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 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-77- 2.69% |
$10.4K - $13.1K
|
2.79K
$805K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-77- 2.01% |
$10.4K - $13.1K
|
3.75K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-77- 0.7% |
$10.4K - $13.1K
|
11K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-77- 0.87% |
$10.4K - $13.1K
|
8.81K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-77- 0.48% |
$10.4K - $13.1K
|
15.8K
$4.57M
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-77- 5.55% |
$10.4K - $13.1K
|
1.31K
$378K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-78- 4.57% |
$10.6K - $13.3K
|
1.63K
$470K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-78- 3.88% |
$10.6K - $13.3K
|
1.93K
$558K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-78- 1.79% |
$10.6K - $13.3K
|
4.28K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-79- 4.71% |
$10.7K - $13.5K
|
1.6K
$462K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 62.2% |
$10.7K - $13.5K
|
48
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-80- 0.33% |
$10.9K - $13.6K
|
24.5K
$7.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-80- 12.66% |
$10.9K - $13.6K
|
552
$159K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-80- 1.06% |
$10.9K - $13.6K
|
7.45K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-81- 3.02% |
$11K - $13.8K
|
2.6K
$751K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-81- 1.37% |
$11K - $13.8K
|
5.84K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-82- 2.15% |
$11.1K - $14K
|
3.73K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-82- 2.3% |
$11.1K - $14K
|
3.49K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-82- 0.7% |
$11.1K - $14K
|
11.7K
$3.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-84- 0.78% |
$11.4K - $14.3K
|
10.7K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-84- 0.39% |
$11.4K - $14.3K
|
21.6K
$6.24M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-84- 0.78% |
$11.4K - $14.3K
|
10.7K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 0.93% |
$11.5K - $14.5K
|
9.07K
$2.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-85- 0.32% |
$11.5K - $14.5K
|
26.1K
$7.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-85- 0.75% |
$11.5K - $14.5K
|
11.3K
$3.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-86- 0.41% |
$11.7K - $14.6K
|
20.9K
$6.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-86- 0.52% |
$11.7K - $14.6K
|
16.4K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-86- 9.5% |
$11.7K - $14.6K
|
819
$236K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 0.94% |
$11.8K - $14.8K
|
9.13K
$2.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-88- 6.3% |
$11.9K - $15K
|
1.31K
$378K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-88- 4.01% |
$11.9K - $15K
|
2.11K
$608K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-88- 1.89% |
$11.9K - $15K
|
4.57K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-90- 2.4% |
$12.2K - $15.3K
|
3.65K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-91- 1.82% |
$12.3K - $15.5K
|
4.9K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-93- 5.7% |
$12.6K - $15.8K
|
1.54K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-94- 0.3% |
$12.8K - $16K
|
30.9K
$8.93M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$12.9K - $16.2K
|
1.2K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-96- 5.63% |
$13K - $16.3K
|
1.61K
$465K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-96- 0.9% |
$13K - $16.3K
|
10.6K
$3.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-97- 1.72% |
$13.2K - $16.5K
|
5.56K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-97- 0.97% |
$13.2K - $16.5K
|
9.95K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-97- 2.45% |
$13.2K - $16.5K
|
3.86K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-97- 2.39% |
$13.2K - $16.5K
|
3.96K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-97- 0.5% |
$13.2K - $16.5K
|
19.5K
$5.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-98- 0.55% |
$13.3K - $16.7K
|
17.6K
$5.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-98- 1.63% |
$13.3K - $16.7K
|
5.9K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-99- 0.8% |
$13.4K - $16.9K
|
12.3K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-99- 0.43% |
$13.4K - $16.9K
|
23K
$6.63M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-100- 3.08% |
$13.6K - $17K
|
3.15K
$910K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-100- 4.22% |
$13.6K - $17K
|
2.27K
$655K
|