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 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
116+ 4.02% |
$15.7K - $19.8K
|
3K
$730K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
115+ 2.02% |
$15.6K - $19.6K
|
5.81K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 2.28% |
$15.2K - $19.1K
|
5.02K
$1.22M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 1.74% |
$15.2K - $19.1K
|
6.54K
$1.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
111+ 2.41% |
$15.1K - $18.9K
|
4.72K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
111+ 0.6% |
$15.1K - $18.9K
|
18.5K
$4.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
110+ 1.05% |
$14.9K - $18.7K
|
10.6K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110+ 0.99% |
$14.9K - $18.7K
|
11.2K
$2.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
109+ 10.01% |
$14.8K - $18.6K
|
1.2K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
108+ 3.34% |
$14.7K - $18.4K
|
3.34K
$814K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
108+ 0.41% |
$14.7K - $18.4K
|
26.8K
$6.52M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
106+ 7.93% |
$14.4K - $18.1K
|
1.44K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
105+ 7.58% |
$14.2K - $17.9K
|
1.49K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
104+ 0.46% |
$14.1K - $17.7K
|
22.7K
$5.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
104+ 1.29% |
$14.1K - $17.7K
|
8.18K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
104+ 0.31% |
$14.1K - $17.7K
|
33.4K
$8.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
103+ 2.39% |
$14K - $17.5K
|
4.41K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
102+ 1.07% |
$13.8K - $17.4K
|
9.62K
$2.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
101+ 3.17% |
$13.7K - $17.2K
|
3.29K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 1.72% |
$13.7K - $17.2K
|
5.96K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
BUY
|
- |
100+ 0.18% |
$13.6K - $17K
|
57K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
100+ 0.24% |
$13.6K - $17K
|
41.6K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
100+ 5.44% |
$13.6K - $17K
|
1.94K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 0.31% |
$13.6K - $17K
|
32.2K
$7.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 0.83% |
$13.6K - $17K
|
12.2K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.49% |
$13.6K - $17K
|
20.3K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
100+ 1.9% |
$13.6K - $17K
|
5.37K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 1.38% |
$13.6K - $17K
|
7.33K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
99+ 0.89% |
$13.4K - $16.9K
|
11.3K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
99+ 0.75% |
$13.4K - $16.9K
|
13.3K
$3.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
98+ 1.79% |
$13.3K - $16.7K
|
5.58K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
98+ 1.57% |
$13.3K - $16.7K
|
6.35K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
98+ 0.7% |
$13.3K - $16.7K
|
14.1K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
97+ 0.57% |
$13.2K - $16.5K
|
17.3K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
96+ 3.21% |
$13K - $16.3K
|
3.09K
$752K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
96+ 6.76% |
$13K - $16.3K
|
1.52K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
95+ 0.86% |
$12.9K - $16.2K
|
11.1K
$2.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
95+ 2.37% |
$12.9K - $16.2K
|
4.11K
$1M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94+ 6.59% |
$12.8K - $16K
|
1.52K
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
93+ 5.78% |
$12.6K - $15.8K
|
1.7K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
92+ 0.36% |
$12.5K - $15.7K
|
25.9K
$6.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
92+ 0.21% |
$12.5K - $15.7K
|
44.9K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
91+ 1.86% |
$12.3K - $15.5K
|
4.99K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
91+ 0.42% |
$12.3K - $15.5K
|
22K
$5.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
89+ 132.84% |
$12.1K - $15.2K
|
156
$38K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
89+ 0.36% |
$12.1K - $15.2K
|
24.6K
$6M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
88+ 3.62% |
$11.9K - $15K
|
2.52K
$613K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
88+ 0.12% |
$11.9K - $15K
|
71.8K
$17.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
87+ 0.57% |
$11.8K - $14.8K
|
15.3K
$3.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.37% |
$11.7K - $14.6K
|
6.36K
$1.55M
|