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 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
12.9KNew |
$1.75M - $2.19M
|
12.9K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$1.75M - $2.19M
|
12.9K
$3.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.8K+ 197.75% |
$1.74M - $2.18M
|
19.3K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 2.7% |
$1.72M - $2.16M
|
483K
$128M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.6KNew |
$1.71M - $2.15M
|
12.6K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12.5K+ 0.99% |
$1.7M - $2.13M
|
1.28M
$339M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.3K+ 4.89% |
$1.67M - $2.09M
|
263K
$69.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 13.44% |
$1.66M - $2.09M
|
104K
$27.4M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12.2KNew |
$1.66M - $2.09M
|
12.2K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12.2KNew |
$1.66M - $2.09M
|
12.2K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
12.2K+ 12.72% |
$1.66M - $2.08M
|
108K
$28.7M
|
|
|
May 14, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
12.1K+ 8.41% |
$1.64M - $2.06M
|
156K
$41.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 0.69% |
$1.64M - $2.06M
|
1.76M
$467M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
12.1KNew |
$1.64M - $2.05M
|
12.1K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.9K+ 35.84% |
$1.62M - $2.03M
|
45.2K
$12M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 1.9% |
$1.61M - $2.03M
|
637K
$168M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
11.7KNew |
$1.58M - $1.99M
|
11.7K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
11.6K+ 3.66% |
$1.58M - $1.98M
|
329K
$87.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 1.19% |
$1.57M - $1.97M
|
978K
$259M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
11.5K+ 11.1% |
$1.56M - $1.96M
|
115K
$30.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.3K+ 9.43% |
$1.53M - $1.92M
|
131K
$34.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.2K+ 23.93% |
$1.52M - $1.91M
|
58.1K
$15.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11K+ 390.66% |
$1.5M - $1.88M
|
13.9K
$3.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11K+ 6.36% |
$1.5M - $1.88M
|
185K
$48.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
11K+ 4.55% |
$1.49M - $1.87M
|
253K
$66.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$1.48M - $1.86M
|
10.9K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
10.8KNew |
$1.47M - $1.84M
|
10.8K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 34.97% |
$1.46M - $1.83M
|
41.6K
$11M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.8KNew |
$1.46M - $1.83M
|
10.8K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.7KNew |
$1.45M - $1.82M
|
10.7K
$2.82M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$1.43M - $1.79M
|
10.5K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 309.21% |
$1.42M - $1.78M
|
13.9K
$3.67M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.1KNew |
$1.37M - $1.72M
|
10.1K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 30.64% |
$1.37M - $1.72M
|
43K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.1K+ 73.7% |
$1.37M - $1.72M
|
23.8K
$6.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
10.1K+ 12.19% |
$1.37M - $1.71M
|
92.7K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
10K+ 66.93% |
$1.36M - $1.71M
|
25K
$6.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
9.97K+ 81.99% |
$1.35M - $1.7M
|
22.1K
$5.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.84K+ 5.88% |
$1.34M - $1.68M
|
177K
$46.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.83K+ 4.22% |
$1.33M - $1.67M
|
243K
$64.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
9.83KNew |
$1.33M - $1.67M
|
9.83K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
9.83K+ 294.87% |
$1.33M - $1.67M
|
13.2K
$3.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.8KNew |
$1.33M - $1.67M
|
9.8K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
9.78K+ 0.71% |
$1.33M - $1.67M
|
1.39M
$368M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
9.77K+ 10.75% |
$1.33M - $1.66M
|
101K
$26.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.68K+ 32.66% |
$1.31M - $1.65M
|
39.3K
$10.4M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.67KNew |
$1.31M - $1.65M
|
9.67K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
9.64K+ 25.21% |
$1.31M - $1.64M
|
47.9K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.61K+ 2.03% |
$1.3M - $1.64M
|
483K
$128M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
9.61K+ 4.38% |
$1.3M - $1.64M
|
229K
$60.6M
|