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 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
157+ 1.01% |
$21.3K - $26.7K
|
15.7K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
153+ 5.69% |
$20.8K - $26.1K
|
2.84K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
152New |
$20.6K - $25.9K
|
152
$39.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
150+ 0.54% |
$20.4K - $25.5K
|
28.1K
$7.27M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150+ 0.05% |
$20.4K - $25.5K
|
292K
$75.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150+ 9.28% |
$20.4K - $25.5K
|
1.77K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
150+ 2.34% |
$20.4K - $25.5K
|
6.55K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
150+ 7.45% |
$20.4K - $25.5K
|
2.16K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
150+ 1.44% |
$20.4K - $25.5K
|
10.6K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150+ 0.3% |
$20.4K - $25.5K
|
49.7K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
149+ 1.26% |
$20.2K - $25.4K
|
12K
$3.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
148+ 3.17% |
$20.1K - $25.2K
|
4.82K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
147+ 0.32% |
$19.9K - $25K
|
45.5K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
147+ 1.3% |
$19.9K - $25K
|
11.4K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
146+ 8.86% |
$19.8K - $24.9K
|
1.79K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
145+ 5.73% |
$19.7K - $24.7K
|
2.68K
$693K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
145+ 1.66% |
$19.7K - $24.7K
|
8.88K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
145+ 1.13% |
$19.7K - $24.7K
|
12.9K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
145+ 8.34% |
$19.7K - $24.7K
|
1.88K
$488K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
144+ 1.83% |
$19.5K - $24.5K
|
8K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
144+ 0.72% |
$19.5K - $24.5K
|
20.3K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
144+ 0.88% |
$19.5K - $24.5K
|
16.5K
$4.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 0.38% |
$19.4K - $24.4K
|
38.2K
$9.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
141+ 0.53% |
$19.1K - $24K
|
26.6K
$6.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
141+ 4.42% |
$19.1K - $24K
|
3.33K
$862K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
139+ 0.58% |
$18.9K - $23.7K
|
24.2K
$6.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
139+ 0.57% |
$18.9K - $23.7K
|
24.7K
$6.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
138+ 2.46% |
$18.7K - $23.5K
|
5.76K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
138+ 1.03% |
$18.7K - $23.5K
|
13.5K
$3.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
137+ 0.9% |
$18.6K - $23.3K
|
15.4K
$3.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
136+ 1.59% |
$18.5K - $23.2K
|
8.67K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
136+ 6.96% |
$18.5K - $23.2K
|
2.09K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
136+ 4.33% |
$18.5K - $23.2K
|
3.27K
$847K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134+ 0.94% |
$18.2K - $22.8K
|
14.3K
$3.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
134+ 0.89% |
$18.2K - $22.8K
|
15.2K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
134+ 3.01% |
$18.2K - $22.8K
|
4.59K
$1.19M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
133+ 20.68% |
$18K - $22.6K
|
776
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
132+ 6.43% |
$17.9K - $22.5K
|
2.18K
$565K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
132+ 4.9% |
$17.9K - $22.5K
|
2.83K
$731K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
131+ 0.08% |
$17.8K - $22.3K
|
171K
$44.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
130+ 6.41% |
$17.6K - $22.1K
|
2.16K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
130+ 3.3% |
$17.6K - $22.1K
|
4.08K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
129+ 0.62% |
$17.5K - $22K
|
21K
$5.43M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
127+ 0.24% |
$17.2K - $21.6K
|
54K
$14M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
127+ 0.7% |
$17.2K - $21.6K
|
18.3K
$4.73M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
126+ 1.24% |
$17.1K - $21.5K
|
10.3K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
126+ 6.3% |
$17.1K - $21.5K
|
2.13K
$550K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
125+ 2.42% |
$17K - $21.3K
|
5.28K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
125+ 0.19% |
$17K - $21.3K
|
65.7K
$17M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
122New |
$16.6K - $20.8K
|
122
$31.6K
|