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
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-363- 0.33% |
$60.7K - $72.7K
|
111K
$31.9M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-365- 3.15% |
$61K - $73.1K
|
11.2K
$3.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-368- 5.41% |
$61.5K - $73.7K
|
6.43K
$1.86M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-370- 0.94% |
$61.8K - $74.1K
|
39K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-370- 0.22% |
$61.8K - $74.1K
|
170K
$49M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-372- 21.55% |
$62.2K - $74.5K
|
1.35K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-373- 1.62% |
$62.3K - $74.7K
|
22.7K
$6.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-374- 4.97% |
$62.5K - $74.9K
|
7.15K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-374- 0.77% |
$62.5K - $74.9K
|
48K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-375- 4.8% |
$62.7K - $75.1K
|
7.43K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-375- 1.13% |
$62.7K - $75.1K
|
32.7K
$9.45M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-376- 12.94% |
$62.8K - $75.3K
|
2.53K
$730K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-377- 9.46% |
$63K - $75.5K
|
3.61K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-377- 0.19% |
$63K - $75.5K
|
197K
$56.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-378- 0.83% |
$63.2K - $75.7K
|
45.2K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-378- 7.18% |
$63.2K - $75.7K
|
4.89K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-379- 1.0% |
$63.3K - $75.9K
|
37.5K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-380- 0.95% |
$63.5K - $76.1K
|
39.6K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-380- 8.88% |
$63.5K - $76.1K
|
3.9K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-381- 0.42% |
$63.7K - $76.3K
|
89.9K
$26M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-383- 1.74% |
$64K - $76.7K
|
21.7K
$6.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-383- 1.05% |
$64K - $76.7K
|
36K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-383- 4.3% |
$64K - $76.7K
|
8.52K
$2.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-385- 2.11% |
$64.3K - $77.1K
|
17.8K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-386- 1.18% |
$64.5K - $77.3K
|
32.2K
$9.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-389- 5.19% |
$65K - $77.9K
|
7.1K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-392- 10.7% |
$65.5K - $78.5K
|
3.27K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-392- 1.03% |
$65.5K - $78.5K
|
37.7K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-393- 0.42% |
$65.7K - $78.7K
|
93.4K
$27M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-394- 15.13% |
$65.8K - $78.9K
|
2.21K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-394- 3.89% |
$65.8K - $78.9K
|
9.74K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-395- 0.44% |
$66K - $79.1K
|
89.5K
$25.8M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-397- 2.21% |
$66.3K - $79.5K
|
17.6K
$5.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-398- 1.14% |
$66.5K - $79.7K
|
34.6K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-398- 1.59% |
$66.5K - $79.7K
|
24.6K
$7.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-399- 91.51% |
$66.7K - $79.9K
|
37
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 1.2% |
$66.8K - $80.1K
|
32.9K
$9.5M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 5.41% |
$66.8K - $80.1K
|
7K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-403- 10.82% |
$67.3K - $80.7K
|
3.32K
$959K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-404- 4.28% |
$67.5K - $80.9K
|
9.04K
$2.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-406- 9.91% |
$67.8K - $81.3K
|
3.69K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-408- 6.71% |
$68.2K - $81.7K
|
5.67K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-410- 2.2% |
$68.5K - $82.1K
|
18.2K
$5.25M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-413- 76.48% |
$69K - $82.7K
|
127
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-418- 2.59% |
$69.8K - $83.7K
|
15.7K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-418- 16.55% |
$69.8K - $83.7K
|
2.11K
$609K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-419- 1.41% |
$70K - $83.9K
|
29.4K
$8.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-420- 2.64% |
$70.2K - $84.1K
|
15.5K
$4.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-422- 2.27% |
$70.5K - $84.5K
|
18.1K
$5.24M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-423- 0.99% |
$70.7K - $84.7K
|
42.5K
$12.3M
|