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 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-100- 0.89% |
$13.6K - $17K
|
11.1K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 0.09% |
$13.6K - $17K
|
107K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-100- 1.85% |
$13.6K - $17K
|
5.3K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-101- 4.15% |
$13.7K - $17.2K
|
2.34K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-101- 3.93% |
$13.7K - $17.2K
|
2.47K
$712K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-102- 0.64% |
$13.8K - $17.4K
|
15.8K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-102- 0.44% |
$13.8K - $17.4K
|
23.3K
$6.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-102- 2.15% |
$13.8K - $17.4K
|
4.64K
$1.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-102- 2.39% |
$13.8K - $17.4K
|
4.16K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-103- 1.91% |
$14K - $17.5K
|
5.3K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-103- 4.79% |
$14K - $17.5K
|
2.05K
$592K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-104- 3.96% |
$14.1K - $17.7K
|
2.53K
$729K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-106- 0.21% |
$14.4K - $18.1K
|
49.3K
$14.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-107- 1.73% |
$14.5K - $18.2K
|
6.08K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-107- 0.92% |
$14.5K - $18.2K
|
11.6K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-109- 1.44% |
$14.8K - $18.6K
|
7.44K
$2.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-113- 2.48% |
$15.3K - $19.2K
|
4.44K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-113- 0.45% |
$15.3K - $19.2K
|
25.3K
$7.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-114- 4.26% |
$15.5K - $19.4K
|
2.56K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-115- 1.98% |
$15.6K - $19.6K
|
5.7K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-115- 4.51% |
$15.6K - $19.6K
|
2.44K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-115- 0.75% |
$15.6K - $19.6K
|
15.3K
$4.42M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-115- 0.68% |
$15.6K - $19.6K
|
16.9K
$4.88M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-115- 5.09% |
$15.6K - $19.6K
|
2.15K
$620K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-116- 0.55% |
$15.7K - $19.8K
|
20.9K
$6.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-116- 1.0% |
$15.7K - $19.8K
|
11.5K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-117- 6.81% |
$15.9K - $19.9K
|
1.6K
$462K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-118- 1.17% |
$16K - $20.1K
|
10K
$2.89M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-119- 5.04% |
$16.1K - $20.3K
|
2.24K
$647K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-120- 0.27% |
$16.3K - $20.4K
|
44.1K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.69% |
$16.3K - $20.4K
|
17.4K
$5.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-120- 0.48% |
$16.3K - $20.4K
|
24.6K
$7.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-120- 2.09% |
$16.3K - $20.4K
|
5.61K
$1.62M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-120- 0.48% |
$16.3K - $20.4K
|
24.6K
$7.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-121- 0.9% |
$16.4K - $20.6K
|
13.4K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-121- 2.44% |
$16.4K - $20.6K
|
4.84K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-123- 1.21% |
$16.7K - $20.9K
|
10K
$2.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-123- 2.19% |
$16.7K - $20.9K
|
5.48K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-124- 0.16% |
$16.8K - $21.1K
|
79.8K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-124- 1.28% |
$16.8K - $21.1K
|
9.54K
$2.75M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-124- 2.66% |
$16.8K - $21.1K
|
4.53K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-125- 0.34% |
$17K - $21.3K
|
36.9K
$10.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-125- 3.56% |
$17K - $21.3K
|
3.39K
$978K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-125- 0.24% |
$17K - $21.3K
|
51.1K
$14.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 0.11% |
$17K - $21.3K
|
111K
$32M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.6% |
$17K - $21.3K
|
20.6K
$5.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-125- 3.73% |
$17K - $21.3K
|
3.23K
$931K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-126- 3.23% |
$17.1K - $21.5K
|
3.78K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-126- 4.18% |
$17.1K - $21.5K
|
2.89K
$834K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-126- 0.15% |
$17.1K - $21.5K
|
81.8K
$23.6M
|