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 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-643- 3.29% |
$107K - $129K
|
18.9K
$4.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-644- 5.88% |
$108K - $129K
|
10.3K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-646- 2.15% |
$108K - $129K
|
29.4K
$7.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-649- 1.39% |
$108K - $130K
|
46K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-658- 0.85% |
$110K - $132K
|
76.6K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-662- 7.52% |
$111K - $133K
|
8.15K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-663- 3.54% |
$111K - $133K
|
18K
$4.48M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-665- 1.31% |
$111K - $133K
|
50.2K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-665- 12.48% |
$111K - $133K
|
4.67K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-666- 1.77% |
$111K - $133K
|
36.9K
$9.16M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-666- 30.09% |
$111K - $133K
|
1.55K
$385K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-668- 14.12% |
$112K - $134K
|
4.06K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-668- 11.06% |
$112K - $134K
|
5.37K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-669- 2.36% |
$112K - $134K
|
27.7K
$6.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-674- 1.98% |
$113K - $135K
|
33.3K
$8.27M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-675- 3.41% |
$113K - $135K
|
19.1K
$4.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-679- 1.84% |
$113K - $136K
|
36.2K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-683- 2.71% |
$114K - $137K
|
24.6K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-691- 23.42% |
$115K - $138K
|
2.26K
$561K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-693- 1.77% |
$116K - $139K
|
38.5K
$9.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-697- 2.79% |
$116K - $140K
|
24.3K
$6.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-699- 0.34% |
$117K - $140K
|
206K
$51.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-700- 28.37% |
$117K - $140K
|
1.77K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 3.56% |
$117K - $140K
|
18.9K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-701- 0.68% |
$117K - $140K
|
103K
$25.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-702- 2.19% |
$117K - $141K
|
31.3K
$7.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-704- 14.36% |
$118K - $141K
|
4.2K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-707- 4.83% |
$118K - $142K
|
13.9K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-708- 3.3% |
$118K - $142K
|
20.8K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-708- 2.38% |
$118K - $142K
|
29.1K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-715- 1.1% |
$119K - $143K
|
64.4K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-716- 4.71% |
$120K - $143K
|
14.5K
$3.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-717- 2.65% |
$120K - $144K
|
26.3K
$6.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-717- 0.63% |
$120K - $144K
|
112K
$27.9M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-719- 2.3% |
$120K - $144K
|
30.6K
$7.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-724- 1.94% |
$121K - $145K
|
36.7K
$9.11M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-725- 1.07% |
$121K - $145K
|
66.8K
$16.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-732- 0.78% |
$122K - $147K
|
93.6K
$23.3M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-735- 0.3% |
$123K - $147K
|
244K
$60.6M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-738- 1.31% |
$123K - $148K
|
55.7K
$13.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-739- 37.47% |
$123K - $148K
|
1.23K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-740- 3.19% |
$124K - $148K
|
22.5K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-741- 2.2% |
$124K - $148K
|
33K
$8.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-742- 8.23% |
$124K - $149K
|
8.27K
$2.06M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-742- 0.85% |
$124K - $149K
|
86.2K
$21.4M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-745- 12.94% |
$124K - $149K
|
5.01K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-746- 9.18% |
$125K - $149K
|
7.38K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-747- 1.04% |
$125K - $150K
|
70.9K
$17.6M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-754- 8.23% |
$126K - $151K
|
8.41K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-755- 9.13% |
$126K - $151K
|
7.51K
$1.87M
|