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
|
Mattern Wealth Management LLC
|
BUY
|
- |
667+ 2.46% |
$90.5K - $114K
|
27.7K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
666+ 1.05% |
$90.4K - $113K
|
64K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
663+ 9.28% |
$90K - $113K
|
7.81K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
659+ 1.37% |
$89.4K - $112K
|
48.6K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
657+ 2.33% |
$89.1K - $112K
|
28.9K
$8.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
655+ 2.49% |
$88.9K - $112K
|
26.9K
$7.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
653+ 1.59% |
$88.6K - $111K
|
41.7K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
651+ 18.32% |
$88.3K - $111K
|
4.21K
$1.21M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
643New |
$87.2K - $110K
|
643
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
636+ 1.7% |
$86.3K - $108K
|
38.1K
$11M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
635+ 11.8% |
$86.2K - $108K
|
6.02K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
635+ 1.41% |
$86.2K - $108K
|
45.6K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
633+ 10.46% |
$85.9K - $108K
|
6.69K
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
630+ 3.71% |
$85.5K - $107K
|
17.6K
$5.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
630+ 7.61% |
$85.5K - $107K
|
8.91K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
628+ 1.38% |
$85.2K - $107K
|
46.1K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
624+ 3.53% |
$84.7K - $106K
|
18.3K
$5.28M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
623+ 0.85% |
$84.5K - $106K
|
73.9K
$21.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
618+ 7.63% |
$83.9K - $105K
|
8.72K
$2.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
617+ 1.41% |
$83.7K - $105K
|
44.3K
$12.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
616+ 1.53% |
$83.6K - $105K
|
40.8K
$11.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
615+ 1.65% |
$83.4K - $105K
|
37.8K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
614+ 7.33% |
$83.3K - $105K
|
8.99K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
609+ 6.46% |
$82.6K - $104K
|
10K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
604+ 253.78% |
$82K - $103K
|
842
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
603+ 10.33% |
$81.8K - $103K
|
6.44K
$1.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
602+ 3.86% |
$81.7K - $103K
|
16.2K
$4.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
601+ 30.68% |
$81.5K - $102K
|
2.56K
$739K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
601+ 30.68% |
$81.5K - $102K
|
2.56K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
599+ 27.49% |
$81.3K - $102K
|
2.78K
$802K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
597+ 2.9% |
$81K - $102K
|
21.1K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
596+ 1.63% |
$80.9K - $101K
|
37.1K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
591+ 12.96% |
$80.2K - $101K
|
5.15K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
590+ 2.66% |
$80.1K - $100K
|
22.8K
$6.58M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
589New |
$79.9K - $100K
|
589
$170K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
588+ 4.04% |
$79.8K - $100K
|
15.1K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
588+ 0.87% |
$79.8K - $100K
|
68.3K
$19.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
586+ 2.94% |
$79.5K - $99.8K
|
20.5K
$5.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
582+ 15.73% |
$79K - $99.1K
|
4.28K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
579+ 2.24% |
$78.6K - $98.6K
|
26.4K
$7.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
576+ 3.76% |
$78.2K - $98.1K
|
15.9K
$4.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
562+ 3.73% |
$76.3K - $95.7K
|
15.6K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
559+ 2.01% |
$75.9K - $95.2K
|
28.3K
$8.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
555+ 6.15% |
$75.3K - $94.5K
|
9.59K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
555+ 5.77% |
$75.3K - $94.5K
|
10.2K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
551+ 0.08% |
$74.8K - $93.8K
|
673K
$194M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
547+ 10.67% |
$74.2K - $93.2K
|
5.67K
$1.64M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
547+ 10.68% |
$74.2K - $93.2K
|
5.67K
$1.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
543+ 5.88% |
$73.7K - $92.5K
|
9.78K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
541+ 6.39% |
$73.4K - $92.1K
|
9.01K
$2.6M
|