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 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
93+ 1.26% |
$15.5K - $18.6K
|
7.46K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
92+ 3.23% |
$15.4K - $18.4K
|
2.94K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
92+ 0.35% |
$15.4K - $18.4K
|
26.2K
$6.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
91+ 1.13% |
$15.2K - $18.2K
|
8.12K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
91+ 5.69% |
$15.2K - $18.2K
|
1.69K
$437K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
90+ 1.34% |
$15K - $18K
|
6.79K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
90+ 7.59% |
$15K - $18K
|
1.28K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
90+ 2.41% |
$15K - $18K
|
3.82K
$988K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
89+ 1.84% |
$14.9K - $17.8K
|
4.92K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
87+ 3.29% |
$14.5K - $17.4K
|
2.73K
$706K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
86+ 0.34% |
$14.4K - $17.2K
|
25.4K
$6.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
86+ 2.18% |
$14.4K - $17.2K
|
4.03K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
86+ 0.82% |
$14.4K - $17.2K
|
10.6K
$2.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
85+ 0.29% |
$14.2K - $17K
|
29.4K
$7.61M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
85+ 6.26% |
$14.2K - $17K
|
1.44K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
85+ 4.45% |
$14.2K - $17K
|
1.99K
$516K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
84+ 0.74% |
$14K - $16.8K
|
11.5K
$2.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
82+ 0.81% |
$13.7K - $16.4K
|
10.2K
$2.64M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
82+ 0.21% |
$13.7K - $16.4K
|
39K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
81+ 1.33% |
$13.5K - $16.2K
|
6.19K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 3.2% |
$13.4K - $16K
|
2.58K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
80+ 0.59% |
$13.4K - $16K
|
13.7K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
80+ 0.33% |
$13.4K - $16K
|
24.1K
$6.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
79+ 0.17% |
$13.2K - $15.8K
|
47.4K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
78+ 3.62% |
$13K - $15.6K
|
2.23K
$578K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
78+ 4.28% |
$13K - $15.6K
|
1.9K
$492K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
77+ 4.89% |
$12.9K - $15.4K
|
1.65K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 1.67% |
$12.9K - $15.4K
|
4.69K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
77+ 0.65% |
$12.9K - $15.4K
|
11.8K
$3.06M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
77+ 6.38% |
$12.9K - $15.4K
|
1.28K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
76+ 2.08% |
$12.7K - $15.2K
|
3.73K
$965K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
75+ 2.78% |
$12.5K - $15K
|
2.78K
$718K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
75+ 1.36% |
$12.5K - $15K
|
5.59K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
75+ 0.71% |
$12.5K - $15K
|
10.7K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.98% |
$12.4K - $14.8K
|
7.64K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
73+ 1.34% |
$12.2K - $14.6K
|
5.54K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
73+ 5.91% |
$12.2K - $14.6K
|
1.31K
$339K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
73+ 3.62% |
$12.2K - $14.6K
|
2.09K
$541K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
71+ 0.79% |
$11.9K - $14.2K
|
9.07K
$2.35M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
70+ 0.44% |
$11.7K - $14K
|
15.9K
$4.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
70+ 3.53% |
$11.7K - $14K
|
2.05K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
70+ 0.34% |
$11.7K - $14K
|
20.5K
$5.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
69+ 0.44% |
$11.5K - $13.8K
|
15.9K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
69+ 2.96% |
$11.5K - $13.8K
|
2.4K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
68+ 19.88% |
$11.4K - $13.6K
|
410
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
68+ 5.11% |
$11.4K - $13.6K
|
1.4K
$362K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
68+ 3.97% |
$11.4K - $13.6K
|
1.78K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
68+ 0.28% |
$11.4K - $13.6K
|
24K
$6.21M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
68+ 0.23% |
$11.4K - $13.6K
|
29.9K
$7.74M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
68+ 9.03% |
$11.4K - $13.6K
|
821
$212K
|