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 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
18+ 0.4% |
$2.44K - $3.07K
|
4.5K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.32% |
$2.44K - $3.07K
|
5.58K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
17+ 0.87% |
$2.31K - $2.9K
|
1.97K
$509K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
17+ 0.78% |
$2.31K - $2.9K
|
2.19K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.77% |
$2.31K - $2.9K
|
2.22K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 0.33% |
$2.31K - $2.9K
|
5.18K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.57% |
$2.31K - $2.9K
|
2.99K
$774K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
16+ 0.19% |
$2.17K - $2.72K
|
8.3K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
16+ 0.71% |
$2.17K - $2.72K
|
2.26K
$584K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.55% |
$2.17K - $2.72K
|
2.92K
$757K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
16+ 0.03% |
$2.17K - $2.72K
|
58K
$15M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
16+ 0.08% |
$2.17K - $2.72K
|
18.9K
$4.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.68% |
$2.17K - $2.72K
|
2.36K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$2.04K - $2.55K
|
1.66K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.8% |
$2.04K - $2.55K
|
1.88K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
15+ 45.45% |
$2.04K - $2.55K
|
48
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.28% |
$1.9K - $2.38K
|
4.96K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.9K - $2.38K
|
4.5K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
14+ 0.37% |
$1.9K - $2.38K
|
3.79K
$980K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14+ 0.72% |
$1.9K - $2.38K
|
1.97K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.4% |
$1.9K - $2.38K
|
3.49K
$902K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14+ 0.23% |
$1.9K - $2.38K
|
6.22K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
13+ 0.47% |
$1.76K - $2.21K
|
2.76K
$715K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13+ 0.49% |
$1.76K - $2.21K
|
2.66K
$687K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
13+ 0.77% |
$1.76K - $2.21K
|
1.71K
$442K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.73% |
$1.76K - $2.21K
|
1.79K
$464K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12+ 0.64% |
$1.63K - $2.04K
|
1.88K
$486K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$1.63K - $2.04K
|
1.67K
$431K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 1.23% |
$1.63K - $2.04K
|
988
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
12+ 0.52% |
$1.63K - $2.04K
|
2.33K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.71% |
$1.63K - $2.04K
|
1.71K
$441K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.4% |
$1.49K - $1.87K
|
2.75K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11+ 0.38% |
$1.49K - $1.87K
|
2.91K
$752K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.31% |
$1.49K - $1.87K
|
3.55K
$918K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
11+ 0.14% |
$1.49K - $1.87K
|
8.13K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11+ 0.01% |
$1.49K - $1.87K
|
108K
$28M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.49K - $1.87K
|
5.24K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 0.14% |
$1.49K - $1.87K
|
7.76K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.23% |
$1.36K - $1.7K
|
4.36K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.16% |
$1.36K - $1.7K
|
6.24K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
10+ 0.04% |
$1.36K - $1.7K
|
24.7K
$6.38M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10+ 0.24% |
$1.36K - $1.7K
|
4.19K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9+ 0.27% |
$1.22K - $1.53K
|
3.36K
$870K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.22K - $1.53K
|
6.75K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.24% |
$1.22K - $1.53K
|
3.77K
$974K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
9+ 0.58% |
$1.22K - $1.53K
|
1.56K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.38% |
$1.22K - $1.53K
|
2.41K
$623K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.56% |
$1.09K - $1.36K
|
1.43K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.18% |
$1.09K - $1.36K
|
4.39K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.77% |
$1.09K - $1.36K
|
1.04K
$269K
|