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 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-468- 1.51% |
$78.2K - $93.7K
|
30.5K
$7.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-469- 0.66% |
$78.4K - $93.9K
|
70.4K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-470- 3.48% |
$78.5K - $94.1K
|
13K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-471- 1.28% |
$78.7K - $94.3K
|
36.2K
$9M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-475- 2.28% |
$79.4K - $95.1K
|
20.3K
$5.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-478- 5.46% |
$79.9K - $95.7K
|
8.28K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-479- 30.59% |
$80K - $95.9K
|
1.09K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-480- 0.91% |
$80.2K - $96.1K
|
52.5K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-482- 11.25% |
$80.5K - $96.5K
|
3.8K
$945K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-483- 7.21% |
$80.7K - $96.7K
|
6.22K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-484- 2.96% |
$80.9K - $96.9K
|
15.9K
$3.95M
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-485- 3.2% |
$81K - $97.1K
|
14.7K
$3.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-486- 2.33% |
$81.2K - $97.3K
|
20.3K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-486- 0.81% |
$81.2K - $97.3K
|
59.8K
$14.9M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-491- 19.15% |
$82K - $98.3K
|
2.07K
$515K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-497- 19.98% |
$83K - $99.5K
|
1.99K
$495K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-499- 0.65% |
$83.4K - $99.9K
|
76.1K
$18.9M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-499- 5.11% |
$83.4K - $99.9K
|
9.26K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-500- 11.98% |
$83.5K - $100K
|
3.68K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-500- 3.2% |
$83.5K - $100K
|
15.1K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-501- 2.6% |
$83.7K - $100K
|
18.8K
$4.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-502- 1.92% |
$83.9K - $101K
|
25.7K
$6.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-505- 1.34% |
$84.4K - $101K
|
37.1K
$9.23M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-507- 1.58% |
$84.7K - $102K
|
31.6K
$7.86M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-507- 1.72% |
$84.7K - $102K
|
29K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-509- 1.59% |
$85K - $102K
|
31.5K
$7.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-510- 7.73% |
$85.2K - $102K
|
6.09K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-512- 11.08% |
$85.6K - $103K
|
4.11K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-515- 17.63% |
$86.1K - $103K
|
2.41K
$598K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-515- 8.91% |
$86.1K - $103K
|
5.27K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-515- 16.42% |
$86.1K - $103K
|
2.62K
$652K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-520- 0.91% |
$86.9K - $104K
|
56.3K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-520- 1.13% |
$86.9K - $104K
|
45.5K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-525- 9.15% |
$87.7K - $105K
|
5.21K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-528- 10.14% |
$88.2K - $106K
|
4.68K
$1.16M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-528- 11.65% |
$88.2K - $106K
|
4K
$995K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-529- 23.06% |
$88.4K - $106K
|
1.77K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-530- 18.75% |
$88.6K - $106K
|
2.3K
$571K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-531- 15.55% |
$88.7K - $106K
|
2.88K
$717K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-531- 4.77% |
$88.7K - $106K
|
10.6K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-538- 3.45% |
$89.9K - $108K
|
15K
$3.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-545- 1.6% |
$91.1K - $109K
|
33.6K
$8.36M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-545- 21.12% |
$91.1K - $109K
|
2.04K
$506K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-546- 3.98% |
$91.2K - $109K
|
13.2K
$3.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 2.3% |
$91.9K - $110K
|
23.4K
$5.81M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-550- 1.2% |
$91.9K - $110K
|
45.1K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-551- 4.19% |
$92.1K - $110K
|
12.6K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-551- 5.78% |
$92.1K - $110K
|
8.99K
$2.23M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-553- 4.15% |
$92.4K - $111K
|
12.8K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-554- 4.93% |
$92.6K - $111K
|
10.7K
$2.65M
|