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 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-999- 7.88% |
$136K - $170K
|
11.7K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.13% |
$136K - $170K
|
31K
$8.77M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1K- 7.14% |
$136K - $171K
|
13K
$3.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.01K- 0.13% |
$137K - $171K
|
770K
$218M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.01K- 3.69% |
$138K - $173K
|
26.5K
$7.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02K- 3.37% |
$138K - $173K
|
29.1K
$8.25M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.04% |
$139K - $174K
|
15.9K
$4.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.02K- 1.83% |
$139K - $174K
|
54.9K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.02K- 15.31% |
$139K - $174K
|
5.65K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.03K- 12.39% |
$139K - $175K
|
7.27K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.03K- 0.35% |
$140K - $176K
|
293K
$82.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.03K- 1.14% |
$140K - $176K
|
89.9K
$25.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.05K- 37.02% |
$142K - $178K
|
1.78K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.05K- 8.97% |
$142K - $178K
|
10.6K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.05K- 5.45% |
$142K - $178K
|
18.2K
$5.15M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.05K- 3.24% |
$142K - $179K
|
31.3K
$8.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.05K- 0.6% |
$143K - $179K
|
176K
$49.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.06K- 1.48% |
$144K - $180K
|
70.2K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.06K- 35.56% |
$144K - $181K
|
1.92K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.06K- 1.31% |
$144K - $181K
|
80K
$22.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.07K- 1.48% |
$145K - $181K
|
70.7K
$20M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.07K- 3.07% |
$145K - $182K
|
33.8K
$9.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.07K- 9.1% |
$146K - $183K
|
10.7K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.08K- 8.6% |
$146K - $183K
|
11.4K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.08K- 18.81% |
$146K - $184K
|
4.66K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 0.87% |
$147K - $184K
|
123K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.08K- 13.79% |
$147K - $184K
|
6.76K
$1.92M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.09K- 0.57% |
$147K - $185K
|
188K
$53.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.09K- 6.08% |
$148K - $186K
|
16.9K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.09K- 0.7% |
$148K - $186K
|
155K
$43.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.1K- 3.59% |
$149K - $187K
|
29.5K
$8.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.1K- 1.48% |
$149K - $187K
|
73.4K
$20.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.1K- 8.05% |
$150K - $188K
|
12.6K
$3.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.11K- 1.7% |
$150K - $188K
|
63.8K
$18.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.11K- 4.55% |
$151K - $189K
|
23.3K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.11K- 17.77% |
$151K - $190K
|
5.15K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.11K- 7.37% |
$151K - $190K
|
14K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.12K- 1.85% |
$151K - $190K
|
59.1K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.14K- 17.33% |
$154K - $193K
|
5.41K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.14K- 4.56% |
$155K - $194K
|
23.9K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.14K- 1.21% |
$155K - $194K
|
93.4K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.15K- 2.18% |
$156K - $196K
|
51.4K
$14.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.15K- 23.96% |
$156K - $196K
|
3.66K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 8.87% |
$157K - $197K
|
11.9K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 2.39% |
$158K - $198K
|
47.4K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.16K- 2.25% |
$158K - $198K
|
50.5K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.17K- 38.01% |
$158K - $198K
|
1.9K
$538K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.17K- 1.97% |
$158K - $199K
|
58.1K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.17K- 2.55% |
$159K - $200K
|
44.8K
$12.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.17K- 2.4% |
$159K - $200K
|
47.8K
$13.5M
|