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 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17K- 4.81% |
$159K - $200K
|
23.2K
$6.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.18K- 3.04% |
$161K - $201K
|
37.7K
$10.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.19K- 1.07% |
$161K - $202K
|
110K
$31.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.19K- 0.63% |
$161K - $202K
|
187K
$53.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.19K- 7.79% |
$162K - $203K
|
14.1K
$3.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.2K- 6.26% |
$162K - $204K
|
17.9K
$5.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.2K- 4.1% |
$163K - $205K
|
28.1K
$7.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.21K- 3.76% |
$164K - $205K
|
30.9K
$8.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.21K- 5.47% |
$164K - $206K
|
20.9K
$5.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.21K- 2.71% |
$164K - $206K
|
43.4K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.21K- 10.44% |
$165K - $207K
|
10.4K
$2.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.21K- 4.4% |
$165K - $207K
|
26.4K
$7.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.22K- 5.53% |
$165K - $207K
|
20.8K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.23K- 4.83% |
$166K - $209K
|
24.2K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 4.62% |
$168K - $211K
|
25.5K
$7.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.24K- 2.47% |
$168K - $211K
|
49K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.25K- 0.67% |
$169K - $212K
|
185K
$52.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.25K- 8.89% |
$170K - $213K
|
12.8K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.25K- 2.42% |
$170K - $213K
|
50.5K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.26K- 3.28% |
$171K - $215K
|
37.2K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.27K- 12.9% |
$172K - $216K
|
8.55K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1.27K- 4.66% |
$172K - $216K
|
26K
$7.35M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.27K- 6.23% |
$172K - $216K
|
19.1K
$5.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 6.64% |
$174K - $218K
|
18K
$5.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.28K- 30.88% |
$174K - $218K
|
2.87K
$812K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.28K- 1.63% |
$174K - $218K
|
77.3K
$21.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.3K- 3.44% |
$176K - $221K
|
36.5K
$10.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.31K- 18.22% |
$177K - $223K
|
5.87K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.31K- 0.79% |
$177K - $223K
|
163K
$46.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.31K- 2.6% |
$178K - $223K
|
49K
$13.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.31K- 4.33% |
$178K - $223K
|
29K
$8.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.32K- 1.6% |
$179K - $224K
|
81.2K
$23M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 7.0% |
$179K - $225K
|
17.6K
$4.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.33K- 1.4% |
$180K - $226K
|
93.3K
$26.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.33K- 1.41% |
$180K - $226K
|
92.6K
$26.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.34K- 7.01% |
$181K - $227K
|
17.7K
$5.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.34K- 5.86% |
$182K - $228K
|
21.5K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.34K- 0.61% |
$182K - $228K
|
218K
$61.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.34K- 40.97% |
$182K - $228K
|
1.93K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.34K- 0.23% |
$182K - $228K
|
590K
$167M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-1.35K- 17.04% |
$183K - $229K
|
6.55K
$1.85M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.35K- 12.61% |
$183K - $229K
|
9.32K
$2.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.35K- 3.32% |
$184K - $231K
|
39.4K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.35K- 0.76% |
$184K - $231K
|
178K
$50.4M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.35K- 1.92% |
$184K - $231K
|
69.1K
$19.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.36K- 83.9% |
$184K - $231K
|
260
$73.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.36K- 4.63% |
$184K - $231K
|
27.9K
$7.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.36K- 1.1% |
$185K - $232K
|
123K
$34.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.36K- 7.75% |
$185K - $232K
|
16.2K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.37K- 7.05% |
$185K - $232K
|
18K
$5.1M
|