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 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-11- 0.07% |
$1.49K - $1.87K
|
15.9K
$4.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-11- 0.5% |
$1.49K - $1.87K
|
2.17K
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11- 0.12% |
$1.49K - $1.87K
|
9.27K
$2.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-12- 0.22% |
$1.63K - $2.04K
|
5.51K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-12- 0.03% |
$1.63K - $2.04K
|
44.8K
$12.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 1.93% |
$1.63K - $2.04K
|
610
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-12- 0.06% |
$1.63K - $2.04K
|
18.5K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-12- 0.04% |
$1.63K - $2.04K
|
29K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-12- 0.05% |
$1.63K - $2.04K
|
24.4K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-12- 0.36% |
$1.63K - $2.04K
|
3.29K
$950K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-13- 0.12% |
$1.76K - $2.21K
|
10.4K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-14- 0.74% |
$1.9K - $2.38K
|
1.88K
$542K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-14- 0.15% |
$1.9K - $2.38K
|
9.55K
$2.76M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.63% |
$1.9K - $2.38K
|
2.21K
$638K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-15- 0.82% |
$2.04K - $2.55K
|
1.82K
$525K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.19% |
$2.04K - $2.55K
|
7.69K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-15- 0.86% |
$2.04K - $2.55K
|
1.73K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.26% |
$2.04K - $2.55K
|
445
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.35% |
$2.04K - $2.55K
|
4.26K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15- 0.49% |
$2.04K - $2.55K
|
3.03K
$876K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-16- 0.03% |
$2.17K - $2.72K
|
57.7K
$16.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-16- 0.68% |
$2.17K - $2.72K
|
2.35K
$679K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.09% |
$2.17K - $2.72K
|
18K
$5.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16- 0.35% |
$2.17K - $2.72K
|
4.58K
$1.32M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-16- 0.89% |
$2.17K - $2.72K
|
1.78K
$514K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-17- 23.29% |
$2.31K - $2.9K
|
56
$16.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-17- 0.18% |
$2.31K - $2.9K
|
9.31K
$2.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-17- 0.16% |
$2.31K - $2.9K
|
10.4K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.33% |
$2.31K - $2.9K
|
5.19K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-17- 0.13% |
$2.31K - $2.9K
|
13.4K
$3.88M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17- 0.04% |
$2.31K - $2.9K
|
41.6K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-17- 0.31% |
$2.31K - $2.9K
|
5.48K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-18- 1.09% |
$2.44K - $3.07K
|
1.63K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-18- 1.15% |
$2.44K - $3.07K
|
1.55K
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-18- 0.35% |
$2.44K - $3.07K
|
5.06K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19- 0.51% |
$2.58K - $3.24K
|
3.68K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-19- 0.74% |
$2.58K - $3.24K
|
2.56K
$740K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-20- 0.68% |
$2.71K - $3.41K
|
2.9K
$838K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-20- 0.35% |
$2.71K - $3.41K
|
5.66K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-21- 0.52% |
$2.85K - $3.58K
|
3.99K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.78% |
$2.85K - $3.58K
|
2.68K
$774K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-21- 0.16% |
$2.85K - $3.58K
|
13.1K
$3.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-21- 1.01% |
$2.85K - $3.58K
|
2.05K
$591K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-21- 0.21% |
$2.85K - $3.58K
|
10K
$2.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$2.99K - $3.75K
|
58.9K
$17M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 1.53% |
$2.99K - $3.75K
|
1.42K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-22- 0.38% |
$2.99K - $3.75K
|
5.81K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22- 0.38% |
$2.99K - $3.75K
|
5.77K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-22- 0.4% |
$2.99K - $3.75K
|
5.52K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-22- 0.09% |
$2.99K - $3.75K
|
24.3K
$7.01M
|