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 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-793- 2.77% |
$133K - $159K
|
27.9K
$8.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-795- 6.73% |
$133K - $159K
|
11K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-795- 5.09% |
$133K - $159K
|
14.8K
$4.28M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-799- 2.76% |
$134K - $160K
|
28.1K
$8.12M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-799- 1.91% |
$134K - $160K
|
40.9K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-800- 8.26% |
$134K - $160K
|
8.88K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-804- 1.33% |
$134K - $161K
|
59.5K
$17.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-805- 3.51% |
$135K - $161K
|
22.1K
$6.38M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-809- 20.95% |
$135K - $162K
|
3.05K
$881K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-811- 10.9% |
$136K - $162K
|
6.63K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-811- 1.6% |
$136K - $162K
|
49.8K
$14.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-812- 7.55% |
$136K - $163K
|
9.95K
$2.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-815- 0.96% |
$136K - $163K
|
84.5K
$24.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-819- 3.4% |
$137K - $164K
|
23.3K
$6.72M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-821- 11.35% |
$137K - $164K
|
6.41K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-823- 1.52% |
$138K - $165K
|
53.2K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-826- 1.45% |
$138K - $165K
|
56.2K
$16.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-835- 3.64% |
$140K - $167K
|
22.1K
$6.39M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-835- 14.89% |
$140K - $167K
|
4.77K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-840- 13.11% |
$140K - $168K
|
5.57K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-845- 1.82% |
$141K - $169K
|
45.7K
$13.2M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-845- 1.82% |
$141K - $169K
|
45.7K
$13.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-848- 72.11% |
$142K - $170K
|
328
$94.7K
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-855- 7.33% |
$143K - $171K
|
10.8K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-858- 13.7% |
$143K - $172K
|
5.41K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-859- 8.01% |
$144K - $172K
|
9.87K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-864- 6.05% |
$144K - $173K
|
13.4K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-868- 42.57% |
$145K - $174K
|
1.17K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-875- 5.47% |
$146K - $175K
|
15.1K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-880- 1.38% |
$147K - $176K
|
63K
$18.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-881- 21.72% |
$147K - $176K
|
3.18K
$917K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-882- 15.38% |
$147K - $177K
|
4.85K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-886- 0.59% |
$148K - $177K
|
149K
$42.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-887- 0.51% |
$148K - $178K
|
174K
$50.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-892- 15.72% |
$149K - $179K
|
4.78K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-899- 7.69% |
$150K - $180K
|
10.8K
$3.12M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-900- 1.21% |
$150K - $180K
|
73.7K
$21.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-901- 1.08% |
$151K - $180K
|
82.3K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-906- 0.48% |
$151K - $181K
|
186K
$53.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-910- 0.35% |
$152K - $182K
|
261K
$75.3M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-913- 1.06% |
$153K - $183K
|
85K
$24.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-918- 1.98% |
$153K - $184K
|
45.4K
$13.1M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 16.24% |
$154K - $184K
|
4.75K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-921- 4.41% |
$154K - $184K
|
20K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-923- 7.03% |
$154K - $185K
|
12.2K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-925- 0.21% |
$155K - $185K
|
438K
$127M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-926- 5.48% |
$155K - $185K
|
16K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-927- 1.25% |
$155K - $186K
|
73.5K
$21.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-928- 2.87% |
$155K - $186K
|
31.4K
$9.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-929- 3.39% |
$155K - $186K
|
26.5K
$7.65M
|