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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-410- 24.2% |
$55.6K - $69.8K
|
1.28K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-411- 0.16% |
$55.8K - $70K
|
261K
$74M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-412- 3.2% |
$55.9K - $70.2K
|
12.5K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-412- 0.67% |
$55.9K - $70.2K
|
61.1K
$17.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-420- 1.14% |
$57K - $71.5K
|
36.3K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-420- 0.86% |
$57K - $71.5K
|
48.3K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-425- 2.22% |
$57.7K - $72.4K
|
18.7K
$5.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-426- 10.32% |
$57.8K - $72.5K
|
3.7K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-427- 0.31% |
$57.9K - $72.7K
|
137K
$38.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-431- 40.93% |
$58.5K - $73.4K
|
622
$176K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-435- 0.35% |
$59K - $74.1K
|
125K
$35.3M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-435- 55.56% |
$59K - $74.1K
|
348
$98.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-439- 7.34% |
$59.6K - $74.8K
|
5.55K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-439- 30.51% |
$59.6K - $74.8K
|
1K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-439- 0.12% |
$59.6K - $74.8K
|
353K
$99.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-440- 4.13% |
$59.7K - $74.9K
|
10.2K
$2.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-442- 0.96% |
$60K - $75.3K
|
45.6K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-442- 3.72% |
$60K - $75.3K
|
11.4K
$3.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-443- 0.38% |
$60.1K - $75.4K
|
116K
$32.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-443- 0.77% |
$60.1K - $75.4K
|
56.8K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-443- 2.14% |
$60.1K - $75.4K
|
20.2K
$5.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-446- 5.71% |
$60.5K - $76K
|
7.36K
$2.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-447- 1.09% |
$60.7K - $76.1K
|
40.5K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-447- 13.65% |
$60.7K - $76.1K
|
2.83K
$800K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-449- 3.03% |
$60.9K - $76.5K
|
14.4K
$4.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-451- 2.28% |
$61.2K - $76.8K
|
19.3K
$5.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-451- 1.54% |
$61.2K - $76.8K
|
28.9K
$8.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-454- 13.22% |
$61.6K - $77.3K
|
2.98K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-456- 19.11% |
$61.9K - $77.7K
|
1.93K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-460- 8.9% |
$62.4K - $78.3K
|
4.71K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-462- 1.3% |
$62.7K - $78.7K
|
35K
$9.91M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-463- 1.86% |
$62.8K - $78.8K
|
24.5K
$6.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-463- 6.6% |
$62.8K - $78.8K
|
6.56K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-463- 3.0% |
$62.8K - $78.8K
|
14.9K
$4.23M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-464- 1.97% |
$63K - $79K
|
23K
$6.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-466- 1.13% |
$63.2K - $79.4K
|
40.6K
$11.5M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-472- 1.88% |
$64K - $80.4K
|
24.6K
$6.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-472- 14.26% |
$64K - $80.4K
|
2.84K
$803K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-472- 1.26% |
$64K - $80.4K
|
37K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-477- 27.56% |
$64.7K - $81.2K
|
1.25K
$355K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-482- 2.68% |
$65.4K - $82.1K
|
17.5K
$4.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-482- 18.86% |
$65.4K - $82.1K
|
2.07K
$587K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-483- 2.91% |
$65.5K - $82.3K
|
16.1K
$4.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-484- 4.82% |
$65.7K - $82.4K
|
9.56K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-484- 0.56% |
$65.7K - $82.4K
|
85.9K
$24.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-485- 3.61% |
$65.8K - $82.6K
|
13K
$3.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-485- 15.69% |
$65.8K - $82.6K
|
2.61K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-493- 2.16% |
$66.9K - $84K
|
22.3K
$6.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-497- 0.46% |
$67.4K - $84.6K
|
108K
$30.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-497- 1.0% |
$67.4K - $84.6K
|
49.3K
$13.9M
|