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 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
117+ 5.27% |
$19.5K - $23.4K
|
2.34K
$605K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
117+ 1.26% |
$19.5K - $23.4K
|
9.43K
$2.44M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
116+ 0.91% |
$19.4K - $23.2K
|
12.8K
$3.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
116+ 0.3% |
$19.4K - $23.2K
|
38.8K
$10M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
116+ 9.16% |
$19.4K - $23.2K
|
1.38K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
113+ 0.04% |
$18.9K - $22.6K
|
256K
$66.2M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
112+ 8.7% |
$18.7K - $22.4K
|
1.4K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
112+ 5.36% |
$18.7K - $22.4K
|
2.2K
$570K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
111+ 3.51% |
$18.5K - $22.2K
|
3.28K
$848K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
111+ 1.06% |
$18.5K - $22.2K
|
10.6K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
110+ 2.62% |
$18.4K - $22K
|
4.31K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
110+ 1.95% |
$18.4K - $22K
|
5.75K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
110+ 0.33% |
$18.4K - $22K
|
33.5K
$8.68M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 4.66% |
$18.4K - $22K
|
2.47K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
110+ 2.82% |
$18.4K - $22K
|
4.02K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
109+ 1.27% |
$18.2K - $21.8K
|
8.66K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
109+ 2.16% |
$18.2K - $21.8K
|
5.16K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
109+ 0.65% |
$18.2K - $21.8K
|
16.8K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
109+ 227.08% |
$18.2K - $21.8K
|
157
$40.6K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
107+ 0.56% |
$17.9K - $21.4K
|
19.3K
$4.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
106+ 1.12% |
$17.7K - $21.2K
|
9.61K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
106+ 0.52% |
$17.7K - $21.2K
|
20.4K
$5.27M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
106+ 0.76% |
$17.7K - $21.2K
|
14.1K
$3.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
105+ 4.07% |
$17.5K - $21K
|
2.68K
$694K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 4.58% |
$17.5K - $21K
|
2.4K
$621K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
105+ 5.62% |
$17.5K - $21K
|
1.97K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
105+ 0.27% |
$17.5K - $21K
|
38.4K
$9.94M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
104+ 0.53% |
$17.4K - $20.8K
|
19.6K
$5.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.71% |
$17K - $20.4K
|
14.4K
$3.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
101+ 0.58% |
$16.9K - $20.2K
|
17.5K
$4.53M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
100+ 0.56% |
$16.7K - $20K
|
18K
$4.66M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
100+ 3.86% |
$16.7K - $20K
|
2.69K
$697K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.35% |
$16.7K - $20K
|
3.09K
$799K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.33% |
$16.7K - $20K
|
7.6K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 200.0% |
$16.7K - $20K
|
150
$38.8K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
100+ 2.12% |
$16.7K - $20K
|
4.82K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.43% |
$16.7K - $20K
|
23.1K
$5.98M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 0.64% |
$16.7K - $20K
|
15.8K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
100+ 0.19% |
$16.7K - $20K
|
53K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
99+ 1.14% |
$16.5K - $19.8K
|
8.8K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
98+ 0.38% |
$16.4K - $19.6K
|
25.8K
$6.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
98+ 1.03% |
$16.4K - $19.6K
|
9.59K
$2.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
97+ 2.68% |
$16.2K - $19.4K
|
3.71K
$960K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
97+ 2.63% |
$16.2K - $19.4K
|
3.78K
$978K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
96+ 0.68% |
$16K - $19.2K
|
14.2K
$3.68M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
95+ 1.53% |
$15.9K - $19K
|
6.32K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
95+ 2.42% |
$15.9K - $19K
|
4.02K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
94+ 2.16% |
$15.7K - $18.8K
|
4.45K
$1.15M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
94+ 0.59% |
$15.7K - $18.8K
|
15.9K
$4.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
93+ 2.13% |
$15.5K - $18.6K
|
4.45K
$1.15M
|