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
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-150- 3.6% |
$25.1K - $30K
|
4.01K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 2.31% |
$25.1K - $30K
|
6.33K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-151- 99.34% |
$25.2K - $30.2K
|
1
$250
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-151- 0.89% |
$25.2K - $30.2K
|
16.7K
$4.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-152- 1.36% |
$25.4K - $30.4K
|
11K
$2.76M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-152- 2.55% |
$25.4K - $30.4K
|
5.8K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-152- 1.05% |
$25.4K - $30.4K
|
14.3K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-153- 1.07% |
$25.6K - $30.6K
|
14.1K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-154- 3.32% |
$25.7K - $30.8K
|
4.49K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-155- 2.48% |
$25.9K - $31K
|
6.09K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-156- 6.19% |
$26.1K - $31.2K
|
2.36K
$590K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-157- 2.75% |
$26.2K - $31.4K
|
5.54K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-157- 0.98% |
$26.2K - $31.4K
|
15.8K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-158- 8.3% |
$26.4K - $31.6K
|
1.75K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-158- 2.65% |
$26.4K - $31.6K
|
5.8K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-159- 1.62% |
$26.6K - $31.8K
|
9.64K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-159- 1.37% |
$26.6K - $31.8K
|
11.4K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-159- 0.63% |
$26.6K - $31.8K
|
25K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-159- 11.57% |
$26.6K - $31.8K
|
1.22K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 2.08% |
$26.7K - $32K
|
7.52K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-160- 1.56% |
$26.7K - $32K
|
10.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-160- 4.71% |
$26.7K - $32K
|
3.24K
$809K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-161- 8.66% |
$26.9K - $32.2K
|
1.7K
$424K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-162- 1.26% |
$27.1K - $32.4K
|
12.7K
$3.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-162- 1.69% |
$27.1K - $32.4K
|
9.4K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-162- 3.54% |
$27.1K - $32.4K
|
4.41K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-163- 1.45% |
$27.2K - $32.6K
|
11K
$2.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-164- 1.79% |
$27.4K - $32.8K
|
9.01K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-164- 6.87% |
$27.4K - $32.8K
|
2.22K
$556K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-165- 2.98% |
$27.6K - $33K
|
5.37K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-167- 0.35% |
$27.9K - $33.5K
|
47.3K
$11.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 0.63% |
$27.9K - $33.5K
|
26.2K
$6.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-168- 4.32% |
$28.1K - $33.7K
|
3.72K
$930K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-168- 5.79% |
$28.1K - $33.7K
|
2.74K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-168- 3.93% |
$28.1K - $33.7K
|
4.11K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-168- 0.16% |
$28.1K - $33.7K
|
102K
$25.5M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-168- 5.15% |
$28.1K - $33.7K
|
3.09K
$772K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-169- 1.34% |
$28.2K - $33.9K
|
12.4K
$3.11M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-169- 0.04% |
$28.2K - $33.9K
|
383K
$95.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-170- 3.16% |
$28.4K - $34.1K
|
5.21K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-170- 0.18% |
$28.4K - $34.1K
|
92.5K
$23.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-170- 10.92% |
$28.4K - $34.1K
|
1.39K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
SELL
|
- |
-170- 10.31% |
$28.4K - $34.1K
|
1.48K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-171- 0.27% |
$28.6K - $34.3K
|
63.3K
$15.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-172- 1.18% |
$28.7K - $34.5K
|
14.4K
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-172- 13.13% |
$28.7K - $34.5K
|
1.14K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-172- 3.81% |
$28.7K - $34.5K
|
4.35K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-173- 5.28% |
$28.9K - $34.7K
|
3.11K
$776K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-174- 60.21% |
$29.1K - $34.9K
|
115
$28.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-175- 4.12% |
$29.2K - $35.1K
|
4.07K
$1.02M
|