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
|
Hilton Capital Management, LLC
|
BUY
|
- |
45+ 0.11% |
$7.52K - $9.01K
|
40.2K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
44+ 0.23% |
$7.35K - $8.81K
|
19K
$4.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
43+ 0.57% |
$7.18K - $8.61K
|
7.54K
$1.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
43+ 0.49% |
$7.18K - $8.61K
|
8.88K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
43+ 2.42% |
$7.18K - $8.61K
|
1.82K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 1.11% |
$7.18K - $8.61K
|
3.9K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
42+ 0.93% |
$7.02K - $8.41K
|
4.57K
$1.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
41+ 2.17% |
$6.85K - $8.21K
|
1.93K
$500K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
41+ 0.79% |
$6.85K - $8.21K
|
5.2K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
41+ 1.77% |
$6.85K - $8.21K
|
2.36K
$611K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
41+ 0.33% |
$6.85K - $8.21K
|
12.5K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41+ 6.59% |
$6.85K - $8.21K
|
663
$172K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
40+ 40.4% |
$6.68K - $8.01K
|
139
$36K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
40+ 0.75% |
$6.68K - $8.01K
|
5.37K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
40+ 0.67% |
$6.68K - $8.01K
|
5.98K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
40+ 0.23% |
$6.68K - $8.01K
|
17.3K
$4.48M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
39+ 1.35% |
$6.52K - $7.81K
|
2.93K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
39+ 0.42% |
$6.52K - $7.81K
|
9.32K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 2.28% |
$6.52K - $7.81K
|
1.75K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.03% |
$6.52K - $7.81K
|
134K
$34.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
38+ 2.08% |
$6.35K - $7.61K
|
1.86K
$482K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
38+ 0.22% |
$6.35K - $7.61K
|
17.6K
$4.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
38+ 0.25% |
$6.35K - $7.61K
|
15.1K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
38+ 0.48% |
$6.35K - $7.61K
|
8K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
38+ 2.99% |
$6.35K - $7.61K
|
1.31K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
38+ 0.2% |
$6.35K - $7.61K
|
18.7K
$4.83M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
38+ 29.01% |
$6.35K - $7.61K
|
169
$43.7K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
38+ 1.45% |
$6.35K - $7.61K
|
2.65K
$686K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
37+ 1.42% |
$6.18K - $7.41K
|
2.64K
$682K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.39% |
$6.18K - $7.41K
|
9.51K
$2.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
36+ 2.77% |
$6.02K - $7.21K
|
1.34K
$346K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
36+ 0.46% |
$6.02K - $7.21K
|
7.91K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
35+ 0.11% |
$5.85K - $7.01K
|
31.2K
$8.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
34+ 0.5% |
$5.68K - $6.81K
|
6.79K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 0.34% |
$5.68K - $6.81K
|
10.1K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.08% |
$5.68K - $6.81K
|
41.5K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
34+ 2.84% |
$5.68K - $6.81K
|
1.23K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33+ 5.98% |
$5.51K - $6.61K
|
585
$151K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
32+ 0.12% |
$5.35K - $6.41K
|
25.9K
$6.69M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 0.2% |
$5.35K - $6.41K
|
16.2K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
32+ 2.55% |
$5.35K - $6.41K
|
1.29K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
32+ 1.52% |
$5.35K - $6.41K
|
2.14K
$553K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
31+ 0.39% |
$5.18K - $6.21K
|
8K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
31+ 0.47% |
$5.18K - $6.21K
|
6.57K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
31+ 0.15% |
$5.18K - $6.21K
|
20.7K
$5.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 0.55% |
$5.01K - $6.01K
|
5.46K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
30+ 0.57% |
$5.01K - $6.01K
|
5.26K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
30+ 0.19% |
$5.01K - $6.01K
|
15.7K
$4.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
30+ 0.1% |
$5.01K - $6.01K
|
31.4K
$8.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
30+ 2.01% |
$5.01K - $6.01K
|
1.52K
$393K
|