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 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-587- 12.31% |
$98.1K - $118K
|
4.18K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-589- 0.94% |
$98.4K - $118K
|
62.4K
$18M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-592- 4.11% |
$98.9K - $119K
|
13.8K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-594- 3.49% |
$99.3K - $119K
|
16.4K
$4.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-596- 7.12% |
$99.6K - $119K
|
7.78K
$2.25M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-596- 7.41% |
$99.6K - $119K
|
7.45K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-597- 1.88% |
$99.8K - $120K
|
31.2K
$9M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-600- 8.96% |
$100K - $120K
|
6.1K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 1.16% |
$100K - $120K
|
51.3K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-601- 21.85% |
$100K - $120K
|
2.15K
$620K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-602- 0.9% |
$101K - $121K
|
66.3K
$19.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-603- 27.75% |
$101K - $121K
|
1.57K
$453K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-607- 3.08% |
$101K - $122K
|
19.1K
$5.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-608- 2.91% |
$102K - $122K
|
20.3K
$5.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-608- 6.31% |
$102K - $122K
|
9.03K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-610- 0.46% |
$102K - $122K
|
131K
$37.8M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-610- 1.0% |
$102K - $122K
|
60.5K
$17.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-612- 3.68% |
$102K - $123K
|
16K
$4.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-614- 3.06% |
$103K - $123K
|
19.5K
$5.62M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-614- 1.9% |
$103K - $123K
|
31.7K
$9.16M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-614- 1.36% |
$103K - $123K
|
44.6K
$12.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-616- 12.12% |
$103K - $123K
|
4.47K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-620- 90.38% |
$104K - $124K
|
66
$19.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-620- 10.77% |
$104K - $124K
|
5.14K
$1.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-621- 1.74% |
$104K - $124K
|
35.1K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-628- 6.06% |
$105K - $126K
|
9.74K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-629- 1.74% |
$105K - $126K
|
35.6K
$10.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-631- 3.61% |
$105K - $126K
|
16.9K
$4.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-635- 1.4% |
$106K - $127K
|
44.8K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-635- 2.26% |
$106K - $127K
|
27.5K
$7.93M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-637- 11.62% |
$106K - $128K
|
4.85K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-640- 17.18% |
$107K - $128K
|
3.09K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-643- 7.63% |
$107K - $129K
|
7.79K
$2.25M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-643- 3.29% |
$107K - $129K
|
18.9K
$5.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-644- 5.88% |
$108K - $129K
|
10.3K
$2.98M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-646- 2.15% |
$108K - $129K
|
29.4K
$8.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-649- 1.39% |
$108K - $130K
|
46K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-658- 0.85% |
$110K - $132K
|
76.6K
$22.1M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-662- 7.52% |
$111K - $133K
|
8.15K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-663- 3.54% |
$111K - $133K
|
18K
$5.21M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-665- 1.31% |
$111K - $133K
|
50.2K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-665- 12.48% |
$111K - $133K
|
4.67K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-666- 1.77% |
$111K - $133K
|
36.9K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-666- 30.09% |
$111K - $133K
|
1.55K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-668- 14.12% |
$112K - $134K
|
4.06K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-668- 11.06% |
$112K - $134K
|
5.37K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-669- 2.36% |
$112K - $134K
|
27.7K
$7.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-674- 1.98% |
$113K - $135K
|
33.3K
$9.61M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-675- 3.41% |
$113K - $135K
|
19.1K
$5.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-679- 1.84% |
$113K - $136K
|
36.2K
$10.4M
|