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 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-161- 8.66% |
$26.9K - $32.2K
|
1.7K
$491K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-162- 1.26% |
$27.1K - $32.4K
|
12.7K
$3.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-162- 1.69% |
$27.1K - $32.4K
|
9.4K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-162- 3.54% |
$27.1K - $32.4K
|
4.41K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-163- 1.45% |
$27.2K - $32.6K
|
11K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-164- 1.79% |
$27.4K - $32.8K
|
9.01K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-164- 6.87% |
$27.4K - $32.8K
|
2.22K
$642K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-165- 2.98% |
$27.6K - $33K
|
5.37K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-167- 0.35% |
$27.9K - $33.5K
|
47.3K
$13.7M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 0.63% |
$27.9K - $33.5K
|
26.2K
$7.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-168- 4.32% |
$28.1K - $33.7K
|
3.72K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-168- 5.79% |
$28.1K - $33.7K
|
2.74K
$790K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-168- 3.93% |
$28.1K - $33.7K
|
4.11K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-168- 0.16% |
$28.1K - $33.7K
|
102K
$29.5M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-168- 5.15% |
$28.1K - $33.7K
|
3.09K
$892K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-169- 1.34% |
$28.2K - $33.9K
|
12.4K
$3.59M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-169- 0.04% |
$28.2K - $33.9K
|
383K
$110M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-170- 3.16% |
$28.4K - $34.1K
|
5.21K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-170- 0.18% |
$28.4K - $34.1K
|
92.5K
$26.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-170- 10.92% |
$28.4K - $34.1K
|
1.39K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
SELL
|
- |
-170- 10.31% |
$28.4K - $34.1K
|
1.48K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-171- 0.27% |
$28.6K - $34.3K
|
63.3K
$18.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-172- 1.18% |
$28.7K - $34.5K
|
14.4K
$4.16M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-172- 13.13% |
$28.7K - $34.5K
|
1.14K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-172- 3.81% |
$28.7K - $34.5K
|
4.35K
$1.26M
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-172- 13.13% |
$28.7K - $34.5K
|
1.14K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-173- 5.28% |
$28.9K - $34.7K
|
3.11K
$896K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-174- 60.21% |
$29.1K - $34.9K
|
115
$33.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-175- 4.12% |
$29.2K - $35.1K
|
4.07K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-175- 3.12% |
$29.2K - $35.1K
|
5.44K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-175- 1.62% |
$29.2K - $35.1K
|
10.6K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-175- 0.82% |
$29.2K - $35.1K
|
21.2K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-175- 1.11% |
$29.2K - $35.1K
|
15.6K
$4.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-176- 1.64% |
$29.4K - $35.3K
|
10.5K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-176- 1.84% |
$29.4K - $35.3K
|
9.38K
$2.71M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-177- 5.69% |
$29.6K - $35.5K
|
2.93K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-178- 1.52% |
$29.7K - $35.7K
|
11.5K
$3.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-180- 2.4% |
$30.1K - $36.1K
|
7.31K
$2.11M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-181- 2.2% |
$30.2K - $36.3K
|
8.06K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182- 3.98% |
$30.4K - $36.5K
|
4.39K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-183- 1.43% |
$30.6K - $36.7K
|
12.6K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-183- 0.99% |
$30.6K - $36.7K
|
18.3K
$5.28M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-183- 8.73% |
$30.6K - $36.7K
|
1.91K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-184- 0.27% |
$30.7K - $36.9K
|
67.6K
$19.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-185- 0.58% |
$30.9K - $37.1K
|
31.8K
$9.19M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 0.39% |
$30.9K - $37.1K
|
47.2K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-185- 0.81% |
$30.9K - $37.1K
|
22.7K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-185- 10.43% |
$30.9K - $37.1K
|
1.59K
$459K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-186- 0.2% |
$31.1K - $37.3K
|
93.8K
$27.1M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-186- 0.63% |
$31.1K - $37.3K
|
29.2K
$8.42M
|