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 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-185- 0.58% |
$30.9K - $37.1K
|
31.8K
$9.93M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 0.39% |
$30.9K - $37.1K
|
47.2K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-185- 0.81% |
$30.9K - $37.1K
|
22.7K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-185- 10.43% |
$30.9K - $37.1K
|
1.59K
$495K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-186- 0.2% |
$31.1K - $37.3K
|
93.8K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-186- 0.63% |
$31.1K - $37.3K
|
29.2K
$9.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-187- 3.11% |
$31.2K - $37.5K
|
5.83K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-187- 2.03% |
$31.2K - $37.5K
|
9.03K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-188- 0.1% |
$31.4K - $37.7K
|
186K
$58.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-189- 5.65% |
$31.6K - $37.9K
|
3.16K
$984K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-189- 2.27% |
$31.6K - $37.9K
|
8.12K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-190- 4.49% |
$31.7K - $38.1K
|
4.04K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-191- 1.74% |
$31.9K - $38.3K
|
10.8K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-193- 10.12% |
$32.2K - $38.7K
|
1.71K
$534K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-193- 4.52% |
$32.2K - $38.7K
|
4.08K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-193- 1.83% |
$32.2K - $38.7K
|
10.3K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-194- 6.68% |
$32.4K - $38.9K
|
2.71K
$845K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-195- 2.35% |
$32.6K - $39.1K
|
8.1K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-195- 2.91% |
$32.6K - $39.1K
|
6.51K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-195- 0.86% |
$32.6K - $39.1K
|
22.5K
$7.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-196- 1.41% |
$32.7K - $39.3K
|
13.7K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-196- 0.39% |
$32.7K - $39.3K
|
49.5K
$15.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-197- 7.74% |
$32.9K - $39.5K
|
2.35K
$732K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-198- 0.76% |
$33.1K - $39.7K
|
25.8K
$8.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 7.58% |
$33.4K - $40.1K
|
2.44K
$761K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-200- 0.67% |
$33.4K - $40.1K
|
29.6K
$9.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-200- 0.54% |
$33.4K - $40.1K
|
37K
$11.5M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-200- 2.44% |
$33.4K - $40.1K
|
8K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-200- 1.62% |
$33.4K - $40.1K
|
12.1K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.6% |
$33.4K - $40.1K
|
3.37K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-201- 4.66% |
$33.6K - $40.3K
|
4.11K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-202- 2.57% |
$33.8K - $40.5K
|
7.67K
$2.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-202- 0.51% |
$33.8K - $40.5K
|
39.6K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-202- 7.55% |
$33.8K - $40.5K
|
2.48K
$772K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-205- 0.82% |
$34.3K - $41.1K
|
24.8K
$7.73M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 0.22% |
$34.4K - $41.3K
|
94.8K
$29.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-207- 2.21% |
$34.6K - $41.5K
|
9.17K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-207- 0.22% |
$34.6K - $41.5K
|
92.4K
$28.8M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-209- 10.83% |
$34.9K - $41.9K
|
1.72K
$537K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-210- 0.6% |
$35.1K - $42.1K
|
34.9K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-212- 1.3% |
$35.4K - $42.5K
|
16K
$5M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-212- 0.84% |
$35.4K - $42.5K
|
25K
$7.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-213- 0.67% |
$35.6K - $42.7K
|
31.5K
$9.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-213- 5.89% |
$35.6K - $42.7K
|
3.4K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-216- 0.61% |
$36.1K - $43.3K
|
34.9K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-217- 1.99% |
$36.3K - $43.5K
|
10.7K
$3.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-217- 0.81% |
$36.3K - $43.5K
|
26.5K
$8.28M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-217- 4.68% |
$36.3K - $43.5K
|
4.42K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-218- 3.01% |
$36.4K - $43.7K
|
7.03K
$2.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-219- 2.14% |
$36.6K - $43.9K
|
10K
$3.12M
|