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 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
384+ 9.96% |
$52.1K - $65.4K
|
4.24K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
381+ 3.6% |
$51.7K - $64.9K
|
11K
$3.17M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
381+ 8.1% |
$51.7K - $64.9K
|
5.09K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
380+ 0.5% |
$51.6K - $64.7K
|
76.6K
$22.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
380+ 0.72% |
$51.6K - $64.7K
|
53K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
379+ 1.13% |
$51.4K - $64.5K
|
33.8K
$9.76M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
379+ 6.8% |
$51.4K - $64.5K
|
5.95K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
379+ 7.53% |
$51.4K - $64.5K
|
5.41K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
378+ 1.76% |
$51.3K - $64.4K
|
21.9K
$6.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
377+ 3.81% |
$51.2K - $64.2K
|
10.3K
$2.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
377+ 711.32% |
$51.2K - $64.2K
|
430
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
376+ 21.45% |
$51K - $64K
|
2.13K
$615K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
375+ 0.9% |
$50.9K - $63.9K
|
41.8K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
375+ 16.67% |
$50.9K - $63.9K
|
2.63K
$758K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
373+ 0.63% |
$50.6K - $63.5K
|
59.7K
$17.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
372+ 2.04% |
$50.5K - $63.4K
|
18.6K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
372+ 0.28% |
$50.5K - $63.4K
|
134K
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
372+ 0.11% |
$50.5K - $63.4K
|
330K
$95.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
370+ 2.04% |
$50.2K - $63K
|
18.5K
$5.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
367+ 0.27% |
$49.8K - $62.5K
|
135K
$38.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
365+ 2.92% |
$49.5K - $62.2K
|
12.9K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
364+ 15.26% |
$49.4K - $62K
|
2.75K
$794K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
361+ 1.9% |
$49K - $61.5K
|
19.4K
$5.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
357+ 1.79% |
$48.4K - $60.8K
|
20.3K
$5.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
357+ 1.74% |
$48.4K - $60.8K
|
20.9K
$6.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
356+ 0.57% |
$48.3K - $60.6K
|
63K
$18.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
355+ 11.78% |
$48.2K - $60.5K
|
3.37K
$973K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
351+ 1.74% |
$47.6K - $59.8K
|
20.5K
$5.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
349+ 12.66% |
$47.4K - $59.4K
|
3.11K
$896K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
349+ 0.55% |
$47.4K - $59.4K
|
64.2K
$18.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
347+ 7.6% |
$47.1K - $59.1K
|
4.91K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
346+ 1.1% |
$46.9K - $58.9K
|
31.8K
$9.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
344+ 9.41% |
$46.7K - $58.6K
|
4K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
344+ 1.97% |
$46.7K - $58.6K
|
17.8K
$5.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
342+ 1.25% |
$46.4K - $58.2K
|
27.7K
$7.99M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
342+ 2.99% |
$46.4K - $58.2K
|
11.8K
$3.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
341+ 3.29% |
$46.3K - $58.1K
|
10.7K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
340+ 5.78% |
$46.1K - $57.9K
|
6.22K
$1.8M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
337+ 10.22% |
$45.7K - $57.4K
|
3.63K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
336+ 1.09% |
$45.6K - $57.2K
|
31.3K
$9.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
335+ 5.96% |
$45.5K - $57.1K
|
5.95K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
334+ 6.86% |
$45.3K - $56.9K
|
5.21K
$1.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
333+ 4.89% |
$45.2K - $56.7K
|
7.15K
$2.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
332+ 0.78% |
$45K - $56.5K
|
43K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
332+ 3.28% |
$45K - $56.5K
|
10.4K
$3.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
331+ 0.64% |
$44.9K - $56.4K
|
51.8K
$15M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
330+ 39.47% |
$44.8K - $56.2K
|
1.17K
$337K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
329+ 5.76% |
$44.6K - $56K
|
6.04K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
329New |
$44.6K - $56K
|
329
$95K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
326+ 5.79% |
$44.2K - $55.5K
|
5.95K
$1.72M
|