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 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-22- 0.93% |
$2.99K - $3.75K
|
2.35K
$679K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.69% |
$3.12K - $3.92K
|
3.33K
$961K
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-23- 1.11% |
$3.12K - $3.92K
|
2.04K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-23- 0.18% |
$3.12K - $3.92K
|
12.9K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23- 0.41% |
$3.12K - $3.92K
|
5.65K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-24- 0.24% |
$3.26K - $4.09K
|
9.8K
$2.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-25- 0.71% |
$3.39K - $4.26K
|
3.51K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.21% |
$3.39K - $4.26K
|
2.05K
$591K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.14% |
$3.39K - $4.26K
|
17.8K
$5.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-25- 0.33% |
$3.39K - $4.26K
|
7.58K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.53% |
$3.39K - $4.26K
|
4.74K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.44% |
$3.39K - $4.26K
|
5.72K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-25- 0.06% |
$3.39K - $4.26K
|
40.1K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26- 3.36% |
$3.53K - $4.43K
|
747
$216K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 1.87% |
$3.53K - $4.43K
|
1.36K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-26- 1.5% |
$3.53K - $4.43K
|
1.7K
$492K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-27- 0.72% |
$3.66K - $4.6K
|
3.72K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-27- 1.81% |
$3.66K - $4.6K
|
1.47K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28- 0.27% |
$3.8K - $4.77K
|
10.3K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-28- 0.09% |
$3.8K - $4.77K
|
30.2K
$8.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-29- 1.08% |
$3.94K - $4.94K
|
2.66K
$767K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-29- 7.49% |
$3.94K - $4.94K
|
358
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-30- 1.26% |
$4.07K - $5.11K
|
2.34K
$676K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-30- 0.41% |
$4.07K - $5.11K
|
7.26K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-30- 0.36% |
$4.07K - $5.11K
|
8.33K
$2.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-30- 0.65% |
$4.07K - $5.11K
|
4.62K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 0.56% |
$4.07K - $5.11K
|
5.33K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-31- 51.67% |
$4.21K - $5.28K
|
29
$8.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31- 0.15% |
$4.21K - $5.28K
|
20.8K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 3.15% |
$4.34K - $5.45K
|
984
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-32- 0.05% |
$4.34K - $5.45K
|
62.2K
$18M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-32- 0.55% |
$4.34K - $5.45K
|
5.78K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32- 1.2% |
$4.34K - $5.45K
|
2.63K
$759K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-33- 0.89% |
$4.48K - $5.62K
|
3.68K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-33- 0.15% |
$4.48K - $5.62K
|
22.4K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-33- 0.52% |
$4.48K - $5.62K
|
6.27K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-34- 0.42% |
$4.61K - $5.79K
|
7.97K
$2.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-35- 1.4% |
$4.75K - $5.96K
|
2.47K
$712K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-35- 0.28% |
$4.75K - $5.96K
|
12.4K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-35- 0.64% |
$4.75K - $5.96K
|
5.4K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-36- 1.57% |
$4.88K - $6.13K
|
2.25K
$651K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-36- 0.53% |
$4.88K - $6.13K
|
6.7K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-37- 1.39% |
$5.02K - $6.3K
|
2.63K
$758K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-37- 0.05% |
$5.02K - $6.3K
|
73K
$21.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-38- 0.24% |
$5.16K - $6.47K
|
15.7K
$4.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-39- 2.04% |
$5.29K - $6.64K
|
1.87K
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-39- 0.2% |
$5.29K - $6.64K
|
19.3K
$5.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-40- 0.05% |
$5.43K - $6.81K
|
86.2K
$24.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-40- 1.12% |
$5.43K - $6.81K
|
3.53K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-41- 2.16% |
$5.56K - $6.98K
|
1.86K
$537K
|