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 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
944+ 5.79% |
$128K - $161K
|
17.2K
$4.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
941+ 4.57% |
$128K - $160K
|
21.5K
$5.24M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
936+ 3.2% |
$127K - $159K
|
30.2K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
936+ 0.69% |
$127K - $159K
|
136K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
935+ 1.58% |
$127K - $159K
|
60.3K
$14.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
934+ 1.04% |
$127K - $159K
|
90.7K
$22.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
933+ 13.51% |
$127K - $159K
|
7.84K
$1.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
932+ 16.55% |
$126K - $159K
|
6.56K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
931+ 18.37% |
$126K - $159K
|
6K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
928+ 2.85% |
$126K - $158K
|
33.5K
$8.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
925+ 9.87% |
$126K - $158K
|
10.3K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
923+ 3.79% |
$125K - $157K
|
25.3K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
923+ 0.53% |
$125K - $157K
|
174K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
922+ 5.02% |
$125K - $157K
|
19.3K
$4.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
921+ 2.32% |
$125K - $157K
|
40.6K
$9.89M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
918+ 5.43% |
$125K - $156K
|
17.8K
$4.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
908+ 8.24% |
$123K - $155K
|
11.9K
$2.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
900+ 2.31% |
$122K - $153K
|
39.8K
$9.7M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
899New |
$122K - $153K
|
899
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
897+ 1.13% |
$122K - $153K
|
80.3K
$19.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
895+ 0.79% |
$121K - $152K
|
114K
$27.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
892+ 7.97% |
$121K - $152K
|
12.1K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
880+ 1.03% |
$119K - $150K
|
86.5K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
880+ 2.85% |
$119K - $150K
|
31.8K
$7.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
877+ 3.9% |
$119K - $149K
|
23.4K
$5.69M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
873+ 1.56% |
$118K - $149K
|
57K
$13.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
866New |
$118K - $147K
|
866
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
865+ 1.57% |
$117K - $147K
|
55.9K
$13.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
864+ 19.34% |
$117K - $147K
|
5.33K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
855+ 1.03% |
$116K - $146K
|
83.6K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
850+ 5.65% |
$115K - $145K
|
15.9K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
849+ 1.04% |
$115K - $145K
|
82.3K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
846+ 0.32% |
$115K - $144K
|
262K
$63.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
843+ 1.42% |
$114K - $144K
|
60.3K
$14.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
842+ 13.0% |
$114K - $143K
|
7.32K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
840+ 19.37% |
$114K - $143K
|
5.18K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
840+ 2.25% |
$114K - $143K
|
38.2K
$9.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
838+ 55.72% |
$114K - $143K
|
2.34K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
837+ 18.63% |
$114K - $143K
|
5.33K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
835+ 8.61% |
$113K - $142K
|
10.5K
$2.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
826+ 27.22% |
$112K - $141K
|
3.86K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
826+ 1.88% |
$112K - $141K
|
44.9K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
811+ 0.96% |
$110K - $138K
|
85.3K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
811+ 5.52% |
$110K - $138K
|
15.5K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
809+ 13.25% |
$110K - $138K
|
6.91K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
807+ 2.0% |
$110K - $137K
|
41.2K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
802+ 9.11% |
$109K - $137K
|
9.6K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
795+ 15.22% |
$108K - $135K
|
6.02K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
795+ 36.86% |
$108K - $135K
|
2.95K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
791+ 1.02% |
$107K - $135K
|
78.6K
$19.1M
|