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 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
18.2KNew |
$2.47M - $3.09M
|
18.2K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18K+ 7.75% |
$2.44M - $3.06M
|
250K
$64.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
18KNew |
$2.44M - $3.06M
|
18K
$4.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
17.7K+ 2.37% |
$2.41M - $3.02M
|
766K
$197M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.5K+ 27.28% |
$2.37M - $2.97M
|
81.5K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
17.2KNew |
$2.34M - $2.93M
|
17.2K
$4.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
17.2K+ 5.22% |
$2.34M - $2.93M
|
347K
$89.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
17.1KNew |
$2.33M - $2.92M
|
17.1K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17.1KNew |
$2.32M - $2.92M
|
17.1K
$4.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17K+ 39.13% |
$2.31M - $2.9M
|
60.5K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17K+ 12.71% |
$2.3M - $2.89M
|
151K
$38.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
17KNew |
$2.3M - $2.89M
|
17K
$4.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
16.8KNew |
$2.29M - $2.87M
|
16.8K
$4.34M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.25M - $2.83M
|
16.6K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 5.07% |
$2.25M - $2.82M
|
344K
$88.5M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
16.4K+ 32.37% |
$2.23M - $2.8M
|
67.1K
$17.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16.3K+ 25.02% |
$2.21M - $2.78M
|
81.5K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.2K+ 209.62% |
$2.19M - $2.75M
|
23.9K
$6.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16K+ 1.44% |
$2.17M - $2.72M
|
1.13M
$290M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 0.22% |
$2.15M - $2.7M
|
7.16M
$1.84B
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
15.8KNew |
$2.15M - $2.7M
|
15.8K
$4.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
15.8K+ 149.49% |
$2.15M - $2.69M
|
26.4K
$6.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.2K+ 284.9% |
$2.07M - $2.6M
|
20.6K
$5.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
15.1KNew |
$2.05M - $2.58M
|
15.1K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
15.1K+ 30.95% |
$2.05M - $2.57M
|
63.9K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$2.05M - $2.57M
|
15.1K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
15K+ 11.9% |
$2.04M - $2.55M
|
141K
$36.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15K+ 3.44% |
$2.03M - $2.55M
|
451K
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15K+ 345.83% |
$2.03M - $2.55M
|
19.3K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$2.02M - $2.54M
|
14.9K
$3.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
14.9KNew |
$2.02M - $2.53M
|
14.9K
$3.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.9K+ 4.28% |
$2.02M - $2.53M
|
362K
$93.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
14.8KNew |
$2.01M - $2.52M
|
14.8K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.7K+ 14.62% |
$2M - $2.51M
|
116K
$29.7M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
14.6KNew |
$1.98M - $2.49M
|
14.6K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
14.2KNew |
$1.93M - $2.42M
|
14.2K
$3.66M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 222.29% |
$1.93M - $2.42M
|
20.6K
$5.3M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14.1K+ 8.99% |
$1.91M - $2.4M
|
171K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
13.9KNew |
$1.89M - $2.38M
|
13.9K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
13.8K+ 4.99% |
$1.87M - $2.34M
|
290K
$74.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.8K+ 364.98% |
$1.87M - $2.34M
|
17.5K
$4.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
13.8K+ 23.2% |
$1.87M - $2.34M
|
73.1K
$18.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
13.2K+ 10.59% |
$1.79M - $2.25M
|
138K
$35.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
13.1KNew |
$1.77M - $2.23M
|
13.1K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
13KNew |
$1.76M - $2.21M
|
13K
$3.35M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12.9KNew |
$1.76M - $2.2M
|
12.9K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.9KNew |
$1.75M - $2.2M
|
12.9K
$3.33M
|