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 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.4K+ 0.48% |
$190K - $238K
|
293K
$83.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.4K+ 5.86% |
$189K - $238K
|
25.2K
$7.14M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39KNew |
$189K - $237K
|
1.39K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.38KNew |
$188K - $235K
|
1.38K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 7.61% |
$187K - $235K
|
19.5K
$5.53M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.38KNew |
$187K - $235K
|
1.38K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.38K+ 1.13% |
$187K - $234K
|
123K
$34.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.37KNew |
$186K - $234K
|
1.37K
$389K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.37K+ 2.29% |
$186K - $234K
|
61.2K
$17.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.37K+ 4.98% |
$186K - $233K
|
28.9K
$8.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $232K
|
1.36K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.36K+ 3.46% |
$185K - $232K
|
40.8K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.36K+ 0.99% |
$185K - $232K
|
139K
$39.3M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $232K
|
1.36K
$385K
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.36KNew |
$184K - $231K
|
1.36K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.36KNew |
$184K - $231K
|
1.36K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.36K+ 1.81% |
$184K - $231K
|
76.1K
$21.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.36KNew |
$184K - $231K
|
1.36K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.35KNew |
$183K - $230K
|
1.35K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.35KNew |
$183K - $230K
|
1.35K
$382K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.35KNew |
$183K - $230K
|
1.35K
$382K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.35KNew |
$183K - $229K
|
1.35K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.35KNew |
$183K - $229K
|
1.35K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$182K - $228K
|
1.34K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.34KNew |
$182K - $228K
|
1.34K
$379K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.33KNew |
$181K - $227K
|
1.33K
$377K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.33K+ 4.18% |
$181K - $227K
|
33.2K
$9.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.33KNew |
$181K - $227K
|
1.33K
$377K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.33KNew |
$180K - $226K
|
1.33K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$180K - $226K
|
1.33K
$377K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.33K+ 12.04% |
$180K - $226K
|
12.4K
$3.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.33KNew |
$180K - $226K
|
1.33K
$376K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.32K+ 15.63% |
$179K - $224K
|
9.74K
$2.76M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.32K+ 3.13% |
$179K - $224K
|
43.4K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
1.32KNew |
$179K - $224K
|
1.32K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.31KNew |
$178K - $224K
|
1.31K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.31KNew |
$178K - $223K
|
1.31K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$178K - $223K
|
1.31K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.31K+ 9.98% |
$177K - $223K
|
14.4K
$4.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.31KNew |
$177K - $222K
|
1.31K
$370K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
1.3KNew |
$177K - $222K
|
1.3K
$368K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.3K+ 13.79% |
$177K - $222K
|
10.7K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.3KNew |
$176K - $221K
|
1.3K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.3K+ 0.58% |
$176K - $221K
|
226K
$64M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.3K+ 12.85% |
$176K - $221K
|
11.4K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$175K - $220K
|
1.29K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 2.07% |
$175K - $220K
|
63.5K
$18M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.29K+ 13.69% |
$175K - $220K
|
10.7K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.29K+ 12.8% |
$175K - $219K
|
11.3K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.29KNew |
$175K - $219K
|
1.29K
$365K
|