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 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-264- 16.5% |
$44.1K - $52.9K
|
1.34K
$416K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-265- 16.54% |
$44.3K - $53.1K
|
1.34K
$417K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-265- 6.34% |
$44.3K - $53.1K
|
3.91K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-266- 4.06% |
$44.4K - $53.3K
|
6.29K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-266- 4.55% |
$44.4K - $53.3K
|
5.57K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-268- 1.11% |
$44.8K - $53.7K
|
24K
$7.47M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-269- 4.25% |
$44.9K - $53.9K
|
6.06K
$1.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-270- 19.93% |
$45.1K - $54.1K
|
1.09K
$338K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-271- 2.87% |
$45.3K - $54.3K
|
9.19K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-274- 3.11% |
$45.8K - $54.9K
|
8.53K
$2.66M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-276- 2.25% |
$46.1K - $55.3K
|
12K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-277- 0.78% |
$46.3K - $55.5K
|
35.5K
$11.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-278- 1.21% |
$46.5K - $55.7K
|
22.8K
$7.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-280- 2.16% |
$46.8K - $56.1K
|
12.7K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-280- 12.84% |
$46.8K - $56.1K
|
1.9K
$592K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-281- 3.67% |
$47K - $56.3K
|
7.37K
$2.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-282- 2.46% |
$47.1K - $56.5K
|
11.2K
$3.49M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-284- 1.15% |
$47.5K - $56.9K
|
24.3K
$7.59M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-285- 1.35% |
$47.6K - $57.1K
|
20.8K
$6.5M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-286- 3.77% |
$47.8K - $57.3K
|
7.3K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-287- 1.44% |
$48K - $57.5K
|
19.6K
$6.12M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-289- 3.4% |
$48.3K - $57.9K
|
8.2K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-289- 2.53% |
$48.3K - $57.9K
|
11.1K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-289- 7.43% |
$48.3K - $57.9K
|
3.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-289- 2.71% |
$48.3K - $57.9K
|
10.4K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-290- 13.58% |
$48.5K - $58.1K
|
1.85K
$575K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-291- 4.52% |
$48.6K - $58.3K
|
6.15K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-293- 3.17% |
$49K - $58.7K
|
8.96K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-293- 7.18% |
$49K - $58.7K
|
3.79K
$1.18M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-293- 1.87% |
$49K - $58.7K
|
15.3K
$4.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-294- 0.53% |
$49.1K - $58.9K
|
55.2K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-296- 7.49% |
$49.5K - $59.3K
|
3.66K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-297- 3.74% |
$49.6K - $59.5K
|
7.64K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-297- 17.43% |
$49.6K - $59.5K
|
1.41K
$439K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-300- 0.61% |
$50.1K - $60.1K
|
48.7K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-300- 12.96% |
$50.1K - $60.1K
|
2.02K
$628K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-300- 9.3% |
$50.1K - $60.1K
|
2.93K
$912K
|
|
|
May 13, 2024
Q1 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-300- 0.48% |
$50.1K - $60.1K
|
61.6K
$19.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-302- 5.35% |
$50.5K - $60.5K
|
5.35K
$1.67M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-302- 0.81% |
$50.5K - $60.5K
|
37K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-302- 0.58% |
$50.5K - $60.5K
|
51.8K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-302- 1.09% |
$50.5K - $60.5K
|
27.4K
$8.53M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-302- 1.33% |
$50.5K - $60.5K
|
22.4K
$6.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-303- 0.15% |
$50.6K - $60.7K
|
204K
$63.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-303- 5.41% |
$50.6K - $60.7K
|
5.3K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-306- 1.12% |
$51.1K - $61.3K
|
27K
$8.42M
|
|
|
Sep 09, 2025
Q1 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-308- 17.32% |
$51.5K - $61.7K
|
1.47K
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-309- 0.76% |
$51.6K - $61.9K
|
40.2K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-309- 1.49% |
$51.6K - $61.9K
|
20.5K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-309- 3.49% |
$51.6K - $61.9K
|
8.56K
$2.67M
|