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 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
403+ 6.48% |
$67.3K - $80.7K
|
6.62K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
403+ 1.34% |
$67.3K - $80.7K
|
30.6K
$7.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
402+ 20.43% |
$67.2K - $80.5K
|
2.37K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
402+ 27.18% |
$67.2K - $80.5K
|
1.88K
$487K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
401+ 1.63% |
$67K - $80.3K
|
25K
$6.48M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
401+ 4.43% |
$67K - $80.3K
|
9.44K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
400+ 10.03% |
$66.8K - $80.1K
|
4.39K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
400+ 13.68% |
$66.8K - $80.1K
|
3.33K
$860K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
400+ 1.45% |
$66.8K - $80.1K
|
27.9K
$7.22M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
399+ 5.97% |
$66.7K - $79.9K
|
7.09K
$1.83M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
399+ 13.76% |
$66.7K - $79.9K
|
3.3K
$854K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
398+ 28.78% |
$66.5K - $79.7K
|
1.78K
$461K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
395+ 0.66% |
$66K - $79.1K
|
59.9K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
395+ 2.61% |
$66K - $79.1K
|
15.5K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
389+ 14.51% |
$65K - $77.9K
|
3.07K
$794K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
384+ 0.73% |
$64.2K - $76.9K
|
52.7K
$13.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
380+ 16.77% |
$63.5K - $76.1K
|
2.65K
$685K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
380+ 0.16% |
$63.5K - $76.1K
|
236K
$61.1M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
380+ 64.52% |
$63.5K - $76.1K
|
969
$251K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
378+ 14.4% |
$63.2K - $75.7K
|
3K
$777K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
377+ 3.67% |
$63K - $75.5K
|
10.6K
$2.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
375+ 2.43% |
$62.7K - $75.1K
|
15.8K
$4.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
375+ 1.74% |
$62.7K - $75.1K
|
21.9K
$5.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
375+ 0.29% |
$62.7K - $75.1K
|
128K
$33.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
374+ 3.2% |
$62.5K - $74.9K
|
12.1K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
374+ 5.91% |
$62.5K - $74.9K
|
6.7K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
372+ 13.46% |
$62.2K - $74.5K
|
3.14K
$811K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
369+ 0.76% |
$61.7K - $73.9K
|
49K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
368+ 7.54% |
$61.5K - $73.7K
|
5.25K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
368+ 1.57% |
$61.5K - $73.7K
|
23.7K
$6.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
367+ 3.79% |
$61.3K - $73.5K
|
10K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
367+ 2.18% |
$61.3K - $73.5K
|
17.2K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
366+ 0.47% |
$61.2K - $73.3K
|
78.9K
$20.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
365+ 23.62% |
$61K - $73.1K
|
1.91K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
362+ 8.02% |
$60.5K - $72.5K
|
4.87K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
362+ 3.37% |
$60.5K - $72.5K
|
11.1K
$2.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
362+ 8.53% |
$60.5K - $72.5K
|
4.61K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
361+ 0.75% |
$60.3K - $72.3K
|
48.8K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
361+ 7.77% |
$60.3K - $72.3K
|
5.01K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
359+ 4.35% |
$60K - $71.9K
|
8.61K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
357+ 0.64% |
$59.7K - $71.5K
|
56K
$14.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
354+ 1.84% |
$59.1K - $70.9K
|
19.6K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
354+ 2.24% |
$59.1K - $70.9K
|
16.2K
$4.18M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
353+ 11.48% |
$59K - $70.7K
|
3.43K
$887K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
351+ 0.28% |
$58.6K - $70.3K
|
128K
$33.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
350+ 14.33% |
$58.5K - $70.1K
|
2.79K
$723K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
349+ 0.29% |
$58.3K - $69.9K
|
122K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
347+ 14.62% |
$58K - $69.5K
|
2.72K
$704K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
342+ 1.04% |
$57.1K - $68.5K
|
33.1K
$8.56M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
338+ 7.91% |
$56.5K - $67.7K
|
4.61K
$1.19M
|