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 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 5.09% |
$296K - $355K
|
33.1K
$9.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.78K- 7.86% |
$297K - $356K
|
20.9K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.79K- 3.44% |
$299K - $359K
|
50.2K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.8K- 3.74% |
$301K - $360K
|
46.4K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-1.8K- 2.5% |
$301K - $361K
|
70.3K
$19.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.8K- 2.7% |
$301K - $361K
|
64.9K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.8K- 3.82% |
$301K - $361K
|
45.4K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.81K- 4.28% |
$302K - $362K
|
40.4K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.81K- 17.77% |
$303K - $363K
|
8.38K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.82K- 0.9% |
$304K - $365K
|
200K
$56.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.82K- 49.88% |
$305K - $365K
|
1.83K
$519K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.83K- 6.9% |
$305K - $366K
|
24.7K
$6.98M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.83K- 38.06% |
$306K - $366K
|
2.98K
$843K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.83K- 7.83% |
$306K - $367K
|
21.6K
$6.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.83K- 1.47% |
$306K - $367K
|
123K
$34.8M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.84K- 9.86% |
$307K - $368K
|
16.8K
$4.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.84K- 8.28% |
$308K - $369K
|
20.4K
$5.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.84K- 1.96% |
$308K - $369K
|
92.1K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-1.85K- 0.24% |
$309K - $371K
|
779K
$221M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.85K- 53.38% |
$310K - $371K
|
1.62K
$458K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.86K- 1.01% |
$311K - $372K
|
182K
$51.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.87K- 5.79% |
$313K - $375K
|
30.5K
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.88K- 11.81% |
$313K - $376K
|
14K
$3.97M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.9K- 2.67% |
$318K - $381K
|
69.3K
$19.6M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.99% |
$318K - $381K
|
191K
$54.1M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.91K- 1.11% |
$318K - $382K
|
170K
$48.2M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.92K- 14.12% |
$320K - $384K
|
11.7K
$3.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.93K- 3.27% |
$322K - $386K
|
57K
$16.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.93K- 0.51% |
$322K - $387K
|
373K
$106M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.93K- 0.3% |
$322K - $387K
|
635K
$180M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.93K- 4.46% |
$323K - $387K
|
41.4K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.94K- 5.54% |
$324K - $388K
|
33K
$9.34M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.94K- 9.49% |
$324K - $388K
|
18.5K
$5.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.94K- 2.04% |
$324K - $389K
|
93.1K
$26.4M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.96K- 3.15% |
$328K - $393K
|
60.4K
$17.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.98K- 2.76% |
$331K - $397K
|
69.8K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.99K- 17.26% |
$332K - $398K
|
9.53K
$2.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2K- 5.38% |
$334K - $401K
|
35.2K
$9.97M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2K- 4.37% |
$335K - $401K
|
43.8K
$12.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.01K- 14.3% |
$336K - $402K
|
12K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.02K- 8.28% |
$338K - $405K
|
22.4K
$6.33M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.02K- 53.05% |
$338K - $405K
|
1.79K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.05K- 4.26% |
$342K - $410K
|
46K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.08K- 4.98% |
$348K - $417K
|
39.7K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 0.28% |
$348K - $417K
|
732K
$207M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.1K- 9.47% |
$350K - $420K
|
20K
$5.67M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.1K- 2.18% |
$351K - $421K
|
94.5K
$26.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.11K- 3.72% |
$352K - $422K
|
54.5K
$15.4M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.12K- 7.78% |
$355K - $425K
|
25.1K
$7.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.13K- 3.52% |
$356K - $426K
|
58.4K
$16.5M
|