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 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$160K - $201K
|
1.18K
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.13% |
$160K - $200K
|
106K
$29.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$160K - $200K
|
1.18K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.17K+ 0.76% |
$159K - $200K
|
155K
$43.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.17K+ 4.28% |
$159K - $200K
|
28.6K
$8.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.17K+ 2.9% |
$159K - $199K
|
41.5K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.16K+ 5.54% |
$157K - $197K
|
22.1K
$6.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.16K+ 4.59% |
$157K - $197K
|
26.4K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
1.16K+ 4.97% |
$157K - $197K
|
24.5K
$6.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.15K+ 0.31% |
$157K - $197K
|
373K
$106M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.15K+ 0.58% |
$156K - $196K
|
198K
$56.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.15K+ 0.94% |
$156K - $196K
|
123K
$34.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 19.47% |
$155K - $194K
|
7.01K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.14K+ 35.42% |
$155K - $194K
|
4.36K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.12K+ 1259.55% |
$152K - $191K
|
1.21K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.12K+ 8.71% |
$151K - $190K
|
13.9K
$3.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.11K+ 0.5% |
$151K - $190K
|
222K
$62.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.11K+ 4.62% |
$151K - $190K
|
25.2K
$7.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 16.73% |
$151K - $189K
|
7.76K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.11K+ 7.33% |
$151K - $189K
|
16.2K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.11KNew |
$150K - $188K
|
1.11K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.1K+ 5.8% |
$149K - $187K
|
20K
$5.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.1K+ 1.33% |
$149K - $187K
|
83.3K
$23.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.1K+ 1.08% |
$149K - $187K
|
103K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.1KNew |
$149K - $187K
|
1.1K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.09K+ 2.99% |
$148K - $186K
|
37.6K
$10.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.09K+ 0.17% |
$148K - $185K
|
627K
$177M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.08K+ 4.12% |
$147K - $184K
|
27.3K
$7.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.08K+ 223.19% |
$146K - $184K
|
1.56K
$442K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.07K+ 52.74% |
$145K - $182K
|
3.1K
$878K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 6.67% |
$145K - $182K
|
17.1K
$4.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.07K+ 21.88% |
$145K - $182K
|
5.94K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 16.18% |
$145K - $181K
|
7.65K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 10.67% |
$143K - $180K
|
11K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.05K+ 31.77% |
$143K - $179K
|
4.37K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.05K+ 1.03% |
$142K - $179K
|
103K
$29M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
1.05K+ 0.13% |
$142K - $178K
|
781K
$221M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 1.18% |
$141K - $176K
|
89.1K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.03K+ 1.0% |
$140K - $176K
|
104K
$29.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.03K+ 4.76% |
$139K - $175K
|
22.6K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.02K+ 2.19% |
$139K - $174K
|
47.7K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.01K+ 6.64% |
$137K - $172K
|
16.2K
$4.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.01K+ 4.95% |
$137K - $172K
|
21.4K
$6.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.01K+ 48.23% |
$137K - $172K
|
3.1K
$878K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1KNew |
$136K - $170K
|
1K
$283K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1K+ 10.73% |
$136K - $170K
|
10.3K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
999+ 3.04% |
$136K - $170K
|
33.8K
$9.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
984+ 2.27% |
$134K - $168K
|
44.3K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
981+ 1.88% |
$133K - $167K
|
53K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
980+ 11.19% |
$133K - $167K
|
9.74K
$2.76M
|