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
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.04% |
$1.09K - $1.36K
|
19.2K
$4.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7+ 0.36% |
$950 - $1.19K
|
1.98K
$512K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
7+ 0.02% |
$950 - $1.19K
|
34K
$8.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
7+ 0.07% |
$950 - $1.19K
|
9.67K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.08% |
$950 - $1.19K
|
8.31K
$2.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.75% |
$814 - $1.02K
|
804
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.57% |
$814 - $1.02K
|
1.05K
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6+ 0.16% |
$814 - $1.02K
|
3.69K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$814 - $1.02K
|
6.7K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.84% |
$814 - $1.02K
|
721
$187K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$814 - $1.02K
|
6.7K
$1.73M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.75% |
$814 - $1.02K
|
804
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5+ 0.36% |
$678 - $852
|
1.38K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.23% |
$678 - $852
|
2.14K
$554K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.1% |
$678 - $852
|
5.05K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$678 - $852
|
8.93K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
5+ 0.74% |
$678 - $852
|
679
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5+ 0.02% |
$678 - $852
|
22.8K
$5.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.67% |
$678 - $852
|
753
$195K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$543 - $681
|
1.42K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4+ 0.12% |
$543 - $681
|
3.26K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4+ 0.04% |
$543 - $681
|
11.1K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.07% |
$543 - $681
|
5.59K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.12% |
$407 - $511
|
2.56K
$662K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$407 - $511
|
6.5K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
3+ 0.05% |
$407 - $511
|
5.7K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.04% |
$407 - $511
|
8.37K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.01% |
$407 - $511
|
46.9K
$12.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.09% |
$407 - $511
|
3.28K
$848K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$271 - $341
|
11.3K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.05% |
$271 - $341
|
4.19K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$271 - $341
|
7.87K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.18% |
$271 - $341
|
1.1K
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$271 - $341
|
3.07K
$795K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$271 - $341
|
38.3K
$9.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$271 - $341
|
2.92K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.72% |
$271 - $341
|
281
$72.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.01% |
$271 - $341
|
15.9K
$4.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.5K
$387K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.44K
$372K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $170
|
2.09K
$541K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.01% |
$136 - $170
|
8.98K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$136 - $170
|
347
$89.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$136 - $170
|
5.43K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1+ 0.03% |
$136 - $170
|
3.69K
$955K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$136 - $170
|
35.1K
$9.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$136 - $170
|
3K
$775K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.67% |
$136 - $170
|
61
$15.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$136 - $170
|
1.91K
$494K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.1% |
$136 - $170
|
994
$257K
|