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 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.13K+ 13.62% |
$696K - $873K
|
42.8K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.1K+ 2.9% |
$692K - $869K
|
181K
$44M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5.1KNew |
$691K - $868K
|
5.1K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.06K+ 2.37% |
$686K - $861K
|
218K
$53M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.01KNew |
$680K - $853K
|
5.01K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.99K+ 0.47% |
$677K - $849K
|
1.06M
$257M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.97K+ 2.63% |
$674K - $846K
|
194K
$47.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.96KNew |
$673K - $845K
|
4.96K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 12.12% |
$670K - $840K
|
45.6K
$11.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.93K+ 11.73% |
$669K - $840K
|
47K
$11.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.91KNew |
$667K - $837K
|
4.91K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
4.91KNew |
$666K - $835K
|
4.91K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.9KNew |
$665K - $835K
|
4.9K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.89KNew |
$664K - $833K
|
4.89K
$1.19M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.88KNew |
$662K - $831K
|
4.88K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
4.84K+ 23.93% |
$657K - $825K
|
25.1K
$6.09M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.84K+ 338.02% |
$656K - $824K
|
6.27K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
4.83K+ 68.75% |
$655K - $822K
|
11.8K
$2.88M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.81KNew |
$652K - $818K
|
4.81K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.78K+ 26.2% |
$648K - $814K
|
23K
$5.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.77K+ 14.77% |
$647K - $812K
|
37.1K
$9M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.73KNew |
$642K - $806K
|
4.73K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
4.72KNew |
$640K - $804K
|
4.72K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.69K+ 3.54% |
$637K - $799K
|
137K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.69KNew |
$636K - $798K
|
4.69K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
4.68K+ 2.87% |
$635K - $796K
|
167K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.68K+ 1.52% |
$635K - $796K
|
312K
$75.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.67K+ 12.14% |
$634K - $796K
|
43.2K
$10.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.64K+ 306.06% |
$630K - $791K
|
6.16K
$1.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4.59KNew |
$623K - $782K
|
4.59K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
4.52KNew |
$613K - $770K
|
4.52K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
4.51K+ 45.66% |
$613K - $769K
|
14.4K
$3.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Greenhaven Associates Inc
|
BUY
|
- |
4.5K+ 0.1% |
$611K - $766K
|
4.72M
$1.15B
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.44K+ 293.0% |
$602K - $755K
|
5.95K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.43K+ 3.58% |
$601K - $754K
|
128K
$31.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.42KNew |
$599K - $752K
|
4.42K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.41K+ 4.06% |
$598K - $750K
|
113K
$27.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
4.36K+ 12.69% |
$592K - $743K
|
38.7K
$9.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.35K+ 10.2% |
$591K - $741K
|
47K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.35K+ 98.42% |
$590K - $741K
|
8.77K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.3K+ 15.1% |
$584K - $733K
|
32.8K
$7.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.27KNew |
$580K - $728K
|
4.27K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.25K+ 5.62% |
$577K - $724K
|
79.9K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.25KNew |
$576K - $723K
|
4.25K
$1.03M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.23KNew |
$574K - $721K
|
4.23K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.22K+ 4.18% |
$572K - $718K
|
105K
$25.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.2K+ 25.3% |
$570K - $715K
|
20.8K
$5.05M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.18K+ 27.31% |
$567K - $711K
|
19.5K
$4.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13K+ 2.37% |
$561K - $704K
|
178K
$43.3M
|