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 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-242- 2.11% |
$32.8K - $41.2K
|
11.2K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-242- 2.48% |
$32.8K - $41.2K
|
9.5K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-243- 0.88% |
$33K - $41.4K
|
27.2K
$7.71M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-243- 3.47% |
$33K - $41.4K
|
6.76K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-244- 2.22% |
$33.1K - $41.6K
|
10.8K
$3.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-245- 9.11% |
$33.2K - $41.7K
|
2.44K
$692K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-245- 0.48% |
$33.2K - $41.7K
|
50.6K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-245- 1.56% |
$33.2K - $41.7K
|
15.5K
$4.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-247- 1.26% |
$33.5K - $42.1K
|
19.4K
$5.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-247- 1.43% |
$33.5K - $42.1K
|
17.1K
$4.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-248- 0.45% |
$33.7K - $42.2K
|
54.8K
$15.5M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-248- 0.45% |
$33.7K - $42.2K
|
54.8K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-250- 0.98% |
$33.9K - $42.6K
|
25.4K
$7.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 3.2% |
$33.9K - $42.6K
|
7.56K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-250- 1.11% |
$33.9K - $42.6K
|
22.2K
$6.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-252- 2.97% |
$34.2K - $42.9K
|
8.22K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-253- 7.38% |
$34.3K - $43.1K
|
3.17K
$898K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-254- 2.29% |
$34.5K - $43.3K
|
10.8K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-256- 4.14% |
$34.7K - $43.6K
|
5.92K
$1.68M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-257- 7.92% |
$34.9K - $43.8K
|
2.99K
$846K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-258- 1.6% |
$35K - $43.9K
|
15.9K
$4.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-261- 9.78% |
$35.4K - $44.4K
|
2.41K
$682K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-263- 0.81% |
$35.7K - $44.8K
|
32.1K
$9.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-263- 0.15% |
$35.7K - $44.8K
|
170K
$48.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-264- 4.46% |
$35.8K - $45K
|
5.66K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-264- 2.5% |
$35.8K - $45K
|
10.3K
$2.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-266- 4.46% |
$36.1K - $45.3K
|
5.7K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-266- 1.34% |
$36.1K - $45.3K
|
19.7K
$5.57M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-267- 17.13% |
$36.2K - $45.5K
|
1.29K
$366K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-267- 0.87% |
$36.2K - $45.5K
|
30.6K
$8.66M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-267- 6.7% |
$36.2K - $45.5K
|
3.72K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-267- 2.19% |
$36.2K - $45.5K
|
11.9K
$3.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-268- 17.47% |
$36.4K - $45.6K
|
1.27K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-268- 9.27% |
$36.4K - $45.6K
|
2.62K
$742K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-268- 3.04% |
$36.4K - $45.6K
|
8.55K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-270- 2.8% |
$36.6K - $46K
|
9.37K
$2.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-270- 0.69% |
$36.6K - $46K
|
38.9K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-270- 5.57% |
$36.6K - $46K
|
4.57K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-271- 4.88% |
$36.8K - $46.2K
|
5.28K
$1.49M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-273- 1.92% |
$37K - $46.5K
|
14K
$3.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-274- 4.99% |
$37.2K - $46.7K
|
5.22K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-275- 4.4% |
$37.3K - $46.8K
|
5.98K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-275- 5.56% |
$37.3K - $46.8K
|
4.67K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-277- 5.98% |
$37.6K - $47.2K
|
4.36K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-281- 2.37% |
$38.1K - $47.9K
|
11.6K
$3.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-281- 15.91% |
$38.1K - $47.9K
|
1.49K
$420K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-281- 1.39% |
$38.1K - $47.9K
|
19.9K
$5.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-284- 0.74% |
$38.5K - $48.4K
|
37.9K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-285- 0.28% |
$38.7K - $48.5K
|
103K
$29.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-286- 8.42% |
$38.8K - $48.7K
|
3.11K
$880K
|