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 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-785- 1.67% |
$131K - $157K
|
46.2K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 5.9% |
$131K - $157K
|
12.5K
$3.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-786- 1.22% |
$131K - $157K
|
63.4K
$19.6M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-787- 1.53% |
$131K - $158K
|
50.5K
$15.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$2.15M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-787- 0.69% |
$131K - $158K
|
113K
$34.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-788- 1.68% |
$132K - $158K
|
46.2K
$14.3M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-793- 2.77% |
$133K - $159K
|
27.9K
$8.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-795- 6.73% |
$133K - $159K
|
11K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-795- 5.09% |
$133K - $159K
|
14.8K
$4.58M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-799- 2.76% |
$134K - $160K
|
28.1K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-799- 1.91% |
$134K - $160K
|
40.9K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-800- 8.26% |
$134K - $160K
|
8.88K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-804- 1.33% |
$134K - $161K
|
59.5K
$18.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-805- 3.51% |
$135K - $161K
|
22.1K
$6.83M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-809- 20.95% |
$135K - $162K
|
3.05K
$943K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-811- 10.9% |
$136K - $162K
|
6.63K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-811- 1.6% |
$136K - $162K
|
49.8K
$15.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-812- 7.55% |
$136K - $163K
|
9.95K
$3.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-815- 0.96% |
$136K - $163K
|
84.5K
$26.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-819- 3.4% |
$137K - $164K
|
23.3K
$7.19M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-821- 11.35% |
$137K - $164K
|
6.41K
$1.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-823- 1.52% |
$138K - $165K
|
53.2K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-826- 1.45% |
$138K - $165K
|
56.2K
$17.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-835- 3.64% |
$140K - $167K
|
22.1K
$6.83M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-835- 14.89% |
$140K - $167K
|
4.77K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-840- 13.11% |
$140K - $168K
|
5.57K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-845- 1.82% |
$141K - $169K
|
45.7K
$14.1M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-845- 1.82% |
$141K - $169K
|
45.7K
$14.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-848- 72.11% |
$142K - $170K
|
328
$101K
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-855- 7.33% |
$143K - $171K
|
10.8K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-858- 13.7% |
$143K - $172K
|
5.41K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-859- 8.01% |
$144K - $172K
|
9.87K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-864- 6.05% |
$144K - $173K
|
13.4K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-868- 42.57% |
$145K - $174K
|
1.17K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-875- 5.47% |
$146K - $175K
|
15.1K
$4.67M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-880- 1.38% |
$147K - $176K
|
63K
$19.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-881- 21.72% |
$147K - $176K
|
3.18K
$981K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-882- 15.38% |
$147K - $177K
|
4.85K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-886- 0.59% |
$148K - $177K
|
149K
$45.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-887- 0.51% |
$148K - $178K
|
174K
$53.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-892- 15.72% |
$149K - $179K
|
4.78K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-899- 7.69% |
$150K - $180K
|
10.8K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-900- 1.21% |
$150K - $180K
|
73.7K
$22.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-901- 1.08% |
$151K - $180K
|
82.3K
$25.4M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-906- 0.48% |
$151K - $181K
|
186K
$57.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-910- 0.35% |
$152K - $182K
|
261K
$80.6M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-913- 1.06% |
$153K - $183K
|
85K
$26.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-918- 1.98% |
$153K - $184K
|
45.4K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 16.24% |
$154K - $184K
|
4.75K
$1.47M
|