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 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.23% |
$678 - $852
|
2.14K
$522K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.1% |
$678 - $852
|
5.05K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$678 - $852
|
8.93K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
5+ 0.74% |
$678 - $852
|
679
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5+ 0.02% |
$678 - $852
|
22.8K
$5.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.67% |
$678 - $852
|
753
$183K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$543 - $681
|
1.42K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4+ 0.12% |
$543 - $681
|
3.26K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4+ 0.04% |
$543 - $681
|
11.1K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.07% |
$543 - $681
|
5.59K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.12% |
$407 - $511
|
2.56K
$623K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$407 - $511
|
6.5K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
3+ 0.05% |
$407 - $511
|
5.7K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.04% |
$407 - $511
|
8.37K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.01% |
$407 - $511
|
46.9K
$11.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.09% |
$407 - $511
|
3.28K
$798K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$271 - $341
|
11.3K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.05% |
$271 - $341
|
4.19K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$271 - $341
|
7.87K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.18% |
$271 - $341
|
1.1K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$271 - $341
|
3.07K
$748K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$271 - $341
|
38.3K
$9.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$271 - $341
|
2.92K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.72% |
$271 - $341
|
281
$68.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.01% |
$271 - $341
|
15.9K
$3.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.5K
$364K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.44K
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $170
|
2.09K
$509K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.01% |
$136 - $170
|
8.98K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$136 - $170
|
347
$84.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$136 - $170
|
5.43K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1+ 0.03% |
$136 - $170
|
3.69K
$899K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$136 - $170
|
35.1K
$8.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$136 - $170
|
3K
$729K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.67% |
$136 - $170
|
61
$14.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$136 - $170
|
1.91K
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.1% |
$136 - $170
|
994
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$136 - $170
|
1.71K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.78% |
$136 - $170
|
130
$31.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$136 - $170
|
5.44K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$136 - $170
|
6.53K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1+ 0.03% |
$136 - $170
|
3.89K
$947K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.76% |
$136 - $170
|
132
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.04% |
$136 - $170
|
2.53K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$136 - $170
|
31.2K
$7.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$136 - $170
|
9.5K
$2.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.02% |
$136 - $170
|
4.48K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1- 0.06% |
$136 - $170
|
1.77K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1- -0.0% |
$136 - $170
|
107K
$26M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.34% |
$136 - $170
|
290
$70.6K
|