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
|
Tru Independence LLC
|
SELL
|
- |
-1.09K- 2.81% |
$182K - $218K
|
37.7K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 14.08% |
$183K - $219K
|
6.68K
$1.89M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.1K- 1.79% |
$184K - $221K
|
60.7K
$17.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 2.66% |
$184K - $221K
|
40.3K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.11K- 1.08% |
$185K - $222K
|
101K
$28.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.11K- 10.38% |
$185K - $222K
|
9.58K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.11K- 1.27% |
$186K - $223K
|
86.4K
$24.5M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.11K- 10.69% |
$186K - $223K
|
9.3K
$2.63M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.12K- 2.52% |
$186K - $223K
|
43.2K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.12K- 5.03% |
$186K - $224K
|
21.1K
$5.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.12K- 1.57% |
$187K - $224K
|
70.3K
$19.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.12K- 0.68% |
$187K - $225K
|
165K
$46.6M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.12K- 2.21% |
$187K - $225K
|
49.6K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.14K- 1.94% |
$190K - $227K
|
57.3K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 9.29% |
$190K - $228K
|
11.1K
$3.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.14K- 1.12% |
$191K - $229K
|
100K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.15K- 41.73% |
$191K - $230K
|
1.6K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 44.41% |
$192K - $230K
|
1.44K
$407K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.16K- 3.9% |
$193K - $231K
|
28.5K
$8.07M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.16K- 5.59% |
$194K - $232K
|
19.6K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.16K- 5.19% |
$194K - $232K
|
21.2K
$6M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.16K- 0.89% |
$194K - $233K
|
130K
$36.8M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.17K- 14.27% |
$195K - $234K
|
7.02K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.17K- 10.86% |
$195K - $234K
|
9.6K
$2.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.17K- 4.09% |
$196K - $235K
|
27.5K
$7.79M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.18K- 19.31% |
$197K - $236K
|
4.92K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.18K- 0.57% |
$197K - $236K
|
205K
$58M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.18K- 5.14% |
$197K - $237K
|
21.8K
$6.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-1.18K- 34.39% |
$198K - $237K
|
2.26K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.19K- 43.67% |
$199K - $239K
|
1.54K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.19K- 4.57% |
$199K - $239K
|
24.8K
$7.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.19K- 21.88% |
$199K - $239K
|
4.26K
$1.21M
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.2K- 8.96% |
$200K - $239K
|
12.1K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.2K- 14.2% |
$201K - $240K
|
7.25K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.2K- 5.78% |
$201K - $241K
|
19.6K
$5.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.21K- 3.95% |
$202K - $242K
|
29.4K
$8.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.21K- 4.0% |
$202K - $243K
|
29.1K
$8.23M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 5.51% |
$204K - $244K
|
20.9K
$5.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.22K- 3.8% |
$204K - $244K
|
30.9K
$8.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.23K- 2.2% |
$205K - $245K
|
54.4K
$15.4M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.23K- 47.16% |
$205K - $246K
|
1.38K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.23K- 4.86% |
$206K - $247K
|
24.1K
$6.83M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.23K- 4.63% |
$206K - $247K
|
25.4K
$7.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.24K- 4.44% |
$206K - $247K
|
26.6K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 3.32% |
$207K - $248K
|
36K
$10.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.25K- 2.33% |
$208K - $250K
|
52.2K
$14.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.25K- 10.93% |
$209K - $250K
|
10.2K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.42% |
$209K - $251K
|
50.4K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.25K- 27.05% |
$209K - $251K
|
3.38K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.26K- 36.7% |
$210K - $252K
|
2.17K
$614K
|