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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
318+ 1.25% |
$43.1K - $54.2K
|
25.8K
$6.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
318+ 5.35% |
$43.1K - $54.2K
|
6.26K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
317+ 5.73% |
$43K - $54K
|
5.85K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
316+ 1.33% |
$42.9K - $53.8K
|
24K
$6.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
315+ 9.92% |
$42.7K - $53.6K
|
3.49K
$903K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
315+ 7.39% |
$42.7K - $53.6K
|
4.58K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
315+ 0.84% |
$42.7K - $53.6K
|
38K
$9.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
314+ 3.67% |
$42.6K - $53.5K
|
8.87K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
313+ 11.93% |
$42.5K - $53.3K
|
2.94K
$760K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
312New |
$42.3K - $53.1K
|
312
$80.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
311+ 19.67% |
$42.2K - $53K
|
1.89K
$490K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
311+ 0.93% |
$42.2K - $53K
|
33.9K
$8.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
310+ 0.53% |
$42.1K - $52.8K
|
59K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
309+ 9.24% |
$41.9K - $52.6K
|
3.65K
$945K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
309+ 1.46% |
$41.9K - $52.6K
|
21.5K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
309+ 6.76% |
$41.9K - $52.6K
|
4.88K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
306+ 6.9% |
$41.5K - $52.1K
|
4.74K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
306+ 0.76% |
$41.5K - $52.1K
|
40.8K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
304+ 15.49% |
$41.2K - $51.8K
|
2.27K
$586K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
304+ 8.34% |
$41.2K - $51.8K
|
3.95K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
303+ 9.44% |
$41.1K - $51.6K
|
3.51K
$909K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
302New |
$41K - $51.4K
|
302
$78.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
301+ 2.64% |
$40.8K - $51.3K
|
11.7K
$3.03M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
300+ 1.18% |
$40.7K - $51.1K
|
25.6K
$6.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
300+ 19.0% |
$40.7K - $51.1K
|
1.88K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
300+ 10.0% |
$40.7K - $51.1K
|
3.3K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
299+ 2.63% |
$40.6K - $50.9K
|
11.7K
$3.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
298+ 2.01% |
$40.4K - $50.7K
|
15.1K
$3.91M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
296+ 1.06% |
$40.2K - $50.4K
|
28.1K
$7.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
295+ 4.72% |
$40K - $50.2K
|
6.54K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
295+ 1.43% |
$40K - $50.2K
|
21K
$5.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
294+ 3.2% |
$39.9K - $50.1K
|
9.47K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
294+ 2.53% |
$39.9K - $50.1K
|
11.9K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
293New |
$39.8K - $49.9K
|
293
$75.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
290New |
$39.4K - $49.4K
|
290
$75K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
288+ 13.09% |
$39.1K - $49K
|
2.49K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
288+ 0.02% |
$39.1K - $49K
|
1.26M
$327M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
287+ 2.8% |
$38.9K - $48.9K
|
10.5K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
286+ 7.9% |
$38.8K - $48.7K
|
3.91K
$1.01M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
284+ 0.63% |
$38.5K - $48.4K
|
45.2K
$11.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
282+ 16.59% |
$38.3K - $48K
|
1.98K
$513K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
281+ 1.63% |
$38.1K - $47.9K
|
17.5K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
280+ 1.64% |
$38K - $47.7K
|
17.3K
$4.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
279+ 0.87% |
$37.9K - $47.5K
|
32.5K
$8.4M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
279+ 17.93% |
$37.9K - $47.5K
|
1.84K
$475K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
277+ 2308.33% |
$37.6K - $47.2K
|
289
$74.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
276+ 1.22% |
$37.5K - $47K
|
22.9K
$5.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
275+ 2.45% |
$37.3K - $46.8K
|
11.5K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
274+ 4.02% |
$37.2K - $46.7K
|
7.08K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
272+ 4.51% |
$36.9K - $46.3K
|
6.3K
$1.63M
|