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
|
Hemington Wealth Management
|
BUY
|
- |
1.29K+ 13.92% |
$174K - $219K
|
10.5K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.28KNew |
$174K - $218K
|
1.28K
$362K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$174K - $218K
|
1.28K
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.28KNew |
$174K - $218K
|
1.28K
$362K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
1.28KNew |
$173K - $217K
|
1.28K
$361K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.28K+ 2.97% |
$173K - $217K
|
44.3K
$12.5M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.27K+ 1.36% |
$173K - $217K
|
94.7K
$26.8M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.27KNew |
$173K - $217K
|
1.27K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.27KNew |
$172K - $216K
|
1.27K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 5.24% |
$172K - $216K
|
25.4K
$7.2M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.26KNew |
$172K - $215K
|
1.26K
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.26K+ 2.09% |
$171K - $214K
|
61.4K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.26KNew |
$170K - $214K
|
1.26K
$355K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 6.26% |
$170K - $213K
|
21.3K
$6.02M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$170K - $213K
|
1.25K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.25KNew |
$170K - $213K
|
1.25K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25K+ 29.16% |
$169K - $213K
|
5.53K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$169K - $212K
|
1.25K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.25KNew |
$169K - $212K
|
1.25K
$353K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.24KNew |
$169K - $212K
|
1.24K
$352K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$168K - $211K
|
1.24K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.24KNew |
$168K - $211K
|
1.24K
$351K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.24KNew |
$168K - $210K
|
1.24K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.24K+ 6.98% |
$168K - $210K
|
18.9K
$5.36M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.24K+ 4.64% |
$168K - $210K
|
27.8K
$7.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
1.23K+ 3.55% |
$167K - $210K
|
36K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.23K+ 2.04% |
$167K - $210K
|
61.8K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23K+ 5.03% |
$167K - $210K
|
25.7K
$7.28M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.23KNew |
$167K - $209K
|
1.23K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.22KNew |
$166K - $208K
|
1.22K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.22KNew |
$165K - $207K
|
1.22K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.21KNew |
$164K - $206K
|
1.21K
$343K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$164K - $206K
|
1.21K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.21K+ 9.63% |
$164K - $206K
|
13.7K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.21KNew |
$164K - $205K
|
1.21K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.21KNew |
$164K - $205K
|
1.21K
$341K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.2KNew |
$163K - $205K
|
1.2K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.2K+ 0.64% |
$163K - $205K
|
190K
$53.9M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.2KNew |
$163K - $205K
|
1.2K
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.2KNew |
$163K - $204K
|
1.2K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.2K+ 6.63% |
$163K - $204K
|
19.3K
$5.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.2KNew |
$162K - $204K
|
1.2K
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.19KNew |
$162K - $203K
|
1.19K
$338K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.19KNew |
$162K - $203K
|
1.19K
$337K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.19KNew |
$161K - $202K
|
1.19K
$336K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.19KNew |
$161K - $202K
|
1.19K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.18K+ 2.69% |
$161K - $202K
|
45.3K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.18KNew |
$161K - $202K
|
1.18K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.18KNew |
$161K - $201K
|
1.18K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.18K+ 2.29% |
$160K - $201K
|
52.7K
$14.9M
|