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 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-520- 0.91% |
$86.9K - $104K
|
56.3K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-520- 1.13% |
$86.9K - $104K
|
45.5K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-525- 9.15% |
$87.7K - $105K
|
5.21K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-528- 10.14% |
$88.2K - $106K
|
4.68K
$1.21M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-528- 11.65% |
$88.2K - $106K
|
4K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-529- 23.06% |
$88.4K - $106K
|
1.77K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-530- 18.75% |
$88.6K - $106K
|
2.3K
$595K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-531- 15.55% |
$88.7K - $106K
|
2.88K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-531- 4.77% |
$88.7K - $106K
|
10.6K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-538- 3.45% |
$89.9K - $108K
|
15K
$3.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-545- 1.6% |
$91.1K - $109K
|
33.6K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-545- 21.12% |
$91.1K - $109K
|
2.04K
$527K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-546- 3.98% |
$91.2K - $109K
|
13.2K
$3.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 2.3% |
$91.9K - $110K
|
23.4K
$6.06M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-550- 1.2% |
$91.9K - $110K
|
45.1K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-551- 4.19% |
$92.1K - $110K
|
12.6K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-551- 5.78% |
$92.1K - $110K
|
8.99K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-553- 4.15% |
$92.4K - $111K
|
12.8K
$3.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-554- 4.93% |
$92.6K - $111K
|
10.7K
$2.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-556- 23.74% |
$92.9K - $111K
|
1.79K
$463K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-556- 0.78% |
$92.9K - $111K
|
70.8K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-558- 1.04% |
$93.2K - $112K
|
53K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-559- 6.58% |
$93.4K - $112K
|
7.94K
$2.06M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-560- 0.67% |
$93.6K - $112K
|
83.4K
$21.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-564- 34.84% |
$94.2K - $113K
|
1.06K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-565- 1.28% |
$94.4K - $113K
|
43.6K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-567- 2.29% |
$94.7K - $114K
|
24.2K
$6.28M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-567- 4.86% |
$94.7K - $114K
|
11.1K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-568- 2.93% |
$94.9K - $114K
|
18.8K
$4.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-575- 4.48% |
$96.1K - $115K
|
12.3K
$3.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-576- 2.29% |
$96.2K - $115K
|
24.6K
$6.38M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-583- 3.85% |
$97.4K - $117K
|
14.6K
$3.77M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-583- 4.94% |
$97.4K - $117K
|
11.2K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-584- 2.21% |
$97.6K - $117K
|
25.8K
$6.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-586- 1.15% |
$97.9K - $117K
|
50.5K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-586- 1.71% |
$97.9K - $117K
|
33.7K
$8.73M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-587- 12.31% |
$98.1K - $118K
|
4.18K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-589- 0.94% |
$98.4K - $118K
|
62.4K
$16.2M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-592- 4.11% |
$98.9K - $119K
|
13.8K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-594- 3.49% |
$99.3K - $119K
|
16.4K
$4.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-596- 7.12% |
$99.6K - $119K
|
7.78K
$2.01M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-596- 7.41% |
$99.6K - $119K
|
7.45K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-597- 1.88% |
$99.8K - $120K
|
31.2K
$8.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-600- 8.96% |
$100K - $120K
|
6.1K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 1.16% |
$100K - $120K
|
51.3K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-601- 21.85% |
$100K - $120K
|
2.15K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-602- 0.9% |
$101K - $121K
|
66.3K
$17.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-603- 27.75% |
$101K - $121K
|
1.57K
$407K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-607- 3.08% |
$101K - $122K
|
19.1K
$4.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-608- 2.91% |
$102K - $122K
|
20.3K
$5.26M
|