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
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.58K- 84.96% |
$264K - $317K
|
280
$72.5K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.58K- 11.25% |
$264K - $317K
|
12.5K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.58K- 2.89% |
$265K - $317K
|
53.2K
$13.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.59K- 0.91% |
$265K - $317K
|
172K
$44.6M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.59K- 2.75% |
$265K - $318K
|
56.1K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.59K- 2.7% |
$265K - $318K
|
57.3K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.59K- 4.46% |
$266K - $319K
|
34K
$8.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-1.59K- 96.61% |
$266K - $319K
|
56
$14.5K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.6K- 81.22% |
$268K - $321K
|
371
$96.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.63K- 44.04% |
$272K - $326K
|
2.07K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.64K- 7.63% |
$274K - $328K
|
19.8K
$5.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.66K- 1.75% |
$277K - $332K
|
92.8K
$24M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.66K- 26.67% |
$277K - $332K
|
4.56K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.66K- 0.86% |
$278K - $333K
|
191K
$49.6M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.67K- 3.5% |
$279K - $334K
|
46K
$11.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-1.67K- 36.97% |
$279K - $335K
|
2.85K
$738K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.67K- 8.78% |
$280K - $335K
|
17.4K
$4.5M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-1.68K- 0.22% |
$281K - $337K
|
760K
$197M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.68K- 7.36% |
$281K - $337K
|
21.1K
$5.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.68K- 3.12% |
$281K - $337K
|
52.3K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.69K- 4.36% |
$282K - $338K
|
37K
$9.59M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.69K- 3.81% |
$282K - $339K
|
42.7K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.7K- 2.4% |
$284K - $340K
|
69K
$17.9M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.7K- 26.78% |
$284K - $341K
|
4.65K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 1.31% |
$288K - $346K
|
130K
$33.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.73K- 6.04% |
$289K - $347K
|
26.9K
$6.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.73K- 1.28% |
$289K - $347K
|
133K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.74K- 5.37% |
$291K - $348K
|
30.6K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.74K- 16.71% |
$291K - $349K
|
8.69K
$2.25M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 5.26% |
$292K - $350K
|
31.4K
$8.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-1.77K- 16.28% |
$295K - $354K
|
9.08K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.77K- 18.43% |
$296K - $354K
|
7.83K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.77K- 10.19% |
$296K - $355K
|
15.6K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 5.09% |
$296K - $355K
|
33.1K
$8.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.78K- 7.86% |
$297K - $356K
|
20.9K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.79K- 3.44% |
$299K - $359K
|
50.2K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.8K- 3.74% |
$301K - $360K
|
46.4K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-1.8K- 2.5% |
$301K - $361K
|
70.3K
$18.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.8K- 2.7% |
$301K - $361K
|
64.9K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.8K- 3.82% |
$301K - $361K
|
45.4K
$11.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.81K- 4.28% |
$302K - $362K
|
40.4K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.81K- 17.77% |
$303K - $363K
|
8.38K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.82K- 0.9% |
$304K - $365K
|
200K
$51.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.82K- 49.88% |
$305K - $365K
|
1.83K
$475K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.83K- 6.9% |
$305K - $366K
|
24.7K
$6.39M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.83K- 38.06% |
$306K - $366K
|
2.98K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.83K- 7.83% |
$306K - $367K
|
21.6K
$5.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.83K- 1.47% |
$306K - $367K
|
123K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.84K- 9.86% |
$307K - $368K
|
16.8K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.84K- 8.28% |
$308K - $369K
|
20.4K
$5.28M
|