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
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
200+ 13.25% |
$27.1K - $34.1K
|
1.71K
$443K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
200+ 10.7% |
$27.1K - $34.1K
|
2.07K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
200+ 4.28% |
$27.1K - $34.1K
|
4.87K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
197+ 5.7% |
$26.7K - $33.5K
|
3.65K
$946K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
196+ 0.8% |
$26.6K - $33.4K
|
24.6K
$6.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
195+ 0.05% |
$26.5K - $33.2K
|
401K
$104M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
195+ 4.52% |
$26.5K - $33.2K
|
4.51K
$1.17M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
192+ 0.64% |
$26.1K - $32.7K
|
30.1K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
191+ 1.28% |
$25.9K - $32.5K
|
15.1K
$3.91M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
190+ 4.7% |
$25.8K - $32.4K
|
4.23K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
189+ 2.51% |
$25.6K - $32.2K
|
7.71K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
188+ 7.71% |
$25.5K - $32K
|
2.63K
$680K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
187+ 7.08% |
$25.4K - $31.8K
|
2.83K
$732K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
187+ 2.56% |
$25.4K - $31.8K
|
7.48K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
186+ 1.25% |
$25.2K - $31.7K
|
15.1K
$3.91M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
185+ 7.47% |
$25.1K - $31.5K
|
2.66K
$689K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
183+ 0.6% |
$24.8K - $31.2K
|
30.7K
$7.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
183+ 4.71% |
$24.8K - $31.2K
|
4.07K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
182+ 4.61% |
$24.7K - $31K
|
4.13K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
182New |
$24.7K - $31K
|
182
$47.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
181+ 3.91% |
$24.6K - $30.8K
|
4.81K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
181+ 0.81% |
$24.6K - $30.8K
|
22.6K
$5.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
180+ 1.99% |
$24.4K - $30.7K
|
9.22K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
175+ 5.11% |
$23.7K - $29.8K
|
3.6K
$931K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
174+ 3.03% |
$23.6K - $29.6K
|
5.92K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
172+ 2.47% |
$23.3K - $29.3K
|
7.13K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
171+ 3.14% |
$23.2K - $29.1K
|
5.62K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
170+ 2.24% |
$23.1K - $29K
|
7.78K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
169+ 9.87% |
$22.9K - $28.8K
|
1.88K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
169+ 4.11% |
$22.9K - $28.8K
|
4.28K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
168+ 3.9% |
$22.8K - $28.6K
|
4.47K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
168+ 4.25% |
$22.8K - $28.6K
|
4.12K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
168+ 0.22% |
$22.8K - $28.6K
|
77.5K
$20.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
167+ 0.89% |
$22.7K - $28.4K
|
18.9K
$4.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
167+ 0.46% |
$22.7K - $28.4K
|
36.8K
$9.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
167+ 1.34% |
$22.7K - $28.4K
|
12.6K
$3.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
166+ 0.23% |
$22.5K - $28.3K
|
73.6K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
166+ 1.85% |
$22.5K - $28.3K
|
9.16K
$2.37M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
165+ 9.63% |
$22.4K - $28.1K
|
1.88K
$486K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
164+ 0.25% |
$22.3K - $27.9K
|
64.5K
$16.7M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
164+ 0.39% |
$22.3K - $27.9K
|
42K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
164+ 1.46% |
$22.3K - $27.9K
|
11.4K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
BUY
|
- |
164+ 11.04% |
$22.3K - $27.9K
|
1.65K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
163+ 2.96% |
$22.1K - $27.8K
|
5.68K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
160+ 0.62% |
$21.7K - $27.2K
|
26.1K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
160+ 0.79% |
$21.7K - $27.2K
|
20.3K
$5.27M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
160+ 0.44% |
$21.7K - $27.2K
|
36.6K
$9.48M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
159+ 0.56% |
$21.6K - $27.1K
|
28.7K
$7.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
157+ 6.82% |
$21.3K - $26.7K
|
2.46K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
157+ 0.77% |
$21.3K - $26.7K
|
20.6K
$5.33M
|