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 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-485- 3.2% |
$81K - $97.1K
|
14.7K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-486- 2.33% |
$81.2K - $97.3K
|
20.3K
$6.34M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-486- 0.81% |
$81.2K - $97.3K
|
59.8K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-491- 19.15% |
$82K - $98.3K
|
2.07K
$646K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-497- 19.98% |
$83K - $99.5K
|
1.99K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-499- 0.65% |
$83.4K - $99.9K
|
76.1K
$23.7M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-499- 5.11% |
$83.4K - $99.9K
|
9.26K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-500- 11.98% |
$83.5K - $100K
|
3.68K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-500- 3.2% |
$83.5K - $100K
|
15.1K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-501- 2.6% |
$83.7K - $100K
|
18.8K
$5.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-502- 1.92% |
$83.9K - $101K
|
25.7K
$8M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-502- 14.38% |
$83.9K - $101K
|
2.99K
$932K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-505- 1.34% |
$84.4K - $101K
|
37.1K
$11.6M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-507- 1.58% |
$84.7K - $102K
|
31.6K
$9.86M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-507- 1.72% |
$84.7K - $102K
|
29K
$9.05M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-509- 1.59% |
$85K - $102K
|
31.5K
$9.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-510- 7.73% |
$85.2K - $102K
|
6.09K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-512- 11.08% |
$85.6K - $103K
|
4.11K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-515- 17.63% |
$86.1K - $103K
|
2.41K
$750K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-515- 8.91% |
$86.1K - $103K
|
5.27K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-515- 16.42% |
$86.1K - $103K
|
2.62K
$817K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-520- 0.91% |
$86.9K - $104K
|
56.3K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-520- 1.13% |
$86.9K - $104K
|
45.5K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-525- 9.15% |
$87.7K - $105K
|
5.21K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-528- 10.14% |
$88.2K - $106K
|
4.68K
$1.46M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-528- 11.65% |
$88.2K - $106K
|
4K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-529- 23.06% |
$88.4K - $106K
|
1.77K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-530- 18.75% |
$88.6K - $106K
|
2.3K
$716K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-531- 15.55% |
$88.7K - $106K
|
2.88K
$899K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-531- 4.77% |
$88.7K - $106K
|
10.6K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-538- 3.45% |
$89.9K - $108K
|
15K
$4.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-545- 1.6% |
$91.1K - $109K
|
33.6K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-545- 21.12% |
$91.1K - $109K
|
2.04K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-546- 3.98% |
$91.2K - $109K
|
13.2K
$4.11M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 2.3% |
$91.9K - $110K
|
23.4K
$7.29M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-550- 1.2% |
$91.9K - $110K
|
45.1K
$14.1M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-551- 4.19% |
$92.1K - $110K
|
12.6K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-551- 5.78% |
$92.1K - $110K
|
8.99K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-553- 4.15% |
$92.4K - $111K
|
12.8K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-554- 4.93% |
$92.6K - $111K
|
10.7K
$3.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-556- 23.74% |
$92.9K - $111K
|
1.79K
$557K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-556- 0.78% |
$92.9K - $111K
|
70.8K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-558- 1.04% |
$93.2K - $112K
|
53K
$16.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-559- 6.58% |
$93.4K - $112K
|
7.94K
$2.48M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-560- 0.67% |
$93.6K - $112K
|
83.4K
$26M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-564- 34.84% |
$94.2K - $113K
|
1.06K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-565- 1.28% |
$94.4K - $113K
|
43.6K
$13.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-567- 2.29% |
$94.7K - $114K
|
24.2K
$7.55M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-567- 4.86% |
$94.7K - $114K
|
11.1K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-568- 2.93% |
$94.9K - $114K
|
18.8K
$5.86M
|