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 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 2.69% |
$27.1K - $34.1K
|
7.25K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.36% |
$27.1K - $34.1K
|
8.29K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-200- 11.1% |
$27.1K - $34.1K
|
1.6K
$462K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-200- 0.38% |
$27.1K - $34.1K
|
52.1K
$15M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 0.38% |
$27.1K - $34.1K
|
51.9K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-200- 1.76% |
$27.1K - $34.1K
|
11.2K
$3.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-202- 1.2% |
$27.4K - $34.4K
|
16.6K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-202- 5.04% |
$27.4K - $34.4K
|
3.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-203- 0.99% |
$27.5K - $34.6K
|
20.4K
$5.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-204- 2.58% |
$27.7K - $34.7K
|
7.7K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-205- 0.81% |
$27.8K - $34.9K
|
25.2K
$7.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-206- 4.52% |
$28K - $35.1K
|
4.35K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-206- 1.49% |
$28K - $35.1K
|
13.6K
$3.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-207- 3.76% |
$28.1K - $35.3K
|
5.29K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-207- 0.29% |
$28.1K - $35.3K
|
70K
$20.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-210- 3.33% |
$28.5K - $35.8K
|
6.09K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-210- 0.88% |
$28.5K - $35.8K
|
23.7K
$6.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-211- 0.5% |
$28.6K - $35.9K
|
42.2K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-213- 0.42% |
$28.9K - $36.3K
|
50.9K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-214- 8.89% |
$29K - $36.4K
|
2.19K
$633K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-215- 1.07% |
$29.2K - $36.6K
|
19.9K
$5.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-216- 2.5% |
$29.3K - $36.8K
|
8.41K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-216- 1.97% |
$29.3K - $36.8K
|
10.8K
$3.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-217- 1.93% |
$29.4K - $37K
|
11K
$3.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-217- 2.6% |
$29.4K - $37K
|
8.13K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-217- 11.12% |
$29.4K - $37K
|
1.74K
$501K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-218- 0.71% |
$29.6K - $37.1K
|
30.6K
$8.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-218- 1.79% |
$29.6K - $37.1K
|
11.9K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-218- 1.11% |
$29.6K - $37.1K
|
19.4K
$5.59M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-218- 13.11% |
$29.6K - $37.1K
|
1.45K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-219- 0.24% |
$29.7K - $37.3K
|
91.5K
$26.4M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-220- 1.86% |
$29.9K - $37.5K
|
11.6K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-220- 1.13% |
$29.9K - $37.5K
|
19.3K
$5.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-221- 1.02% |
$30K - $37.6K
|
21.5K
$6.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-223- 2.57% |
$30.3K - $38K
|
8.45K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-225- 1.88% |
$30.5K - $38.3K
|
11.7K
$3.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-226- 10.1% |
$30.7K - $38.5K
|
2.01K
$581K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-226- 2.32% |
$30.7K - $38.5K
|
9.5K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-227- 0.4% |
$30.8K - $38.7K
|
55.9K
$16.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-228- 0.71% |
$30.9K - $38.8K
|
31.7K
$9.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-228- 9.74% |
$30.9K - $38.8K
|
2.11K
$610K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-228- 4.71% |
$30.9K - $38.8K
|
4.61K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-228- 2.52% |
$30.9K - $38.8K
|
8.83K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-230- 3.38% |
$31.2K - $39.2K
|
6.58K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-231- 2.82% |
$31.3K - $39.3K
|
7.96K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-233- 2.36% |
$31.6K - $39.7K
|
9.64K
$2.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-235- 0.65% |
$31.9K - $40K
|
36.2K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-236- 15.29% |
$32K - $40.2K
|
1.31K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 3.61% |
$32.3K - $40.5K
|
6.35K
$1.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-241- 1.47% |
$32.7K - $41K
|
16.2K
$4.68M
|