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 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-16- 0.68% |
$2.17K - $2.72K
|
2.35K
$573K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.09% |
$2.17K - $2.72K
|
18K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16- 0.35% |
$2.17K - $2.72K
|
4.58K
$1.12M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-16- 0.89% |
$2.17K - $2.72K
|
1.78K
$433K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-17- 23.29% |
$2.31K - $2.9K
|
56
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-17- 0.18% |
$2.31K - $2.9K
|
9.31K
$2.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-17- 0.16% |
$2.31K - $2.9K
|
10.4K
$2.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.33% |
$2.31K - $2.9K
|
5.19K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-17- 0.13% |
$2.31K - $2.9K
|
13.4K
$3.27M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17- 0.04% |
$2.31K - $2.9K
|
41.6K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-17- 0.31% |
$2.31K - $2.9K
|
5.48K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-18- 1.09% |
$2.44K - $3.07K
|
1.63K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-18- 1.15% |
$2.44K - $3.07K
|
1.55K
$378K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-18- 0.35% |
$2.44K - $3.07K
|
5.06K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19- 0.51% |
$2.58K - $3.24K
|
3.68K
$896K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-19- 0.74% |
$2.58K - $3.24K
|
2.56K
$624K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-20- 0.68% |
$2.71K - $3.41K
|
2.9K
$707K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-20- 0.35% |
$2.71K - $3.41K
|
5.66K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-21- 0.52% |
$2.85K - $3.58K
|
3.99K
$970K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.78% |
$2.85K - $3.58K
|
2.68K
$653K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-21- 0.16% |
$2.85K - $3.58K
|
13.1K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-21- 1.01% |
$2.85K - $3.58K
|
2.05K
$499K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-21- 0.21% |
$2.85K - $3.58K
|
10K
$2.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$2.99K - $3.75K
|
58.9K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 1.53% |
$2.99K - $3.75K
|
1.42K
$345K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-22- 0.38% |
$2.99K - $3.75K
|
5.81K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22- 0.38% |
$2.99K - $3.75K
|
5.77K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-22- 0.4% |
$2.99K - $3.75K
|
5.52K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-22- 0.09% |
$2.99K - $3.75K
|
24.3K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-22- 0.93% |
$2.99K - $3.75K
|
2.35K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.69% |
$3.12K - $3.92K
|
3.33K
$810K
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-23- 1.11% |
$3.12K - $3.92K
|
2.04K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-23- 0.18% |
$3.12K - $3.92K
|
12.9K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23- 0.41% |
$3.12K - $3.92K
|
5.65K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-24- 0.24% |
$3.26K - $4.09K
|
9.8K
$2.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-25- 0.71% |
$3.39K - $4.26K
|
3.51K
$856K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.21% |
$3.39K - $4.26K
|
2.05K
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.14% |
$3.39K - $4.26K
|
17.8K
$4.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-25- 0.33% |
$3.39K - $4.26K
|
7.58K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.53% |
$3.39K - $4.26K
|
4.74K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.44% |
$3.39K - $4.26K
|
5.72K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-25- 0.06% |
$3.39K - $4.26K
|
40.1K
$9.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26- 3.36% |
$3.53K - $4.43K
|
747
$182K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 1.87% |
$3.53K - $4.43K
|
1.36K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-26- 1.5% |
$3.53K - $4.43K
|
1.7K
$415K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-27- 0.72% |
$3.66K - $4.6K
|
3.72K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-27- 1.81% |
$3.66K - $4.6K
|
1.47K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28- 0.27% |
$3.8K - $4.77K
|
10.3K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-28- 0.09% |
$3.8K - $4.77K
|
30.2K
$7.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-29- 1.08% |
$3.94K - $4.94K
|
2.66K
$647K
|