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 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-175- 3.12% |
$29.2K - $35.1K
|
5.44K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-175- 1.62% |
$29.2K - $35.1K
|
10.6K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-175- 0.82% |
$29.2K - $35.1K
|
21.2K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-175- 1.11% |
$29.2K - $35.1K
|
15.6K
$3.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-176- 1.64% |
$29.4K - $35.3K
|
10.5K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-176- 1.84% |
$29.4K - $35.3K
|
9.38K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-177- 5.69% |
$29.6K - $35.5K
|
2.93K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-178- 1.52% |
$29.7K - $35.7K
|
11.5K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-180- 2.4% |
$30.1K - $36.1K
|
7.31K
$1.82M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-181- 2.2% |
$30.2K - $36.3K
|
8.06K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182- 3.98% |
$30.4K - $36.5K
|
4.39K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-183- 1.43% |
$30.6K - $36.7K
|
12.6K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-183- 0.99% |
$30.6K - $36.7K
|
18.3K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-183- 8.73% |
$30.6K - $36.7K
|
1.91K
$476K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-184- 0.27% |
$30.7K - $36.9K
|
67.6K
$16.8M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-185- 0.58% |
$30.9K - $37.1K
|
31.8K
$7.92M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 0.39% |
$30.9K - $37.1K
|
47.2K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-185- 0.81% |
$30.9K - $37.1K
|
22.7K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-185- 10.43% |
$30.9K - $37.1K
|
1.59K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-186- 0.2% |
$31.1K - $37.3K
|
93.8K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-186- 0.63% |
$31.1K - $37.3K
|
29.2K
$7.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-187- 3.11% |
$31.2K - $37.5K
|
5.83K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-187- 2.03% |
$31.2K - $37.5K
|
9.03K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-188- 0.1% |
$31.4K - $37.7K
|
186K
$46.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-189- 5.65% |
$31.6K - $37.9K
|
3.16K
$784K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-189- 2.27% |
$31.6K - $37.9K
|
8.12K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-190- 4.49% |
$31.7K - $38.1K
|
4.04K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-191- 1.74% |
$31.9K - $38.3K
|
10.8K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-193- 10.12% |
$32.2K - $38.7K
|
1.71K
$426K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-193- 4.52% |
$32.2K - $38.7K
|
4.08K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-193- 1.83% |
$32.2K - $38.7K
|
10.3K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-194- 6.68% |
$32.4K - $38.9K
|
2.71K
$674K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-195- 2.35% |
$32.6K - $39.1K
|
8.1K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-195- 2.91% |
$32.6K - $39.1K
|
6.51K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-195- 0.86% |
$32.6K - $39.1K
|
22.5K
$5.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-196- 1.41% |
$32.7K - $39.3K
|
13.7K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-196- 0.39% |
$32.7K - $39.3K
|
49.5K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-197- 7.74% |
$32.9K - $39.5K
|
2.35K
$584K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-198- 0.76% |
$33.1K - $39.7K
|
25.8K
$6.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 7.58% |
$33.4K - $40.1K
|
2.44K
$606K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-200- 0.67% |
$33.4K - $40.1K
|
29.6K
$7.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-200- 0.54% |
$33.4K - $40.1K
|
37K
$9.21M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-200- 2.44% |
$33.4K - $40.1K
|
8K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-200- 1.62% |
$33.4K - $40.1K
|
12.1K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.6% |
$33.4K - $40.1K
|
3.37K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-201- 4.66% |
$33.6K - $40.3K
|
4.11K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-202- 2.57% |
$33.8K - $40.5K
|
7.67K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-202- 0.51% |
$33.8K - $40.5K
|
39.6K
$9.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-202- 7.55% |
$33.8K - $40.5K
|
2.48K
$615K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-205- 0.82% |
$34.3K - $41.1K
|
24.8K
$6.16M
|