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 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 7.95% |
$390K - $490K
|
39.1K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 15.0% |
$389K - $489K
|
22K
$5.66M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.85KNew |
$386K - $485K
|
2.85K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.81K+ 18.06% |
$381K - $478K
|
18.3K
$4.72M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.81K+ 18.06% |
$381K - $478K
|
18.3K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.77KNew |
$375K - $471K
|
2.77K
$712K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.76K+ 20.7% |
$374K - $470K
|
16.1K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.75K+ 15.39% |
$373K - $469K
|
20.6K
$5.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.75K+ 16.02% |
$373K - $469K
|
19.9K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.75K+ 26.36% |
$372K - $467K
|
13.2K
$3.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.73K+ 39.28% |
$370K - $465K
|
9.67K
$2.49M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.72K+ 257.28% |
$369K - $464K
|
3.78K
$973K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.72K+ 7.45% |
$369K - $463K
|
39.2K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.7KNew |
$367K - $460K
|
2.7K
$695K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.7KNew |
$366K - $460K
|
2.7K
$695K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.69K+ 8163.64% |
$366K - $459K
|
2.73K
$702K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.69K+ 11.99% |
$365K - $459K
|
25.1K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.69KNew |
$365K - $458K
|
2.69K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.68KNew |
$364K - $456K
|
2.68K
$690K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.68K+ 6.74% |
$363K - $456K
|
42.4K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.64K+ 5.38% |
$359K - $450K
|
51.8K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.63K+ 3.29% |
$357K - $449K
|
82.7K
$21.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
BUY
|
- |
2.62K+ 8.92% |
$356K - $447K
|
32K
$8.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.62K+ 2.96% |
$356K - $446K
|
91.2K
$23.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.6K+ 1.2% |
$353K - $443K
|
219K
$56.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
2.6K+ 12.7% |
$352K - $442K
|
23K
$5.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.58K+ 1.15% |
$350K - $439K
|
227K
$58.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.57K+ 7.84% |
$349K - $438K
|
35.4K
$9.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.56K+ 5.71% |
$348K - $436K
|
47.4K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.56K+ 11.26% |
$348K - $436K
|
25.3K
$6.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.56K+ 348.3% |
$347K - $436K
|
3.3K
$848K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.54K+ 2.71% |
$344K - $432K
|
96.1K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 0.29% |
$343K - $431K
|
861K
$222M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
2.5K+ 36.53% |
$339K - $426K
|
9.34K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.5K+ 2.79% |
$339K - $425K
|
91.9K
$23.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.49K+ 1.32% |
$338K - $425K
|
192K
$49.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
2.49K+ 17.63% |
$338K - $424K
|
16.6K
$4.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.49KNew |
$338K - $424K
|
2.49K
$641K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 8.23% |
$338K - $424K
|
32.7K
$8.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.49K+ 9.42% |
$338K - $424K
|
28.9K
$7.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.48K+ 8.3% |
$336K - $422K
|
32.4K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.47K+ 38.64% |
$334K - $420K
|
8.85K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.46K+ 4.93% |
$333K - $418K
|
52.3K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.46K+ 12.65% |
$333K - $418K
|
21.9K
$5.63M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.46K+ 12.65% |
$333K - $418K
|
21.9K
$5.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.44KNew |
$330K - $415K
|
2.44K
$627K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$211M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$211M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.42K+ 7.58% |
$329K - $413K
|
34.4K
$8.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.42K+ 9.07% |
$328K - $412K
|
29.1K
$7.49M
|