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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.37K- 0.93% |
$186K - $233K
|
146K
$41.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.38K- 31.79% |
$187K - $234K
|
2.95K
$835K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-1.38K- 17.45% |
$187K - $235K
|
6.54K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.39K- 1.9% |
$188K - $237K
|
71.6K
$20.3M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.39K- 1.15% |
$188K - $237K
|
119K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.4K- 10.06% |
$190K - $238K
|
12.5K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.4K- 0.54% |
$190K - $239K
|
260K
$73.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.4K- 2.19% |
$190K - $239K
|
62.8K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.4K- 4.19% |
$191K - $239K
|
32.1K
$9.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.41K- 6.66% |
$191K - $239K
|
19.7K
$5.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.41K- 8.63% |
$191K - $240K
|
14.9K
$4.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.42K- 1.55% |
$192K - $241K
|
89.9K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.42K- 11.43% |
$193K - $242K
|
11K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.42K- 7.03% |
$193K - $242K
|
18.8K
$5.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.43K- 1.11% |
$194K - $244K
|
128K
$36.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.43K- 2.7% |
$194K - $244K
|
51.5K
$14.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.44K- 0.74% |
$195K - $245K
|
193K
$54.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.45K- 7.21% |
$196K - $247K
|
18.6K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.45K- 1.4% |
$196K - $247K
|
102K
$28.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.45K- 24.34% |
$197K - $247K
|
4.5K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.46K- 33.82% |
$198K - $248K
|
2.86K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.46K- 0.97% |
$198K - $249K
|
149K
$42.3M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.48K- 3.77% |
$200K - $252K
|
37.7K
$10.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.48K- 26.41% |
$201K - $252K
|
4.12K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.48K- 99.8% |
$201K - $252K
|
3
$849
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.48K- 13.4% |
$201K - $252K
|
9.58K
$2.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-1.49K- 16.85% |
$202K - $253K
|
7.33K
$2.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49K- 1.82% |
$202K - $254K
|
80.5K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.49K- 15.41% |
$202K - $254K
|
8.18K
$2.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.49K- 3.6% |
$203K - $254K
|
40K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.49K- 4.02% |
$203K - $254K
|
35.7K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.5K- 4.74% |
$203K - $255K
|
30.1K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.51K- 2.41% |
$205K - $257K
|
61.3K
$17.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.51K- 44.11% |
$205K - $258K
|
1.92K
$543K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.52K- 0.3% |
$206K - $259K
|
506K
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.54K- 1.44% |
$209K - $262K
|
106K
$29.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.55K- 1.18% |
$210K - $263K
|
129K
$36.6M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-1.55K- 10.41% |
$210K - $263K
|
13.3K
$3.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.55K- 4.34% |
$210K - $264K
|
34.2K
$9.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.56K- 11.96% |
$211K - $265K
|
11.4K
$3.24M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.56K- 5.65% |
$212K - $266K
|
26.1K
$7.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.56K- 3.1% |
$212K - $266K
|
48.9K
$13.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.58K- 7.45% |
$214K - $269K
|
19.6K
$5.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.58K- 14.05% |
$215K - $270K
|
9.68K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 6.49% |
$216K - $271K
|
22.9K
$6.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.6K- 57.46% |
$217K - $273K
|
1.19K
$336K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.61K- 1.68% |
$218K - $274K
|
93.9K
$26.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-1.61K- 5.89% |
$218K - $274K
|
25.7K
$7.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61K- 11.39% |
$218K - $274K
|
12.5K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.62K- 23.15% |
$220K - $276K
|
5.38K
$1.52M
|