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 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$136 - $170
|
1.71K
$441K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.78% |
$136 - $170
|
130
$33.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$136 - $170
|
5.44K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$136 - $170
|
6.53K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1+ 0.03% |
$136 - $170
|
3.89K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$136 - $170
|
132
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.04% |
$136 - $170
|
2.53K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$136 - $170
|
31.2K
$8.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$136 - $170
|
9.5K
$2.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.02% |
$136 - $170
|
4.48K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1- 0.06% |
$136 - $170
|
1.77K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1- -0.0% |
$136 - $170
|
107K
$27.7M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.34% |
$136 - $170
|
290
$75K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$271 - $341
|
5.96K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.02% |
$271 - $341
|
8.03K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-2- 0.04% |
$271 - $341
|
4.96K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 1.42% |
$271 - $341
|
139
$36K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2- 0.01% |
$271 - $341
|
18K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.02% |
$271 - $341
|
13.1K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.01% |
$407 - $511
|
32K
$8.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-3- 0.21% |
$407 - $511
|
1.46K
$377K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.01% |
$407 - $511
|
20.3K
$5.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$543 - $681
|
14.6K
$3.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-4- 0.13% |
$543 - $681
|
3.13K
$809K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 0.09% |
$543 - $681
|
4.51K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 0.14% |
$678 - $852
|
3.6K
$931K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-5- 0.34% |
$678 - $852
|
1.48K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5- 0.25% |
$678 - $852
|
2.02K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5- 0.18% |
$678 - $852
|
2.7K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5- 0.3% |
$678 - $852
|
1.67K
$432K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.11% |
$814 - $1.02K
|
5.45K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6- 0.17% |
$814 - $1.02K
|
3.53K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-6- 0.25% |
$814 - $1.02K
|
2.39K
$618K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8- 0.24% |
$1.09K - $1.36K
|
3.28K
$849K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-8- 0.43% |
$1.09K - $1.36K
|
1.85K
$479K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8- 0.03% |
$1.09K - $1.36K
|
25.6K
$6.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-8- 0.17% |
$1.09K - $1.36K
|
4.71K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-8- 0.02% |
$1.09K - $1.36K
|
32.2K
$8.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-8- 0.13% |
$1.09K - $1.36K
|
6.05K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 0.1% |
$1.09K - $1.36K
|
8.12K
$2.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-10- 0.11% |
$1.36K - $1.7K
|
9.36K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10- -0.0% |
$1.36K - $1.7K
|
221K
$57.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-11- 0.07% |
$1.49K - $1.87K
|
15.9K
$4.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-11- 0.5% |
$1.49K - $1.87K
|
2.17K
$562K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11- 0.12% |
$1.49K - $1.87K
|
9.27K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-12- 0.22% |
$1.63K - $2.04K
|
5.51K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-12- 0.03% |
$1.63K - $2.04K
|
44.8K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 1.93% |
$1.63K - $2.04K
|
610
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-12- 0.06% |
$1.63K - $2.04K
|
18.5K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-12- 0.04% |
$1.63K - $2.04K
|
29K
$7.5M
|