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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.06K+ 7.35% |
$280K - $351K
|
30.1K
$7.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.06KNew |
$280K - $351K
|
2.06K
$502K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.06KNew |
$279K - $350K
|
2.06K
$500K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.05K+ 4.19% |
$278K - $349K
|
51K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 7.89% |
$278K - $349K
|
28K
$6.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.05K+ 5.75% |
$277K - $348K
|
37.6K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
2.02K+ 5.79% |
$274K - $343K
|
36.8K
$8.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.01KNew |
$272K - $341K
|
2.01K
$488K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2K+ 1.6% |
$272K - $341K
|
128K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$272K - $341K
|
2K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2K+ 6.08% |
$271K - $341K
|
34.9K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 2.56% |
$271K - $341K
|
80K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2K+ 91.98% |
$271K - $340K
|
4.16K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
1.98K+ 4.8% |
$269K - $338K
|
43.2K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.98K+ 3.45% |
$269K - $338K
|
59.4K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.97K+ 0.64% |
$268K - $336K
|
311K
$75.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.97KNew |
$268K - $336K
|
1.97K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.97K+ 0.43% |
$267K - $335K
|
455K
$111M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.96K+ 0.8% |
$266K - $334K
|
246K
$60M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.95K+ 7.23% |
$264K - $331K
|
28.9K
$7.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.94K+ 12.27% |
$264K - $331K
|
17.8K
$4.33M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.94KNew |
$263K - $330K
|
1.94K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.94K+ 4.54% |
$263K - $330K
|
44.6K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.93KNew |
$262K - $329K
|
1.93K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.93K+ 0.94% |
$262K - $329K
|
207K
$50.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.93K+ 128.49% |
$261K - $328K
|
3.43K
$834K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
1.91K+ 2.01% |
$260K - $326K
|
97K
$23.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.91KNew |
$259K - $325K
|
1.91K
$464K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.9KNew |
$258K - $324K
|
1.9K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.9K+ 0.54% |
$258K - $323K
|
356K
$86.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.9K+ 85.17% |
$257K - $323K
|
4.12K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.89KNew |
$256K - $322K
|
1.89K
$460K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.89K+ 4.41% |
$256K - $322K
|
44.7K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.89K+ 31.23% |
$256K - $322K
|
7.93K
$1.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 5.82% |
$256K - $321K
|
34.3K
$8.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.89K+ 3.34% |
$256K - $321K
|
58.4K
$14.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.88K+ 7.78% |
$255K - $320K
|
26K
$6.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
1.86K+ 7.5% |
$252K - $316K
|
26.6K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.86K+ 3.43% |
$252K - $316K
|
56K
$13.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 16.51% |
$251K - $315K
|
13K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$250K - $314K
|
1.84K
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.83K+ 22.32% |
$249K - $312K
|
10K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$446K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.83K+ 55.15% |
$248K - $312K
|
5.15K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.82KNew |
$247K - $310K
|
1.82K
$444K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.82KNew |
$247K - $310K
|
1.82K
$444K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.82KNew |
$247K - $310K
|
1.82K
$444K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.79KNew |
$242K - $304K
|
1.79K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.79KNew |
$242K - $304K
|
1.79K
$435K
|