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 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34+ 2.22% |
$4.61K - $5.79K
|
1.57K
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33+ 0.34% |
$4.48K - $5.62K
|
9.64K
$2.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33+ 3.31% |
$4.48K - $5.62K
|
1.03K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
33+ 0.73% |
$4.48K - $5.62K
|
4.57K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33+ 9.32% |
$4.48K - $5.62K
|
387
$112K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32+ 0.34% |
$4.34K - $5.45K
|
9.51K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
32+ 0.17% |
$4.34K - $5.45K
|
18.8K
$5.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
31+ 1.91% |
$4.21K - $5.28K
|
1.66K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
31+ 0.52% |
$4.21K - $5.28K
|
5.96K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
30+ 0.09% |
$4.07K - $5.11K
|
32.6K
$9.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
30+ 0.55% |
$4.07K - $5.11K
|
5.47K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
30+ 1.39% |
$4.07K - $5.11K
|
2.2K
$634K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
30+ 37.5% |
$4.07K - $5.11K
|
110
$31.8K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30+ 0.04% |
$4.07K - $5.11K
|
76.7K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
30+ 1.02% |
$4.07K - $5.11K
|
2.98K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
30+ 0.12% |
$4.07K - $5.11K
|
25.8K
$7.45M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
30+ 8.31% |
$4.07K - $5.11K
|
391
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29+ 0.33% |
$3.94K - $4.94K
|
8.75K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
28+ 0.18% |
$3.8K - $4.77K
|
15.9K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
28+ 1.13% |
$3.8K - $4.77K
|
2.5K
$722K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
27+ 1.75% |
$3.66K - $4.6K
|
1.57K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
27+ 0.26% |
$3.66K - $4.6K
|
10.3K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
27+ 0.38% |
$3.66K - $4.6K
|
7.07K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
27+ 0.12% |
$3.66K - $4.6K
|
22.8K
$6.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
26+ 0.06% |
$3.53K - $4.43K
|
45.5K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
26+ 1.44% |
$3.53K - $4.43K
|
1.84K
$530K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
25+ 0.7% |
$3.39K - $4.26K
|
3.58K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
25+ 0.52% |
$3.39K - $4.26K
|
4.87K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
24+ 0.04% |
$3.26K - $4.09K
|
60.2K
$17.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.07% |
$3.26K - $4.09K
|
34.3K
$9.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.03% |
$3.26K - $4.09K
|
90.5K
$26.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
24+ 0.95% |
$3.26K - $4.09K
|
2.54K
$733K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
23+ 0.58% |
$3.12K - $3.92K
|
3.96K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
23+ 0.98% |
$3.12K - $3.92K
|
2.37K
$685K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
22+ 1.1% |
$2.99K - $3.75K
|
2.02K
$583K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
22+ 0.37% |
$2.99K - $3.75K
|
6.02K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
22+ 0.76% |
$2.99K - $3.75K
|
2.92K
$843K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
22+ 0.21% |
$2.99K - $3.75K
|
10.6K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.95% |
$2.99K - $3.75K
|
2.35K
$678K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
22+ 0.08% |
$2.99K - $3.75K
|
28.3K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$2.99K - $3.75K
|
22
$6.35K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21+ 1.44% |
$2.85K - $3.58K
|
1.48K
$428K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
21+ 0.67% |
$2.85K - $3.58K
|
3.13K
$904K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
21+ 0.25% |
$2.85K - $3.58K
|
8.28K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.48% |
$2.85K - $3.58K
|
4.39K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
20+ 0.6% |
$2.71K - $3.41K
|
3.38K
$976K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
20+ 0.12% |
$2.71K - $3.41K
|
16.4K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
20+ 0.15% |
$2.71K - $3.41K
|
13.2K
$3.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 0.09% |
$2.71K - $3.41K
|
23K
$6.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
20+ 0.44% |
$2.71K - $3.41K
|
4.6K
$1.33M
|