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 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
445+ 1.01% |
$60.4K - $75.8K
|
44.4K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
445+ 31.27% |
$60.4K - $75.8K
|
1.87K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
442+ 0.24% |
$60K - $75.3K
|
187K
$45.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
441+ 1.6% |
$59.8K - $75.1K
|
28K
$6.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
440+ 10.41% |
$59.7K - $74.9K
|
4.67K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
437+ 1.49% |
$59.3K - $74.4K
|
29.8K
$7.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
436+ 1.81% |
$59.2K - $74.3K
|
24.6K
$5.98M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
434New |
$58.9K - $73.9K
|
434
$106K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
432+ 1.83% |
$58.6K - $73.6K
|
24K
$5.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
431+ 21.17% |
$58.5K - $73.4K
|
2.47K
$601K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
430+ 0.78% |
$58.3K - $73.2K
|
55.6K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
428+ 25.64% |
$58.1K - $72.9K
|
2.1K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
422+ 0.18% |
$57.3K - $71.9K
|
234K
$57.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
420+ 5.76% |
$57K - $71.5K
|
7.72K
$1.88M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
419+ 10.84% |
$56.9K - $71.4K
|
4.28K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
418+ 8.04% |
$56.7K - $71.2K
|
5.62K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
418+ 3.24% |
$56.7K - $71.2K
|
13.3K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
410+ 1464.29% |
$55.6K - $69.8K
|
438
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
409+ 7.56% |
$55.5K - $69.7K
|
5.82K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
408+ 12.45% |
$55.4K - $69.5K
|
3.69K
$897K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
406+ 2.27% |
$55.1K - $69.1K
|
18.3K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
402+ 2.46% |
$54.5K - $68.5K
|
16.7K
$4.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
400+ 1.33% |
$54.3K - $68.1K
|
30.5K
$7.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
400+ 14.65% |
$54.3K - $68.1K
|
3.13K
$762K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
400+ 1111.11% |
$54.3K - $68.1K
|
436
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
400+ 159.36% |
$54.3K - $68.1K
|
651
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 22.47% |
$54.3K - $68.1K
|
2.18K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
399+ 0.94% |
$54.1K - $67.9K
|
42.9K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
398+ 24.24% |
$54K - $67.8K
|
2.04K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
397+ 23.57% |
$53.9K - $67.6K
|
2.08K
$507K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
396+ 0.66% |
$53.7K - $67.4K
|
60.2K
$14.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
393+ 1.28% |
$53.3K - $66.9K
|
31K
$7.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
392+ 9.01% |
$53.2K - $66.8K
|
4.74K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
388+ 1.83% |
$52.6K - $66.1K
|
21.6K
$5.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
387+ 2.08% |
$52.5K - $65.9K
|
19K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
386+ 3.63% |
$52.4K - $65.7K
|
11K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
385+ 1.45% |
$52.2K - $65.6K
|
27K
$6.58M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
384+ 9.96% |
$52.1K - $65.4K
|
4.24K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
381+ 3.6% |
$51.7K - $64.9K
|
11K
$2.67M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
381+ 8.1% |
$51.7K - $64.9K
|
5.09K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
380+ 0.5% |
$51.6K - $64.7K
|
76.6K
$18.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
380+ 0.72% |
$51.6K - $64.7K
|
53K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
379+ 1.13% |
$51.4K - $64.5K
|
33.8K
$8.23M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
379+ 6.8% |
$51.4K - $64.5K
|
5.95K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
379+ 7.53% |
$51.4K - $64.5K
|
5.41K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
378+ 1.76% |
$51.3K - $64.4K
|
21.9K
$5.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
377+ 3.81% |
$51.2K - $64.2K
|
10.3K
$2.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
377+ 711.32% |
$51.2K - $64.2K
|
430
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
376+ 21.45% |
$51K - $64K
|
2.13K
$518K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
375+ 0.9% |
$50.9K - $63.9K
|
41.8K
$10.2M
|