |
$21.7K - $26K
|
13K
$3.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-131- 4.19% |
$21.9K - $26.2K
|
3K
$865K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-131- 2.57% |
$21.9K - $26.2K
|
4.97K
$1.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-132- 4.24% |
$22.1K - $26.4K
|
2.98K
$861K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-132- 2.6% |
$22.1K - $26.4K
|
4.95K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-132- 1.17% |
$22.1K - $26.4K
|
11.1K
$3.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-132- 1.32% |
$22.1K - $26.4K
|
9.87K
$2.85M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-132- 1.3% |
$22.1K - $26.4K
|
9.99K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-133- 1.86% |
$22.2K - $26.6K
|
7.02K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-134- 2.23% |
$22.4K - $26.8K
|
5.88K
$1.7M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-134- 2.36% |
$22.4K - $26.8K
|
5.53K
$1.6M
|