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
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-715- 3.12% |
$97K - $122K
|
22.2K
$6.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-716- 0.37% |
$97.2K - $122K
|
193K
$54.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-718- 3.96% |
$97.4K - $122K
|
17.4K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-719- 1.86% |
$97.6K - $122K
|
37.9K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-723- 6.96% |
$98.1K - $123K
|
9.67K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-726- 2.27% |
$98.5K - $124K
|
31.3K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-726- 6.09% |
$98.5K - $124K
|
11.2K
$3.17M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-727- 1.34% |
$98.6K - $124K
|
53.5K
$15.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-729- 3.36% |
$98.9K - $124K
|
21K
$5.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-730- 3.47% |
$99.1K - $124K
|
20.3K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-734- 12.48% |
$99.6K - $125K
|
5.15K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-737- 7.28% |
$100K - $126K
|
9.39K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-744- 5.29% |
$101K - $127K
|
13.3K
$3.77M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-745- 0.78% |
$101K - $127K
|
95.2K
$27M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-750- 1.16% |
$102K - $128K
|
63.9K
$18.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-752- 2.29% |
$102K - $128K
|
32K
$9.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-757- 4.42% |
$103K - $129K
|
16.4K
$4.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-764- 1.4% |
$104K - $130K
|
53.9K
$15.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-765- 2.47% |
$104K - $130K
|
30.2K
$8.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-765- 3.95% |
$104K - $130K
|
18.6K
$5.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-765- 1.44% |
$104K - $130K
|
52.4K
$14.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-768- 0.81% |
$104K - $131K
|
94.5K
$26.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-770- 1.14% |
$104K - $131K
|
66.7K
$18.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-773- 4.5% |
$105K - $132K
|
16.4K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-775- 2.69% |
$105K - $132K
|
28.1K
$7.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-785- 3.03% |
$107K - $134K
|
25.1K
$7.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-790- 1.3% |
$107K - $135K
|
60.1K
$17M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-794- 1.01% |
$108K - $135K
|
77.6K
$22M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-794- 2.13% |
$108K - $135K
|
36.5K
$10.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-800- 3.17% |
$109K - $136K
|
24.4K
$6.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-800- 25.63% |
$109K - $136K
|
2.32K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 53.33% |
$109K - $136K
|
700
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-801- 3.8% |
$109K - $136K
|
20.3K
$5.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-802- 4.13% |
$109K - $137K
|
18.6K
$5.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-804- 24.42% |
$109K - $137K
|
2.49K
$705K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-805- 6.44% |
$109K - $137K
|
11.7K
$3.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-805- 16.21% |
$109K - $137K
|
4.16K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-809- 1.77% |
$110K - $138K
|
45K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-810- 0.44% |
$110K - $138K
|
182K
$51.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-816- 4.77% |
$111K - $139K
|
16.3K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-818- 2.72% |
$111K - $139K
|
29.2K
$8.28M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-818- 2.56% |
$111K - $139K
|
31.1K
$8.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-820- 3.55% |
$111K - $140K
|
22.3K
$6.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-820- 3.65% |
$111K - $140K
|
21.7K
$6.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-831- 17.57% |
$113K - $142K
|
3.9K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-833- 2.28% |
$113K - $142K
|
35.7K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-833- 3.63% |
$113K - $142K
|
22.1K
$6.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-836- 2.91% |
$113K - $142K
|
27.9K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-838- 0.49% |
$114K - $143K
|
171K
$48.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-840- 2.31% |
$114K - $143K
|
35.5K
$10M
|