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 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
338+ 21.02% |
$56.5K - $67.7K
|
1.95K
$504K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
337+ 7.04% |
$56.3K - $67.5K
|
5.13K
$1.33M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
336+ 1.3% |
$56.1K - $67.3K
|
26.1K
$6.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
335+ 1.33% |
$56K - $67.1K
|
25.4K
$6.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
334+ 1.39% |
$55.8K - $66.9K
|
24.3K
$6.3M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
334+ 7.29% |
$55.8K - $66.9K
|
4.91K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
333+ 9.65% |
$55.6K - $66.7K
|
3.78K
$979K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
333+ 0.64% |
$55.6K - $66.7K
|
52.1K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
332+ 1.18% |
$55.5K - $66.5K
|
28.5K
$7.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
331+ 0.74% |
$55.3K - $66.3K
|
45K
$11.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
330+ 1.29% |
$55.1K - $66.1K
|
26K
$6.72M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
330+ 8.01% |
$55.1K - $66.1K
|
4.45K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
329+ 21.16% |
$55K - $65.9K
|
1.88K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
328+ 1.62% |
$54.8K - $65.7K
|
20.6K
$5.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
327+ 9.65% |
$54.6K - $65.5K
|
3.71K
$961K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
327+ 12.75% |
$54.6K - $65.5K
|
2.89K
$748K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
327+ 3.34% |
$54.6K - $65.5K
|
10.1K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
327+ 0.51% |
$54.6K - $65.5K
|
65.1K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
325+ 3.54% |
$54.3K - $65.1K
|
9.5K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
323+ 17.17% |
$54K - $64.7K
|
2.2K
$570K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
321New |
$53.6K - $64.3K
|
321
$83.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
320+ 1.09% |
$53.5K - $64.1K
|
29.7K
$7.69M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
316+ 3.95% |
$52.8K - $63.3K
|
8.31K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
315+ 6.67% |
$52.6K - $63.1K
|
5.04K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
313+ 6.31% |
$52.3K - $62.7K
|
5.28K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
313+ 3.55% |
$52.3K - $62.7K
|
9.12K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
312+ 4.81% |
$52.1K - $62.5K
|
6.8K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
310+ 4.88% |
$51.8K - $62.1K
|
6.67K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
309+ 1.05% |
$51.6K - $61.9K
|
29.8K
$7.72M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
309+ 3.3% |
$51.6K - $61.9K
|
9.67K
$2.5M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
306+ 5.88% |
$51.1K - $61.3K
|
5.51K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
305+ 13.27% |
$51K - $61.1K
|
2.6K
$674K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
301+ 2.07% |
$50.3K - $60.3K
|
14.8K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
301+ 1.1% |
$50.3K - $60.3K
|
27.6K
$7.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
300+ 0.83% |
$50.1K - $60.1K
|
36.6K
$9.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
300+ 22.94% |
$50.1K - $60.1K
|
1.61K
$416K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
300+ 15.56% |
$50.1K - $60.1K
|
2.23K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 2.46% |
$50.1K - $60.1K
|
12.5K
$3.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
299+ 5.15% |
$50K - $59.9K
|
6.11K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
298+ 1.97% |
$49.8K - $59.7K
|
15.5K
$4M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
297+ 2.07% |
$49.6K - $59.5K
|
14.7K
$3.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
295+ 4.79% |
$49.3K - $59.1K
|
6.46K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
293+ 18.09% |
$49K - $58.7K
|
1.91K
$495K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
292New |
$48.8K - $58.5K
|
292
$75.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
290+ 0.22% |
$48.5K - $58.1K
|
130K
$33.7M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
289+ 2.19% |
$48.3K - $57.9K
|
13.5K
$3.5M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
289+ 7.52% |
$48.3K - $57.9K
|
4.13K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
288+ 0.75% |
$48.1K - $57.7K
|
38.5K
$9.97M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
288+ 2.39% |
$48.1K - $57.7K
|
12.4K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
286+ 2.03% |
$47.8K - $57.3K
|
14.4K
$3.72M
|