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
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
807+ 2.0% |
$110K - $137K
|
41.2K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
802+ 9.11% |
$109K - $137K
|
9.6K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
795+ 15.22% |
$108K - $135K
|
6.02K
$1.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
795+ 36.86% |
$108K - $135K
|
2.95K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
791+ 1.02% |
$107K - $135K
|
78.6K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
790New |
$107K - $135K
|
790
$204K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
789+ 2.76% |
$107K - $134K
|
29.4K
$7.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
787+ 0.84% |
$107K - $134K
|
94K
$24.3M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
784+ 66.22% |
$106K - $134K
|
1.97K
$509K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
770+ 0.85% |
$104K - $131K
|
91.8K
$23.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
764+ 7.1% |
$104K - $130K
|
11.5K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
764+ 3.81% |
$104K - $130K
|
20.8K
$5.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
749+ 2.34% |
$102K - $128K
|
32.8K
$8.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
748+ 7.85% |
$101K - $127K
|
10.3K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
748+ 4.57% |
$101K - $127K
|
17.1K
$4.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
743+ 12.26% |
$101K - $127K
|
6.8K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
740+ 6.08% |
$100K - $126K
|
12.9K
$3.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
740+ 10.42% |
$100K - $126K
|
7.84K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
736+ 1.47% |
$99.9K - $125K
|
50.9K
$13.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
733+ 2.82% |
$99.5K - $125K
|
26.8K
$6.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
732+ 33.76% |
$99.3K - $125K
|
2.9K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
730+ 26.41% |
$99.1K - $124K
|
3.49K
$904K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
728+ 0.94% |
$98.8K - $124K
|
77.8K
$20.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
727+ 8.71% |
$98.6K - $124K
|
9.07K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
722+ 72.78% |
$98K - $123K
|
1.71K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
711+ 3.14% |
$96.5K - $121K
|
23.4K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
711+ 2.02% |
$96.5K - $121K
|
36K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
711+ 38.02% |
$96.5K - $121K
|
2.58K
$668K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
710+ 1.53% |
$96.3K - $121K
|
47K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
709+ 2.24% |
$96.2K - $121K
|
32.3K
$8.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
707New |
$95.9K - $120K
|
707
$183K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
707+ 48.52% |
$95.9K - $120K
|
2.16K
$560K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
705+ 0.48% |
$95.7K - $120K
|
147K
$37.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
701+ 0.21% |
$95.1K - $119K
|
328K
$85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
700+ 0.8% |
$95K - $119K
|
88.6K
$22.9M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
700+ 3.82% |
$95K - $119K
|
19K
$4.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
699+ 0.54% |
$94.8K - $119K
|
130K
$33.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
689+ 9.21% |
$93.5K - $117K
|
8.17K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
688+ 4.55% |
$93.4K - $117K
|
15.8K
$4.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
684+ 0.76% |
$92.8K - $116K
|
90.5K
$23.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
680+ 2.84% |
$92.3K - $116K
|
24.7K
$6.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
679+ 7.46% |
$92.1K - $116K
|
9.78K
$2.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
679+ 11.34% |
$92.1K - $116K
|
6.67K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
677+ 3.37% |
$91.9K - $115K
|
20.8K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
667+ 2.46% |
$90.5K - $114K
|
27.7K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
666+ 1.05% |
$90.4K - $113K
|
64K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
663+ 9.28% |
$90K - $113K
|
7.81K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
659+ 1.37% |
$89.4K - $112K
|
48.6K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
657+ 2.33% |
$89.1K - $112K
|
28.9K
$7.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
655+ 2.49% |
$88.9K - $112K
|
26.9K
$6.97M
|