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 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-41- 0.22% |
$5.56K - $6.98K
|
18.7K
$5.4M
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-41- 0.29% |
$5.56K - $6.98K
|
14.3K
$4.14M
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-41- 1.25% |
$5.56K - $6.98K
|
3.23K
$933K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-42- 0.77% |
$5.7K - $7.15K
|
5.41K
$1.56M
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-42- 3.04% |
$5.7K - $7.15K
|
1.34K
$387K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-43- 0.53% |
$5.83K - $7.32K
|
8K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-43- 2.22% |
$5.83K - $7.32K
|
1.89K
$547K
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-44- 1.25% |
$5.97K - $7.49K
|
3.49K
$1.01M
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-45- 3.01% |
$6.11K - $7.66K
|
1.45K
$419K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-45- 2.31% |
$6.11K - $7.66K
|
1.9K
$549K
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-45- 0.17% |
$6.11K - $7.66K
|
25.7K
$7.43M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-45- 1.03% |
$6.11K - $7.66K
|
4.31K
$1.24M
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-46- 0.79% |
$6.24K - $7.83K
|
5.78K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-46- 0.08% |
$6.24K - $7.83K
|
60.5K
$17.5M
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-46- 2.61% |
$6.24K - $7.83K
|
1.71K
$495K
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-47- 3.33% |
$6.38K - $8K
|
1.37K
$394K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-47- 3.35% |
$6.38K - $8K
|
1.36K
$392K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 1.9% |
$6.38K - $8K
|
2.43K
$700K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-48- 0.56% |
$6.51K - $8.17K
|
8.5K
$2.45M
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-48- 0.14% |
$6.51K - $8.17K
|
33.3K
$9.62M
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-48- 2.27% |
$6.51K - $8.17K
|
2.07K
$598K
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-48- 0.37% |
$6.51K - $8.17K
|
13.1K
$3.77M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-49- 2.59% |
$6.65K - $8.34K
|
1.84K
$532K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-49- 0.14% |
$6.65K - $8.34K
|
35.1K
$10.1M
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-49- 54.44% |
$6.65K - $8.34K
|
41
$11.8K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 0.2% |
$6.65K - $8.34K
|
25K
$7.23M
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-50- 0.23% |
$6.78K - $8.52K
|
21.5K
$6.21M
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 10.75% |
$6.78K - $8.52K
|
415
$120K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50- 0.02% |
$6.78K - $8.52K
|
242K
$69.9M
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-50- 1.89% |
$6.78K - $8.52K
|
2.59K
$747K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-50- 0.18% |
$6.78K - $8.52K
|
27.8K
$8.03M
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.46% |
$6.78K - $8.52K
|
10.7K
$3.1M
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-51- 3.48% |
$6.92K - $8.69K
|
1.41K
$408K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-51- 1.61% |
$6.92K - $8.69K
|
3.11K
$898K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 0.72% |
$7.06K - $8.86K
|
7.15K
$2.06M
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-52- 0.95% |
$7.06K - $8.86K
|
5.45K
$1.57M
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-52- 0.34% |
$7.06K - $8.86K
|
15.3K
$4.41M
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-52- 0.04% |
$7.06K - $8.86K
|
130K
$37.6M
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-53- 1.19% |
$7.19K - $9.03K
|
4.39K
$1.27M
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-53- 0.57% |
$7.19K - $9.03K
|
9.17K
$2.65M
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-53- 0.65% |
$7.19K - $9.03K
|
8.1K
$2.34M
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-55- 1.57% |
$7.46K - $9.37K
|
3.45K
$996K
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-55- 20.83% |
$7.46K - $9.37K
|
209
$60.3K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 0.85% |
$7.46K - $9.37K
|
6.4K
$1.85M
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-55- 0.25% |
$7.46K - $9.37K
|
21.9K
$6.32M
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 1.3% |
$7.46K - $9.37K
|
4.17K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-55- 0.39% |
$7.46K - $9.37K
|
14.1K
$4.06M
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-56- 0.18% |
$7.6K - $9.54K
|
31.3K
$9.03M
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.48% |
$7.6K - $9.54K
|
11.7K
$3.37M
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-56- 1.24% |
$7.6K - $9.54K
|
4.47K
$1.29M
|