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 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-377- 0.19% |
$63K - $75.5K
|
197K
$50.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-378- 0.83% |
$63.2K - $75.7K
|
45.2K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-378- 7.18% |
$63.2K - $75.7K
|
4.89K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-379- 1.0% |
$63.3K - $75.9K
|
37.5K
$9.72M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-380- 0.95% |
$63.5K - $76.1K
|
39.6K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-380- 8.88% |
$63.5K - $76.1K
|
3.9K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-381- 0.42% |
$63.7K - $76.3K
|
89.9K
$23.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-383- 1.74% |
$64K - $76.7K
|
21.7K
$5.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-383- 1.05% |
$64K - $76.7K
|
36K
$9.32M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-383- 4.3% |
$64K - $76.7K
|
8.52K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-385- 2.11% |
$64.3K - $77.1K
|
17.8K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-386- 1.18% |
$64.5K - $77.3K
|
32.2K
$8.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-389- 5.19% |
$65K - $77.9K
|
7.1K
$1.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-392- 10.7% |
$65.5K - $78.5K
|
3.27K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-392- 1.03% |
$65.5K - $78.5K
|
37.7K
$9.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-393- 0.42% |
$65.7K - $78.7K
|
93.4K
$24.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-394- 15.13% |
$65.8K - $78.9K
|
2.21K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-394- 3.89% |
$65.8K - $78.9K
|
9.74K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-395- 0.44% |
$66K - $79.1K
|
89.5K
$23.2M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-397- 2.21% |
$66.3K - $79.5K
|
17.6K
$4.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-398- 1.14% |
$66.5K - $79.7K
|
34.6K
$8.96M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-398- 1.59% |
$66.5K - $79.7K
|
24.6K
$6.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-399- 91.51% |
$66.7K - $79.9K
|
37
$9.58K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 1.2% |
$66.8K - $80.1K
|
32.9K
$8.52M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 5.41% |
$66.8K - $80.1K
|
7K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-403- 10.82% |
$67.3K - $80.7K
|
3.32K
$860K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-404- 4.28% |
$67.5K - $80.9K
|
9.04K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-406- 9.91% |
$67.8K - $81.3K
|
3.69K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-408- 6.71% |
$68.2K - $81.7K
|
5.67K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-410- 2.2% |
$68.5K - $82.1K
|
18.2K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-413- 76.48% |
$69K - $82.7K
|
127
$32.9K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-418- 2.59% |
$69.8K - $83.7K
|
15.7K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-418- 16.55% |
$69.8K - $83.7K
|
2.11K
$546K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-419- 1.41% |
$70K - $83.9K
|
29.4K
$7.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-420- 2.64% |
$70.2K - $84.1K
|
15.5K
$4.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-422- 2.27% |
$70.5K - $84.5K
|
18.1K
$4.7M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-423- 0.99% |
$70.7K - $84.7K
|
42.5K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-424- 1.73% |
$70.8K - $84.9K
|
24K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-427- 2.72% |
$71.3K - $85.5K
|
15.3K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-428- 2.11% |
$71.5K - $85.7K
|
19.9K
$5.16M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-434- 2.87% |
$72.5K - $86.9K
|
14.7K
$3.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-437- 2.13% |
$73K - $87.5K
|
20.1K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-438- 12.56% |
$73.2K - $87.7K
|
3.05K
$790K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-442- 28.32% |
$73.9K - $88.5K
|
1.12K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-443- 3.43% |
$74K - $88.7K
|
12.5K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-443- 4.4% |
$74K - $88.7K
|
9.63K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-443- 0.42% |
$74K - $88.7K
|
106K
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-444- 1.82% |
$74.2K - $88.9K
|
24K
$6.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-444- 8.98% |
$74.2K - $88.9K
|
4.5K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-450- 2.4% |
$75.2K - $90.1K
|
18.3K
$4.75M
|