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 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.57KNew |
$213K - $268K
|
1.57K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.57K+ 7.12% |
$213K - $268K
|
23.6K
$6.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.57K+ 7.37% |
$213K - $268K
|
22.9K
$6.48M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.57K+ 7.12% |
$213K - $268K
|
23.6K
$6.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.57KNew |
$213K - $267K
|
1.57K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.57K+ 16.42% |
$213K - $267K
|
11.1K
$3.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.57KNew |
$212K - $267K
|
1.57K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.57K+ 1.88% |
$212K - $267K
|
85K
$24.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.56K+ 1.9% |
$212K - $266K
|
83.8K
$23.7M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.56K+ 8.9% |
$211K - $265K
|
19K
$5.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.56KNew |
$211K - $265K
|
1.56K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.55K+ 45.84% |
$211K - $264K
|
4.94K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.55K+ 21.84% |
$210K - $263K
|
8.63K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.55KNew |
$210K - $263K
|
1.55K
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.54K+ 3.46% |
$209K - $262K
|
46K
$13M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.54K+ 99.87% |
$209K - $262K
|
3.08K
$871K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.53K+ 15.46% |
$208K - $261K
|
11.5K
$3.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.53KNew |
$207K - $260K
|
1.53K
$432K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.53K+ 14.36% |
$207K - $260K
|
12.2K
$3.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.51K+ 0.41% |
$205K - $257K
|
374K
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.51KNew |
$205K - $257K
|
1.51K
$427K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.51KNew |
$204K - $257K
|
1.51K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 5.66% |
$204K - $255K
|
28K
$7.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
1.5K+ 4.06% |
$203K - $255K
|
38.5K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.5K+ 19.54% |
$203K - $255K
|
9.16K
$2.59M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.49KNew |
$202K - $254K
|
1.49K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1.48K+ 390.0% |
$201K - $252K
|
1.86K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.48K+ 35.88% |
$201K - $252K
|
5.6K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.48K+ 43.46% |
$201K - $252K
|
4.88K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.48K+ 5.21% |
$200K - $252K
|
29.8K
$8.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.47K+ 1.41% |
$200K - $251K
|
106K
$30.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.47K+ 8.75% |
$199K - $250K
|
18.3K
$5.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.46KNew |
$199K - $249K
|
1.46K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1.46K+ 1.31% |
$198K - $248K
|
112K
$31.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.45KNew |
$197K - $247K
|
1.45K
$411K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.45K+ 2.85% |
$197K - $247K
|
52.3K
$14.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
1.45KNew |
$197K - $247K
|
1.45K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.45K+ 52.56% |
$196K - $247K
|
4.2K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.44K+ 5.77% |
$195K - $245K
|
26.4K
$7.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
1.44K+ 19.08% |
$195K - $245K
|
8.97K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.43KNew |
$194K - $244K
|
1.43K
$406K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.43K+ 1.69% |
$194K - $244K
|
85.9K
$24.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.42KNew |
$193K - $243K
|
1.42K
$403K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.42K+ 1.95% |
$193K - $242K
|
74.4K
$21.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.42K+ 4.59% |
$193K - $242K
|
32.4K
$9.16M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.42KNew |
$193K - $242K
|
1.42K
$402K
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.42KNew |
$192K - $241K
|
1.42K
$401K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.41KNew |
$191K - $240K
|
1.41K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.41KNew |
$191K - $239K
|
1.41K
$398K
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.4KNew |
$190K - $239K
|
1.4K
$397K
|