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
|
Black Diamond Financial, LLC
|
BUY
|
- |
163+ 2.96% |
$22.1K - $27.8K
|
5.68K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
160+ 0.62% |
$21.7K - $27.2K
|
26.1K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
160+ 0.79% |
$21.7K - $27.2K
|
20.3K
$5.87M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
160+ 0.44% |
$21.7K - $27.2K
|
36.6K
$10.6M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
159+ 0.56% |
$21.6K - $27.1K
|
28.7K
$8.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
157+ 6.82% |
$21.3K - $26.7K
|
2.46K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
157+ 0.77% |
$21.3K - $26.7K
|
20.6K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
157+ 1.01% |
$21.3K - $26.7K
|
15.7K
$4.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
153+ 5.69% |
$20.8K - $26.1K
|
2.84K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
152New |
$20.6K - $25.9K
|
152
$43.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
150+ 0.54% |
$20.4K - $25.5K
|
28.1K
$8.12M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150+ 0.05% |
$20.4K - $25.5K
|
292K
$84.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150+ 9.28% |
$20.4K - $25.5K
|
1.77K
$510K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
150+ 2.34% |
$20.4K - $25.5K
|
6.55K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
150+ 7.45% |
$20.4K - $25.5K
|
2.16K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
150+ 1.44% |
$20.4K - $25.5K
|
10.6K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150+ 0.3% |
$20.4K - $25.5K
|
49.7K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
149+ 1.26% |
$20.2K - $25.4K
|
12K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
148+ 3.17% |
$20.1K - $25.2K
|
4.82K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
147+ 0.32% |
$19.9K - $25K
|
45.5K
$13.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
147+ 1.3% |
$19.9K - $25K
|
11.4K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
146+ 8.86% |
$19.8K - $24.9K
|
1.79K
$518K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
145+ 5.73% |
$19.7K - $24.7K
|
2.68K
$773K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
145+ 1.66% |
$19.7K - $24.7K
|
8.88K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
145+ 1.13% |
$19.7K - $24.7K
|
12.9K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
145+ 8.34% |
$19.7K - $24.7K
|
1.88K
$544K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
144+ 1.83% |
$19.5K - $24.5K
|
8K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
144+ 0.72% |
$19.5K - $24.5K
|
20.3K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
144+ 0.88% |
$19.5K - $24.5K
|
16.5K
$4.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 0.38% |
$19.4K - $24.4K
|
38.2K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
141+ 0.53% |
$19.1K - $24K
|
26.6K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
141+ 4.42% |
$19.1K - $24K
|
3.33K
$962K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
139+ 0.58% |
$18.9K - $23.7K
|
24.2K
$6.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
139+ 0.57% |
$18.9K - $23.7K
|
24.7K
$7.12M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
139+ 4.15% |
$18.9K - $23.7K
|
3.49K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
138+ 2.46% |
$18.7K - $23.5K
|
5.76K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
138+ 1.03% |
$18.7K - $23.5K
|
13.5K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
137+ 0.9% |
$18.6K - $23.3K
|
15.4K
$4.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
136+ 1.59% |
$18.5K - $23.2K
|
8.67K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
136+ 6.96% |
$18.5K - $23.2K
|
2.09K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
136+ 4.33% |
$18.5K - $23.2K
|
3.27K
$945K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134+ 0.94% |
$18.2K - $22.8K
|
14.3K
$4.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
134+ 0.89% |
$18.2K - $22.8K
|
15.2K
$4.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
134+ 3.01% |
$18.2K - $22.8K
|
4.59K
$1.33M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
133+ 20.68% |
$18K - $22.6K
|
776
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
132+ 6.43% |
$17.9K - $22.5K
|
2.18K
$631K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
132+ 4.9% |
$17.9K - $22.5K
|
2.83K
$816K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
131+ 0.08% |
$17.8K - $22.3K
|
171K
$49.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
130+ 6.41% |
$17.6K - $22.1K
|
2.16K
$623K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
130+ 3.3% |
$17.6K - $22.1K
|
4.08K
$1.18M
|