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 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
527+ 8.83% |
$71.5K - $89.7K
|
6.49K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
527+ 12.51% |
$71.5K - $89.7K
|
4.74K
$1.15M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
527+ 12.1% |
$71.5K - $89.7K
|
4.88K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
521+ 23.42% |
$70.7K - $88.7K
|
2.75K
$669K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
519+ 9.29% |
$70.4K - $88.4K
|
6.11K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
516+ 1.26% |
$70K - $87.9K
|
41.4K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
516+ 0.46% |
$70K - $87.9K
|
113K
$27.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
514+ 0.46% |
$69.7K - $87.5K
|
113K
$27.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
513+ 1.25% |
$69.6K - $87.4K
|
41.6K
$10.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
510+ 4.19% |
$69.2K - $86.9K
|
12.7K
$3.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
509+ 13.54% |
$69.1K - $86.7K
|
4.27K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
509+ 2.4% |
$69.1K - $86.7K
|
21.7K
$5.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
508+ 1.37% |
$68.9K - $86.5K
|
37.6K
$9.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
506+ 5.09% |
$68.7K - $86.2K
|
10.5K
$2.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
505+ 0.71% |
$68.5K - $86K
|
71.5K
$17.4M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
505+ 1.37% |
$68.5K - $86K
|
37.3K
$9.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
504+ 1.07% |
$68.4K - $85.8K
|
47.8K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
503+ 8.52% |
$68.3K - $85.7K
|
6.41K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
500+ 10.71% |
$67.8K - $85.2K
|
5.17K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
494+ 2.75% |
$67K - $84.1K
|
18.5K
$4.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
492+ 1.51% |
$66.8K - $83.8K
|
33.1K
$8.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
490+ 0.83% |
$66.5K - $83.4K
|
59.8K
$14.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
489New |
$66.4K - $83.3K
|
489
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
488+ 29.45% |
$66.2K - $83.1K
|
2.15K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
488+ 11.45% |
$66.2K - $83.1K
|
4.75K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
486New |
$65.9K - $82.8K
|
486
$118K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
483+ 9.64% |
$65.5K - $82.3K
|
5.49K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
482+ 4.28% |
$65.4K - $82.1K
|
11.7K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
481+ 2.39% |
$65.3K - $81.9K
|
20.6K
$5.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
475+ 0.94% |
$64.5K - $80.9K
|
51.3K
$12.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
474+ 37.21% |
$64.3K - $80.7K
|
1.75K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
473+ 4.32% |
$64.2K - $80.6K
|
11.4K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
472+ 7.45% |
$64K - $80.4K
|
6.81K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
468+ 4.68% |
$63.5K - $79.7K
|
10.5K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
466+ 11.47% |
$63.2K - $79.4K
|
4.53K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
461+ 0.26% |
$62.6K - $78.5K
|
178K
$43.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
461+ 15.61% |
$62.6K - $78.5K
|
3.41K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
461+ 30.41% |
$62.6K - $78.5K
|
1.98K
$481K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
460+ 15.22% |
$62.4K - $78.3K
|
3.48K
$848K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
459+ 2.77% |
$62.3K - $78.2K
|
17K
$4.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
458+ 5.56% |
$62.1K - $78K
|
8.7K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
453+ 0.6% |
$61.5K - $77.1K
|
76.4K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
453+ 3.86% |
$61.5K - $77.1K
|
12.2K
$2.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
452+ 3.04% |
$61.3K - $77K
|
15.3K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
452+ 1.97% |
$61.3K - $77K
|
23.4K
$5.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
451+ 27.27% |
$61.2K - $76.8K
|
2.11K
$513K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
449New |
$60.9K - $76.5K
|
449
$109K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
448+ 1.16% |
$60.8K - $76.3K
|
39.2K
$9.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
446+ 7.15% |
$60.5K - $76K
|
6.69K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
446+ 5.04% |
$60.5K - $76K
|
9.3K
$2.26M
|