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 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.02K- 8.28% |
$338K - $405K
|
22.4K
$6.91M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.02K- 53.05% |
$338K - $405K
|
1.79K
$553K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.05K- 4.26% |
$342K - $410K
|
46K
$14.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.08K- 4.98% |
$348K - $417K
|
39.7K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 0.28% |
$348K - $417K
|
732K
$226M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.1K- 9.47% |
$350K - $420K
|
20K
$6.19M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.1K- 2.18% |
$351K - $421K
|
94.5K
$29.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.11K- 3.72% |
$352K - $422K
|
54.5K
$16.8M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.12K- 7.78% |
$355K - $425K
|
25.1K
$7.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.13K- 3.52% |
$356K - $426K
|
58.4K
$18M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.13K- 30.81% |
$356K - $427K
|
4.79K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.14K- 51.32% |
$357K - $428K
|
2.03K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.15K- 1.08% |
$359K - $430K
|
197K
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.16K- 27.23% |
$361K - $433K
|
5.77K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.17K- 3.17% |
$362K - $434K
|
66.1K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 0.91% |
$362K - $434K
|
237K
$73.1M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-2.17K- 16.72% |
$363K - $435K
|
10.8K
$3.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.18K- 8.64% |
$363K - $436K
|
23K
$7.1M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.18K- 36.55% |
$363K - $436K
|
3.78K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.18K- 11.13% |
$364K - $437K
|
17.4K
$5.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.18K- 14.46% |
$365K - $437K
|
12.9K
$3.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.19K- 3.76% |
$365K - $438K
|
56K
$17.3M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.19K- 7.88% |
$366K - $439K
|
25.6K
$7.91M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.22K- 3.03% |
$370K - $444K
|
70.8K
$21.9M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.24K- 8.22% |
$374K - $449K
|
25K
$7.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.25K- 3.82% |
$376K - $451K
|
56.7K
$17.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.26K- 10.08% |
$378K - $453K
|
20.2K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 2.01% |
$379K - $454K
|
111K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.29K- 17.87% |
$382K - $458K
|
10.5K
$3.25M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 2.85% |
$384K - $460K
|
78.2K
$24.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.3K- 5.44% |
$384K - $460K
|
39.9K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 4.11% |
$384K - $461K
|
53.7K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 13.56% |
$386K - $463K
|
14.7K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.33K- 20.81% |
$388K - $466K
|
8.85K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.33K- 2.86% |
$388K - $466K
|
78.8K
$24.4M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.33K- 4.0% |
$389K - $467K
|
56K
$17.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.33K- 1.71% |
$390K - $467K
|
134K
$41.5M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 46.84% |
$391K - $468K
|
2.65K
$820K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.35K- 13.35% |
$393K - $471K
|
15.3K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.36K- 26.58% |
$395K - $473K
|
6.52K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.41K- 2.61% |
$402K - $482K
|
89.7K
$27.7M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.41K- 6.4% |
$403K - $483K
|
35.2K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.41K- 82.52% |
$403K - $483K
|
511
$158K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.42K- 8.27% |
$405K - $486K
|
26.9K
$8.31M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.44K- 5.85% |
$408K - $489K
|
39.2K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.46K- 20.71% |
$411K - $492K
|
9.41K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.47K- 2.48% |
$412K - $494K
|
96.8K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.48K- 67.24% |
$415K - $497K
|
1.21K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.48K- 17.96% |
$415K - $497K
|
11.3K
$3.5M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.49K- 8.46% |
$417K - $499K
|
27K
$8.33M
|