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 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.3% |
$37.6K - $45.1K
|
17.1K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-225- 12.48% |
$37.6K - $45.1K
|
1.58K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-225- 0.1% |
$37.6K - $45.1K
|
228K
$66M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-226- 0.62% |
$37.8K - $45.3K
|
36.3K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-226- 1.39% |
$37.8K - $45.3K
|
16.1K
$4.64M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-228- 16.01% |
$38.1K - $45.7K
|
1.2K
$345K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-229- 1.94% |
$38.3K - $45.9K
|
11.6K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-229- 2.45% |
$38.3K - $45.9K
|
9.12K
$2.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-230- 1.13% |
$38.4K - $46.1K
|
20.1K
$5.8M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-230- 1.13% |
$38.4K - $46.1K
|
20.1K
$5.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-231- 13.92% |
$38.6K - $46.3K
|
1.43K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-232- 2.4% |
$38.8K - $46.5K
|
9.44K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-232- 1.88% |
$38.8K - $46.5K
|
12.1K
$3.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-235- 0.33% |
$39.3K - $47.1K
|
71.2K
$20.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-235- 1.1% |
$39.3K - $47.1K
|
21.2K
$6.11M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-235- 4.09% |
$39.3K - $47.1K
|
5.51K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-236- 1.01% |
$39.4K - $47.3K
|
23.2K
$6.69M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-238- 3.37% |
$39.8K - $47.7K
|
6.81K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-239- 1.26% |
$39.9K - $47.9K
|
18.7K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-241- 6.91% |
$40.3K - $48.3K
|
3.25K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-242- 8.96% |
$40.4K - $48.5K
|
2.46K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-242- 1.46% |
$40.4K - $48.5K
|
16.4K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-242- 2.26% |
$40.4K - $48.5K
|
10.5K
$3.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-246- 9.31% |
$41.1K - $49.3K
|
2.4K
$692K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-246- 8.86% |
$41.1K - $49.3K
|
2.53K
$731K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-247- 1.72% |
$41.3K - $49.5K
|
14.1K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-247- 0.16% |
$41.3K - $49.5K
|
157K
$45.3M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-248- 0.39% |
$41.4K - $49.7K
|
63.3K
$18.3M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-249- 4.7% |
$41.6K - $49.9K
|
5.04K
$1.46M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-250- 15.38% |
$41.8K - $50.1K
|
1.38K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-250- 1.43% |
$41.8K - $50.1K
|
17.2K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-251- 4.57% |
$41.9K - $50.3K
|
5.24K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-253- 4.26% |
$42.3K - $50.7K
|
5.68K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-255- 4.93% |
$42.6K - $51.1K
|
4.92K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-256- 5.45% |
$42.8K - $51.3K
|
4.45K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-257- 0.15% |
$42.9K - $51.5K
|
171K
$49.2M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-259- 1.48% |
$43.3K - $51.9K
|
17.2K
$4.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-260- 3.85% |
$43.4K - $52.1K
|
6.5K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-261- 1.95% |
$43.6K - $52.3K
|
13.2K
$3.8M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-261- 2.23% |
$43.6K - $52.3K
|
11.5K
$3.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-262- 4.01% |
$43.8K - $52.5K
|
6.27K
$1.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-262- 0.9% |
$43.8K - $52.5K
|
28.7K
$8.3M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-264- 2.29% |
$44.1K - $52.9K
|
11.2K
$3.24M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-264- 3.18% |
$44.1K - $52.9K
|
8.04K
$2.32M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-264- 16.5% |
$44.1K - $52.9K
|
1.34K
$386K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-265- 16.54% |
$44.3K - $53.1K
|
1.34K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-265- 6.34% |
$44.3K - $53.1K
|
3.91K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-266- 4.06% |
$44.4K - $53.3K
|
6.29K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-266- 4.55% |
$44.4K - $53.3K
|
5.57K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-268- 1.11% |
$44.8K - $53.7K
|
24K
$6.92M
|