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 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-497- 1.54% |
$67.4K - $84.6K
|
31.8K
$9M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-499- 2.31% |
$67.7K - $85K
|
21.1K
$5.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 4.17% |
$67.8K - $85.2K
|
11.5K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 20.0% |
$67.8K - $85.2K
|
2K
$566K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-510- 0.91% |
$69.2K - $86.9K
|
55.5K
$15.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-516- 7.41% |
$70K - $87.9K
|
6.45K
$1.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-518- 12.35% |
$70.3K - $88.2K
|
3.68K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-518- 1.46% |
$70.3K - $88.2K
|
34.9K
$9.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-518- 16.09% |
$70.3K - $88.2K
|
2.7K
$765K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-520- 24.54% |
$70.6K - $88.6K
|
1.6K
$453K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-520- 12.83% |
$70.6K - $88.6K
|
3.53K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-521- 8.12% |
$70.7K - $88.7K
|
5.9K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-525- 1.87% |
$71.2K - $89.4K
|
27.5K
$7.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-530- 1.24% |
$71.9K - $90.3K
|
42.2K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-532- 1.35% |
$72.2K - $90.6K
|
38.8K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-532- 10.29% |
$72.2K - $90.6K
|
4.64K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-533- 2.17% |
$72.3K - $90.8K
|
24K
$6.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-536- 0.62% |
$72.7K - $91.3K
|
86.3K
$24.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-538- 0.11% |
$73K - $91.6K
|
475K
$134M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-541- 4.49% |
$73.4K - $92.1K
|
11.5K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-541- 16.99% |
$73.4K - $92.1K
|
2.64K
$748K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-541- 4.79% |
$73.4K - $92.1K
|
10.8K
$3.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-541- 7.95% |
$73.4K - $92.1K
|
6.26K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-550- 2.5% |
$74.6K - $93.7K
|
21.5K
$6.07M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-550- 3.5% |
$74.6K - $93.7K
|
15.2K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-551- 0.86% |
$74.8K - $93.8K
|
63.2K
$17.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-553- 3.02% |
$75K - $94.2K
|
17.8K
$5.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-554- 1.53% |
$75.2K - $94.3K
|
35.6K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-556- 7.82% |
$75.4K - $94.7K
|
6.55K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-558- 7.56% |
$75.7K - $95K
|
6.83K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-558- 1.47% |
$75.7K - $95K
|
37.4K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-558- 0.88% |
$75.7K - $95K
|
62.9K
$17.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-559- 11.97% |
$75.9K - $95.2K
|
4.11K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-559- 10.16% |
$75.9K - $95.2K
|
4.94K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-575- 24.6% |
$78K - $97.9K
|
1.76K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-577- 2.36% |
$78.3K - $98.3K
|
23.9K
$6.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-578- 4.7% |
$78.4K - $98.4K
|
11.7K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-578- 3.36% |
$78.4K - $98.4K
|
16.6K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-578- 7.57% |
$78.4K - $98.4K
|
7.06K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-584- 6.85% |
$79.2K - $99.5K
|
7.94K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-584- 1.67% |
$79.2K - $99.5K
|
34.3K
$9.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-586- 2.99% |
$79.5K - $99.8K
|
19K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-586- 8.78% |
$79.5K - $99.8K
|
6.09K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-591- 21.53% |
$80.2K - $101K
|
2.15K
$610K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-598- 8.43% |
$81.1K - $102K
|
6.5K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-598- 8.05% |
$81.1K - $102K
|
6.83K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-599- 0.32% |
$81.3K - $102K
|
184K
$52.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-599- 5.12% |
$81.3K - $102K
|
11.1K
$3.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-600- 32.1% |
$81.4K - $102K
|
1.27K
$359K
|