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 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-287- 1.44% |
$48K - $57.5K
|
19.6K
$5.08M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-289- 3.4% |
$48.3K - $57.9K
|
8.2K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-289- 2.53% |
$48.3K - $57.9K
|
11.1K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-289- 7.43% |
$48.3K - $57.9K
|
3.6K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-289- 2.71% |
$48.3K - $57.9K
|
10.4K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-290- 13.58% |
$48.5K - $58.1K
|
1.85K
$478K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-291- 4.52% |
$48.6K - $58.3K
|
6.15K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-293- 3.17% |
$49K - $58.7K
|
8.96K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-293- 7.18% |
$49K - $58.7K
|
3.79K
$981K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-293- 1.87% |
$49K - $58.7K
|
15.3K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-294- 0.53% |
$49.1K - $58.9K
|
55.2K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-296- 7.49% |
$49.5K - $59.3K
|
3.66K
$947K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-297- 3.74% |
$49.6K - $59.5K
|
7.64K
$1.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-297- 17.43% |
$49.6K - $59.5K
|
1.41K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-300- 0.61% |
$50.1K - $60.1K
|
48.7K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-300- 12.96% |
$50.1K - $60.1K
|
2.02K
$522K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-300- 9.3% |
$50.1K - $60.1K
|
2.93K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-300- 0.48% |
$50.1K - $60.1K
|
61.6K
$16M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-302- 5.35% |
$50.5K - $60.5K
|
5.35K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-302- 0.81% |
$50.5K - $60.5K
|
37K
$9.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-302- 0.58% |
$50.5K - $60.5K
|
51.8K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-302- 1.09% |
$50.5K - $60.5K
|
27.4K
$7.09M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-302- 1.33% |
$50.5K - $60.5K
|
22.4K
$5.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-303- 0.15% |
$50.6K - $60.7K
|
204K
$52.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-303- 5.41% |
$50.6K - $60.7K
|
5.3K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-306- 1.12% |
$51.1K - $61.3K
|
27K
$7M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-309- 0.76% |
$51.6K - $61.9K
|
40.2K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-309- 1.49% |
$51.6K - $61.9K
|
20.5K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-309- 3.49% |
$51.6K - $61.9K
|
8.56K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-310- 2.12% |
$51.8K - $62.1K
|
14.3K
$3.71M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-311- 1.11% |
$52K - $62.3K
|
27.8K
$7.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-312- 4.32% |
$52.1K - $62.5K
|
6.92K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-313- 5.91% |
$52.3K - $62.7K
|
4.99K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-314- 4.19% |
$52.5K - $62.9K
|
7.18K
$1.86M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-315- 1.54% |
$52.6K - $63.1K
|
20.2K
$5.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-315- 1.02% |
$52.6K - $63.1K
|
30.5K
$7.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-315- 5.24% |
$52.6K - $63.1K
|
5.7K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-315- 2.59% |
$52.6K - $63.1K
|
11.8K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-315- 0.65% |
$52.6K - $63.1K
|
47.9K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-315- 3.75% |
$52.6K - $63.1K
|
8.09K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 1.09% |
$52.8K - $63.3K
|
28.7K
$7.45M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-316- 1.54% |
$52.8K - $63.3K
|
20.2K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-317- 1.52% |
$53K - $63.5K
|
20.5K
$5.32M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-318- 0.9% |
$53.1K - $63.7K
|
35.2K
$9.11M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-319- 1.51% |
$53.3K - $63.9K
|
20.8K
$5.39M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-319- 6.44% |
$53.3K - $63.9K
|
4.64K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-320- 1.39% |
$53.5K - $64.1K
|
22.7K
$5.88M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-321- 0.53% |
$53.6K - $64.3K
|
60.5K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-322- 2.8% |
$53.8K - $64.5K
|
11.2K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-322- 7.96% |
$53.8K - $64.5K
|
3.73K
$965K
|