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
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-397- 2.21% |
$66.3K - $79.5K
|
17.6K
$4.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-398- 1.14% |
$66.5K - $79.7K
|
34.6K
$8.64M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-398- 1.59% |
$66.5K - $79.7K
|
24.6K
$6.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-399- 91.51% |
$66.7K - $79.9K
|
37
$9.24K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 1.2% |
$66.8K - $80.1K
|
32.9K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 5.41% |
$66.8K - $80.1K
|
7K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-403- 10.82% |
$67.3K - $80.7K
|
3.32K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-404- 4.28% |
$67.5K - $80.9K
|
9.04K
$2.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-406- 9.91% |
$67.8K - $81.3K
|
3.69K
$922K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-408- 6.71% |
$68.2K - $81.7K
|
5.67K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-410- 2.2% |
$68.5K - $82.1K
|
18.2K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-413- 76.48% |
$69K - $82.7K
|
127
$31.7K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-418- 2.59% |
$69.8K - $83.7K
|
15.7K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-418- 16.55% |
$69.8K - $83.7K
|
2.11K
$527K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-419- 1.41% |
$70K - $83.9K
|
29.4K
$7.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-420- 2.64% |
$70.2K - $84.1K
|
15.5K
$3.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-422- 2.27% |
$70.5K - $84.5K
|
18.1K
$4.53M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-423- 0.99% |
$70.7K - $84.7K
|
42.5K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-424- 1.73% |
$70.8K - $84.9K
|
24K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-427- 2.72% |
$71.3K - $85.5K
|
15.3K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-428- 2.11% |
$71.5K - $85.7K
|
19.9K
$4.97M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-434- 2.87% |
$72.5K - $86.9K
|
14.7K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-437- 2.13% |
$73K - $87.5K
|
20.1K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-438- 12.56% |
$73.2K - $87.7K
|
3.05K
$761K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-442- 28.32% |
$73.9K - $88.5K
|
1.12K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-443- 3.43% |
$74K - $88.7K
|
12.5K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-443- 4.4% |
$74K - $88.7K
|
9.63K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-443- 0.42% |
$74K - $88.7K
|
106K
$26.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-444- 1.82% |
$74.2K - $88.9K
|
24K
$5.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-444- 8.98% |
$74.2K - $88.9K
|
4.5K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-450- 2.4% |
$75.2K - $90.1K
|
18.3K
$4.58M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-450- 29.15% |
$75.2K - $90.1K
|
1.09K
$273K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-451- 52.08% |
$75.4K - $90.3K
|
415
$104K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-453- 4.21% |
$75.7K - $90.7K
|
10.3K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-454- 4.88% |
$75.9K - $90.9K
|
8.86K
$2.21M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-455- 18.5% |
$76K - $91.1K
|
2.01K
$501K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-456- 9.19% |
$76.2K - $91.3K
|
4.51K
$1.13M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-456- 2.36% |
$76.2K - $91.3K
|
18.9K
$4.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-457- 1.56% |
$76.4K - $91.5K
|
28.9K
$7.21M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-457- 2.54% |
$76.4K - $91.5K
|
17.5K
$4.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-459- 2.63% |
$76.7K - $91.9K
|
17K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-459- 1.24% |
$76.7K - $91.9K
|
36.5K
$9.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-462- 0.4% |
$77.2K - $92.5K
|
115K
$28.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-463- 1.43% |
$77.4K - $92.7K
|
31.8K
$7.95M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-463- 1.48% |
$77.4K - $92.7K
|
30.8K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-465- 2.48% |
$77.7K - $93.1K
|
18.3K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-467- 2.88% |
$78K - $93.5K
|
15.7K
$3.93M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-467- 13.4% |
$78K - $93.5K
|
3.02K
$754K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-467- 22.58% |
$78K - $93.5K
|
1.6K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-468- 1.22% |
$78.2K - $93.7K
|
38K
$9.49M
|