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 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
33.6KNew |
$4.56M - $5.73M
|
33.6K
$8.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
33.3K+ 111.45% |
$4.52M - $5.68M
|
63.3K
$15.4M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
33.2K+ 20.04% |
$4.5M - $5.65M
|
199K
$48.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
32.7K+ 545.08% |
$4.44M - $5.57M
|
38.7K
$9.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
32.7K+ 13.81% |
$4.44M - $5.57M
|
269K
$65.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
32.5K+ 5.56% |
$4.41M - $5.54M
|
617K
$150M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
32.3KNew |
$4.38M - $5.5M
|
32.3K
$7.84M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
32.3K+ 13.85% |
$4.38M - $5.49M
|
265K
$64.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
32.2K+ 25.82% |
$4.37M - $5.49M
|
157K
$38.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
30.9K+ 1.45% |
$4.19M - $5.26M
|
2.15M
$523M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30.6K+ 12.99% |
$4.16M - $5.22M
|
266K
$64.7M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
30.4K+ 2573.6% |
$4.13M - $5.18M
|
31.6K
$7.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
30.4KNew |
$4.12M - $5.17M
|
30.4K
$7.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
30.3K+ 4.07% |
$4.11M - $5.16M
|
775K
$188M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.2K+ 10.25% |
$4.1M - $5.14M
|
325K
$78.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
30.1K+ 19.94% |
$4.09M - $5.13M
|
181K
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$4.07M - $5.11M
|
30K
$7.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
30K+ 20.0% |
$4.07M - $5.1M
|
180K
$43.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
29.9KNew |
$4.06M - $5.1M
|
29.9K
$7.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
29.9KNew |
$4.05M - $5.09M
|
29.9K
$7.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.8K+ 248.33% |
$4.05M - $5.08M
|
41.8K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.7K+ 22.11% |
$4.02M - $5.05M
|
164K
$39.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.5K+ 0.95% |
$4M - $5.02M
|
3.12M
$757M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
29.3KNew |
$3.98M - $4.99M
|
29.3K
$7.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
29.2KNew |
$3.96M - $4.98M
|
29.2K
$7.1M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.4KNew |
$3.85M - $4.83M
|
28.4K
$6.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
28K+ 15.56% |
$3.8M - $4.77M
|
208K
$50.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.9K+ 6.11% |
$3.78M - $4.74M
|
484K
$117M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
27.8KNew |
$3.78M - $4.74M
|
27.8K
$6.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
27.3K+ 98.49% |
$3.7M - $4.65M
|
55K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.3K+ 66.66% |
$3.7M - $4.64M
|
68.1K
$16.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27.1K+ 208.53% |
$3.68M - $4.62M
|
40.2K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.9KNew |
$3.64M - $4.57M
|
26.9K
$6.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
26.6K+ 27.0% |
$3.61M - $4.53M
|
125K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
26.4K+ 88.56% |
$3.58M - $4.5M
|
56.2K
$13.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
26.2KNew |
$3.55M - $4.46M
|
26.2K
$6.36M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
25.8K+ 3.51% |
$3.51M - $4.4M
|
762K
$185M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.8K+ 19.08% |
$3.5M - $4.39M
|
161K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
25.6K+ 112.39% |
$3.47M - $4.36M
|
48.4K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25.5K+ 133.73% |
$3.46M - $4.35M
|
44.6K
$10.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
25K+ 36.14% |
$3.4M - $4.27M
|
94.4K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
25K+ 25.34% |
$3.4M - $4.27M
|
124K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
24.8KNew |
$3.37M - $4.23M
|
24.8K
$6.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
24.8KNew |
$3.36M - $4.22M
|
24.8K
$6.02M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
24.6K+ 96.24% |
$3.34M - $4.19M
|
50.2K
$12.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 34.33% |
$3.3M - $4.15M
|
95.3K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
24.3K+ 2.6% |
$3.3M - $4.14M
|
958K
$233M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
24.2K+ 461.74% |
$3.28M - $4.12M
|
29.5K
$7.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
24.1KNew |
$3.27M - $4.1M
|
24.1K
$5.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24KNew |
$3.25M - $4.08M
|
24K
$5.82M
|