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
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 5.24% |
$172K - $216K
|
25.4K
$6.19M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.26KNew |
$172K - $215K
|
1.26K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.26K+ 2.09% |
$171K - $214K
|
61.4K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.26KNew |
$170K - $214K
|
1.26K
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 6.26% |
$170K - $213K
|
21.3K
$5.18M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$170K - $213K
|
1.25K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.25KNew |
$170K - $213K
|
1.25K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25K+ 29.16% |
$169K - $213K
|
5.53K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$169K - $212K
|
1.25K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.25KNew |
$169K - $212K
|
1.25K
$303K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.24KNew |
$169K - $212K
|
1.24K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$168K - $211K
|
1.24K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.24KNew |
$168K - $211K
|
1.24K
$302K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.24KNew |
$168K - $210K
|
1.24K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.24K+ 6.98% |
$168K - $210K
|
18.9K
$4.61M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.24K+ 4.64% |
$168K - $210K
|
27.8K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
1.23K+ 3.55% |
$167K - $210K
|
36K
$8.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.23K+ 2.04% |
$167K - $210K
|
61.8K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23K+ 5.03% |
$167K - $210K
|
25.7K
$6.26M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.23KNew |
$167K - $209K
|
1.23K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.22KNew |
$166K - $208K
|
1.22K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.22KNew |
$165K - $207K
|
1.22K
$296K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.21KNew |
$164K - $206K
|
1.21K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$164K - $206K
|
1.21K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.21K+ 9.63% |
$164K - $206K
|
13.7K
$3.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.21KNew |
$164K - $205K
|
1.21K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.21KNew |
$164K - $205K
|
1.21K
$293K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.2KNew |
$163K - $205K
|
1.2K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.2K+ 0.64% |
$163K - $205K
|
190K
$46.3M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.2KNew |
$163K - $205K
|
1.2K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.2KNew |
$163K - $204K
|
1.2K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.2K+ 6.63% |
$163K - $204K
|
19.3K
$4.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.2KNew |
$162K - $204K
|
1.2K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.19KNew |
$162K - $203K
|
1.19K
$290K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.19KNew |
$161K - $202K
|
1.19K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.19KNew |
$161K - $202K
|
1.19K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.18K+ 2.69% |
$161K - $202K
|
45.3K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.18KNew |
$161K - $202K
|
1.18K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.18KNew |
$161K - $201K
|
1.18K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.18K+ 2.29% |
$160K - $201K
|
52.7K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$160K - $201K
|
1.18K
$287K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.13% |
$160K - $200K
|
106K
$25.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$160K - $200K
|
1.18K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.17K+ 0.76% |
$159K - $200K
|
155K
$37.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.17K+ 4.28% |
$159K - $200K
|
28.6K
$6.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.17K+ 2.9% |
$159K - $199K
|
41.5K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.16K+ 5.54% |
$157K - $197K
|
22.1K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.16K+ 4.59% |
$157K - $197K
|
26.4K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
1.16K+ 4.97% |
$157K - $197K
|
24.5K
$5.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.15K+ 0.31% |
$157K - $197K
|
373K
$90.9M
|