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 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20+ 0.14% |
$2.71K - $3.41K
|
14.5K
$4.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 0.72% |
$2.58K - $3.24K
|
2.66K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19+ 0.27% |
$2.58K - $3.24K
|
7.09K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.97% |
$2.58K - $3.24K
|
1.98K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.75% |
$2.58K - $3.24K
|
2.57K
$742K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
19+ 0.32% |
$2.58K - $3.24K
|
5.9K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
18+ 0.07% |
$2.44K - $3.07K
|
27.4K
$7.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.07% |
$2.44K - $3.07K
|
27.3K
$7.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
18+ 0.4% |
$2.44K - $3.07K
|
4.5K
$1.3M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.32% |
$2.44K - $3.07K
|
5.58K
$1.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
17+ 0.87% |
$2.31K - $2.9K
|
1.97K
$568K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
17+ 0.78% |
$2.31K - $2.9K
|
2.19K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.77% |
$2.31K - $2.9K
|
2.22K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 0.33% |
$2.31K - $2.9K
|
5.18K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.57% |
$2.31K - $2.9K
|
2.99K
$864K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
16+ 0.19% |
$2.17K - $2.72K
|
8.3K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
16+ 0.71% |
$2.17K - $2.72K
|
2.26K
$652K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.55% |
$2.17K - $2.72K
|
2.92K
$844K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
16+ 0.03% |
$2.17K - $2.72K
|
58K
$16.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
16+ 0.08% |
$2.17K - $2.72K
|
18.9K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.68% |
$2.17K - $2.72K
|
2.36K
$681K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$2.04K - $2.55K
|
1.66K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.8% |
$2.04K - $2.55K
|
1.88K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
15+ 45.45% |
$2.04K - $2.55K
|
48
$13.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.28% |
$1.9K - $2.38K
|
4.96K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.9K - $2.38K
|
4.5K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
14+ 0.37% |
$1.9K - $2.38K
|
3.79K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14+ 0.72% |
$1.9K - $2.38K
|
1.97K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.4% |
$1.9K - $2.38K
|
3.49K
$1.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14+ 0.23% |
$1.9K - $2.38K
|
6.22K
$1.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
13+ 0.47% |
$1.76K - $2.21K
|
2.76K
$798K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13+ 0.49% |
$1.76K - $2.21K
|
2.66K
$767K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
13+ 0.77% |
$1.76K - $2.21K
|
1.71K
$493K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.73% |
$1.76K - $2.21K
|
1.79K
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12+ 0.64% |
$1.63K - $2.04K
|
1.88K
$542K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$1.63K - $2.04K
|
1.67K
$481K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 1.23% |
$1.63K - $2.04K
|
988
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
12+ 0.52% |
$1.63K - $2.04K
|
2.33K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.71% |
$1.63K - $2.04K
|
1.71K
$493K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.4% |
$1.49K - $1.87K
|
2.75K
$793K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11+ 0.38% |
$1.49K - $1.87K
|
2.91K
$839K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.31% |
$1.49K - $1.87K
|
3.55K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
11+ 0.14% |
$1.49K - $1.87K
|
8.13K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11+ 0.01% |
$1.49K - $1.87K
|
108K
$31.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.49K - $1.87K
|
5.24K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 0.14% |
$1.49K - $1.87K
|
7.76K
$2.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.23% |
$1.36K - $1.7K
|
4.36K
$1.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.16% |
$1.36K - $1.7K
|
6.24K
$1.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
10+ 0.04% |
$1.36K - $1.7K
|
24.7K
$7.12M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10+ 0.24% |
$1.36K - $1.7K
|
4.19K
$1.21M
|