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
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.16K- 3.9% |
$193K - $231K
|
28.5K
$7.88M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.16K- 5.59% |
$194K - $232K
|
19.6K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.16K- 5.19% |
$194K - $232K
|
21.2K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.16K- 0.89% |
$194K - $233K
|
130K
$36M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.17K- 14.27% |
$195K - $234K
|
7.02K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.17K- 10.86% |
$195K - $234K
|
9.6K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.17K- 4.09% |
$196K - $235K
|
27.5K
$7.61M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.18K- 19.31% |
$197K - $236K
|
4.92K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.18K- 0.57% |
$197K - $236K
|
205K
$56.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.18K- 5.14% |
$197K - $237K
|
21.8K
$6.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-1.18K- 34.39% |
$198K - $237K
|
2.26K
$624K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.19K- 43.67% |
$199K - $239K
|
1.54K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.19K- 4.57% |
$199K - $239K
|
24.8K
$6.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.19K- 21.88% |
$199K - $239K
|
4.26K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.2K- 14.2% |
$201K - $240K
|
7.25K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.2K- 5.78% |
$201K - $241K
|
19.6K
$5.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.21K- 3.95% |
$202K - $242K
|
29.4K
$8.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.21K- 4.0% |
$202K - $243K
|
29.1K
$8.04M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 5.51% |
$204K - $244K
|
20.9K
$5.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.22K- 3.8% |
$204K - $244K
|
30.9K
$8.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.23K- 2.2% |
$205K - $245K
|
54.4K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.23K- 4.86% |
$206K - $247K
|
24.1K
$6.68M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.23K- 4.63% |
$206K - $247K
|
25.4K
$7.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.24K- 4.44% |
$206K - $247K
|
26.6K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 3.32% |
$207K - $248K
|
36K
$9.97M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.25K- 2.33% |
$208K - $250K
|
52.2K
$14.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.25K- 10.93% |
$209K - $250K
|
10.2K
$2.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.42% |
$209K - $251K
|
50.4K
$13.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.25K- 27.05% |
$209K - $251K
|
3.38K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.26K- 36.7% |
$210K - $252K
|
2.17K
$600K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.27K- 1.33% |
$212K - $254K
|
94K
$26M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.27K- 4.36% |
$212K - $255K
|
27.9K
$7.7M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.19% |
$213K - $255K
|
106K
$29.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 10.76% |
$213K - $256K
|
10.6K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.29K- 2.47% |
$216K - $259K
|
51K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.3K- 4.19% |
$217K - $260K
|
29.6K
$8.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.3K- 19.83% |
$217K - $260K
|
5.25K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.3K- 6.52% |
$217K - $260K
|
18.6K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.3K- 5.27% |
$217K - $260K
|
23.4K
$6.46M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.3K- 2.49% |
$218K - $261K
|
51K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.3K- 5.83% |
$218K - $261K
|
21K
$5.82M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.31K- 1.63% |
$219K - $263K
|
79.1K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.31K- 36.7% |
$219K - $263K
|
2.26K
$626K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.32K- 12.51% |
$220K - $264K
|
9.2K
$2.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.33K- 0.53% |
$222K - $266K
|
251K
$69.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.34K- 11.67% |
$223K - $268K
|
10.1K
$2.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-1.34K- 4.47% |
$223K - $268K
|
28.6K
$7.91M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.34K- 1.1% |
$224K - $268K
|
120K
$33.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.34K- 5.25% |
$224K - $268K
|
24.2K
$6.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.35K- 4.62% |
$225K - $270K
|
27.8K
$7.68M
|