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 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.55K+ 2.56% |
$482K - $605K
|
142K
$40.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 14.06% |
$477K - $599K
|
28.5K
$8.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.52K+ 3.67% |
$477K - $599K
|
99.3K
$28.1M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.5KNew |
$475K - $596K
|
3.5K
$991K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.48K+ 10.29% |
$472K - $593K
|
37.3K
$10.6M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.46KNew |
$470K - $589K
|
3.46K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.43K+ 11.72% |
$465K - $584K
|
32.7K
$9.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.42K+ 26.96% |
$464K - $583K
|
16.1K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.39K+ 2.92% |
$460K - $577K
|
120K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.37KNew |
$458K - $575K
|
3.37K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.37KNew |
$457K - $574K
|
3.37K
$954K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.36K+ 13.76% |
$456K - $572K
|
27.8K
$7.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.36K+ 29.98% |
$456K - $572K
|
14.6K
$4.13M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.35KNew |
$455K - $571K
|
3.35K
$950K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.34K+ 714.99% |
$453K - $569K
|
3.81K
$1.08M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.34KNew |
$453K - $568K
|
3.34K
$945K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.33KNew |
$452K - $567K
|
3.33K
$943K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.31K+ 28.28% |
$449K - $564K
|
15K
$4.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.31K+ 4.17% |
$449K - $564K
|
82.6K
$23.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.28K+ 29.71% |
$445K - $558K
|
14.3K
$4.05M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.28KNew |
$445K - $558K
|
3.28K
$928K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.27K+ 0.22% |
$443K - $557K
|
1.51M
$428M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.24K+ 3.49% |
$440K - $552K
|
96.1K
$27.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.23K+ 8.06% |
$438K - $550K
|
43.3K
$12.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.21K+ 14.83% |
$436K - $547K
|
24.9K
$7.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.18KNew |
$431K - $541K
|
3.18K
$900K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
3.16K+ 4.26% |
$429K - $538K
|
77.4K
$21.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.16K+ 41.0% |
$429K - $538K
|
10.9K
$3.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.14KNew |
$426K - $535K
|
3.14K
$889K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.11KNew |
$422K - $530K
|
3.11K
$881K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$420K - $527K
|
3.09K
$876K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
3.09K+ 3.6% |
$419K - $526K
|
88.9K
$25.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.08K+ 3.34% |
$418K - $525K
|
95.5K
$27M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.08K+ 1.35% |
$418K - $525K
|
231K
$65.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.01K+ 32.7% |
$409K - $513K
|
12.2K
$3.46M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
3KNew |
$407K - $511K
|
3K
$849K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3KNew |
$407K - $511K
|
3K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3K+ 0.6% |
$407K - $511K
|
501K
$142M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3KNew |
$407K - $511K
|
3K
$849K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3K+ 4.84% |
$407K - $510K
|
64.9K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.99K+ 2.54% |
$405K - $509K
|
121K
$34.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.99K+ 7.31% |
$405K - $509K
|
43.8K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.96K+ 5.39% |
$402K - $505K
|
57.9K
$16.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.96KNew |
$402K - $504K
|
2.96K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.92KNew |
$397K - $498K
|
2.92K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.91K+ 4.08% |
$395K - $496K
|
74.3K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.91K+ 7.14% |
$395K - $496K
|
43.7K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.91K+ 1.8% |
$394K - $495K
|
164K
$46.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
2.9K+ 74.36% |
$394K - $494K
|
6.8K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
2.89KNew |
$392K - $493K
|
2.89K
$819K
|