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
|
Wulff, Hansen & Co.
|
BUY
|
- |
98+ 0.7% |
$13.3K - $16.7K
|
14.1K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
97+ 0.57% |
$13.2K - $16.5K
|
17.3K
$4.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
96+ 3.21% |
$13K - $16.3K
|
3.09K
$891K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
96+ 6.76% |
$13K - $16.3K
|
1.52K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
95+ 0.86% |
$12.9K - $16.2K
|
11.1K
$3.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
95+ 2.37% |
$12.9K - $16.2K
|
4.11K
$1.19M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94+ 6.59% |
$12.8K - $16K
|
1.52K
$439K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
93+ 5.78% |
$12.6K - $15.8K
|
1.7K
$492K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
92+ 0.36% |
$12.5K - $15.7K
|
25.9K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
92+ 0.21% |
$12.5K - $15.7K
|
44.9K
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
91+ 1.86% |
$12.3K - $15.5K
|
4.99K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
91+ 0.42% |
$12.3K - $15.5K
|
22K
$6.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
89+ 132.84% |
$12.1K - $15.2K
|
156
$45K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
89+ 0.36% |
$12.1K - $15.2K
|
24.6K
$7.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
88+ 3.62% |
$11.9K - $15K
|
2.52K
$727K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
88+ 0.12% |
$11.9K - $15K
|
71.8K
$20.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
87+ 0.57% |
$11.8K - $14.8K
|
15.3K
$4.4M
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
87+ 2.18% |
$11.8K - $14.8K
|
4.08K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.37% |
$11.7K - $14.6K
|
6.36K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.46% |
$11.5K - $14.5K
|
18.6K
$5.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
85+ 0.61% |
$11.5K - $14.5K
|
14K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
85+ 5.03% |
$11.5K - $14.5K
|
1.77K
$512K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
84+ 0.76% |
$11.4K - $14.3K
|
11.2K
$3.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
84+ 0.83% |
$11.4K - $14.3K
|
10.2K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
84+ 0.41% |
$11.4K - $14.3K
|
20.4K
$5.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
83+ 1.12% |
$11.3K - $14.1K
|
7.53K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
82+ 0.16% |
$11.1K - $14K
|
51.3K
$14.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
81+ 0.28% |
$11K - $13.8K
|
29.3K
$8.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.86M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
80+ 3.18% |
$10.9K - $13.6K
|
2.59K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
80+ 3.36% |
$10.9K - $13.6K
|
2.46K
$710K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
79+ 4.83% |
$10.7K - $13.5K
|
1.71K
$495K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
79+ 0.7% |
$10.7K - $13.5K
|
11.4K
$3.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79+ 3.08% |
$10.7K - $13.5K
|
2.64K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
79+ 2.08% |
$10.7K - $13.5K
|
3.88K
$1.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
78+ 0.31% |
$10.6K - $13.3K
|
25K
$7.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
77+ 0.52% |
$10.4K - $13.1K
|
15K
$4.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
77+ 2.39% |
$10.4K - $13.1K
|
3.3K
$953K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
76+ 0.82% |
$10.3K - $12.9K
|
9.38K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
76+ 0.65% |
$10.3K - $12.9K
|
11.8K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 0.37% |
$10.3K - $12.9K
|
20.5K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
76+ 0.52% |
$10.3K - $12.9K
|
14.6K
$4.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
76+ 1.64% |
$10.3K - $12.9K
|
4.7K
$1.36M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
76+ 1.62% |
$10.3K - $12.9K
|
4.78K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
75+ 5.0% |
$10.2K - $12.8K
|
1.58K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 1.78% |
$10.2K - $12.8K
|
4.29K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
75+ 0.54% |
$10.2K - $12.8K
|
14K
$4.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
75+ 0.77% |
$10.2K - $12.8K
|
9.79K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
75+ 3.7% |
$10.2K - $12.8K
|
2.1K
$606K
|