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 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
24.1KNew |
$3.27M - $4.1M
|
24.1K
$6.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24KNew |
$3.25M - $4.08M
|
24K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
23.9KNew |
$3.25M - $4.08M
|
23.9K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
23.9KNew |
$3.24M - $4.07M
|
23.9K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
23.8KNew |
$3.23M - $4.06M
|
23.8K
$6.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
23.5KNew |
$3.19M - $4M
|
23.5K
$6.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
23.1K+ 4.65% |
$3.13M - $3.93M
|
519K
$147M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
23KNew |
$3.12M - $3.92M
|
23K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
23K+ 47.71% |
$3.12M - $3.92M
|
71.2K
$20.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
23K+ 24.44% |
$3.12M - $3.92M
|
117K
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
22.9KNew |
$3.1M - $3.89M
|
22.9K
$6.47M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
22.8KNew |
$3.1M - $3.88M
|
22.8K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22.6KNew |
$3.06M - $3.84M
|
22.6K
$6.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
22.4K+ 3.52% |
$3.04M - $3.81M
|
659K
$186M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
22.3K+ 10.41% |
$3.02M - $3.8M
|
236K
$66.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
22K+ 182.5% |
$2.98M - $3.74M
|
34K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
21.8K+ 12.54% |
$2.95M - $3.7M
|
195K
$55.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
21.7K+ 346.69% |
$2.95M - $3.7M
|
28K
$7.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 19.4% |
$2.91M - $3.66M
|
132K
$37.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
21.4K+ 4.56% |
$2.91M - $3.65M
|
491K
$139M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
21.1KNew |
$2.87M - $3.6M
|
21.1K
$5.98M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
20.9K+ 12.59% |
$2.83M - $3.55M
|
186K
$52.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 351.94% |
$2.83M - $3.55M
|
26.7K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
20.8K+ 0.45% |
$2.82M - $3.54M
|
4.67M
$1.32B
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
20.6K+ 39.89% |
$2.8M - $3.51M
|
72.4K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.6KNew |
$2.79M - $3.5M
|
20.6K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
20.5K+ 15.02% |
$2.78M - $3.49M
|
157K
$44.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.3K+ 212.77% |
$2.75M - $3.45M
|
29.8K
$8.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
20.2K+ 5.15% |
$2.74M - $3.44M
|
413K
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20.2K+ 5.3% |
$2.73M - $3.43M
|
400K
$113M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$2.73M - $3.43M
|
20.2K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
20KNew |
$2.71M - $3.41M
|
20K
$5.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
19.8K+ 16.54% |
$2.69M - $3.38M
|
140K
$39.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
19.8KNew |
$2.68M - $3.37M
|
19.8K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.6K+ 2.73% |
$2.67M - $3.35M
|
740K
$210M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
19.6K+ 6.88% |
$2.66M - $3.33M
|
304K
$86.2M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
19.5KNew |
$2.65M - $3.32M
|
19.5K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
19.3KNew |
$2.62M - $3.29M
|
19.3K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
19KNew |
$2.57M - $3.23M
|
19K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
19KNew |
$2.57M - $3.23M
|
19K
$5.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
18.9K+ 3.94% |
$2.57M - $3.23M
|
500K
$142M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
18.9KNew |
$2.57M - $3.22M
|
18.9K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
18.7KNew |
$2.54M - $3.19M
|
18.7K
$5.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
18.7K+ 189.85% |
$2.54M - $3.19M
|
28.6K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
18.6K+ 6.87% |
$2.53M - $3.17M
|
289K
$81.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
18.6KNew |
$2.52M - $3.16M
|
18.6K
$5.26M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18.6KNew |
$2.52M - $3.16M
|
18.6K
$5.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
18.6KNew |
$2.52M - $3.16M
|
18.6K
$5.26M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
18.4KNew |
$2.5M - $3.13M
|
18.4K
$5.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
18.3KNew |
$2.49M - $3.12M
|
18.3K
$5.19M
|