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 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.34K- 1.1% |
$224K - $268K
|
120K
$31M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.34K- 5.25% |
$224K - $268K
|
24.2K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.35K- 4.62% |
$225K - $270K
|
27.8K
$7.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.35K- 8.83% |
$226K - $270K
|
13.9K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.35K- 4.25% |
$226K - $271K
|
30.5K
$7.89M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 14.68% |
$228K - $273K
|
7.92K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.36K- 43.95% |
$228K - $273K
|
1.74K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.37K- 7.63% |
$228K - $273K
|
16.5K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.37K- 12.5% |
$228K - $274K
|
9.57K
$2.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.37K- 2.29% |
$229K - $275K
|
58.4K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.38K- 2.44% |
$231K - $276K
|
55.2K
$14.3M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.39K- 4.75% |
$231K - $277K
|
27.8K
$7.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-1.39K- 0.22% |
$232K - $278K
|
621K
$161M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.39K- 18.46% |
$232K - $278K
|
6.14K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.4K- 3.96% |
$234K - $280K
|
33.9K
$8.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.4K- 15.92% |
$234K - $280K
|
7.39K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.4K- 1.63% |
$234K - $281K
|
84.7K
$21.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.41K- 4.42% |
$235K - $281K
|
30.4K
$7.87M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.43K- 2.33% |
$238K - $286K
|
59.9K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.44K- 8.38% |
$240K - $288K
|
15.7K
$4.07M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 1.33% |
$241K - $289K
|
107K
$27.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.45K- 1.99% |
$241K - $289K
|
71.2K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1.45K- 15.84% |
$241K - $289K
|
7.68K
$1.99M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.45K- 5.11% |
$242K - $291K
|
26.9K
$6.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.46K- 0.95% |
$243K - $291K
|
152K
$39.4M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.46K- 3.55% |
$244K - $293K
|
39.7K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.47K- 24.19% |
$246K - $294K
|
4.61K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.47K- 6.12% |
$246K - $295K
|
22.6K
$5.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 2.65% |
$246K - $295K
|
54.2K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.48K- 2.64% |
$247K - $296K
|
54.5K
$14.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-1.48K- 5.89% |
$248K - $297K
|
23.7K
$6.13M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.49K- 3.33% |
$249K - $299K
|
43.2K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 6.1% |
$249K - $299K
|
23K
$5.95M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.49K- 15.24% |
$249K - $299K
|
8.31K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 7.27% |
$250K - $300K
|
19.1K
$4.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.51K- 6.87% |
$251K - $301K
|
20.4K
$5.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 8.47% |
$252K - $302K
|
16.3K
$4.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.51K- 1.41% |
$252K - $302K
|
106K
$27.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.52K- 5.22% |
$253K - $303K
|
27.5K
$7.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.52K- 2.38% |
$254K - $304K
|
62.3K
$16.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.53K- 7.38% |
$256K - $307K
|
19.2K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.54K- 1.15% |
$257K - $308K
|
133K
$34.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.54K- 8.44% |
$258K - $309K
|
16.7K
$4.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.55K- 3.48% |
$258K - $309K
|
42.8K
$11.1M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.55K- 58.68% |
$258K - $309K
|
1.09K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.56K- 50.18% |
$260K - $311K
|
1.54K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.56K- 14.9% |
$261K - $313K
|
8.93K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.57K- 3.21% |
$262K - $314K
|
47.4K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.57K- 14.26% |
$262K - $314K
|
9.44K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.57K- 27.3% |
$263K - $315K
|
4.19K
$1.09M
|