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
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-50- 0.44% |
$8.35K - $10K
|
11.2K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-50- 1.95% |
$8.35K - $10K
|
2.51K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-50- 3.14% |
$8.35K - $10K
|
1.54K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-50- 0.04% |
$8.35K - $10K
|
120K
$31M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-51- 0.75% |
$8.52K - $10.2K
|
6.78K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-51- 0.57% |
$8.52K - $10.2K
|
8.93K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-52- 4.36% |
$8.69K - $10.4K
|
1.14K
$295K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-52- 3.97% |
$8.69K - $10.4K
|
1.26K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-52- 0.16% |
$8.69K - $10.4K
|
32.2K
$8.33M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-53- 0.66% |
$8.86K - $10.6K
|
7.95K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 13.7% |
$8.86K - $10.6K
|
334
$86.5K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-54- 2.02% |
$9.02K - $10.8K
|
2.62K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-54- 3.01% |
$9.02K - $10.8K
|
1.74K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-55- 4.05% |
$9.19K - $11K
|
1.3K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-55- 0.15% |
$9.19K - $11K
|
35.6K
$9.21M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-56- 0.74% |
$9.36K - $11.2K
|
7.47K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-57- 2.15% |
$9.52K - $11.4K
|
2.6K
$674K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-57- 1.53% |
$9.52K - $11.4K
|
3.68K
$953K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-57- 1.05% |
$9.52K - $11.4K
|
5.39K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-57- 3.22% |
$9.52K - $11.4K
|
1.71K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-59- 4.18% |
$9.86K - $11.8K
|
1.35K
$351K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-60- 0.32% |
$10K - $12K
|
18.9K
$4.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-60- 2.11% |
$10K - $12K
|
2.78K
$719K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 2.43% |
$10K - $12K
|
2.41K
$625K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-61Closed |
$10.2K - $12.2K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-62- 1.05% |
$10.4K - $12.4K
|
5.83K
$1.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-62- 4.11% |
$10.4K - $12.4K
|
1.45K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-62- 0.14% |
$10.4K - $12.4K
|
45.5K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-62- 1.14% |
$10.4K - $12.4K
|
5.38K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-63- 1.68% |
$10.5K - $12.6K
|
3.69K
$955K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-63- 1.69% |
$10.5K - $12.6K
|
3.68K
$952K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-64- 0.76% |
$10.7K - $12.8K
|
8.36K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-65- 2.97% |
$10.9K - $13K
|
2.12K
$549K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-65- 0.41% |
$10.9K - $13K
|
15.9K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-65- 2.3% |
$10.9K - $13K
|
2.76K
$716K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 0.33% |
$10.9K - $13K
|
19.4K
$5.03M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-66- 3.34% |
$11K - $13.2K
|
1.91K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-66- 0.61% |
$11K - $13.2K
|
10.8K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 1.52% |
$11K - $13.2K
|
4.29K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-67- 0.83% |
$11.2K - $13.4K
|
8.03K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-67- 1.07% |
$11.2K - $13.4K
|
6.2K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-69- 0.47% |
$11.5K - $13.8K
|
14.5K
$3.75M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-70- 0.23% |
$11.7K - $14K
|
30.3K
$7.85M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-70- 4.46% |
$11.7K - $14K
|
1.5K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-70- 0.62% |
$11.7K - $14K
|
11.2K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-71- 3.6% |
$11.9K - $14.2K
|
1.9K
$492K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-72- 0.94% |
$12K - $14.4K
|
7.62K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-72- 2.06% |
$12K - $14.4K
|
3.43K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-74- 1.61% |
$12.4K - $14.8K
|
4.52K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-74- 0.66% |
$12.4K - $14.8K
|
11.1K
$2.87M
|