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
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.36K+ 20.96% |
$1.06M - $1.27M
|
36.7K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.3KNew |
$1.05M - $1.26M
|
6.3K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.28K+ 3.91% |
$1.05M - $1.26M
|
167K
$47.3M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.21K+ 14.94% |
$1.04M - $1.24M
|
47.8K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.21K+ 9.56% |
$1.04M - $1.24M
|
71.1K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.21K+ 5.72% |
$1.04M - $1.24M
|
115K
$32.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.2K+ 112.6% |
$1.04M - $1.24M
|
11.7K
$3.32M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
6.16K+ 2.54% |
$1.03M - $1.23M
|
248K
$70.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
6.05K+ 8.45% |
$1.01M - $1.21M
|
77.6K
$22M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6.02KNew |
$1.01M - $1.21M
|
6.02K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.99K+ 69.13% |
$1M - $1.2M
|
14.7K
$4.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
5.92K+ 9.75% |
$990K - $1.19M
|
66.7K
$18.9M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.91KNew |
$988K - $1.18M
|
5.91K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.89K+ 66.63% |
$985K - $1.18M
|
14.7K
$4.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
5.86K+ 26.79% |
$979K - $1.17M
|
27.7K
$7.85M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.85K+ 14.88% |
$978K - $1.17M
|
45.2K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.82KNew |
$973K - $1.17M
|
5.82K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.78K+ 14.37% |
$966K - $1.16M
|
46K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
5.77K+ 117.69% |
$964K - $1.16M
|
10.7K
$3.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.75K+ 106.42% |
$961K - $1.15M
|
11.2K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.72K+ 5.95% |
$956K - $1.15M
|
102K
$28.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.71K+ 65.04% |
$953K - $1.14M
|
14.5K
$4.1M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.7K+ 54.57% |
$953K - $1.14M
|
16.2K
$4.57M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.69K+ 152.85% |
$951K - $1.14M
|
9.42K
$2.67M
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.69K+ 30.63% |
$950K - $1.14M
|
24.3K
$6.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.67K+ 43.51% |
$948K - $1.14M
|
18.7K
$5.3M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.64K+ 237.02% |
$943K - $1.13M
|
8.02K
$2.27M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.59K+ 10.91% |
$934K - $1.12M
|
56.8K
$16.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.54K+ 2.32% |
$925K - $1.11M
|
244K
$69.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
5.53K+ 12.78% |
$924K - $1.11M
|
48.8K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.39K+ 0.31% |
$900K - $1.08M
|
1.77M
$501M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.37K+ 0.76% |
$898K - $1.08M
|
715K
$202M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.32K+ 28.81% |
$889K - $1.07M
|
23.8K
$6.73M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.29K+ 3.11% |
$885K - $1.06M
|
176K
$49.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.28K+ 5.0% |
$882K - $1.06M
|
111K
$31.4M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
5.27KNew |
$881K - $1.06M
|
5.27K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.26K+ 6.33% |
$879K - $1.05M
|
88.3K
$25M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
5.24KNew |
$876K - $1.05M
|
5.24K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 37.42% |
$867K - $1.04M
|
19K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.17K+ 1.79% |
$864K - $1.04M
|
295K
$83.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.15K+ 7.71% |
$860K - $1.03M
|
71.9K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.14K+ 22.36% |
$858K - $1.03M
|
28.1K
$7.96M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.13K+ 5.79% |
$858K - $1.03M
|
93.8K
$26.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 8.17% |
$854K - $1.02M
|
67.7K
$19.2M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.09K+ 15.22% |
$851K - $1.02M
|
38.6K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.02K+ 0.8% |
$839K - $1.01M
|
630K
$179M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$835K - $1M
|
5K
$1.42M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.94K+ 138.0% |
$825K - $988K
|
8.51K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.93K+ 2.36% |
$823K - $986K
|
213K
$60.4M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.92K+ 11.0% |
$822K - $985K
|
49.6K
$14M
|