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 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
48+ 0.99% |
$6.51K - $8.17K
|
4.92K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47+ 0.57% |
$6.38K - $8K
|
8.27K
$2.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 0.44% |
$6.24K - $7.83K
|
10.5K
$2.73M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 0.65% |
$6.24K - $7.83K
|
7.09K
$1.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
45+ 0.44% |
$6.11K - $7.66K
|
10.2K
$2.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
45+ 2.8% |
$6.11K - $7.66K
|
1.65K
$427K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
45+ 0.17% |
$6.11K - $7.66K
|
25.8K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
45+ 0.08% |
$6.11K - $7.66K
|
57K
$14.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.01% |
$5.97K - $7.49K
|
338K
$87.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
44+ 3.04% |
$5.97K - $7.49K
|
1.49K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
44+ 3.48% |
$5.97K - $7.49K
|
1.31K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
44+ 2.86% |
$5.97K - $7.49K
|
1.58K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 0.49% |
$5.83K - $7.32K
|
8.75K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
43+ 0.93% |
$5.83K - $7.32K
|
4.65K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
43+ 0.43% |
$5.83K - $7.32K
|
10.1K
$2.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.6% |
$5.83K - $7.32K
|
7.23K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42+ 0.88% |
$5.7K - $7.15K
|
4.79K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
42+ 0.24% |
$5.7K - $7.15K
|
17.5K
$4.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
42+ 2.46% |
$5.7K - $7.15K
|
1.75K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
42+ 1.54% |
$5.7K - $7.15K
|
2.76K
$715K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
41+ 0.18% |
$5.56K - $6.98K
|
23.4K
$6.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
41+ 0.45% |
$5.56K - $6.98K
|
9.12K
$2.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41+ 2.25% |
$5.56K - $6.98K
|
1.87K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
41+ 1.91% |
$5.56K - $6.98K
|
2.19K
$565K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
40+ 1.58% |
$5.43K - $6.81K
|
2.58K
$667K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
40+ 0.34% |
$5.43K - $6.81K
|
11.8K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
40+ 2.84% |
$5.43K - $6.81K
|
1.45K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
39+ 2.05% |
$5.29K - $6.64K
|
1.94K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
39+ 2.57% |
$5.29K - $6.64K
|
1.56K
$403K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
39+ 1.73% |
$5.29K - $6.64K
|
2.3K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
39+ 1.49% |
$5.29K - $6.64K
|
2.66K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
39+ 0.49% |
$5.29K - $6.64K
|
8.07K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
38+ 0.2% |
$5.16K - $6.47K
|
19.3K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
38+ 0.43% |
$5.16K - $6.47K
|
8.87K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
37+ 0.88% |
$5.02K - $6.3K
|
4.24K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
37+ 0.68% |
$5.02K - $6.3K
|
5.51K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
36+ 0.8% |
$4.88K - $6.13K
|
4.53K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
36+ 0.61% |
$4.88K - $6.13K
|
5.94K
$1.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
35+ 1.46% |
$4.75K - $5.96K
|
2.44K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35+ 0.75% |
$4.75K - $5.96K
|
4.72K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
34+ 0.42% |
$4.61K - $5.79K
|
8.17K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
34+ 0.04% |
$4.61K - $5.79K
|
93.1K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34+ 2.22% |
$4.61K - $5.79K
|
1.57K
$406K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33+ 0.34% |
$4.48K - $5.62K
|
9.64K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33+ 3.31% |
$4.48K - $5.62K
|
1.03K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
33+ 0.73% |
$4.48K - $5.62K
|
4.57K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33+ 9.32% |
$4.48K - $5.62K
|
387
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32+ 0.34% |
$4.34K - $5.45K
|
9.51K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
32+ 0.17% |
$4.34K - $5.45K
|
18.8K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
31+ 1.91% |
$4.21K - $5.28K
|
1.66K
$429K
|