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 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
93+ 5.78% |
$12.6K - $15.8K
|
1.7K
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
92+ 0.36% |
$12.5K - $15.7K
|
25.9K
$6.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
92+ 0.21% |
$12.5K - $15.7K
|
44.9K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
91+ 1.86% |
$12.3K - $15.5K
|
4.99K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
91+ 0.42% |
$12.3K - $15.5K
|
22K
$5.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
89+ 132.84% |
$12.1K - $15.2K
|
156
$40.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
89+ 0.36% |
$12.1K - $15.2K
|
24.6K
$6.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
88+ 3.62% |
$11.9K - $15K
|
2.52K
$652K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
88+ 0.12% |
$11.9K - $15K
|
71.8K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
87+ 0.57% |
$11.8K - $14.8K
|
15.3K
$3.95M
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
87+ 2.18% |
$11.8K - $14.8K
|
4.08K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.37% |
$11.7K - $14.6K
|
6.36K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.46% |
$11.5K - $14.5K
|
18.6K
$4.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
85+ 0.61% |
$11.5K - $14.5K
|
14K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
85+ 5.03% |
$11.5K - $14.5K
|
1.77K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
84+ 0.76% |
$11.4K - $14.3K
|
11.2K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
84+ 0.83% |
$11.4K - $14.3K
|
10.2K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
84+ 0.41% |
$11.4K - $14.3K
|
20.4K
$5.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
83+ 1.12% |
$11.3K - $14.1K
|
7.53K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
82+ 0.16% |
$11.1K - $14K
|
51.3K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
81+ 0.28% |
$11K - $13.8K
|
29.3K
$7.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.67M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
80+ 3.18% |
$10.9K - $13.6K
|
2.59K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
80+ 3.36% |
$10.9K - $13.6K
|
2.46K
$637K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
79+ 4.83% |
$10.7K - $13.5K
|
1.71K
$444K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
79+ 0.7% |
$10.7K - $13.5K
|
11.4K
$2.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79+ 3.08% |
$10.7K - $13.5K
|
2.64K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
79+ 2.08% |
$10.7K - $13.5K
|
3.88K
$1M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
78+ 0.31% |
$10.6K - $13.3K
|
25K
$6.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
77+ 0.52% |
$10.4K - $13.1K
|
15K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
77+ 2.39% |
$10.4K - $13.1K
|
3.3K
$854K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
76+ 0.82% |
$10.3K - $12.9K
|
9.38K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
76+ 0.65% |
$10.3K - $12.9K
|
11.8K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 0.37% |
$10.3K - $12.9K
|
20.5K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
76+ 0.52% |
$10.3K - $12.9K
|
14.6K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
76+ 1.64% |
$10.3K - $12.9K
|
4.7K
$1.22M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
76+ 1.62% |
$10.3K - $12.9K
|
4.78K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
75+ 5.0% |
$10.2K - $12.8K
|
1.58K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 1.78% |
$10.2K - $12.8K
|
4.29K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
75+ 0.54% |
$10.2K - $12.8K
|
14K
$3.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
75+ 0.77% |
$10.2K - $12.8K
|
9.79K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
75+ 3.7% |
$10.2K - $12.8K
|
2.1K
$543K
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
74+ 2.77% |
$10K - $12.6K
|
2.74K
$710K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
74+ 4.26% |
$10K - $12.6K
|
1.81K
$469K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
73+ 2.93% |
$9.91K - $12.4K
|
2.57K
$664K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 6.13% |
$9.91K - $12.4K
|
1.26K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
72+ 1.01% |
$9.77K - $12.3K
|
7.23K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 2.75% |
$9.63K - $12.1K
|
2.65K
$687K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
70+ 1.2% |
$9.5K - $11.9K
|
5.9K
$1.53M
|