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 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.23K- 4.63% |
$206K - $247K
|
25.4K
$7.86M
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.23K- 35.51% |
$206K - $247K
|
2.24K
$692K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.24K- 4.44% |
$206K - $247K
|
26.6K
$8.22M
|
|
|
May 15, 2024
Q1 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 3.32% |
$207K - $248K
|
36K
$11.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.25K- 2.33% |
$208K - $250K
|
52.2K
$16.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.25K- 10.93% |
$209K - $250K
|
10.2K
$3.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.42% |
$209K - $251K
|
50.4K
$15.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.25K- 27.05% |
$209K - $251K
|
3.38K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.26K- 36.7% |
$210K - $252K
|
2.17K
$670K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.27K- 1.33% |
$212K - $254K
|
94K
$29M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.27K- 4.36% |
$212K - $255K
|
27.9K
$8.6M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.19% |
$213K - $255K
|
106K
$32.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 10.76% |
$213K - $256K
|
10.6K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.29K- 2.47% |
$216K - $259K
|
51K
$15.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.3K- 4.19% |
$217K - $260K
|
29.6K
$9.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.3K- 19.83% |
$217K - $260K
|
5.25K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.3K- 6.52% |
$217K - $260K
|
18.6K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.3K- 5.27% |
$217K - $260K
|
23.4K
$7.21M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.3K- 2.49% |
$218K - $261K
|
51K
$15.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.3K- 5.83% |
$218K - $261K
|
21K
$6.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.31K- 1.63% |
$219K - $263K
|
79.1K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.31K- 36.7% |
$219K - $263K
|
2.26K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.32K- 12.51% |
$220K - $264K
|
9.2K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.33K- 0.53% |
$222K - $266K
|
251K
$77.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.34K- 11.67% |
$223K - $268K
|
10.1K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-1.34K- 4.47% |
$223K - $268K
|
28.6K
$8.83M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.34K- 1.1% |
$224K - $268K
|
120K
$37M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.34K- 5.25% |
$224K - $268K
|
24.2K
$7.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.35K- 4.62% |
$225K - $270K
|
27.8K
$8.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.35K- 8.83% |
$226K - $270K
|
13.9K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.35K- 4.25% |
$226K - $271K
|
30.5K
$9.41M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 14.68% |
$228K - $273K
|
7.92K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.36K- 43.95% |
$228K - $273K
|
1.74K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.37K- 7.63% |
$228K - $273K
|
16.5K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.37K- 12.5% |
$228K - $274K
|
9.57K
$2.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.37K- 2.29% |
$229K - $275K
|
58.4K
$18M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.38K- 2.44% |
$231K - $276K
|
55.2K
$17.1M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.39K- 4.75% |
$231K - $277K
|
27.8K
$8.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-1.39K- 0.22% |
$232K - $278K
|
621K
$192M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.39K- 18.46% |
$232K - $278K
|
6.14K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.4K- 3.96% |
$234K - $280K
|
33.9K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.4K- 15.92% |
$234K - $280K
|
7.39K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.4K- 1.63% |
$234K - $281K
|
84.7K
$26.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.41K- 4.42% |
$235K - $281K
|
30.4K
$9.39M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.43K- 2.33% |
$238K - $286K
|
59.9K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.44K- 8.38% |
$240K - $288K
|
15.7K
$4.85M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 1.33% |
$241K - $289K
|
107K
$33M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.45K- 1.99% |
$241K - $289K
|
71.2K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1.45K- 15.84% |
$241K - $289K
|
7.68K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.45K- 5.11% |
$242K - $291K
|
26.9K
$8.32M
|