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 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$2.04K - $2.55K
|
1.66K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 0.8% |
$2.04K - $2.55K
|
1.88K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
15+ 45.45% |
$2.04K - $2.55K
|
48
$11.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.28% |
$1.9K - $2.38K
|
4.96K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.9K - $2.38K
|
4.5K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
14+ 0.37% |
$1.9K - $2.38K
|
3.79K
$922K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14+ 0.72% |
$1.9K - $2.38K
|
1.97K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.4% |
$1.9K - $2.38K
|
3.49K
$849K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14+ 0.23% |
$1.9K - $2.38K
|
6.22K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
13+ 0.47% |
$1.76K - $2.21K
|
2.76K
$673K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13+ 0.49% |
$1.76K - $2.21K
|
2.66K
$647K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
13+ 0.77% |
$1.76K - $2.21K
|
1.71K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.73% |
$1.76K - $2.21K
|
1.79K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12+ 0.64% |
$1.63K - $2.04K
|
1.88K
$457K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$1.63K - $2.04K
|
1.67K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 1.23% |
$1.63K - $2.04K
|
988
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
12+ 0.52% |
$1.63K - $2.04K
|
2.33K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.71% |
$1.63K - $2.04K
|
1.71K
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.4% |
$1.49K - $1.87K
|
2.75K
$669K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11+ 0.38% |
$1.49K - $1.87K
|
2.91K
$708K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.31% |
$1.49K - $1.87K
|
3.55K
$864K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
11+ 0.14% |
$1.49K - $1.87K
|
8.13K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11+ 0.01% |
$1.49K - $1.87K
|
108K
$26.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.49K - $1.87K
|
5.24K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 0.14% |
$1.49K - $1.87K
|
7.76K
$1.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.23% |
$1.36K - $1.7K
|
4.36K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.16% |
$1.36K - $1.7K
|
6.24K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
10+ 0.04% |
$1.36K - $1.7K
|
24.7K
$6.01M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10+ 0.24% |
$1.36K - $1.7K
|
4.19K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9+ 0.27% |
$1.22K - $1.53K
|
3.36K
$819K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.22K - $1.53K
|
6.75K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.24% |
$1.22K - $1.53K
|
3.77K
$917K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
9+ 0.58% |
$1.22K - $1.53K
|
1.56K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.38% |
$1.22K - $1.53K
|
2.41K
$586K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.56% |
$1.09K - $1.36K
|
1.43K
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.18% |
$1.09K - $1.36K
|
4.39K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.77% |
$1.09K - $1.36K
|
1.04K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.04% |
$1.09K - $1.36K
|
19.2K
$4.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7+ 0.36% |
$950 - $1.19K
|
1.98K
$481K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
7+ 0.02% |
$950 - $1.19K
|
34K
$8.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
7+ 0.07% |
$950 - $1.19K
|
9.67K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.08% |
$950 - $1.19K
|
8.31K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.75% |
$814 - $1.02K
|
804
$196K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.57% |
$814 - $1.02K
|
1.05K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6+ 0.16% |
$814 - $1.02K
|
3.69K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$814 - $1.02K
|
6.7K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.84% |
$814 - $1.02K
|
721
$176K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$814 - $1.02K
|
6.7K
$1.63M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.75% |
$814 - $1.02K
|
804
$196K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5+ 0.36% |
$678 - $852
|
1.38K
$337K
|