Purchases and Sales Made in Q4 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.5KNew |
$1.02M - $1.28M
|
7.5K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.49K+ 15.31% |
$1.02M - $1.28M
|
56.4K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
7.47K+ 14.03% |
$1.01M - $1.27M
|
60.7K
$15.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
7.4K+ 10.6% |
$1M - $1.26M
|
77.2K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.38K+ 8.07% |
$1M - $1.26M
|
98.9K
$25.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.27K+ 5.73% |
$986K - $1.24M
|
134K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.24K+ 32.46% |
$982K - $1.23M
|
29.5K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
7.24K+ 4.44% |
$982K - $1.23M
|
170K
$43.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.21K+ 34.82% |
$978K - $1.23M
|
27.9K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.2K+ 35.06% |
$977K - $1.23M
|
27.7K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
7.12K+ 89.25% |
$967K - $1.21M
|
15.1K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.1KNew |
$964K - $1.21M
|
7.1K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
7.08K+ 9.87% |
$960K - $1.21M
|
78.8K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7.05KNew |
$957K - $1.2M
|
7.05K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.01K+ 30.05% |
$951K - $1.19M
|
30.3K
$7.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
7K+ 41.05% |
$950K - $1.19M
|
24.1K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.86KNew |
$931K - $1.17M
|
6.86K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
6.85K+ 54.9% |
$929K - $1.17M
|
19.3K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.84K+ 5.76% |
$928K - $1.16M
|
125K
$32.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.83KNew |
$927K - $1.16M
|
6.83K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
6.8K+ 35.15% |
$923K - $1.16M
|
26.1K
$6.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.76K+ 10.26% |
$917K - $1.15M
|
72.6K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.7KNew |
$909K - $1.14M
|
6.7K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
6.69K+ 2.01% |
$908K - $1.14M
|
339K
$87.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.67K+ 18.74% |
$905K - $1.14M
|
42.3K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.61KNew |
$897K - $1.13M
|
6.61K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.6KNew |
$895K - $1.12M
|
6.6K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6.59K+ 6.61% |
$894K - $1.12M
|
106K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6.59KNew |
$894K - $1.12M
|
6.59K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.58K+ 2.8% |
$893K - $1.12M
|
241K
$62.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.57K+ 3.52% |
$892K - $1.12M
|
193K
$49.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
6.56K+ 37.88% |
$890K - $1.12M
|
23.9K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.56K+ 3.0% |
$890K - $1.12M
|
225K
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.53KNew |
$886K - $1.11M
|
6.53K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.52KNew |
$885K - $1.11M
|
6.52K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
6.49KNew |
$880K - $1.1M
|
6.49K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
6.47K+ 16.52% |
$878K - $1.1M
|
45.7K
$11.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.47KNew |
$878K - $1.1M
|
6.47K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.45K+ 191.6% |
$876K - $1.1M
|
9.82K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.45K+ 21.86% |
$875K - $1.1M
|
36K
$9.26M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 35.52% |
$875K - $1.1M
|
24.6K
$6.33M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.42KNew |
$871K - $1.09M
|
6.42K
$1.65M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.41K+ 283.58% |
$870K - $1.09M
|
8.67K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.4K+ 0.6% |
$869K - $1.09M
|
1.07M
$275M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.4KNew |
$868K - $1.09M
|
6.4K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.39K+ 10.58% |
$867K - $1.09M
|
66.8K
$17.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.32K+ 13.97% |
$857K - $1.08M
|
51.5K
$13.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6.29KNew |
$853K - $1.07M
|
6.29K
$1.62M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
6.29KNew |
$853K - $1.07M
|
6.29K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.26K+ 8.47% |
$849K - $1.07M
|
80.1K
$20.6M
|