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 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-315- 5.24% |
$52.6K - $63.1K
|
5.7K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-315- 2.59% |
$52.6K - $63.1K
|
11.8K
$3.42M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-315- 0.65% |
$52.6K - $63.1K
|
47.9K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-315- 3.75% |
$52.6K - $63.1K
|
8.09K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 1.09% |
$52.8K - $63.3K
|
28.7K
$8.3M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-316- 1.54% |
$52.8K - $63.3K
|
20.2K
$5.83M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-317- 1.52% |
$53K - $63.5K
|
20.5K
$5.93M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-318- 0.9% |
$53.1K - $63.7K
|
35.2K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-319- 1.51% |
$53.3K - $63.9K
|
20.8K
$6.01M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-319- 6.44% |
$53.3K - $63.9K
|
4.64K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-320- 1.39% |
$53.5K - $64.1K
|
22.7K
$6.55M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-321- 0.53% |
$53.6K - $64.3K
|
60.5K
$17.5M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-322- 2.8% |
$53.8K - $64.5K
|
11.2K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-322- 7.96% |
$53.8K - $64.5K
|
3.73K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-323- 1.39% |
$54K - $64.7K
|
22.9K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-325- 3.32% |
$54.3K - $65.1K
|
9.46K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-325- 3.46% |
$54.3K - $65.1K
|
9.07K
$2.62M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-326- 10.75% |
$54.5K - $65.3K
|
2.71K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-328- 11.42% |
$54.8K - $65.7K
|
2.54K
$734K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-329- 1.4% |
$55K - $65.9K
|
23.1K
$6.67M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-330- 0.99% |
$55.1K - $66.1K
|
32.9K
$9.49M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-330- 0.18% |
$55.1K - $66.1K
|
186K
$53.7M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-330- 1.78% |
$55.1K - $66.1K
|
18.2K
$5.26M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-332- 2.54% |
$55.5K - $66.5K
|
12.8K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-335- 0.81% |
$56K - $67.1K
|
41.2K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-339- 2.98% |
$56.6K - $67.9K
|
11K
$3.18M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-341- 9.94% |
$57K - $68.3K
|
3.09K
$892K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-342- 15.51% |
$57.1K - $68.5K
|
1.86K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-343- 0.88% |
$57.3K - $68.7K
|
38.8K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-344- 14.42% |
$57.5K - $68.9K
|
2.04K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-345- 3.16% |
$57.6K - $69.1K
|
10.6K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-345- 15.04% |
$57.6K - $69.1K
|
1.95K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-346- 7.09% |
$57.8K - $69.3K
|
4.53K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-347- 1.79% |
$58K - $69.5K
|
19K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-349- 1.42% |
$58.3K - $69.9K
|
24.2K
$7M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-349- 1.14% |
$58.3K - $69.9K
|
30.2K
$8.72M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-350- 1.21% |
$58.5K - $70.1K
|
28.6K
$8.25M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-350- 0.96% |
$58.5K - $70.1K
|
36.2K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-350- 2.6% |
$58.5K - $70.1K
|
13.1K
$3.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-354- 4.95% |
$59.1K - $70.9K
|
6.79K
$1.96M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-355- 2.24% |
$59.3K - $71.1K
|
15.5K
$4.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-355- 1.84% |
$59.3K - $71.1K
|
18.9K
$5.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-355- 3.79% |
$59.3K - $71.1K
|
9K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-355- 15.41% |
$59.3K - $71.1K
|
1.95K
$563K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-355- 3.83% |
$59.3K - $71.1K
|
8.91K
$2.57M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-355- 7.96% |
$59.3K - $71.1K
|
4.11K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-359- 0.81% |
$60K - $71.9K
|
44.2K
$12.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-359- 3.34% |
$60K - $71.9K
|
10.4K
$3M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-360- 17.32% |
$60.2K - $72.1K
|
1.72K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-362- 1.18% |
$60.5K - $72.5K
|
30.3K
$8.74M
|