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 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.46% |
$11.5K - $14.5K
|
18.6K
$4.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
85+ 0.61% |
$11.5K - $14.5K
|
14K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
85+ 5.03% |
$11.5K - $14.5K
|
1.77K
$432K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
84+ 0.76% |
$11.4K - $14.3K
|
11.2K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
84+ 0.83% |
$11.4K - $14.3K
|
10.2K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
84+ 0.41% |
$11.4K - $14.3K
|
20.4K
$4.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
83+ 1.12% |
$11.3K - $14.1K
|
7.53K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
82+ 0.16% |
$11.1K - $14K
|
51.3K
$12.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
81+ 0.28% |
$11K - $13.8K
|
29.3K
$7.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
80+ 3.18% |
$10.9K - $13.6K
|
2.59K
$632K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
80+ 3.36% |
$10.9K - $13.6K
|
2.46K
$599K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
79+ 4.83% |
$10.7K - $13.5K
|
1.71K
$417K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
79+ 0.7% |
$10.7K - $13.5K
|
11.4K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79+ 3.08% |
$10.7K - $13.5K
|
2.64K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
79+ 2.08% |
$10.7K - $13.5K
|
3.88K
$945K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
78+ 0.31% |
$10.6K - $13.3K
|
25K
$6.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
77+ 0.52% |
$10.4K - $13.1K
|
15K
$3.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
77+ 2.39% |
$10.4K - $13.1K
|
3.3K
$804K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
76+ 0.82% |
$10.3K - $12.9K
|
9.38K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
76+ 0.65% |
$10.3K - $12.9K
|
11.8K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 0.37% |
$10.3K - $12.9K
|
20.5K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
76+ 0.52% |
$10.3K - $12.9K
|
14.6K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
76+ 1.64% |
$10.3K - $12.9K
|
4.7K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
75+ 5.0% |
$10.2K - $12.8K
|
1.58K
$384K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 1.78% |
$10.2K - $12.8K
|
4.29K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
75+ 0.54% |
$10.2K - $12.8K
|
14K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
75+ 0.77% |
$10.2K - $12.8K
|
9.79K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
75+ 3.7% |
$10.2K - $12.8K
|
2.1K
$511K
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
74+ 2.77% |
$10K - $12.6K
|
2.74K
$668K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
74+ 4.26% |
$10K - $12.6K
|
1.81K
$441K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
73+ 2.93% |
$9.91K - $12.4K
|
2.57K
$625K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 6.13% |
$9.91K - $12.4K
|
1.26K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
72+ 1.01% |
$9.77K - $12.3K
|
7.23K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 2.75% |
$9.63K - $12.1K
|
2.65K
$646K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
70+ 1.2% |
$9.5K - $11.9K
|
5.9K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
70+ 0.4% |
$9.5K - $11.9K
|
17.6K
$4.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
68+ 3.06% |
$9.23K - $11.6K
|
2.29K
$557K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
68+ 2.97% |
$9.23K - $11.6K
|
2.36K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.39% |
$9.23K - $11.6K
|
4.97K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
68+ 1.13% |
$9.23K - $11.6K
|
6.1K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
67+ 0.21% |
$9.09K - $11.4K
|
31.4K
$7.64M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
66+ 2.17% |
$8.96K - $11.2K
|
3.11K
$757K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
65+ 0.45% |
$8.82K - $11.1K
|
14.5K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
65+ 4.2% |
$8.82K - $11.1K
|
1.61K
$392K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
64+ 1.34% |
$8.68K - $10.9K
|
4.86K
$1.18M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
64+ 1.79% |
$8.68K - $10.9K
|
3.64K
$885K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
62+ 1.08% |
$8.41K - $10.6K
|
5.81K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
62+ 0.05% |
$8.41K - $10.6K
|
128K
$31.1M
|