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 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-323- 1.39% |
$54K - $64.7K
|
22.9K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-325- 3.32% |
$54.3K - $65.1K
|
9.46K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-325- 3.46% |
$54.3K - $65.1K
|
9.07K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-326- 10.75% |
$54.5K - $65.3K
|
2.71K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-328- 11.42% |
$54.8K - $65.7K
|
2.54K
$659K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-329- 1.4% |
$55K - $65.9K
|
23.1K
$5.99M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-330- 0.99% |
$55.1K - $66.1K
|
32.9K
$8.52M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-330- 0.18% |
$55.1K - $66.1K
|
186K
$48.2M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-330- 1.78% |
$55.1K - $66.1K
|
18.2K
$4.72M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-332- 2.54% |
$55.5K - $66.5K
|
12.8K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-335- 0.81% |
$56K - $67.1K
|
41.2K
$10.7M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-339- 2.98% |
$56.6K - $67.9K
|
11K
$2.86M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-341- 9.94% |
$57K - $68.3K
|
3.09K
$800K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-342- 15.51% |
$57.1K - $68.5K
|
1.86K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-343- 0.88% |
$57.3K - $68.7K
|
38.8K
$10.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-344- 14.42% |
$57.5K - $68.9K
|
2.04K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-345- 3.16% |
$57.6K - $69.1K
|
10.6K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-345- 15.04% |
$57.6K - $69.1K
|
1.95K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-346- 7.09% |
$57.8K - $69.3K
|
4.53K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-347- 1.79% |
$58K - $69.5K
|
19K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-349- 1.42% |
$58.3K - $69.9K
|
24.2K
$6.28M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-349- 1.14% |
$58.3K - $69.9K
|
30.2K
$7.83M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-350- 1.21% |
$58.5K - $70.1K
|
28.6K
$7.4M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-350- 0.96% |
$58.5K - $70.1K
|
36.2K
$9.37M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-350- 2.6% |
$58.5K - $70.1K
|
13.1K
$3.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-354- 4.95% |
$59.1K - $70.9K
|
6.79K
$1.76M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-355- 2.24% |
$59.3K - $71.1K
|
15.5K
$4.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-355- 1.84% |
$59.3K - $71.1K
|
18.9K
$4.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-355- 3.79% |
$59.3K - $71.1K
|
9K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-355- 15.41% |
$59.3K - $71.1K
|
1.95K
$505K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-355- 3.83% |
$59.3K - $71.1K
|
8.91K
$2.31M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-355- 7.96% |
$59.3K - $71.1K
|
4.11K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-359- 0.81% |
$60K - $71.9K
|
44.2K
$11.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-359- 3.34% |
$60K - $71.9K
|
10.4K
$2.69M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-360- 17.32% |
$60.2K - $72.1K
|
1.72K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-362- 1.18% |
$60.5K - $72.5K
|
30.3K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-363- 0.33% |
$60.7K - $72.7K
|
111K
$28.6M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-365- 3.15% |
$61K - $73.1K
|
11.2K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-368- 5.41% |
$61.5K - $73.7K
|
6.43K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-370- 0.94% |
$61.8K - $74.1K
|
39K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-370- 0.22% |
$61.8K - $74.1K
|
170K
$44M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-372- 21.55% |
$62.2K - $74.5K
|
1.35K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-373- 1.62% |
$62.3K - $74.7K
|
22.7K
$5.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-374- 4.97% |
$62.5K - $74.9K
|
7.15K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-374- 0.77% |
$62.5K - $74.9K
|
48K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-375- 4.8% |
$62.7K - $75.1K
|
7.43K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-375- 1.13% |
$62.7K - $75.1K
|
32.7K
$8.48M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-376- 12.94% |
$62.8K - $75.3K
|
2.53K
$655K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-377- 9.46% |
$63K - $75.5K
|
3.61K
$935K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-377- 0.19% |
$63K - $75.5K
|
197K
$50.9M
|