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 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.57K+ 49.62% |
$1.3M - $1.63M
|
28.9K
$7.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
9.54K+ 11.0% |
$1.29M - $1.62M
|
96.3K
$23.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
9.5K+ 2.92% |
$1.29M - $1.62M
|
335K
$81.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9.41KNew |
$1.28M - $1.6M
|
9.41K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.4K+ 10.35% |
$1.28M - $1.6M
|
100K
$24.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.4K+ 1.23% |
$1.28M - $1.6M
|
774K
$188M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9.35KNew |
$1.27M - $1.59M
|
9.35K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.22K+ 5.34% |
$1.25M - $1.57M
|
182K
$44.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.18KNew |
$1.25M - $1.56M
|
9.18K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
9.14K+ 3.74% |
$1.24M - $1.56M
|
254K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
9.13KNew |
$1.24M - $1.55M
|
9.13K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
9.12K+ 14.6% |
$1.24M - $1.55M
|
71.6K
$17.4M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.12K+ 8.95% |
$1.24M - $1.55M
|
111K
$27M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
9.06KNew |
$1.23M - $1.54M
|
9.06K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.88K+ 48.77% |
$1.21M - $1.51M
|
27.1K
$6.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
8.88KNew |
$1.2M - $1.51M
|
8.88K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.82K+ 17.63% |
$1.2M - $1.5M
|
58.9K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
8.81KNew |
$1.2M - $1.5M
|
8.81K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
8.79KNew |
$1.19M - $1.5M
|
8.79K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.77KNew |
$1.19M - $1.49M
|
8.77K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.76KNew |
$1.19M - $1.49M
|
8.76K
$2.13M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8.74K+ 2453.93% |
$1.19M - $1.49M
|
9.09K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.68K+ 36.61% |
$1.18M - $1.48M
|
32.4K
$7.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.66KNew |
$1.17M - $1.47M
|
8.66K
$2.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.65K+ 12.68% |
$1.17M - $1.47M
|
76.9K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
8.61K+ 6.0% |
$1.17M - $1.47M
|
152K
$37M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
8.52K+ 1.68% |
$1.16M - $1.45M
|
516K
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8.44KNew |
$1.14M - $1.44M
|
8.44K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
8.42KNew |
$1.14M - $1.43M
|
8.42K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.41K+ 179.48% |
$1.14M - $1.43M
|
13.1K
$3.18M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.39K+ 19.36% |
$1.14M - $1.43M
|
51.7K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.33K+ 447.13% |
$1.13M - $1.42M
|
10.2K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
8.31K+ 24.98% |
$1.13M - $1.42M
|
41.6K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.28K+ 314.24% |
$1.12M - $1.41M
|
10.9K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
8.2KNew |
$1.11M - $1.4M
|
8.2K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8.2K+ 207.49% |
$1.11M - $1.4M
|
12.1K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8.2KNew |
$1.11M - $1.4M
|
8.2K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.19K+ 2.11% |
$1.11M - $1.39M
|
396K
$96.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.18K+ 10.23% |
$1.11M - $1.39M
|
88.2K
$21.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.07K+ 11.14% |
$1.09M - $1.37M
|
80.5K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.99KNew |
$1.08M - $1.36M
|
7.99K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.97KNew |
$1.08M - $1.36M
|
7.97K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.88KNew |
$1.07M - $1.34M
|
7.88K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.79K+ 1.26% |
$1.06M - $1.33M
|
625K
$152M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.7KNew |
$1.04M - $1.31M
|
7.7K
$1.87M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
7.65KNew |
$1.04M - $1.3M
|
7.65K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
7.61K+ 109.56% |
$1.03M - $1.3M
|
14.6K
$3.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
7.56K+ 5.88% |
$1.03M - $1.29M
|
136K
$33.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7.52K+ 16.92% |
$1.02M - $1.28M
|
52K
$12.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.5KNew |
$1.02M - $1.28M
|
7.5K
$1.82M
|