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 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
61+ 0.13% |
$8.28K - $10.4K
|
48.4K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
61+ 0.12% |
$8.28K - $10.4K
|
52.3K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
61+ 0.82% |
$8.28K - $10.4K
|
7.52K
$1.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.25% |
$8.14K - $10.2K
|
23.9K
$5.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
60+ 0.87% |
$8.14K - $10.2K
|
6.99K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
60+ 0.24% |
$8.14K - $10.2K
|
25K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
60+ 3.25% |
$8.14K - $10.2K
|
1.91K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
60+ 5.37% |
$8.14K - $10.2K
|
1.18K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
59+ 0.42% |
$8.01K - $10K
|
14K
$3.41M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
59+ 0.54% |
$8.01K - $10K
|
11K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
58+ 4.0% |
$7.87K - $9.88K
|
1.51K
$367K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
57+ 0.21% |
$7.73K - $9.71K
|
26.8K
$6.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
57+ 3.83% |
$7.73K - $9.71K
|
1.55K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
57+ 0.6% |
$7.73K - $9.71K
|
9.56K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
57+ 0.75% |
$7.73K - $9.71K
|
7.67K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
57+ 0.36% |
$7.73K - $9.71K
|
15.9K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
57+ 78.08% |
$7.73K - $9.71K
|
130
$31.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
56+ 1.82% |
$7.6K - $9.54K
|
3.13K
$761K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
56+ 2.99% |
$7.6K - $9.54K
|
1.93K
$469K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
56+ 0.61% |
$7.6K - $9.54K
|
9.21K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
55+ 0.09% |
$7.46K - $9.37K
|
62K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 0.89% |
$7.46K - $9.37K
|
6.26K
$1.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
54+ 0.86% |
$7.33K - $9.2K
|
6.37K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
54+ 2.41% |
$7.33K - $9.2K
|
2.3K
$560K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
54+ 0.71% |
$7.33K - $9.2K
|
7.66K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
53+ 0.16% |
$7.19K - $9.03K
|
32.3K
$7.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
53+ 0.98% |
$7.19K - $9.03K
|
5.44K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 2.67% |
$7.19K - $9.03K
|
2.04K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
53+ 1.32% |
$7.19K - $9.03K
|
4.07K
$992K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
52+ 2.05% |
$7.06K - $8.86K
|
2.59K
$630K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
52+ 1.67% |
$7.06K - $8.86K
|
3.16K
$770K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
50+ 0.69% |
$6.78K - $8.52K
|
7.26K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
50+ 2.36% |
$6.78K - $8.52K
|
2.17K
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
49+ 0.09% |
$6.65K - $8.34K
|
52.3K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
48+ 0.61% |
$6.51K - $8.17K
|
7.96K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
48+ 1.11% |
$6.51K - $8.17K
|
4.36K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
48+ 2.87% |
$6.51K - $8.17K
|
1.72K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
48+ 0.99% |
$6.51K - $8.17K
|
4.92K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47+ 0.57% |
$6.38K - $8K
|
8.27K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 0.44% |
$6.24K - $7.83K
|
10.5K
$2.56M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 0.65% |
$6.24K - $7.83K
|
7.09K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
45+ 0.44% |
$6.11K - $7.66K
|
10.2K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
45+ 2.8% |
$6.11K - $7.66K
|
1.65K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
45+ 0.17% |
$6.11K - $7.66K
|
25.8K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
45+ 0.08% |
$6.11K - $7.66K
|
57K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.01% |
$5.97K - $7.49K
|
338K
$82.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
44+ 3.04% |
$5.97K - $7.49K
|
1.49K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
44+ 3.48% |
$5.97K - $7.49K
|
1.31K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
44+ 2.86% |
$5.97K - $7.49K
|
1.58K
$385K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 0.49% |
$5.83K - $7.32K
|
8.75K
$2.13M
|