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 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
235New |
$31.9K - $40K
|
235
$60.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234New |
$31.8K - $39.9K
|
234
$60.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
233+ 3.36% |
$31.6K - $39.7K
|
7.16K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
229+ 2.11% |
$31.1K - $39K
|
11.1K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
229+ 2.88% |
$31.1K - $39K
|
8.19K
$2.12M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
228+ 4.53% |
$30.9K - $38.8K
|
5.26K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
227+ 0.51% |
$30.8K - $38.7K
|
44.7K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
226+ 3.95% |
$30.7K - $38.5K
|
5.95K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
226+ 7.48% |
$30.7K - $38.5K
|
3.25K
$840K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
225+ 4.47% |
$30.5K - $38.3K
|
5.26K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
225+ 2.91% |
$30.5K - $38.3K
|
7.97K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
225+ 0.52% |
$30.5K - $38.3K
|
43.4K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
225+ 23.68% |
$30.5K - $38.3K
|
1.18K
$304K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
225+ 10.41% |
$30.5K - $38.3K
|
2.39K
$617K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
225+ 6.46% |
$30.5K - $38.3K
|
3.71K
$960K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
225+ 3.27% |
$30.5K - $38.3K
|
7.11K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
224+ 3.05% |
$30.4K - $38.1K
|
7.57K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
223+ 2.57% |
$30.3K - $38K
|
8.9K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
223+ 3.56% |
$30.3K - $38K
|
6.48K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
222+ 1.99% |
$30.1K - $37.8K
|
11.4K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
221+ 1.48% |
$30K - $37.6K
|
15.1K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
220+ 4.41% |
$29.9K - $37.5K
|
5.21K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
220+ 6.5% |
$29.9K - $37.5K
|
3.61K
$933K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
218+ 0.06% |
$29.6K - $37.1K
|
339K
$87.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
217+ 5.21% |
$29.4K - $37K
|
4.38K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
216+ 17.76% |
$29.3K - $36.8K
|
1.43K
$371K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
215+ 4.54% |
$29.2K - $36.6K
|
4.95K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
215+ 3.58% |
$29.2K - $36.6K
|
6.22K
$1.61M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
214+ 1.2% |
$29K - $36.4K
|
18K
$4.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
213+ 3.75% |
$28.9K - $36.3K
|
5.89K
$1.52M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
213+ 6.48% |
$28.9K - $36.3K
|
3.5K
$906K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
210+ 0.72% |
$28.5K - $35.8K
|
29.5K
$7.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
209+ 0.99% |
$28.4K - $35.6K
|
21.4K
$5.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
208+ 1.97% |
$28.2K - $35.4K
|
10.8K
$2.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
208+ 2.25% |
$28.2K - $35.4K
|
9.44K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
207+ 0.49% |
$28.1K - $35.3K
|
42.2K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
207New |
$28.1K - $35.3K
|
207
$53.6K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
207+ 0.49% |
$28.1K - $35.3K
|
42.2K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
206+ 0.2% |
$28K - $35.1K
|
104K
$26.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
205+ 1.87% |
$27.8K - $34.9K
|
11.1K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
205+ 9.77% |
$27.8K - $34.9K
|
2.3K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
205+ 9.94% |
$27.8K - $34.9K
|
2.27K
$587K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
205New |
$27.8K - $34.9K
|
205
$53.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
204+ 5.45% |
$27.7K - $34.7K
|
3.94K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
203+ 2.76% |
$27.5K - $34.6K
|
7.56K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
203New |
$27.5K - $34.6K
|
203
$52.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
201+ 0.55% |
$27.3K - $34.2K
|
36.5K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 0.07% |
$27.3K - $34.2K
|
300K
$77.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
200+ 5.01% |
$27.1K - $34.1K
|
4.19K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
200+ 9.99% |
$27.1K - $34.1K
|
2.2K
$570K
|