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 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
122New |
$16.6K - $20.8K
|
122
$31.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
121+ 0.26% |
$16.4K - $20.6K
|
47.2K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
120+ 1.2% |
$16.3K - $20.4K
|
10.1K
$2.62M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
119+ 0.0% |
$16.1K - $20.3K
|
272M
$70.5B
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
117+ 7.52% |
$15.9K - $19.9K
|
1.67K
$433K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
117+ 0.42% |
$15.9K - $19.9K
|
28.1K
$7.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
117+ 3.22% |
$15.9K - $19.9K
|
3.76K
$972K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
116+ 1.18% |
$15.7K - $19.8K
|
9.94K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
116+ 4.32% |
$15.7K - $19.8K
|
2.8K
$725K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
116+ 0.73% |
$15.7K - $19.8K
|
15.9K
$4.12M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
116+ 4.02% |
$15.7K - $19.8K
|
3K
$776K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
115+ 2.02% |
$15.6K - $19.6K
|
5.81K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 2.28% |
$15.2K - $19.1K
|
5.02K
$1.3M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 1.74% |
$15.2K - $19.1K
|
6.54K
$1.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
111+ 2.41% |
$15.1K - $18.9K
|
4.72K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
111+ 0.6% |
$15.1K - $18.9K
|
18.5K
$4.8M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
111+ 1.01% |
$15.1K - $18.9K
|
11.1K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
110+ 1.05% |
$14.9K - $18.7K
|
10.6K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110+ 0.99% |
$14.9K - $18.7K
|
11.2K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
109+ 10.01% |
$14.8K - $18.6K
|
1.2K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
108+ 3.34% |
$14.7K - $18.4K
|
3.34K
$865K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
108+ 0.41% |
$14.7K - $18.4K
|
26.8K
$6.93M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
106+ 7.93% |
$14.4K - $18.1K
|
1.44K
$373K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
105+ 7.58% |
$14.2K - $17.9K
|
1.49K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
104+ 0.46% |
$14.1K - $17.7K
|
22.7K
$5.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
104+ 1.29% |
$14.1K - $17.7K
|
8.18K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
104+ 0.31% |
$14.1K - $17.7K
|
33.4K
$8.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
103+ 2.39% |
$14K - $17.5K
|
4.41K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
102+ 1.07% |
$13.8K - $17.4K
|
9.62K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
101+ 3.17% |
$13.7K - $17.2K
|
3.29K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 1.72% |
$13.7K - $17.2K
|
5.96K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
BUY
|
- |
100+ 0.18% |
$13.6K - $17K
|
57K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
100+ 0.24% |
$13.6K - $17K
|
41.6K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
100+ 5.44% |
$13.6K - $17K
|
1.94K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 0.31% |
$13.6K - $17K
|
32.2K
$8.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 0.83% |
$13.6K - $17K
|
12.2K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.49% |
$13.6K - $17K
|
20.3K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
100+ 1.9% |
$13.6K - $17K
|
5.37K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 1.38% |
$13.6K - $17K
|
7.33K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
99+ 0.89% |
$13.4K - $16.9K
|
11.3K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
99+ 0.75% |
$13.4K - $16.9K
|
13.3K
$3.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
98+ 1.79% |
$13.3K - $16.7K
|
5.58K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
98+ 1.57% |
$13.3K - $16.7K
|
6.35K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
98+ 0.7% |
$13.3K - $16.7K
|
14.1K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
97+ 0.57% |
$13.2K - $16.5K
|
17.3K
$4.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
96+ 3.21% |
$13K - $16.3K
|
3.09K
$799K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
96+ 6.76% |
$13K - $16.3K
|
1.52K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
95+ 0.86% |
$12.9K - $16.2K
|
11.1K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
95+ 2.37% |
$12.9K - $16.2K
|
4.11K
$1.06M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94+ 6.59% |
$12.8K - $16K
|
1.52K
$394K
|