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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-622- 2.61% |
$84.4K - $106K
|
23.2K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-625- 8.95% |
$84.8K - $106K
|
6.36K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-628- 5.17% |
$85.2K - $107K
|
11.5K
$2.98M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-628- 3.86% |
$85.2K - $107K
|
15.6K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-629- 27.04% |
$85.3K - $107K
|
1.7K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-630- 1.4% |
$85.5K - $107K
|
44.3K
$11.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-631- 0.88% |
$85.6K - $107K
|
70.9K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-634- 0.38% |
$86K - $108K
|
166K
$43M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-635- 1.68% |
$86.2K - $108K
|
37.2K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-635- 18.11% |
$86.2K - $108K
|
2.87K
$744K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-636- 28.82% |
$86.3K - $108K
|
1.57K
$407K
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-639- 7.72% |
$86.7K - $109K
|
7.64K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-639- 25.66% |
$86.7K - $109K
|
1.85K
$480K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-640- 0.32% |
$86.8K - $109K
|
201K
$52.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-640- 1.02% |
$86.8K - $109K
|
62.4K
$16.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-641- 2.55% |
$87K - $109K
|
24.5K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-641- 0.48% |
$87K - $109K
|
132K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-643- 0.03% |
$87.2K - $110K
|
2.49M
$644M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-648- 24.12% |
$87.9K - $110K
|
2.04K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-650- 10.14% |
$88.2K - $111K
|
5.76K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-650- 3.44% |
$88.2K - $111K
|
18.3K
$4.73M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-652- 0.45% |
$88.5K - $111K
|
143K
$37.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-654- 2.51% |
$88.7K - $111K
|
25.4K
$6.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-655- 29.44% |
$88.9K - $112K
|
1.57K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-657- 1.53% |
$89.1K - $112K
|
42.2K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-670- 0.76% |
$90.9K - $114K
|
86.9K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-678- 1.08% |
$92K - $115K
|
61.9K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-681- 18.56% |
$92.4K - $116K
|
2.99K
$774K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-681- 2.89% |
$92.4K - $116K
|
22.9K
$5.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-685- 1.05% |
$92.9K - $117K
|
64.3K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-689- 1.33% |
$93.5K - $117K
|
51K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-689- 20.85% |
$93.5K - $117K
|
2.62K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-692- 0.39% |
$93.9K - $118K
|
178K
$46.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-696- 24.23% |
$94.4K - $119K
|
2.18K
$564K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-701- 9.36% |
$95.1K - $119K
|
6.79K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-707- 10.58% |
$95.9K - $120K
|
5.98K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-707- 2.19% |
$95.9K - $120K
|
31.6K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-710- 0.74% |
$96.3K - $121K
|
95.1K
$24.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-714- 1.01% |
$96.9K - $122K
|
70K
$18.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-715- 3.12% |
$97K - $122K
|
22.2K
$5.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-716- 0.37% |
$97.2K - $122K
|
193K
$50M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-718- 3.96% |
$97.4K - $122K
|
17.4K
$4.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-719- 1.86% |
$97.6K - $122K
|
37.9K
$9.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-723- 6.96% |
$98.1K - $123K
|
9.67K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-726- 2.27% |
$98.5K - $124K
|
31.3K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-726- 6.09% |
$98.5K - $124K
|
11.2K
$2.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-727- 1.34% |
$98.6K - $124K
|
53.5K
$13.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-729- 3.36% |
$98.9K - $124K
|
21K
$5.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-730- 3.47% |
$99.1K - $124K
|
20.3K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-734- 12.48% |
$99.6K - $125K
|
5.15K
$1.33M
|