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 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-195- 0.86% |
$32.6K - $39.1K
|
22.5K
$5.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-196- 1.41% |
$32.7K - $39.3K
|
13.7K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-196- 0.39% |
$32.7K - $39.3K
|
49.5K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-197- 7.74% |
$32.9K - $39.5K
|
2.35K
$609K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-198- 0.76% |
$33.1K - $39.7K
|
25.8K
$6.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 7.58% |
$33.4K - $40.1K
|
2.44K
$632K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-200- 0.67% |
$33.4K - $40.1K
|
29.6K
$7.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-200- 0.54% |
$33.4K - $40.1K
|
37K
$9.6M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-200- 2.44% |
$33.4K - $40.1K
|
8K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-200- 1.62% |
$33.4K - $40.1K
|
12.1K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.6% |
$33.4K - $40.1K
|
3.37K
$874K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-201- 4.66% |
$33.6K - $40.3K
|
4.11K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-202- 2.57% |
$33.8K - $40.5K
|
7.67K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-202- 0.51% |
$33.8K - $40.5K
|
39.6K
$10.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-202- 7.55% |
$33.8K - $40.5K
|
2.48K
$641K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-205- 0.82% |
$34.3K - $41.1K
|
24.8K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 0.22% |
$34.4K - $41.3K
|
94.8K
$24.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-207- 2.21% |
$34.6K - $41.5K
|
9.17K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-207- 0.22% |
$34.6K - $41.5K
|
92.4K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-209- 10.83% |
$34.9K - $41.9K
|
1.72K
$446K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-210- 0.6% |
$35.1K - $42.1K
|
34.9K
$9.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-212- 1.3% |
$35.4K - $42.5K
|
16K
$4.15M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-212- 0.84% |
$35.4K - $42.5K
|
25K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-213- 0.67% |
$35.6K - $42.7K
|
31.5K
$8.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-213- 5.89% |
$35.6K - $42.7K
|
3.4K
$882K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-216- 0.61% |
$36.1K - $43.3K
|
34.9K
$9.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-217- 1.99% |
$36.3K - $43.5K
|
10.7K
$2.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-217- 0.81% |
$36.3K - $43.5K
|
26.5K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-217- 4.68% |
$36.3K - $43.5K
|
4.42K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-218- 3.01% |
$36.4K - $43.7K
|
7.03K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-219- 2.14% |
$36.6K - $43.9K
|
10K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-219- 0.84% |
$36.6K - $43.9K
|
25.9K
$6.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-220- 0.58% |
$36.8K - $44.1K
|
37.5K
$9.71M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-222- 1.54% |
$37.1K - $44.5K
|
14.2K
$3.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-224- 2.25% |
$37.4K - $44.9K
|
9.72K
$2.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-225- 1.14% |
$37.6K - $45.1K
|
19.4K
$5.03M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.3% |
$37.6K - $45.1K
|
17.1K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-225- 12.48% |
$37.6K - $45.1K
|
1.58K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-225- 0.1% |
$37.6K - $45.1K
|
228K
$59.2M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-226- 0.62% |
$37.8K - $45.3K
|
36.3K
$9.39M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-226- 1.39% |
$37.8K - $45.3K
|
16.1K
$4.16M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-228- 16.01% |
$38.1K - $45.7K
|
1.2K
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-229- 1.94% |
$38.3K - $45.9K
|
11.6K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-229- 2.45% |
$38.3K - $45.9K
|
9.12K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-230- 1.13% |
$38.4K - $46.1K
|
20.1K
$5.21M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-230- 1.13% |
$38.4K - $46.1K
|
20.1K
$5.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-231- 13.92% |
$38.6K - $46.3K
|
1.43K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-232- 2.4% |
$38.8K - $46.5K
|
9.44K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-232- 1.88% |
$38.8K - $46.5K
|
12.1K
$3.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-235- 0.33% |
$39.3K - $47.1K
|
71.2K
$18.5M
|