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 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.2K+ 25.3% |
$570K - $715K
|
20.8K
$5.89M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.18K+ 27.31% |
$567K - $711K
|
19.5K
$5.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13K+ 2.37% |
$561K - $704K
|
178K
$50.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.12K+ 8.09% |
$559K - $701K
|
55K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.07KNew |
$552K - $693K
|
4.07K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.06K+ 3.26% |
$551K - $692K
|
129K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.06K+ 33.54% |
$551K - $692K
|
16.2K
$4.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.06KNew |
$550K - $691K
|
4.06K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.05K+ 15.35% |
$550K - $690K
|
30.4K
$8.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.05K+ 3.54% |
$549K - $689K
|
118K
$33.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 4.59% |
$548K - $688K
|
92.1K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.03KNew |
$547K - $686K
|
4.03K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.01K+ 3.75% |
$544K - $683K
|
111K
$31.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4K+ 19.05% |
$543K - $681K
|
25K
$7.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4K+ 74.46% |
$542K - $681K
|
9.37K
$2.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.99KNew |
$541K - $679K
|
3.99K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
3.97K+ 62.49% |
$539K - $676K
|
10.3K
$2.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.97K+ 5.24% |
$538K - $676K
|
79.6K
$22.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.96K+ 3.1% |
$538K - $675K
|
132K
$37.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.95K+ 9.11% |
$536K - $673K
|
47.3K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.94KNew |
$535K - $671K
|
3.94K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.92KNew |
$532K - $668K
|
3.92K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92K+ 11.2% |
$531K - $667K
|
38.9K
$11M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.9K+ 19.66% |
$530K - $665K
|
23.8K
$6.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.89KNew |
$527K - $662K
|
3.89K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.88K+ 6.85% |
$527K - $661K
|
60.5K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.87K+ 11.1% |
$524K - $658K
|
38.7K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.86KNew |
$524K - $658K
|
3.86K
$1.09M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.84KNew |
$522K - $655K
|
3.84K
$1.09M
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.82KNew |
$518K - $650K
|
3.82K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.79K+ 5.35% |
$514K - $646K
|
74.6K
$21.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
3.79KNew |
$514K - $645K
|
3.79K
$1.07M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.79K+ 7.47% |
$514K - $645K
|
54.4K
$15.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.78K+ 0.99% |
$513K - $644K
|
386K
$109M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.77K+ 7.45% |
$512K - $643K
|
54.4K
$15.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.74K+ 19.68% |
$507K - $637K
|
22.7K
$6.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.72K+ 13.31% |
$505K - $634K
|
31.7K
$8.98M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.72KNew |
$505K - $634K
|
3.72K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
3.7KNew |
$502K - $631K
|
3.7K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
3.7K+ 0.22% |
$502K - $630K
|
1.71M
$485M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.7KNew |
$502K - $630K
|
3.7K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
3.68K+ 39.21% |
$500K - $627K
|
13.1K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
3.65K+ 8.15% |
$495K - $621K
|
48.4K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.63KNew |
$493K - $619K
|
3.63K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.61K+ 196.41% |
$490K - $614K
|
5.45K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.6KNew |
$489K - $613K
|
3.6K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.59KNew |
$487K - $612K
|
3.59K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.58K+ 29.82% |
$485K - $609K
|
15.6K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.58KNew |
$485K - $609K
|
3.58K
$1.01M
|