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 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-135- 0.74% |
$22.6K - $27K
|
18.1K
$5.21M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-135- 0.74% |
$22.6K - $27K
|
18.1K
$5.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-136- 4.74% |
$22.7K - $27.2K
|
2.73K
$789K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-136- 0.74% |
$22.7K - $27.2K
|
18.3K
$5.29M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-138- 1.25% |
$23.1K - $27.6K
|
10.9K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-139- 1.2% |
$23.2K - $27.8K
|
11.4K
$3.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-139- 1.25% |
$23.2K - $27.8K
|
11K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-139- 0.11% |
$23.2K - $27.8K
|
130K
$37.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-140- 3.89% |
$23.4K - $28K
|
3.46K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-140- 5.35% |
$23.4K - $28K
|
2.48K
$715K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-142- 3.82% |
$23.7K - $28.4K
|
3.58K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-142- 1.73% |
$23.7K - $28.4K
|
8.08K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-144- 3.89% |
$24.1K - $28.8K
|
3.56K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-144- 0.35% |
$24.1K - $28.8K
|
40.7K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-144- 0.8% |
$24.1K - $28.8K
|
17.9K
$5.17M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-144- 11.98% |
$24.1K - $28.8K
|
1.06K
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-145- 4.11% |
$24.2K - $29K
|
3.38K
$976K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-145- 0.55% |
$24.2K - $29K
|
26K
$7.52M
|
|
|
May 08, 2024
Q1 2024
|
Ruffer LLP
|
SELL
|
- |
-145- 0.92% |
$24.2K - $29K
|
15.5K
$4.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.4% |
$24.6K - $29.4K
|
36.9K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-147- 0.55% |
$24.6K - $29.4K
|
26.8K
$7.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-148- 1.75% |
$24.7K - $29.6K
|
8.29K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-148- 2.73% |
$24.7K - $29.6K
|
5.27K
$1.52M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-148- 1.94% |
$24.7K - $29.6K
|
7.5K
$2.16M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-149- 0.56% |
$24.9K - $29.8K
|
26.4K
$7.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-149- 1.13% |
$24.9K - $29.8K
|
13K
$3.75M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-149- 7.75% |
$24.9K - $29.8K
|
1.77K
$512K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-150- 1.69% |
$25.1K - $30K
|
8.73K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-150- 3.6% |
$25.1K - $30K
|
4.01K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 2.31% |
$25.1K - $30K
|
6.33K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-151- 99.34% |
$25.2K - $30.2K
|
1
$289
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-151- 0.89% |
$25.2K - $30.2K
|
16.7K
$4.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-152- 1.36% |
$25.4K - $30.4K
|
11K
$3.19M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-152- 2.55% |
$25.4K - $30.4K
|
5.8K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-152- 1.05% |
$25.4K - $30.4K
|
14.3K
$4.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-153- 1.07% |
$25.6K - $30.6K
|
14.1K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-154- 3.32% |
$25.7K - $30.8K
|
4.49K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-155- 2.48% |
$25.9K - $31K
|
6.09K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-156- 6.19% |
$26.1K - $31.2K
|
2.36K
$682K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-157- 2.75% |
$26.2K - $31.4K
|
5.54K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-157- 0.98% |
$26.2K - $31.4K
|
15.8K
$4.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-158- 8.3% |
$26.4K - $31.6K
|
1.75K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-158- 2.65% |
$26.4K - $31.6K
|
5.8K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-159- 1.62% |
$26.6K - $31.8K
|
9.64K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-159- 1.37% |
$26.6K - $31.8K
|
11.4K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-159- 0.63% |
$26.6K - $31.8K
|
25K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-159- 11.57% |
$26.6K - $31.8K
|
1.22K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 2.08% |
$26.7K - $32K
|
7.52K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-160- 1.56% |
$26.7K - $32K
|
10.1K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-160- 4.71% |
$26.7K - $32K
|
3.24K
$935K
|