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 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-29- 7.49% |
$3.94K - $4.94K
|
358
$87.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-30- 1.26% |
$4.07K - $5.11K
|
2.34K
$571K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-30- 0.41% |
$4.07K - $5.11K
|
7.26K
$1.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-30- 0.36% |
$4.07K - $5.11K
|
8.33K
$2.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-30- 0.65% |
$4.07K - $5.11K
|
4.62K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 0.56% |
$4.07K - $5.11K
|
5.33K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-31- 51.67% |
$4.21K - $5.28K
|
29
$7.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31- 0.15% |
$4.21K - $5.28K
|
20.8K
$5.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 3.15% |
$4.34K - $5.45K
|
984
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-32- 0.05% |
$4.34K - $5.45K
|
62.2K
$15.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-32- 0.55% |
$4.34K - $5.45K
|
5.78K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32- 1.2% |
$4.34K - $5.45K
|
2.63K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-33- 0.89% |
$4.48K - $5.62K
|
3.68K
$897K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-33- 0.15% |
$4.48K - $5.62K
|
22.4K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-33- 0.52% |
$4.48K - $5.62K
|
6.27K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-34- 0.42% |
$4.61K - $5.79K
|
7.97K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-35- 1.4% |
$4.75K - $5.96K
|
2.47K
$601K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-35- 0.28% |
$4.75K - $5.96K
|
12.4K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-35- 0.64% |
$4.75K - $5.96K
|
5.4K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-36- 1.57% |
$4.88K - $6.13K
|
2.25K
$549K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-36- 0.53% |
$4.88K - $6.13K
|
6.7K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-37- 1.39% |
$5.02K - $6.3K
|
2.63K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-37- 0.05% |
$5.02K - $6.3K
|
73K
$17.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-38- 0.24% |
$5.16K - $6.47K
|
15.7K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-39- 2.04% |
$5.29K - $6.64K
|
1.87K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-39- 0.2% |
$5.29K - $6.64K
|
19.3K
$4.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-40- 0.05% |
$5.43K - $6.81K
|
86.2K
$21M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-40- 1.12% |
$5.43K - $6.81K
|
3.53K
$859K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-41- 2.16% |
$5.56K - $6.98K
|
1.86K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-41- 0.22% |
$5.56K - $6.98K
|
18.7K
$4.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-41- 0.29% |
$5.56K - $6.98K
|
14.3K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-41- 1.25% |
$5.56K - $6.98K
|
3.23K
$787K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-42- 0.77% |
$5.7K - $7.15K
|
5.41K
$1.32M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-42- 3.04% |
$5.7K - $7.15K
|
1.34K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-43- 0.53% |
$5.83K - $7.32K
|
8K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-43- 2.22% |
$5.83K - $7.32K
|
1.89K
$461K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-44- 1.25% |
$5.97K - $7.49K
|
3.49K
$849K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-45- 3.01% |
$6.11K - $7.66K
|
1.45K
$354K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-45- 2.31% |
$6.11K - $7.66K
|
1.9K
$463K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-45- 0.17% |
$6.11K - $7.66K
|
25.7K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-45- 1.03% |
$6.11K - $7.66K
|
4.31K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-46- 0.79% |
$6.24K - $7.83K
|
5.78K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-46- 0.08% |
$6.24K - $7.83K
|
60.5K
$14.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-47- 3.33% |
$6.38K - $8K
|
1.37K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-47- 3.35% |
$6.38K - $8K
|
1.36K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 1.9% |
$6.38K - $8K
|
2.43K
$591K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-48- 0.56% |
$6.51K - $8.17K
|
8.5K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-48- 0.14% |
$6.51K - $8.17K
|
33.3K
$8.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-48- 2.27% |
$6.51K - $8.17K
|
2.07K
$504K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-48- 0.37% |
$6.51K - $8.17K
|
13.1K
$3.18M
|