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 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.34% |
$167 - $200
|
291
$75.3K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$167 - $200
|
3.81K
$986K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.05% |
$167 - $200
|
1.82K
$471K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$167 - $200
|
133
$34.4K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$167 - $200
|
2.05K
$530K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.0% |
$167 - $200
|
155K
$40.1M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.3% |
$167 - $200
|
330
$85.4K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$167 - $200
|
2.2K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1+ 0.08% |
$167 - $200
|
1.18K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.07% |
$167 - $200
|
1.36K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $200
|
9.5K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.05% |
$167 - $200
|
2.17K
$560K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1+ 0.07% |
$167 - $200
|
1.41K
$365K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.08% |
$167 - $200
|
49
$12.7K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$167 - $200
|
5.32K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1- 0.07% |
$167 - $200
|
1.37K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1- 0.01% |
$167 - $200
|
6.83K
$1.77M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$167 - $200
|
12.4K
$3.22M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1- 0.05% |
$167 - $200
|
1.97K
$509K
|
|
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1- 0.01% |
$167 - $200
|
8.55K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$334 - $401
|
17.9K
$4.63M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2- 0.01% |
$334 - $401
|
17.1K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2- 0.06% |
$334 - $401
|
3.3K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2- 0.02% |
$334 - $401
|
9.99K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2- 0.11% |
$334 - $401
|
1.88K
$487K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-3- 0.08% |
$501 - $601
|
3.63K
$940K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3- 0.28% |
$501 - $601
|
1.07K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.7% |
$501 - $601
|
427
$111K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3- 0.05% |
$501 - $601
|
6.01K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-3- 0.01% |
$501 - $601
|
21.7K
$5.61M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3- 0.13% |
$501 - $601
|
2.24K
$579K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-4- 0.01% |
$668 - $801
|
31.6K
$8.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.09% |
$668 - $801
|
4.47K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-4- 0.08% |
$668 - $801
|
4.73K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4- 0.02% |
$668 - $801
|
20.3K
$5.26M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 3.6% |
$835 - $1K
|
134
$34.7K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5- 0.09% |
$835 - $1K
|
5.65K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6- 0.06% |
$1K - $1.2K
|
9.78K
$2.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-6- 0.1% |
$1K - $1.2K
|
6.14K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-6- 0.26% |
$1K - $1.2K
|
2.34K
$606K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6- 0.13% |
$1K - $1.2K
|
4.74K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-7- 0.48% |
$1.17K - $1.4K
|
1.45K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$1.17K - $1.4K
|
3.95K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7- 0.1% |
$1.17K - $1.4K
|
7.07K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 3.9% |
$1.34K - $1.6K
|
197
$51K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8- 0.45% |
$1.34K - $1.6K
|
1.79K
$463K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.47% |
$1.5K - $1.8K
|
1.92K
$496K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 21.95% |
$1.5K - $1.8K
|
32
$8.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-9- 0.72% |
$1.5K - $1.8K
|
1.24K
$320K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-9- 0.25% |
$1.5K - $1.8K
|
3.66K
$947K
|