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 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-683- 2.71% |
$114K - $137K
|
24.6K
$7.09M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-691- 23.42% |
$115K - $138K
|
2.26K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-693- 1.77% |
$116K - $139K
|
38.5K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-697- 2.79% |
$116K - $140K
|
24.3K
$7.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-699- 0.34% |
$117K - $140K
|
206K
$59.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-700- 28.37% |
$117K - $140K
|
1.77K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 3.56% |
$117K - $140K
|
18.9K
$5.47M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-701- 0.68% |
$117K - $140K
|
103K
$29.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-702- 2.19% |
$117K - $141K
|
31.3K
$9.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-704- 14.36% |
$118K - $141K
|
4.2K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-707- 4.83% |
$118K - $142K
|
13.9K
$4.02M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-708- 3.3% |
$118K - $142K
|
20.8K
$6M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-708- 2.38% |
$118K - $142K
|
29.1K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-715- 1.1% |
$119K - $143K
|
64.4K
$18.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-716- 4.71% |
$120K - $143K
|
14.5K
$4.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-717- 2.65% |
$120K - $144K
|
26.3K
$7.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-717- 0.63% |
$120K - $144K
|
112K
$32.4M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-719- 2.3% |
$120K - $144K
|
30.6K
$8.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-724- 1.94% |
$121K - $145K
|
36.7K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-725- 1.07% |
$121K - $145K
|
66.8K
$19.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-732- 0.78% |
$122K - $147K
|
93.6K
$27M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-735- 0.3% |
$123K - $147K
|
244K
$70.4M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-738- 1.31% |
$123K - $148K
|
55.7K
$16.1M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-739- 37.47% |
$123K - $148K
|
1.23K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-740- 3.19% |
$124K - $148K
|
22.5K
$6.49M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-741- 2.2% |
$124K - $148K
|
33K
$9.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-742- 8.23% |
$124K - $149K
|
8.27K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-742- 0.85% |
$124K - $149K
|
86.2K
$24.9M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-745- 12.94% |
$124K - $149K
|
5.01K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-746- 9.18% |
$125K - $149K
|
7.38K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-747- 1.04% |
$125K - $150K
|
70.9K
$20.5M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-750- 42.54% |
$125K - $150K
|
1.01K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-754- 8.23% |
$126K - $151K
|
8.41K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-755- 9.13% |
$126K - $151K
|
7.51K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-757- 0.9% |
$126K - $152K
|
83.3K
$24M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-761- 2.88% |
$127K - $152K
|
25.6K
$7.4M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-761- 12.92% |
$127K - $152K
|
5.13K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-764- 4.03% |
$128K - $153K
|
18.2K
$5.25M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-764- 1.76% |
$128K - $153K
|
42.6K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-764- 7.94% |
$128K - $153K
|
8.86K
$2.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-772- 35.99% |
$129K - $155K
|
1.37K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-780- 0.63% |
$130K - $156K
|
122K
$35.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-782- 34.24% |
$131K - $157K
|
1.5K
$434K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-785- 1.67% |
$131K - $157K
|
46.2K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 5.9% |
$131K - $157K
|
12.5K
$3.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-786- 1.22% |
$131K - $157K
|
63.4K
$18.3M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-787- 1.53% |
$131K - $158K
|
50.5K
$14.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$2.01M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-787- 0.69% |
$131K - $158K
|
113K
$32.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-788- 1.68% |
$132K - $158K
|
46.2K
$13.3M
|