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
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-716- 4.71% |
$120K - $143K
|
14.5K
$3.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-717- 2.65% |
$120K - $144K
|
26.3K
$6.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-717- 0.63% |
$120K - $144K
|
112K
$29.1M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-719- 2.3% |
$120K - $144K
|
30.6K
$7.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-724- 1.94% |
$121K - $145K
|
36.7K
$9.5M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-725- 1.07% |
$121K - $145K
|
66.8K
$17.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-732- 0.78% |
$122K - $147K
|
93.6K
$24.3M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-735- 0.3% |
$123K - $147K
|
244K
$63.2M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-738- 1.31% |
$123K - $148K
|
55.7K
$14.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-739- 37.47% |
$123K - $148K
|
1.23K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-740- 3.19% |
$124K - $148K
|
22.5K
$5.82M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-741- 2.2% |
$124K - $148K
|
33K
$8.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-742- 8.23% |
$124K - $149K
|
8.27K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-742- 0.85% |
$124K - $149K
|
86.2K
$22.3M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-745- 12.94% |
$124K - $149K
|
5.01K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-746- 9.18% |
$125K - $149K
|
7.38K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-747- 1.04% |
$125K - $150K
|
70.9K
$18.4M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-754- 8.23% |
$126K - $151K
|
8.41K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-755- 9.13% |
$126K - $151K
|
7.51K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-757- 0.9% |
$126K - $152K
|
83.3K
$21.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-761- 2.88% |
$127K - $152K
|
25.6K
$6.64M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-761- 12.92% |
$127K - $152K
|
5.13K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-764- 4.03% |
$128K - $153K
|
18.2K
$4.71M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-764- 1.76% |
$128K - $153K
|
42.6K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-764- 7.94% |
$128K - $153K
|
8.86K
$2.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-772- 35.99% |
$129K - $155K
|
1.37K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-780- 0.63% |
$130K - $156K
|
122K
$31.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-782- 34.24% |
$131K - $157K
|
1.5K
$389K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-785- 1.67% |
$131K - $157K
|
46.2K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 5.9% |
$131K - $157K
|
12.5K
$3.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-786- 1.22% |
$131K - $157K
|
63.4K
$16.4M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-787- 1.53% |
$131K - $158K
|
50.5K
$13.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$1.8M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-787- 0.69% |
$131K - $158K
|
113K
$29.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-788- 1.68% |
$132K - $158K
|
46.2K
$12M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-793- 2.77% |
$133K - $159K
|
27.9K
$7.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-795- 6.73% |
$133K - $159K
|
11K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-795- 5.09% |
$133K - $159K
|
14.8K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-799- 2.76% |
$134K - $160K
|
28.1K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-799- 1.91% |
$134K - $160K
|
40.9K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-800- 8.26% |
$134K - $160K
|
8.88K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-804- 1.33% |
$134K - $161K
|
59.5K
$15.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-805- 3.51% |
$135K - $161K
|
22.1K
$5.73M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-809- 20.95% |
$135K - $162K
|
3.05K
$791K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-811- 10.9% |
$136K - $162K
|
6.63K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-811- 1.6% |
$136K - $162K
|
49.8K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-812- 7.55% |
$136K - $163K
|
9.95K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-815- 0.96% |
$136K - $163K
|
84.5K
$21.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-819- 3.4% |
$137K - $164K
|
23.3K
$6.03M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-821- 11.35% |
$137K - $164K
|
6.41K
$1.66M
|