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 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.49K- 15.24% |
$249K - $299K
|
8.31K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 7.27% |
$250K - $300K
|
19.1K
$5.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.51K- 6.87% |
$251K - $301K
|
20.4K
$5.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 8.47% |
$252K - $302K
|
16.3K
$4.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.51K- 1.41% |
$252K - $302K
|
106K
$29.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.52K- 5.22% |
$253K - $303K
|
27.5K
$7.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.52K- 2.38% |
$254K - $304K
|
62.3K
$17.6M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.53K- 7.38% |
$256K - $307K
|
19.2K
$5.45M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.54K- 1.15% |
$257K - $308K
|
133K
$37.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.54K- 8.44% |
$258K - $309K
|
16.7K
$4.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.55K- 3.48% |
$258K - $309K
|
42.8K
$12.1M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.55K- 58.68% |
$258K - $309K
|
1.09K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.56K- 50.18% |
$260K - $311K
|
1.54K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.56K- 14.9% |
$261K - $313K
|
8.93K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.57K- 3.21% |
$262K - $314K
|
47.4K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.57K- 14.26% |
$262K - $314K
|
9.44K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.57K- 27.3% |
$263K - $315K
|
4.19K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.58K- 84.96% |
$264K - $317K
|
280
$79.3K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.58K- 11.25% |
$264K - $317K
|
12.5K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.58K- 2.89% |
$265K - $317K
|
53.2K
$15.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.59K- 0.91% |
$265K - $317K
|
172K
$48.8M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.59K- 2.75% |
$265K - $318K
|
56.1K
$15.9M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.59K- 2.7% |
$265K - $318K
|
57.3K
$16.2M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.59K- 4.46% |
$266K - $319K
|
34K
$9.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-1.59K- 96.61% |
$266K - $319K
|
56
$15.9K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.6K- 81.22% |
$268K - $321K
|
371
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.63K- 44.04% |
$272K - $326K
|
2.07K
$585K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.64K- 7.63% |
$274K - $328K
|
19.8K
$5.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.66K- 1.75% |
$277K - $332K
|
92.8K
$26.3M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.66K- 26.67% |
$277K - $332K
|
4.56K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.66K- 0.86% |
$278K - $333K
|
191K
$54.2M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.67K- 3.5% |
$279K - $334K
|
46K
$13M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-1.67K- 36.97% |
$279K - $335K
|
2.85K
$807K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.67K- 8.78% |
$280K - $335K
|
17.4K
$4.92M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-1.68K- 0.22% |
$281K - $337K
|
760K
$215M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.68K- 7.36% |
$281K - $337K
|
21.1K
$5.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.68K- 3.12% |
$281K - $337K
|
52.3K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.69K- 4.36% |
$282K - $338K
|
37K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.69K- 3.81% |
$282K - $339K
|
42.7K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.7K- 2.4% |
$284K - $340K
|
69K
$19.5M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.7K- 26.78% |
$284K - $341K
|
4.65K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 1.31% |
$288K - $346K
|
130K
$36.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.73K- 6.04% |
$289K - $347K
|
26.9K
$7.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.73K- 1.28% |
$289K - $347K
|
133K
$37.6M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.74K- 5.37% |
$291K - $348K
|
30.6K
$8.68M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.74K- 16.71% |
$291K - $349K
|
8.69K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 5.26% |
$292K - $350K
|
31.4K
$8.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-1.77K- 16.28% |
$295K - $354K
|
9.08K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.77K- 18.43% |
$296K - $354K
|
7.83K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.77K- 10.19% |
$296K - $355K
|
15.6K
$4.42M
|