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 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
1.78K+ 1.37% |
$242K - $303K
|
131K
$32M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.78KNew |
$241K - $302K
|
1.78K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.78KNew |
$241K - $302K
|
1.78K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.78KNew |
$241K - $302K
|
1.78K
$432K
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.77KNew |
$241K - $302K
|
1.77K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
1.77KNew |
$240K - $302K
|
1.77K
$431K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.77KNew |
$240K - $301K
|
1.77K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.76K+ 4.78% |
$239K - $300K
|
38.6K
$9.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.76K+ 2.32% |
$239K - $300K
|
77.7K
$18.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.76K+ 5.13% |
$239K - $300K
|
36.1K
$8.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.76K+ 4.92% |
$239K - $300K
|
37.5K
$9.14M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.75K+ 0.74% |
$238K - $298K
|
239K
$58.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.74KNew |
$237K - $297K
|
1.74K
$424K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.73KNew |
$234K - $294K
|
1.73K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.72K+ 10.26% |
$233K - $293K
|
18.5K
$4.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.7K+ 1.41% |
$230K - $289K
|
122K
$29.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.7KNew |
$230K - $289K
|
1.7K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.7K+ 2.39% |
$230K - $289K
|
72.7K
$17.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.67K+ 9.22% |
$227K - $285K
|
19.8K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.66KNew |
$226K - $283K
|
1.66K
$405K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.66KNew |
$225K - $283K
|
1.66K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.66K+ 41.4% |
$225K - $283K
|
5.67K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.64K+ 3.02% |
$223K - $279K
|
56K
$13.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.64K+ 3.3% |
$223K - $279K
|
51.3K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.64KNew |
$222K - $279K
|
1.64K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.63KNew |
$221K - $277K
|
1.63K
$396K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
1.63K+ 2.25% |
$221K - $277K
|
74.1K
$18M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.63K+ 6.49% |
$220K - $277K
|
26.7K
$6.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.62K+ 12.0% |
$220K - $277K
|
15.2K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.62K+ 10.53% |
$220K - $277K
|
17K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.62KNew |
$220K - $276K
|
1.62K
$395K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$220K - $276K
|
1.62K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.61K+ 8.54% |
$219K - $275K
|
20.5K
$4.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$219K - $274K
|
1.61K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.6K+ 2.82% |
$217K - $272K
|
58.3K
$14.2M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.59KNew |
$216K - $271K
|
1.59K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.59K+ 5.52% |
$216K - $271K
|
30.4K
$7.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.59K+ 1.34% |
$215K - $270K
|
120K
$29.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.59K+ 19.53% |
$215K - $270K
|
9.7K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.58K+ 21.69% |
$215K - $270K
|
8.89K
$2.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.58K+ 23.0% |
$214K - $268K
|
8.43K
$2.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.58K+ 1240.94% |
$214K - $268K
|
1.7K
$415K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.57KNew |
$213K - $268K
|
1.57K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.57K+ 7.12% |
$213K - $268K
|
23.6K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.57K+ 7.37% |
$213K - $268K
|
22.9K
$5.58M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.57K+ 7.12% |
$213K - $268K
|
23.6K
$5.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.57KNew |
$213K - $267K
|
1.57K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.57K+ 16.42% |
$213K - $267K
|
11.1K
$2.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.57KNew |
$212K - $267K
|
1.57K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.57K+ 1.88% |
$212K - $267K
|
85K
$20.7M
|