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 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
27+ 0.26% |
$3.66K - $4.6K
|
10.3K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
27+ 0.38% |
$3.66K - $4.6K
|
7.07K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
27+ 0.12% |
$3.66K - $4.6K
|
22.8K
$5.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
26+ 0.06% |
$3.53K - $4.43K
|
45.5K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
26+ 1.44% |
$3.53K - $4.43K
|
1.84K
$447K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
25+ 0.7% |
$3.39K - $4.26K
|
3.58K
$871K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
25+ 0.52% |
$3.39K - $4.26K
|
4.87K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
24+ 0.04% |
$3.26K - $4.09K
|
60.2K
$14.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.07% |
$3.26K - $4.09K
|
34.3K
$8.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.03% |
$3.26K - $4.09K
|
90.5K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
24+ 0.95% |
$3.26K - $4.09K
|
2.54K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
23+ 0.58% |
$3.12K - $3.92K
|
3.96K
$964K
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
23+ 0.98% |
$3.12K - $3.92K
|
2.37K
$578K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
22+ 1.1% |
$2.99K - $3.75K
|
2.02K
$491K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
22+ 0.37% |
$2.99K - $3.75K
|
6.02K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
22+ 0.76% |
$2.99K - $3.75K
|
2.92K
$711K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
22+ 0.21% |
$2.99K - $3.75K
|
10.6K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.95% |
$2.99K - $3.75K
|
2.35K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
22+ 0.08% |
$2.99K - $3.75K
|
28.3K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$2.99K - $3.75K
|
22
$5.36K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21+ 1.44% |
$2.85K - $3.58K
|
1.48K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
21+ 0.67% |
$2.85K - $3.58K
|
3.13K
$763K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
21+ 0.25% |
$2.85K - $3.58K
|
8.28K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.48% |
$2.85K - $3.58K
|
4.39K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
20+ 0.6% |
$2.71K - $3.41K
|
3.38K
$823K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
20+ 0.12% |
$2.71K - $3.41K
|
16.4K
$3.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
20+ 0.15% |
$2.71K - $3.41K
|
13.2K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 0.09% |
$2.71K - $3.41K
|
23K
$5.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
20+ 0.44% |
$2.71K - $3.41K
|
4.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20+ 0.14% |
$2.71K - $3.41K
|
14.5K
$3.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 0.72% |
$2.58K - $3.24K
|
2.66K
$647K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19+ 0.27% |
$2.58K - $3.24K
|
7.09K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.97% |
$2.58K - $3.24K
|
1.98K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.75% |
$2.58K - $3.24K
|
2.57K
$626K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
19+ 0.32% |
$2.58K - $3.24K
|
5.9K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
18+ 0.07% |
$2.44K - $3.07K
|
27.4K
$6.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.07% |
$2.44K - $3.07K
|
27.3K
$6.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
18+ 0.4% |
$2.44K - $3.07K
|
4.5K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.32% |
$2.44K - $3.07K
|
5.58K
$1.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
17+ 0.87% |
$2.31K - $2.9K
|
1.97K
$479K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
17+ 0.78% |
$2.31K - $2.9K
|
2.19K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.77% |
$2.31K - $2.9K
|
2.22K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 0.33% |
$2.31K - $2.9K
|
5.18K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.57% |
$2.31K - $2.9K
|
2.99K
$728K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
16+ 0.19% |
$2.17K - $2.72K
|
8.3K
$2.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
16+ 0.71% |
$2.17K - $2.72K
|
2.26K
$550K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.55% |
$2.17K - $2.72K
|
2.92K
$712K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
16+ 0.03% |
$2.17K - $2.72K
|
58K
$14.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
16+ 0.08% |
$2.17K - $2.72K
|
18.9K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.68% |
$2.17K - $2.72K
|
2.36K
$574K
|