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 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 0.22% |
$34.4K - $41.3K
|
94.8K
$23.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-207- 2.21% |
$34.6K - $41.5K
|
9.17K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-207- 0.22% |
$34.6K - $41.5K
|
92.4K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-209- 10.83% |
$34.9K - $41.9K
|
1.72K
$428K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-210- 0.6% |
$35.1K - $42.1K
|
34.9K
$8.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-212- 1.3% |
$35.4K - $42.5K
|
16K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-212- 0.84% |
$35.4K - $42.5K
|
25K
$6.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-213- 0.67% |
$35.6K - $42.7K
|
31.5K
$7.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-213- 5.89% |
$35.6K - $42.7K
|
3.4K
$846K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-216- 0.61% |
$36.1K - $43.3K
|
34.9K
$8.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-217- 1.99% |
$36.3K - $43.5K
|
10.7K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-217- 0.81% |
$36.3K - $43.5K
|
26.5K
$6.6M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-217- 4.68% |
$36.3K - $43.5K
|
4.42K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-218- 3.01% |
$36.4K - $43.7K
|
7.03K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-219- 2.14% |
$36.6K - $43.9K
|
10K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-219- 0.84% |
$36.6K - $43.9K
|
25.9K
$6.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-220- 0.58% |
$36.8K - $44.1K
|
37.5K
$9.31M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-222- 1.54% |
$37.1K - $44.5K
|
14.2K
$3.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-224- 2.25% |
$37.4K - $44.9K
|
9.72K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-225- 1.14% |
$37.6K - $45.1K
|
19.4K
$4.83M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.3% |
$37.6K - $45.1K
|
17.1K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-225- 12.48% |
$37.6K - $45.1K
|
1.58K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-225- 0.1% |
$37.6K - $45.1K
|
228K
$56.8M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-226- 0.62% |
$37.8K - $45.3K
|
36.3K
$9.01M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-226- 1.39% |
$37.8K - $45.3K
|
16.1K
$3.99M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-228- 16.01% |
$38.1K - $45.7K
|
1.2K
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-229- 1.94% |
$38.3K - $45.9K
|
11.6K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-229- 2.45% |
$38.3K - $45.9K
|
9.12K
$2.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-230- 1.13% |
$38.4K - $46.1K
|
20.1K
$5M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-230- 1.13% |
$38.4K - $46.1K
|
20.1K
$5M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-231- 13.92% |
$38.6K - $46.3K
|
1.43K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-232- 2.4% |
$38.8K - $46.5K
|
9.44K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-232- 1.88% |
$38.8K - $46.5K
|
12.1K
$3.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-235- 0.33% |
$39.3K - $47.1K
|
71.2K
$17.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-235- 1.1% |
$39.3K - $47.1K
|
21.2K
$5.26M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-235- 4.09% |
$39.3K - $47.1K
|
5.51K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-236- 1.01% |
$39.4K - $47.3K
|
23.2K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-238- 3.37% |
$39.8K - $47.7K
|
6.81K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-239- 1.26% |
$39.9K - $47.9K
|
18.7K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-241- 6.91% |
$40.3K - $48.3K
|
3.25K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-242- 8.96% |
$40.4K - $48.5K
|
2.46K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-242- 1.46% |
$40.4K - $48.5K
|
16.4K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-242- 2.26% |
$40.4K - $48.5K
|
10.5K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-246- 9.31% |
$41.1K - $49.3K
|
2.4K
$596K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-246- 8.86% |
$41.1K - $49.3K
|
2.53K
$629K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-247- 1.72% |
$41.3K - $49.5K
|
14.1K
$3.5M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-247- 0.16% |
$41.3K - $49.5K
|
157K
$39M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-248- 0.39% |
$41.4K - $49.7K
|
63.3K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-249- 4.7% |
$41.6K - $49.9K
|
5.04K
$1.25M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-250- 15.38% |
$41.8K - $50.1K
|
1.38K
$342K
|