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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$233M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$233M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.42K+ 7.58% |
$329K - $413K
|
34.4K
$9.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.42K+ 9.07% |
$328K - $412K
|
29.1K
$8.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.42K+ 5.71% |
$328K - $411K
|
44.7K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.41KNew |
$327K - $411K
|
2.41K
$683K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.41K+ 8.63% |
$326K - $410K
|
30.3K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.39KNew |
$324K - $407K
|
2.39K
$676K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.39KNew |
$324K - $406K
|
2.39K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.39KNew |
$324K - $406K
|
2.39K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.39K+ 44.56% |
$324K - $406K
|
7.74K
$2.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.38KNew |
$323K - $406K
|
2.38K
$675K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.38KNew |
$323K - $405K
|
2.38K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.38KNew |
$322K - $404K
|
2.38K
$673K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
2.36KNew |
$321K - $402K
|
2.36K
$669K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$320K - $402K
|
2.36K
$669K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.34K+ 1.15% |
$317K - $398K
|
205K
$58M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.34K+ 0.47% |
$317K - $398K
|
498K
$141M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 0.05% |
$315K - $395K
|
4.29M
$1.22B
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.32KNew |
$315K - $395K
|
2.32K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.31KNew |
$314K - $394K
|
2.31K
$655K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.3K+ 23.86% |
$312K - $392K
|
11.9K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.3K+ 5.61% |
$312K - $392K
|
43.3K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.29KNew |
$311K - $391K
|
2.29K
$650K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 1.11% |
$311K - $390K
|
208K
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.29K+ 14.55% |
$310K - $389K
|
18K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.27K+ 8.91% |
$308K - $387K
|
27.8K
$7.86M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
2.27K+ 22.59% |
$308K - $387K
|
12.3K
$3.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.27K+ 98.74% |
$308K - $386K
|
4.56K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.25K+ 1.18% |
$305K - $383K
|
192K
$54.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.24K+ 1.37% |
$303K - $381K
|
166K
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.23KNew |
$302K - $379K
|
2.23K
$630K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.22K+ 38.46% |
$301K - $378K
|
7.98K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.21K+ 1.06% |
$300K - $377K
|
211K
$59.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 8.67% |
$300K - $376K
|
27.7K
$7.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.2KNew |
$299K - $375K
|
2.2K
$623K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.19K+ 0.99% |
$297K - $373K
|
225K
$63.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.19K+ 13.25% |
$296K - $372K
|
18.7K
$5.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.17KNew |
$295K - $370K
|
2.17K
$615K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.17KNew |
$295K - $370K
|
2.17K
$615K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.17K+ 9.67% |
$295K - $370K
|
24.6K
$6.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.17K+ 13.99% |
$294K - $369K
|
17.7K
$5M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.17K+ 8.61% |
$294K - $369K
|
27.4K
$7.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.16K+ 71.38% |
$293K - $368K
|
5.19K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$291K - $366K
|
2.15K
$608K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.15KNew |
$291K - $366K
|
2.15K
$608K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
2.14K+ 34.11% |
$290K - $364K
|
8.39K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.12KNew |
$288K - $362K
|
2.12K
$601K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.12KNew |
$287K - $361K
|
2.12K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.1K+ 9.95% |
$285K - $358K
|
23.2K
$6.58M
|