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 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
633+ 10.46% |
$85.9K - $108K
|
6.69K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
630+ 3.71% |
$85.5K - $107K
|
17.6K
$4.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
630+ 7.61% |
$85.5K - $107K
|
8.91K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
628+ 1.38% |
$85.2K - $107K
|
46.1K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
624+ 3.53% |
$84.7K - $106K
|
18.3K
$4.45M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
623+ 0.85% |
$84.5K - $106K
|
73.9K
$18M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
618+ 7.63% |
$83.9K - $105K
|
8.72K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
617+ 1.41% |
$83.7K - $105K
|
44.3K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
616+ 1.53% |
$83.6K - $105K
|
40.8K
$9.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
615+ 1.65% |
$83.4K - $105K
|
37.8K
$9.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
614+ 7.33% |
$83.3K - $105K
|
8.99K
$2.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
609+ 6.46% |
$82.6K - $104K
|
10K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
604+ 253.78% |
$82K - $103K
|
842
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
603+ 10.33% |
$81.8K - $103K
|
6.44K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
602+ 3.86% |
$81.7K - $103K
|
16.2K
$3.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
601+ 30.68% |
$81.5K - $102K
|
2.56K
$623K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
601+ 30.68% |
$81.5K - $102K
|
2.56K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
599+ 27.49% |
$81.3K - $102K
|
2.78K
$677K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
597+ 2.9% |
$81K - $102K
|
21.1K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
596+ 1.63% |
$80.9K - $101K
|
37.1K
$9.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
591+ 12.96% |
$80.2K - $101K
|
5.15K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
590+ 2.66% |
$80.1K - $100K
|
22.8K
$5.55M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
589New |
$79.9K - $100K
|
589
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
588+ 4.04% |
$79.8K - $100K
|
15.1K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
588+ 0.87% |
$79.8K - $100K
|
68.3K
$16.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
586+ 2.94% |
$79.5K - $99.8K
|
20.5K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
582+ 15.73% |
$79K - $99.1K
|
4.28K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
579+ 2.24% |
$78.6K - $98.6K
|
26.4K
$6.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
576+ 3.76% |
$78.2K - $98.1K
|
15.9K
$3.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
562+ 3.73% |
$76.3K - $95.7K
|
15.6K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
559+ 2.01% |
$75.9K - $95.2K
|
28.3K
$6.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
555+ 6.15% |
$75.3K - $94.5K
|
9.59K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
555+ 5.77% |
$75.3K - $94.5K
|
10.2K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
551+ 0.08% |
$74.8K - $93.8K
|
673K
$164M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
547+ 10.67% |
$74.2K - $93.2K
|
5.67K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
543+ 5.88% |
$73.7K - $92.5K
|
9.78K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
541+ 6.39% |
$73.4K - $92.1K
|
9.01K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
541+ 1.41% |
$73.4K - $92.1K
|
38.8K
$9.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
538+ 0.14% |
$73K - $91.6K
|
388K
$94.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
538New |
$73K - $91.6K
|
538
$131K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
537+ 0.53% |
$72.9K - $91.5K
|
102K
$24.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
536+ 2.25% |
$72.7K - $91.3K
|
24.4K
$5.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
535+ 0.89% |
$72.6K - $91.1K
|
60.5K
$14.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
534+ 28.11% |
$72.5K - $90.9K
|
2.43K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
532+ 3.27% |
$72.2K - $90.6K
|
16.8K
$4.1M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
532+ 6.09% |
$72.2K - $90.6K
|
9.26K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
531+ 2.91% |
$72.1K - $90.4K
|
18.8K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
531+ 1.48% |
$72.1K - $90.4K
|
36.4K
$8.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
531+ 5.98% |
$72.1K - $90.4K
|
9.41K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
530+ 29.69% |
$71.9K - $90.3K
|
2.32K
$564K
|