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 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-19- 0.32% |
$3.17K - $3.81K
|
5.87K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-19- 0.83% |
$3.17K - $3.81K
|
2.27K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-19- 0.24% |
$3.17K - $3.81K
|
8.05K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-19- 0.41% |
$3.17K - $3.81K
|
4.64K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-20- 0.31% |
$3.34K - $4.01K
|
6.49K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-20- 0.57% |
$3.34K - $4.01K
|
3.49K
$904K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-20- 0.14% |
$3.34K - $4.01K
|
14K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-20- 0.43% |
$3.34K - $4.01K
|
4.58K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.17% |
$3.34K - $4.01K
|
12K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.37% |
$3.34K - $4.01K
|
5.36K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-21- 0.31% |
$3.51K - $4.21K
|
6.82K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-22- 0.22% |
$3.68K - $4.41K
|
9.88K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 0.1% |
$3.68K - $4.41K
|
22.8K
$5.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-23- 1.59% |
$3.84K - $4.61K
|
1.42K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-23- 0.2% |
$3.84K - $4.61K
|
11.6K
$3.01M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-23- 0.39% |
$3.84K - $4.61K
|
5.93K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-23- 1.45% |
$3.84K - $4.61K
|
1.56K
$403K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-24- 0.43% |
$4.01K - $4.81K
|
5.58K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-24- 0.37% |
$4.01K - $4.81K
|
6.47K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-24- 1.26% |
$4.01K - $4.81K
|
1.89K
$488K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.77% |
$4.01K - $4.81K
|
3.08K
$798K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-25- 0.3% |
$4.18K - $5.01K
|
8.26K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-25- 0.29% |
$4.18K - $5.01K
|
8.65K
$2.24M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.52% |
$4.18K - $5.01K
|
4.75K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-27- 0.35% |
$4.51K - $5.41K
|
7.63K
$1.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-27- 2.06% |
$4.51K - $5.41K
|
1.28K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 2.74% |
$4.51K - $5.41K
|
957
$248K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-27- 0.25% |
$4.51K - $5.41K
|
10.6K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-27- 2.05% |
$4.51K - $5.41K
|
1.29K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-27- 0.61% |
$4.51K - $5.41K
|
4.39K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-28- 0.09% |
$4.68K - $5.61K
|
31K
$8.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-28- 1.72% |
$4.68K - $5.61K
|
1.6K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-28- 0.06% |
$4.68K - $5.61K
|
46.4K
$12M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 0.53% |
$4.68K - $5.61K
|
5.23K
$1.35M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-28- 1.32% |
$4.68K - $5.61K
|
2.09K
$541K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.02% |
$4.85K - $5.81K
|
2.82K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$4.85K - $5.81K
|
2.01K
$521K
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-30- 1.37% |
$5.01K - $6.01K
|
2.17K
$560K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-30- 0.51% |
$5.01K - $6.01K
|
5.82K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-30- 0.85% |
$5.01K - $6.01K
|
3.5K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 0.14% |
$5.01K - $6.01K
|
22K
$5.69M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 0.06% |
$5.01K - $6.01K
|
51.4K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-31- 2.31% |
$5.18K - $6.21K
|
1.31K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-32- 1.02% |
$5.35K - $6.41K
|
3.11K
$804K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-32- 1.15% |
$5.35K - $6.41K
|
2.75K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-32- 0.07% |
$5.35K - $6.41K
|
48.3K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33- 1.22% |
$5.51K - $6.61K
|
2.67K
$691K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-34- 1.02% |
$5.68K - $6.81K
|
3.29K
$852K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-34- 9.8% |
$5.68K - $6.81K
|
313
$81K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34- 0.93% |
$5.68K - $6.81K
|
3.62K
$937K
|