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
|
Grandview Asset Management LLC
|
SELL
|
- |
-128- 0.86% |
$17.4K - $21.8K
|
14.8K
$4.27M
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-128- 0.41% |
$17.4K - $21.8K
|
30.9K
$8.91M
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-130- 5.59% |
$17.6K - $22.1K
|
2.19K
$633K
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-130- 0.24% |
$17.6K - $22.1K
|
54.8K
$15.8M
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-132- 3.13% |
$17.9K - $22.5K
|
4.08K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-133- 0.12% |
$18K - $22.6K
|
109K
$31.6M
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-134- 1.76% |
$18.2K - $22.8K
|
7.5K
$2.16M
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-134- 0.46% |
$18.2K - $22.8K
|
29.1K
$8.4M
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-134- 1.24% |
$18.2K - $22.8K
|
10.7K
$3.08M
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-135- 0.74% |
$18.3K - $23K
|
18.2K
$5.26M
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-135- 3.19% |
$18.3K - $23K
|
4.1K
$1.18M
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-135- 1.06% |
$18.3K - $23K
|
12.6K
$3.65M
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-135- 0.24% |
$18.3K - $23K
|
56.5K
$16.3M
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-136- 1.34% |
$18.5K - $23.2K
|
9.99K
$2.88M
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-137- 0.27% |
$18.6K - $23.3K
|
50.7K
$14.6M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-138- 1.89% |
$18.7K - $23.5K
|
7.16K
$2.07M
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-138- 0.67% |
$18.7K - $23.5K
|
20.5K
$5.93M
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-140- 2.31% |
$19K - $23.8K
|
5.92K
$1.71M
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-140- 0.29% |
$19K - $23.8K
|
48.2K
$13.9M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-140- 1.61% |
$19K - $23.8K
|
8.58K
$2.48M
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-141- 8.44% |
$19.1K - $24K
|
1.53K
$441K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-143- 1.92% |
$19.4K - $24.4K
|
7.3K
$2.11M
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-143- 1.69% |
$19.4K - $24.4K
|
8.31K
$2.4M
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-144- 0.41% |
$19.5K - $24.5K
|
35.1K
$10.1M
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-145- 9.49% |
$19.7K - $24.7K
|
1.38K
$399K
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-145- 2.36% |
$19.7K - $24.7K
|
6.01K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-146- 0.65% |
$19.8K - $24.9K
|
22.3K
$6.45M
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-147- 1.23% |
$19.9K - $25K
|
11.8K
$3.41M
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-147- 1.67% |
$19.9K - $25K
|
8.64K
$2.49M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-148- 0.5% |
$20.1K - $25.2K
|
29.3K
$8.46M
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-149- 0.34% |
$20.2K - $25.4K
|
43.9K
$12.7M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-149- 1.1% |
$20.2K - $25.4K
|
13.4K
$3.88M
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-149- 0.34% |
$20.2K - $25.4K
|
43.9K
$12.7M
|
|
Jan 10, 2024
Q4 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-150- 16.13% |
$20.4K - $25.5K
|
780
$225K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-150- 0.4% |
$20.4K - $25.5K
|
37.2K
$10.7M
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-150- 0.85% |
$20.4K - $25.5K
|
17.4K
$5.04M
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-150- 0.27% |
$20.4K - $25.5K
|
55.6K
$16.1M
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 0.35% |
$20.4K - $25.5K
|
43.2K
$12.5M
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-150- 8.94% |
$20.4K - $25.5K
|
1.53K
$441K
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-150- 10.3% |
$20.4K - $25.5K
|
1.31K
$377K
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-150- 1.33% |
$20.4K - $25.5K
|
11.1K
$3.21M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-150- 0.82% |
$20.4K - $25.5K
|
18.1K
$5.21M
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-150- 1.09% |
$20.4K - $25.5K
|
13.6K
$3.92M
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-153- 1.63% |
$20.8K - $26.1K
|
9.25K
$2.67M
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-153- 4.68% |
$20.8K - $26.1K
|
3.12K
$899K
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 1.55% |
$20.9K - $26.2K
|
9.76K
$2.82M
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-156- 0.19% |
$21.2K - $26.6K
|
81.9K
$23.6M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-157- 1.4% |
$21.3K - $26.7K
|
11K
$3.18M
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-157- 6.3% |
$21.3K - $26.7K
|
2.33K
$674K
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-158- 6.89% |
$21.4K - $26.9K
|
2.14K
$617K
|