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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-95- 0.38% |
$15.9K - $19K
|
25.2K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 0.67% |
$15.9K - $19K
|
14K
$3.62M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-95- 0.94% |
$15.9K - $19K
|
10K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-95- 2.6% |
$15.9K - $19K
|
3.56K
$922K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$15.9K - $19K
|
1.2K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-96- 8.14% |
$16K - $19.2K
|
1.08K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.33% |
$16K - $19.2K
|
29.3K
$7.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-97- 5.26% |
$16.2K - $19.4K
|
1.75K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-97- 3.32% |
$16.2K - $19.4K
|
2.82K
$731K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.35% |
$16.2K - $19.4K
|
27.9K
$7.22M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-97- 2.2% |
$16.2K - $19.4K
|
4.32K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-97- 3.62% |
$16.2K - $19.4K
|
2.58K
$669K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-97- 0.53% |
$16.2K - $19.4K
|
18.2K
$4.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 3.29% |
$16.4K - $19.6K
|
2.88K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-98- 1.5% |
$16.4K - $19.6K
|
6.45K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-98- 0.87% |
$16.4K - $19.6K
|
11.2K
$2.89M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-99- 5.27% |
$16.5K - $19.8K
|
1.78K
$461K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-99- 9.96% |
$16.5K - $19.8K
|
895
$232K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-99- 1.15% |
$16.5K - $19.8K
|
8.48K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-99- 0.7% |
$16.5K - $19.8K
|
14.1K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 2.12% |
$16.7K - $20K
|
4.63K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.85% |
$16.7K - $20K
|
11.6K
$3.01M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-100- 3.46% |
$16.7K - $20K
|
2.79K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 0.23% |
$16.7K - $20K
|
43.1K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 4.41% |
$16.7K - $20K
|
2.17K
$562K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-100- 9.62% |
$16.7K - $20K
|
940
$244K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 0.44% |
$16.7K - $20K
|
22.7K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-101- 0.48% |
$16.9K - $20.2K
|
20.9K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-101- 77.69% |
$16.9K - $20.2K
|
29
$7.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-102- 1.87% |
$17K - $20.4K
|
5.34K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-102- 0.12% |
$17K - $20.4K
|
86.4K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-102- 0.07% |
$17K - $20.4K
|
156K
$40.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-103- 0.49% |
$17.2K - $20.6K
|
20.8K
$5.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-103- 3.53% |
$17.2K - $20.6K
|
2.81K
$728K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-104- 0.13% |
$17.4K - $20.8K
|
77.5K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-104- 1.85% |
$17.4K - $20.8K
|
5.51K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-104- 1.46% |
$17.4K - $20.8K
|
7K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-105- 0.1% |
$17.5K - $21K
|
103K
$26.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-106- 7.14% |
$17.7K - $21.2K
|
1.38K
$357K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-106- 4.04% |
$17.7K - $21.2K
|
2.52K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-106- 0.34% |
$17.7K - $21.2K
|
31.3K
$8.11M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-106- 1.55% |
$17.7K - $21.2K
|
6.73K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.22% |
$17.9K - $21.4K
|
4.72K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-109- 0.29% |
$18.2K - $21.8K
|
38.1K
$9.87M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-109- 2.72% |
$18.2K - $21.8K
|
3.9K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-110- 0.58% |
$18.4K - $22K
|
18.7K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-112- 0.4% |
$18.7K - $22.4K
|
27.9K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-113- 7.01% |
$18.9K - $22.6K
|
1.5K
$388K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-115- 0.26% |
$19.2K - $23K
|
44.7K
$11.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-115- 0.2% |
$19.2K - $23K
|
56.9K
$14.7M
|