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 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-345- 3.16% |
$57.6K - $69.1K
|
10.6K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-345- 15.04% |
$57.6K - $69.1K
|
1.95K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-346- 7.09% |
$57.8K - $69.3K
|
4.53K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-347- 1.79% |
$58K - $69.5K
|
19K
$4.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-349- 1.42% |
$58.3K - $69.9K
|
24.2K
$6.05M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-350- 1.21% |
$58.5K - $70.1K
|
28.6K
$7.13M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-350- 0.96% |
$58.5K - $70.1K
|
36.2K
$9.04M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-350- 2.6% |
$58.5K - $70.1K
|
13.1K
$3.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-354- 4.95% |
$59.1K - $70.9K
|
6.79K
$1.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-355- 2.24% |
$59.3K - $71.1K
|
15.5K
$3.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-355- 1.84% |
$59.3K - $71.1K
|
18.9K
$4.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-355- 3.79% |
$59.3K - $71.1K
|
9K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-355- 15.41% |
$59.3K - $71.1K
|
1.95K
$487K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-355- 3.83% |
$59.3K - $71.1K
|
8.91K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-359- 0.81% |
$60K - $71.9K
|
44.2K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-359- 3.34% |
$60K - $71.9K
|
10.4K
$2.6M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-360- 17.32% |
$60.2K - $72.1K
|
1.72K
$429K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-362- 1.18% |
$60.5K - $72.5K
|
30.3K
$7.56M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-363- 0.33% |
$60.7K - $72.7K
|
111K
$27.6M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-365- 3.15% |
$61K - $73.1K
|
11.2K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-368- 5.41% |
$61.5K - $73.7K
|
6.43K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-370- 0.94% |
$61.8K - $74.1K
|
39K
$9.75M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-370- 0.22% |
$61.8K - $74.1K
|
170K
$42.4M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-372- 21.55% |
$62.2K - $74.5K
|
1.35K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-373- 1.62% |
$62.3K - $74.7K
|
22.7K
$5.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-374- 4.97% |
$62.5K - $74.9K
|
7.15K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-374- 0.77% |
$62.5K - $74.9K
|
48K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-375- 4.8% |
$62.7K - $75.1K
|
7.43K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-375- 1.13% |
$62.7K - $75.1K
|
32.7K
$8.18M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-376- 12.94% |
$62.8K - $75.3K
|
2.53K
$632K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-377- 9.46% |
$63K - $75.5K
|
3.61K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-377- 0.19% |
$63K - $75.5K
|
197K
$49.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-378- 0.83% |
$63.2K - $75.7K
|
45.2K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-378- 7.18% |
$63.2K - $75.7K
|
4.89K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-379- 1.0% |
$63.3K - $75.9K
|
37.5K
$9.38M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-380- 0.95% |
$63.5K - $76.1K
|
39.6K
$9.9M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-380- 8.88% |
$63.5K - $76.1K
|
3.9K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-381- 0.42% |
$63.7K - $76.3K
|
89.9K
$22.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-383- 1.74% |
$64K - $76.7K
|
21.7K
$5.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-383- 1.05% |
$64K - $76.7K
|
36K
$8.99M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-383- 4.3% |
$64K - $76.7K
|
8.52K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-385- 2.11% |
$64.3K - $77.1K
|
17.8K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-386- 1.18% |
$64.5K - $77.3K
|
32.2K
$8.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-389- 5.19% |
$65K - $77.9K
|
7.1K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-392- 10.7% |
$65.5K - $78.5K
|
3.27K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-392- 1.03% |
$65.5K - $78.5K
|
37.7K
$9.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-393- 0.42% |
$65.7K - $78.7K
|
93.4K
$23.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-394- 15.13% |
$65.8K - $78.9K
|
2.21K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-394- 3.89% |
$65.8K - $78.9K
|
9.74K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-395- 0.44% |
$66K - $79.1K
|
89.5K
$22.4M
|