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 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-300- 9.3% |
$50.1K - $60.1K
|
2.93K
$727K
|
|
May 13, 2024
Q1 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-300- 0.48% |
$50.1K - $60.1K
|
61.6K
$15.3M
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-302- 5.35% |
$50.5K - $60.5K
|
5.35K
$1.33M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-302- 0.81% |
$50.5K - $60.5K
|
37K
$9.18M
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-302- 0.58% |
$50.5K - $60.5K
|
51.8K
$12.9M
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-302- 1.09% |
$50.5K - $60.5K
|
27.4K
$6.8M
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-302- 1.33% |
$50.5K - $60.5K
|
22.4K
$5.56M
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-303- 0.15% |
$50.6K - $60.7K
|
204K
$50.7M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-303- 5.41% |
$50.6K - $60.7K
|
5.3K
$1.32M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-306- 1.12% |
$51.1K - $61.3K
|
27K
$6.71M
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-309- 0.76% |
$51.6K - $61.9K
|
40.2K
$10M
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-309- 1.49% |
$51.6K - $61.9K
|
20.5K
$5.09M
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-309- 3.49% |
$51.6K - $61.9K
|
8.56K
$2.13M
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-310- 2.12% |
$51.8K - $62.1K
|
14.3K
$3.56M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-311- 1.11% |
$52K - $62.3K
|
27.8K
$6.91M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-312- 4.32% |
$52.1K - $62.5K
|
6.92K
$1.72M
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-313- 5.91% |
$52.3K - $62.7K
|
4.99K
$1.24M
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-314- 4.19% |
$52.5K - $62.9K
|
7.18K
$1.78M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-315- 1.54% |
$52.6K - $63.1K
|
20.2K
$5.02M
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-315- 1.02% |
$52.6K - $63.1K
|
30.5K
$7.59M
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-315- 5.24% |
$52.6K - $63.1K
|
5.7K
$1.42M
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-315- 2.59% |
$52.6K - $63.1K
|
11.8K
$2.94M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-315- 0.65% |
$52.6K - $63.1K
|
47.9K
$11.9M
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-315- 3.75% |
$52.6K - $63.1K
|
8.09K
$2.01M
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 1.09% |
$52.8K - $63.3K
|
28.7K
$7.14M
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-316- 1.54% |
$52.8K - $63.3K
|
20.2K
$5.02M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-317- 1.52% |
$53K - $63.5K
|
20.5K
$5.11M
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-318- 0.9% |
$53.1K - $63.7K
|
35.2K
$8.74M
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-319- 1.51% |
$53.3K - $63.9K
|
20.8K
$5.17M
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-319- 6.44% |
$53.3K - $63.9K
|
4.64K
$1.15M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-320- 1.39% |
$53.5K - $64.1K
|
22.7K
$5.64M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-321- 0.53% |
$53.6K - $64.3K
|
60.5K
$15M
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-322- 2.8% |
$53.8K - $64.5K
|
11.2K
$2.78M
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-322- 7.96% |
$53.8K - $64.5K
|
3.73K
$926K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-323- 1.39% |
$54K - $64.7K
|
22.9K
$5.7M
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-325- 3.32% |
$54.3K - $65.1K
|
9.46K
$2.35M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-325- 3.46% |
$54.3K - $65.1K
|
9.07K
$2.25M
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-326- 10.75% |
$54.5K - $65.3K
|
2.71K
$673K
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-328- 11.42% |
$54.8K - $65.7K
|
2.54K
$632K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-329- 1.4% |
$55K - $65.9K
|
23.1K
$5.74M
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-330- 0.99% |
$55.1K - $66.1K
|
32.9K
$8.17M
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-330- 0.18% |
$55.1K - $66.1K
|
186K
$46.3M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-330- 1.78% |
$55.1K - $66.1K
|
18.2K
$4.53M
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-332- 2.54% |
$55.5K - $66.5K
|
12.8K
$3.17M
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-335- 0.81% |
$56K - $67.1K
|
41.2K
$10.2M
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-339- 2.98% |
$56.6K - $67.9K
|
11K
$2.74M
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-341- 9.94% |
$57K - $68.3K
|
3.09K
$768K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-342- 15.51% |
$57.1K - $68.5K
|
1.86K
$463K
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-343- 0.88% |
$57.3K - $68.7K
|
38.8K
$9.65M
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-344- 14.42% |
$57.5K - $68.9K
|
2.04K
$508K
|