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 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-168- 3.93% |
$28.1K - $33.7K
|
4.11K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-168- 0.16% |
$28.1K - $33.7K
|
102K
$26.4M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-168- 5.15% |
$28.1K - $33.7K
|
3.09K
$801K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-169- 1.34% |
$28.2K - $33.9K
|
12.4K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-169- 0.04% |
$28.2K - $33.9K
|
383K
$99.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-170- 3.16% |
$28.4K - $34.1K
|
5.21K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-170- 0.18% |
$28.4K - $34.1K
|
92.5K
$24M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-170- 10.92% |
$28.4K - $34.1K
|
1.39K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
SELL
|
- |
-170- 10.31% |
$28.4K - $34.1K
|
1.48K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-171- 0.27% |
$28.6K - $34.3K
|
63.3K
$16.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-172- 1.18% |
$28.7K - $34.5K
|
14.4K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-172- 13.13% |
$28.7K - $34.5K
|
1.14K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-172- 3.81% |
$28.7K - $34.5K
|
4.35K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-173- 5.28% |
$28.9K - $34.7K
|
3.11K
$804K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-174- 60.21% |
$29.1K - $34.9K
|
115
$29.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-175- 4.12% |
$29.2K - $35.1K
|
4.07K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-175- 3.12% |
$29.2K - $35.1K
|
5.44K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-175- 1.62% |
$29.2K - $35.1K
|
10.6K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-175- 0.82% |
$29.2K - $35.1K
|
21.2K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-175- 1.11% |
$29.2K - $35.1K
|
15.6K
$4.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-176- 1.64% |
$29.4K - $35.3K
|
10.5K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-176- 1.84% |
$29.4K - $35.3K
|
9.38K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-177- 5.69% |
$29.6K - $35.5K
|
2.93K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-178- 1.52% |
$29.7K - $35.7K
|
11.5K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-180- 2.4% |
$30.1K - $36.1K
|
7.31K
$1.89M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-181- 2.2% |
$30.2K - $36.3K
|
8.06K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182- 3.98% |
$30.4K - $36.5K
|
4.39K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-183- 1.43% |
$30.6K - $36.7K
|
12.6K
$3.26M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-183- 0.99% |
$30.6K - $36.7K
|
18.3K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-183- 8.73% |
$30.6K - $36.7K
|
1.91K
$496K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-184- 0.27% |
$30.7K - $36.9K
|
67.6K
$17.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-185- 0.58% |
$30.9K - $37.1K
|
31.8K
$8.25M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-185- 0.39% |
$30.9K - $37.1K
|
47.2K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-185- 0.81% |
$30.9K - $37.1K
|
22.7K
$5.88M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-185- 10.43% |
$30.9K - $37.1K
|
1.59K
$412K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-186- 0.2% |
$31.1K - $37.3K
|
93.8K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-186- 0.63% |
$31.1K - $37.3K
|
29.2K
$7.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-187- 3.11% |
$31.2K - $37.5K
|
5.83K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-187- 2.03% |
$31.2K - $37.5K
|
9.03K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-188- 0.1% |
$31.4K - $37.7K
|
186K
$48.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-189- 5.65% |
$31.6K - $37.9K
|
3.16K
$817K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-189- 2.27% |
$31.6K - $37.9K
|
8.12K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-190- 4.49% |
$31.7K - $38.1K
|
4.04K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-191- 1.74% |
$31.9K - $38.3K
|
10.8K
$2.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-193- 10.12% |
$32.2K - $38.7K
|
1.71K
$444K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-193- 4.52% |
$32.2K - $38.7K
|
4.08K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-193- 1.83% |
$32.2K - $38.7K
|
10.3K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-194- 6.68% |
$32.4K - $38.9K
|
2.71K
$703K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-195- 2.35% |
$32.6K - $39.1K
|
8.1K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-195- 2.91% |
$32.6K - $39.1K
|
6.51K
$1.69M
|