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 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
150+ 12.4% |
$25.1K - $30K
|
1.36K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 14.04% |
$24.7K - $29.6K
|
1.2K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
147+ 9.66% |
$24.6K - $29.4K
|
1.67K
$432K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
146+ 0.83% |
$24.4K - $29.2K
|
17.8K
$4.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
145+ 5.9% |
$24.2K - $29K
|
2.6K
$674K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
145+ 9.62% |
$24.2K - $29K
|
1.65K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
144+ 3.82% |
$24.1K - $28.8K
|
3.91K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
144+ 4.8% |
$24.1K - $28.8K
|
3.14K
$814K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
144+ 3.2% |
$24.1K - $28.8K
|
4.64K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
142+ 0.66% |
$23.7K - $28.4K
|
21.6K
$5.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
141+ 2.4% |
$23.6K - $28.2K
|
6.01K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
140+ 3.99% |
$23.4K - $28K
|
3.65K
$945K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
140+ 0.64% |
$23.4K - $28K
|
21.9K
$5.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
140+ 4.69% |
$23.4K - $28K
|
3.13K
$809K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
140+ 7.25% |
$23.4K - $28K
|
2.07K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
140+ 0.83% |
$23.4K - $28K
|
17K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
139+ 0.32% |
$23.2K - $27.8K
|
44.2K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
138+ 0.18% |
$23.1K - $27.6K
|
76.2K
$19.7M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
138+ 1.07% |
$23.1K - $27.6K
|
13.1K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
138+ 0.59% |
$23.1K - $27.6K
|
23.4K
$6.04M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
137+ 0.15% |
$22.9K - $27.4K
|
93.2K
$24.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
135+ 0.82% |
$22.6K - $27K
|
16.6K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
134+ 0.89% |
$22.4K - $26.8K
|
15.2K
$3.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
132+ 0.78% |
$22.1K - $26.4K
|
17K
$4.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
132+ 2.03% |
$22.1K - $26.4K
|
6.64K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
131+ 1.15% |
$21.9K - $26.2K
|
11.5K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
130+ 10.16% |
$21.7K - $26K
|
1.41K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
130+ 0.62% |
$21.7K - $26K
|
21.2K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
130+ 15.87% |
$21.7K - $26K
|
949
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.67% |
$21.6K - $25.8K
|
19.4K
$5.03M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
129+ 1.3% |
$21.6K - $25.8K
|
10.1K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
128+ 0.17% |
$21.4K - $25.6K
|
73.8K
$19.1M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
128+ 3.7% |
$21.4K - $25.6K
|
3.59K
$929K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
128+ 2.42% |
$21.4K - $25.6K
|
5.41K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
127+ 1.75% |
$21.2K - $25.4K
|
7.37K
$1.91M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
127New |
$21.2K - $25.4K
|
127
$32.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
126+ 3.88% |
$21.1K - $25.2K
|
3.37K
$873K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
125+ 0.61% |
$20.9K - $25K
|
20.7K
$5.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
125+ 0.11% |
$20.9K - $25K
|
114K
$29.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
120+ 0.75% |
$20.1K - $24K
|
16.1K
$4.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
120+ 2.04% |
$20.1K - $24K
|
6.02K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
120+ 1.18% |
$20.1K - $24K
|
10.3K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
120+ 6.38% |
$20.1K - $24K
|
2K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
120+ 2.26% |
$20.1K - $24K
|
5.44K
$1.41M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120+ 2.85% |
$20.1K - $24K
|
4.33K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
119+ 3.33% |
$19.9K - $23.8K
|
3.69K
$956K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118+ 2.05% |
$19.7K - $23.6K
|
5.88K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
118+ 3.01% |
$19.7K - $23.6K
|
4.04K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
118+ 1.92% |
$19.7K - $23.6K
|
6.27K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
117+ 1.39% |
$19.5K - $23.4K
|
8.51K
$2.2M
|