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 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-424- 1.73% |
$70.8K - $84.9K
|
24K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-427- 2.72% |
$71.3K - $85.5K
|
15.3K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-428- 2.11% |
$71.5K - $85.7K
|
19.9K
$5.75M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-434- 2.87% |
$72.5K - $86.9K
|
14.7K
$4.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-437- 2.13% |
$73K - $87.5K
|
20.1K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-438- 12.56% |
$73.2K - $87.7K
|
3.05K
$880K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-442- 28.32% |
$73.9K - $88.5K
|
1.12K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-443- 3.43% |
$74K - $88.7K
|
12.5K
$3.6M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-443- 4.4% |
$74K - $88.7K
|
9.63K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-443- 0.42% |
$74K - $88.7K
|
106K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-444- 1.82% |
$74.2K - $88.9K
|
24K
$6.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-444- 8.98% |
$74.2K - $88.9K
|
4.5K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-450- 2.4% |
$75.2K - $90.1K
|
18.3K
$5.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-450- 29.15% |
$75.2K - $90.1K
|
1.09K
$316K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-451- 52.08% |
$75.4K - $90.3K
|
415
$120K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-453- 4.21% |
$75.7K - $90.7K
|
10.3K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-454- 4.88% |
$75.9K - $90.9K
|
8.86K
$2.56M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-455- 18.5% |
$76K - $91.1K
|
2.01K
$579K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-456- 9.19% |
$76.2K - $91.3K
|
4.51K
$1.3M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-456- 2.36% |
$76.2K - $91.3K
|
18.9K
$5.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-457- 1.56% |
$76.4K - $91.5K
|
28.9K
$8.34M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-457- 2.54% |
$76.4K - $91.5K
|
17.5K
$5.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-459- 2.63% |
$76.7K - $91.9K
|
17K
$4.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-459- 1.24% |
$76.7K - $91.9K
|
36.5K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-462- 0.4% |
$77.2K - $92.5K
|
115K
$33.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-463- 1.43% |
$77.4K - $92.7K
|
31.8K
$9.19M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-463- 1.48% |
$77.4K - $92.7K
|
30.8K
$8.89M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-465- 2.48% |
$77.7K - $93.1K
|
18.3K
$5.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-467- 2.88% |
$78K - $93.5K
|
15.7K
$4.54M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-467- 13.4% |
$78K - $93.5K
|
3.02K
$871K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-467- 22.58% |
$78K - $93.5K
|
1.6K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-468- 1.22% |
$78.2K - $93.7K
|
38K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-468- 1.51% |
$78.2K - $93.7K
|
30.5K
$8.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-469- 0.66% |
$78.4K - $93.9K
|
70.4K
$20.3M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-470- 3.48% |
$78.5K - $94.1K
|
13K
$3.76M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-471- 1.28% |
$78.7K - $94.3K
|
36.2K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-475- 2.28% |
$79.4K - $95.1K
|
20.3K
$5.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-478- 5.46% |
$79.9K - $95.7K
|
8.28K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-479- 30.59% |
$80K - $95.9K
|
1.09K
$314K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-480- 0.91% |
$80.2K - $96.1K
|
52.5K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-482- 11.25% |
$80.5K - $96.5K
|
3.8K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-483- 7.21% |
$80.7K - $96.7K
|
6.22K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-484- 2.96% |
$80.9K - $96.9K
|
15.9K
$4.59M
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-485- 3.2% |
$81K - $97.1K
|
14.7K
$4.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-486- 2.33% |
$81.2K - $97.3K
|
20.3K
$5.87M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-486- 0.81% |
$81.2K - $97.3K
|
59.8K
$17.3M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-491- 19.15% |
$82K - $98.3K
|
2.07K
$598K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-497- 19.98% |
$83K - $99.5K
|
1.99K
$575K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-499- 0.65% |
$83.4K - $99.9K
|
76.1K
$22M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-499- 5.11% |
$83.4K - $99.9K
|
9.26K
$2.67M
|