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
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.18K+ 7.37% |
$839K - $1.05M
|
90.1K
$21.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.14K+ 9.65% |
$834K - $1.05M
|
69.8K
$17M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.14KNew |
$833K - $1.05M
|
6.14K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.13K+ 389.95% |
$832K - $1.04M
|
7.7K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
6.09K+ 81.21% |
$826K - $1.04M
|
13.6K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.07K+ 22.0% |
$824K - $1.03M
|
33.7K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.06K+ 7.47% |
$822K - $1.03M
|
87.1K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.06K+ 17.19% |
$822K - $1.03M
|
41.3K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.02K+ 1.29% |
$817K - $1.03M
|
473K
$115M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6.02K+ 150.38% |
$816K - $1.02M
|
10K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.97K+ 54.77% |
$810K - $1.02M
|
16.9K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.93K+ 2.19% |
$805K - $1.01M
|
277K
$67.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.92K+ 8.27% |
$803K - $1.01M
|
77.4K
$18.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5.84K+ 144.05% |
$793K - $995K
|
9.9K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.82K+ 52.94% |
$789K - $990K
|
16.8K
$4.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.81K+ 31.26% |
$788K - $989K
|
24.4K
$5.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
5.78K+ 4.82% |
$784K - $984K
|
126K
$30.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.76KNew |
$782K - $981K
|
5.76K
$1.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.73K+ 6.56% |
$778K - $977K
|
93.2K
$22.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
5.69K+ 7.62% |
$772K - $969K
|
80.4K
$19.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.67KNew |
$770K - $966K
|
5.67K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
5.62K+ 25.47% |
$763K - $957K
|
27.7K
$6.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5.61KNew |
$761K - $956K
|
5.61K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.59K+ 0.44% |
$759K - $952K
|
1.27M
$309M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.57K+ 13.66% |
$756K - $948K
|
46.3K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.55K+ 3.71% |
$753K - $945K
|
155K
$37.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.54K+ 20.95% |
$752K - $944K
|
32K
$7.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.54K+ 7.3% |
$752K - $944K
|
81.5K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
5.48K+ 2.63% |
$744K - $933K
|
214K
$51.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.47K+ 0.89% |
$742K - $931K
|
618K
$150M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.43K+ 15.42% |
$737K - $925K
|
40.6K
$9.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.42KNew |
$736K - $923K
|
5.42K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.38K+ 7.12% |
$730K - $916K
|
80.9K
$19.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
5.38KNew |
$729K - $916K
|
5.38K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.34KNew |
$725K - $910K
|
5.34K
$1.3M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.32KNew |
$722K - $906K
|
5.32K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.31K+ 12.68% |
$721K - $905K
|
47.2K
$11.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.3K+ 5.99% |
$720K - $903K
|
93.8K
$22.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.29KNew |
$717K - $900K
|
5.29K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
5.28K+ 189.48% |
$716K - $899K
|
8.06K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.27KNew |
$715K - $898K
|
5.27K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.27KNew |
$715K - $897K
|
5.27K
$1.28M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.25K+ 37.46% |
$712K - $893K
|
19.2K
$4.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.24K+ 10.63% |
$711K - $893K
|
54.5K
$13.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.24KNew |
$711K - $892K
|
5.24K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.21K+ 19.3% |
$707K - $887K
|
32.2K
$7.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
5.18K+ 44.5% |
$703K - $883K
|
16.8K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.18K+ 4.01% |
$703K - $882K
|
134K
$32.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
5.17KNew |
$702K - $880K
|
5.17K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5.16KNew |
$700K - $879K
|
5.16K
$1.25M
|