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 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-115- 7.03% |
$19.2K - $23K
|
1.52K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-116- 5.26% |
$19.4K - $23.2K
|
2.09K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-116- 1.89% |
$19.4K - $23.2K
|
6.02K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-116- 3.41% |
$19.4K - $23.2K
|
3.28K
$851K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-119- 0.44% |
$19.9K - $23.8K
|
26.7K
$6.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-119- 2.2% |
$19.9K - $23.8K
|
5.3K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-120- 7.71% |
$20.1K - $24K
|
1.44K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-121- 0.23% |
$20.2K - $24.2K
|
53.5K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-121- 4.14% |
$20.2K - $24.2K
|
2.8K
$726K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-121- 0.74% |
$20.2K - $24.2K
|
16.3K
$4.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-122- 1.58% |
$20.4K - $24.4K
|
7.61K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-122- 0.56% |
$20.4K - $24.4K
|
21.5K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-122- 24.3% |
$20.4K - $24.4K
|
380
$98.4K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-123- 1.5% |
$20.6K - $24.6K
|
8.05K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-124- 7.74% |
$20.7K - $24.8K
|
1.48K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-124- 3.41% |
$20.7K - $24.8K
|
3.51K
$909K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-124- 2.84% |
$20.7K - $24.8K
|
4.25K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-124- 1.2% |
$20.7K - $24.8K
|
10.2K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-125- 0.21% |
$20.9K - $25K
|
58.1K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-125- 5.66% |
$20.9K - $25K
|
2.09K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-125- 0.3% |
$20.9K - $25K
|
41.4K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-125- 0.39% |
$20.9K - $25K
|
31.7K
$8.2M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-127- 10.89% |
$21.2K - $25.4K
|
1.04K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-127- 11.59% |
$21.2K - $25.4K
|
969
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-128- 7.45% |
$21.4K - $25.6K
|
1.59K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.11% |
$21.6K - $25.8K
|
11.5K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-129- 3.13% |
$21.6K - $25.8K
|
4K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-129- 1.15% |
$21.6K - $25.8K
|
11.1K
$2.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-130- 0.99% |
$21.7K - $26K
|
13K
$3.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-131- 4.19% |
$21.9K - $26.2K
|
3K
$776K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-131- 2.57% |
$21.9K - $26.2K
|
4.97K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-132- 4.24% |
$22.1K - $26.4K
|
2.98K
$773K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-132- 2.6% |
$22.1K - $26.4K
|
4.95K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-132- 1.17% |
$22.1K - $26.4K
|
11.1K
$2.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-132- 1.32% |
$22.1K - $26.4K
|
9.87K
$2.56M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-132- 1.3% |
$22.1K - $26.4K
|
9.99K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-133- 1.86% |
$22.2K - $26.6K
|
7.02K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-134- 2.23% |
$22.4K - $26.8K
|
5.88K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-135- 0.74% |
$22.6K - $27K
|
18.1K
$4.68M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-135- 0.74% |
$22.6K - $27K
|
18.1K
$4.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-136- 4.74% |
$22.7K - $27.2K
|
2.73K
$708K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-136- 0.74% |
$22.7K - $27.2K
|
18.3K
$4.75M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-138- 1.25% |
$23.1K - $27.6K
|
10.9K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-139- 1.2% |
$23.2K - $27.8K
|
11.4K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-139- 1.25% |
$23.2K - $27.8K
|
11K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-139- 0.11% |
$23.2K - $27.8K
|
130K
$33.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-140- 3.89% |
$23.4K - $28K
|
3.46K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-140- 5.35% |
$23.4K - $28K
|
2.48K
$641K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-142- 3.82% |
$23.7K - $28.4K
|
3.58K
$927K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-142- 1.73% |
$23.7K - $28.4K
|
8.08K
$2.09M
|