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 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-666- 30.09% |
$111K - $133K
|
1.55K
$478K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-668- 14.12% |
$112K - $134K
|
4.06K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-668- 11.06% |
$112K - $134K
|
5.37K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-669- 2.36% |
$112K - $134K
|
27.7K
$8.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-674- 1.98% |
$113K - $135K
|
33.3K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-675- 3.41% |
$113K - $135K
|
19.1K
$5.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-679- 1.84% |
$113K - $136K
|
36.2K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-683- 2.71% |
$114K - $137K
|
24.6K
$7.58M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-691- 23.42% |
$115K - $138K
|
2.26K
$698K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-693- 1.77% |
$116K - $139K
|
38.5K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-697- 2.79% |
$116K - $140K
|
24.3K
$7.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-699- 0.34% |
$117K - $140K
|
206K
$63.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-700- 28.37% |
$117K - $140K
|
1.77K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 3.56% |
$117K - $140K
|
18.9K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-701- 0.68% |
$117K - $140K
|
103K
$31.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-702- 2.19% |
$117K - $141K
|
31.3K
$9.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-704- 14.36% |
$118K - $141K
|
4.2K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-707- 4.83% |
$118K - $142K
|
13.9K
$4.3M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-708- 3.3% |
$118K - $142K
|
20.8K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-708- 2.38% |
$118K - $142K
|
29.1K
$8.99M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-715- 1.1% |
$119K - $143K
|
64.4K
$19.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-716- 4.71% |
$120K - $143K
|
14.5K
$4.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-717- 2.65% |
$120K - $144K
|
26.3K
$8.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-717- 0.63% |
$120K - $144K
|
112K
$34.7M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-719- 2.3% |
$120K - $144K
|
30.6K
$9.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-724- 1.94% |
$121K - $145K
|
36.7K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-725- 1.07% |
$121K - $145K
|
66.8K
$20.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-732- 0.78% |
$122K - $147K
|
93.6K
$28.9M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-735- 0.3% |
$123K - $147K
|
244K
$75.3M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-738- 1.31% |
$123K - $148K
|
55.7K
$17.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-739- 37.47% |
$123K - $148K
|
1.23K
$381K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-740- 3.19% |
$124K - $148K
|
22.5K
$6.94M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-741- 2.2% |
$124K - $148K
|
33K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-742- 8.23% |
$124K - $149K
|
8.27K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-742- 0.85% |
$124K - $149K
|
86.2K
$26.6M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-745- 12.94% |
$124K - $149K
|
5.01K
$1.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-746- 9.18% |
$125K - $149K
|
7.38K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-747- 1.04% |
$125K - $150K
|
70.9K
$21.9M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-750- 42.54% |
$125K - $150K
|
1.01K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-754- 8.23% |
$126K - $151K
|
8.41K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-755- 9.13% |
$126K - $151K
|
7.51K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-757- 0.9% |
$126K - $152K
|
83.3K
$25.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-761- 2.88% |
$127K - $152K
|
25.6K
$7.92M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-761- 12.92% |
$127K - $152K
|
5.13K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-764- 4.03% |
$128K - $153K
|
18.2K
$5.62M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-764- 1.76% |
$128K - $153K
|
42.6K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-764- 7.94% |
$128K - $153K
|
8.86K
$2.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-772- 35.99% |
$129K - $155K
|
1.37K
$424K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-780- 0.63% |
$130K - $156K
|
122K
$37.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-782- 34.24% |
$131K - $157K
|
1.5K
$464K
|