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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-556- 23.74% |
$92.9K - $111K
|
1.79K
$444K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-556- 0.78% |
$92.9K - $111K
|
70.8K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-558- 1.04% |
$93.2K - $112K
|
53K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-559- 6.58% |
$93.4K - $112K
|
7.94K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-560- 0.67% |
$93.6K - $112K
|
83.4K
$20.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-564- 34.84% |
$94.2K - $113K
|
1.06K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-565- 1.28% |
$94.4K - $113K
|
43.6K
$10.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-567- 2.29% |
$94.7K - $114K
|
24.2K
$6.02M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-567- 4.86% |
$94.7K - $114K
|
11.1K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-568- 2.93% |
$94.9K - $114K
|
18.8K
$4.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-575- 4.48% |
$96.1K - $115K
|
12.3K
$3.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-576- 2.29% |
$96.2K - $115K
|
24.6K
$6.12M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-583- 3.85% |
$97.4K - $117K
|
14.6K
$3.62M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-583- 4.94% |
$97.4K - $117K
|
11.2K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-584- 2.21% |
$97.6K - $117K
|
25.8K
$6.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-586- 1.15% |
$97.9K - $117K
|
50.5K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-586- 1.71% |
$97.9K - $117K
|
33.7K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-587- 12.31% |
$98.1K - $118K
|
4.18K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-589- 0.94% |
$98.4K - $118K
|
62.4K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-592- 4.11% |
$98.9K - $119K
|
13.8K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-594- 3.49% |
$99.3K - $119K
|
16.4K
$4.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-596- 7.12% |
$99.6K - $119K
|
7.78K
$1.93M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-596- 7.41% |
$99.6K - $119K
|
7.45K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-597- 1.88% |
$99.8K - $120K
|
31.2K
$7.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-600- 8.96% |
$100K - $120K
|
6.1K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 1.16% |
$100K - $120K
|
51.3K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-601- 21.85% |
$100K - $120K
|
2.15K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-602- 0.9% |
$101K - $121K
|
66.3K
$16.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-603- 27.75% |
$101K - $121K
|
1.57K
$390K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-607- 3.08% |
$101K - $122K
|
19.1K
$4.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-608- 2.91% |
$102K - $122K
|
20.3K
$5.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-608- 6.31% |
$102K - $122K
|
9.03K
$2.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-610- 0.46% |
$102K - $122K
|
131K
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-610- 1.0% |
$102K - $122K
|
60.5K
$15M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-612- 3.68% |
$102K - $123K
|
16K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-614- 3.06% |
$103K - $123K
|
19.5K
$4.84M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-614- 1.9% |
$103K - $123K
|
31.7K
$7.89M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-614- 1.36% |
$103K - $123K
|
44.6K
$11.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-616- 12.12% |
$103K - $123K
|
4.47K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-620- 90.38% |
$104K - $124K
|
66
$16.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-620- 10.77% |
$104K - $124K
|
5.14K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-621- 1.74% |
$104K - $124K
|
35.1K
$8.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-628- 6.06% |
$105K - $126K
|
9.74K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-629- 1.74% |
$105K - $126K
|
35.6K
$8.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-631- 3.61% |
$105K - $126K
|
16.9K
$4.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-635- 1.4% |
$106K - $127K
|
44.8K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-635- 2.26% |
$106K - $127K
|
27.5K
$6.83M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-637- 11.62% |
$106K - $128K
|
4.85K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-640- 17.18% |
$107K - $128K
|
3.09K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-643- 7.63% |
$107K - $129K
|
7.79K
$1.94M
|