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 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
74+ 2.77% |
$10K - $12.6K
|
2.74K
$792K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
74+ 4.26% |
$10K - $12.6K
|
1.81K
$523K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
73+ 2.93% |
$9.91K - $12.4K
|
2.57K
$741K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 6.13% |
$9.91K - $12.4K
|
1.26K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
72+ 1.01% |
$9.77K - $12.3K
|
7.23K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 2.75% |
$9.63K - $12.1K
|
2.65K
$766K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
70+ 1.2% |
$9.5K - $11.9K
|
5.9K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
70+ 0.4% |
$9.5K - $11.9K
|
17.6K
$5.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
68+ 3.06% |
$9.23K - $11.6K
|
2.29K
$661K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
68+ 2.97% |
$9.23K - $11.6K
|
2.36K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.39% |
$9.23K - $11.6K
|
4.97K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
68+ 1.13% |
$9.23K - $11.6K
|
6.1K
$1.76M
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
68+ 0.47% |
$9.23K - $11.6K
|
14.5K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
67+ 0.21% |
$9.09K - $11.4K
|
31.4K
$9.06M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
66+ 2.17% |
$8.96K - $11.2K
|
3.11K
$897K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
65+ 0.45% |
$8.82K - $11.1K
|
14.5K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
65+ 4.2% |
$8.82K - $11.1K
|
1.61K
$465K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
64+ 1.34% |
$8.68K - $10.9K
|
4.86K
$1.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
64+ 1.79% |
$8.68K - $10.9K
|
3.64K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
62+ 1.08% |
$8.41K - $10.6K
|
5.81K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
62+ 0.05% |
$8.41K - $10.6K
|
128K
$36.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
61+ 0.13% |
$8.28K - $10.4K
|
48.4K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
61+ 0.12% |
$8.28K - $10.4K
|
52.3K
$15.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
61+ 0.82% |
$8.28K - $10.4K
|
7.52K
$2.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.25% |
$8.14K - $10.2K
|
23.9K
$6.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
60+ 0.87% |
$8.14K - $10.2K
|
6.99K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
60+ 0.24% |
$8.14K - $10.2K
|
25K
$7.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
60+ 3.25% |
$8.14K - $10.2K
|
1.91K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
60+ 5.37% |
$8.14K - $10.2K
|
1.18K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
59+ 0.42% |
$8.01K - $10K
|
14K
$4.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
59+ 0.54% |
$8.01K - $10K
|
11K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
58+ 4.0% |
$7.87K - $9.88K
|
1.51K
$435K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
57+ 0.21% |
$7.73K - $9.71K
|
26.8K
$7.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
57+ 3.83% |
$7.73K - $9.71K
|
1.55K
$446K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
57+ 0.6% |
$7.73K - $9.71K
|
9.56K
$2.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
57+ 0.75% |
$7.73K - $9.71K
|
7.67K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
57+ 0.36% |
$7.73K - $9.71K
|
15.9K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
57+ 78.08% |
$7.73K - $9.71K
|
130
$37.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
56+ 1.82% |
$7.6K - $9.54K
|
3.13K
$902K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
56+ 2.99% |
$7.6K - $9.54K
|
1.93K
$556K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
56+ 0.61% |
$7.6K - $9.54K
|
9.21K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
55+ 0.09% |
$7.46K - $9.37K
|
62K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 0.89% |
$7.46K - $9.37K
|
6.26K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
54+ 0.86% |
$7.33K - $9.2K
|
6.37K
$1.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
54+ 2.41% |
$7.33K - $9.2K
|
2.3K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
54+ 0.71% |
$7.33K - $9.2K
|
7.66K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
53+ 0.16% |
$7.19K - $9.03K
|
32.3K
$9.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
53+ 0.98% |
$7.19K - $9.03K
|
5.44K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 2.67% |
$7.19K - $9.03K
|
2.04K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
53+ 1.32% |
$7.19K - $9.03K
|
4.07K
$1.18M
|