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
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-347- 2.32% |
$47.1K - $59.1K
|
14.6K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-350- 2.1% |
$47.5K - $59.6K
|
16.3K
$4.61M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-358- 5.85% |
$48.6K - $61K
|
5.76K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-360- 0.3% |
$48.8K - $61.3K
|
121K
$34.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-360- 5.47% |
$48.8K - $61.3K
|
6.23K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-360- 16.59% |
$48.8K - $61.3K
|
1.81K
$513K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-361- 25.28% |
$49K - $61.5K
|
1.07K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-362- 1.19% |
$49.1K - $61.6K
|
30.1K
$8.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-364- 5.53% |
$49.4K - $62K
|
6.22K
$1.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-366- 0.54% |
$49.7K - $62.3K
|
67.8K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-367- 0.76% |
$49.8K - $62.5K
|
48.1K
$13.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-368- 2.25% |
$49.9K - $62.7K
|
16K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-369- 0.85% |
$50.1K - $62.8K
|
43.3K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-369- 2.84% |
$50.1K - $62.8K
|
12.6K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-370- 2.32% |
$50.2K - $63K
|
15.6K
$4.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-370- 18.8% |
$50.2K - $63K
|
1.6K
$452K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-373- 2.0% |
$50.6K - $63.5K
|
18.3K
$5.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-374- 0.49% |
$50.7K - $63.7K
|
76K
$21.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-375- 0.93% |
$50.9K - $63.9K
|
40K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-375- 0.16% |
$50.9K - $63.9K
|
229K
$64.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-375- 0.6% |
$50.9K - $63.9K
|
61.9K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-376- 0.15% |
$51K - $64K
|
252K
$71.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-377- 0.47% |
$51.2K - $64.2K
|
80.2K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-378- 3.43% |
$51.3K - $64.4K
|
10.7K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-378- 6.47% |
$51.3K - $64.4K
|
5.46K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-378- 5.66% |
$51.3K - $64.4K
|
6.3K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-380- 2.64% |
$51.6K - $64.7K
|
14K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-382- 0.33% |
$51.8K - $65.1K
|
116K
$32.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-383- 1.26% |
$52K - $65.2K
|
30K
$8.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-384- 6.27% |
$52.1K - $65.4K
|
5.74K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-384- 0.6% |
$52.1K - $65.4K
|
63.5K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-387- 2.17% |
$52.5K - $65.9K
|
17.5K
$4.95M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.97% |
$52.5K - $65.9K
|
19.3K
$5.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
SELL
|
- |
-390- 0.86% |
$52.9K - $66.4K
|
44.7K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-391- 3.05% |
$53.1K - $66.6K
|
12.4K
$3.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-393- 1.75% |
$53.3K - $66.9K
|
22.1K
$6.25M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-394- 3.74% |
$53.5K - $67.1K
|
10.1K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-395- 0.36% |
$53.6K - $67.3K
|
111K
$31.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-396- 3.32% |
$53.7K - $67.4K
|
11.5K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-398- 3.66% |
$54K - $67.8K
|
10.5K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-399- 0.33% |
$54.1K - $67.9K
|
119K
$33.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-400- 6.01% |
$54.3K - $68.1K
|
6.25K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-400- 5.63% |
$54.3K - $68.1K
|
6.7K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 1.51% |
$54.3K - $68.1K
|
26.2K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-400- 21.29% |
$54.3K - $68.1K
|
1.48K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-401- 0.74% |
$54.4K - $68.3K
|
53.6K
$15.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-402- 2.96% |
$54.5K - $68.5K
|
13.2K
$3.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-403- 7.77% |
$54.7K - $68.6K
|
4.78K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-403- 21.69% |
$54.7K - $68.6K
|
1.46K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-406- 34.32% |
$55.1K - $69.1K
|
777
$220K
|