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
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
266+ 0.8% |
$36.1K - $45.3K
|
33.7K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
266+ 2.08% |
$36.1K - $45.3K
|
13.1K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
264+ 0.54% |
$35.8K - $45K
|
49.1K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
264+ 4.35% |
$35.8K - $45K
|
6.33K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
263+ 1.42% |
$35.7K - $44.8K
|
18.8K
$4.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
262+ 1.15% |
$35.6K - $44.6K
|
23K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
262+ 18.12% |
$35.6K - $44.6K
|
1.71K
$416K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
261New |
$35.4K - $44.4K
|
261
$63.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
261+ 2.35% |
$35.4K - $44.4K
|
11.4K
$2.77M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
260+ 4.41% |
$35.3K - $44.3K
|
6.15K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
259+ 4.96% |
$35.1K - $44.1K
|
5.48K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
258+ 7.77% |
$35K - $43.9K
|
3.58K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
257+ 9.01% |
$34.9K - $43.8K
|
3.11K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
256+ 0.13% |
$34.7K - $43.6K
|
199K
$48.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
254+ 0.65% |
$34.5K - $43.3K
|
39.5K
$9.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
254+ 1.07% |
$34.5K - $43.3K
|
23.9K
$5.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
251+ 3.08% |
$34.1K - $42.7K
|
8.39K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
251+ 9.29% |
$34.1K - $42.7K
|
2.95K
$719K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
251+ 0.24% |
$34.1K - $42.7K
|
104K
$25.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
250+ 7.32% |
$33.9K - $42.6K
|
3.66K
$892K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
250+ 1.31% |
$33.9K - $42.6K
|
19.3K
$4.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
250+ 0.61% |
$33.9K - $42.6K
|
41.1K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
250+ 1.88% |
$33.9K - $42.6K
|
13.5K
$3.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
249+ 7.17% |
$33.8K - $42.4K
|
3.72K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
248+ 5.44% |
$33.7K - $42.2K
|
4.81K
$1.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
246+ 9.25% |
$33.4K - $41.9K
|
2.91K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
246+ 7.8% |
$33.4K - $41.9K
|
3.4K
$828K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
245+ 2.29% |
$33.2K - $41.7K
|
11K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
245+ 8.31% |
$33.2K - $41.7K
|
3.19K
$778K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
245+ 6.76% |
$33.2K - $41.7K
|
3.87K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
245+ 6.44% |
$33.2K - $41.7K
|
4.05K
$986K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
243+ 12.29% |
$33K - $41.4K
|
2.22K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
243+ 0.29% |
$33K - $41.4K
|
84K
$20.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
242+ 17.08% |
$32.8K - $41.2K
|
1.66K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
241+ 0.82% |
$32.7K - $41K
|
29.7K
$7.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
240+ 0.88% |
$32.6K - $40.9K
|
27.4K
$6.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
239+ 7.18% |
$32.4K - $40.7K
|
3.57K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
239+ 2.14% |
$32.4K - $40.7K
|
11.4K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
237+ 1.08% |
$32.2K - $40.4K
|
22.2K
$5.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
237+ 1.58% |
$32.2K - $40.4K
|
15.2K
$3.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
236+ 3.76% |
$32K - $40.2K
|
6.51K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
236+ 0.1% |
$32K - $40.2K
|
238K
$57.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
236+ 1.52% |
$32K - $40.2K
|
15.8K
$3.84M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
236+ 1.84% |
$32K - $40.2K
|
13.1K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
235New |
$31.9K - $40K
|
235
$57.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234New |
$31.8K - $39.9K
|
234
$57K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
233+ 3.36% |
$31.6K - $39.7K
|
7.16K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
229+ 2.11% |
$31.1K - $39K
|
11.1K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
229+ 2.88% |
$31.1K - $39K
|
8.19K
$1.99M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
228+ 4.53% |
$30.9K - $38.8K
|
5.26K
$1.28M
|