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 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.87K- 5.79% |
$313K - $375K
|
30.5K
$8.43M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.88K- 11.81% |
$313K - $376K
|
14K
$3.87M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.9K- 2.67% |
$318K - $381K
|
69.3K
$19.2M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.99% |
$318K - $381K
|
191K
$52.9M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.91K- 1.11% |
$318K - $382K
|
170K
$47M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.92K- 14.12% |
$320K - $384K
|
11.7K
$3.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.93K- 3.27% |
$322K - $386K
|
57K
$15.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.93K- 0.51% |
$322K - $387K
|
373K
$103M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.93K- 0.3% |
$322K - $387K
|
635K
$176M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.93K- 4.46% |
$323K - $387K
|
41.4K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.94K- 5.54% |
$324K - $388K
|
33K
$9.13M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.94K- 9.49% |
$324K - $388K
|
18.5K
$5.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.94K- 2.04% |
$324K - $389K
|
93.1K
$25.7M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.96K- 3.15% |
$328K - $393K
|
60.4K
$16.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.98K- 2.76% |
$331K - $397K
|
69.8K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.99K- 17.26% |
$332K - $398K
|
9.53K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2K- 5.38% |
$334K - $401K
|
35.2K
$9.74M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2K- 4.37% |
$335K - $401K
|
43.8K
$12.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.01K- 14.3% |
$336K - $402K
|
12K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.02K- 8.28% |
$338K - $405K
|
22.4K
$6.19M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.02K- 53.05% |
$338K - $405K
|
1.79K
$495K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.05K- 4.26% |
$342K - $410K
|
46K
$12.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.08K- 4.98% |
$348K - $417K
|
39.7K
$11M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 0.28% |
$348K - $417K
|
732K
$203M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.1K- 9.47% |
$350K - $420K
|
20K
$5.54M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.1K- 2.18% |
$351K - $421K
|
94.5K
$26.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.11K- 3.72% |
$352K - $422K
|
54.5K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.12K- 7.78% |
$355K - $425K
|
25.1K
$6.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.13K- 3.52% |
$356K - $426K
|
58.4K
$16.1M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.13K- 30.81% |
$356K - $427K
|
4.79K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.14K- 51.32% |
$357K - $428K
|
2.03K
$561K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.15K- 1.08% |
$359K - $430K
|
197K
$54.5M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.16K- 27.23% |
$361K - $433K
|
5.77K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.17K- 3.17% |
$362K - $434K
|
66.1K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 0.91% |
$362K - $434K
|
237K
$65.4M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-2.17K- 16.72% |
$363K - $435K
|
10.8K
$2.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.18K- 8.64% |
$363K - $436K
|
23K
$6.36M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.18K- 36.55% |
$363K - $436K
|
3.78K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.18K- 11.13% |
$364K - $437K
|
17.4K
$4.82M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.18K- 14.46% |
$365K - $437K
|
12.9K
$3.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.19K- 3.76% |
$365K - $438K
|
56K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.19K- 7.88% |
$366K - $439K
|
25.6K
$7.09M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.22K- 3.03% |
$370K - $444K
|
70.8K
$19.6M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.24K- 8.22% |
$374K - $449K
|
25K
$6.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.25K- 3.82% |
$376K - $451K
|
56.7K
$15.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.26K- 10.08% |
$378K - $453K
|
20.2K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 2.01% |
$379K - $454K
|
111K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.29K- 17.87% |
$382K - $458K
|
10.5K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 2.85% |
$384K - $460K
|
78.2K
$21.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.3K- 5.44% |
$384K - $460K
|
39.9K
$11M
|