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 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.63K- 1.78% |
$222K - $278K
|
90.3K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.66K- 26.34% |
$225K - $283K
|
4.64K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.67K- 6.67% |
$227K - $285K
|
23.4K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.68K- 1.2% |
$229K - $287K
|
138K
$39.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.7K- 7.66% |
$231K - $290K
|
20.5K
$5.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.71K- 4.58% |
$232K - $291K
|
35.6K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.71K- 4.27% |
$232K - $291K
|
38.3K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.74K- 2.27% |
$235K - $295K
|
74.6K
$21.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.74K- 10.99% |
$236K - $296K
|
14.1K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.74K- 1.71% |
$236K - $296K
|
99.8K
$28.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.74K- 5.87% |
$237K - $297K
|
28K
$7.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.75K- 8.61% |
$237K - $298K
|
18.6K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.75K- 1.93% |
$238K - $299K
|
88.9K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.76K- 23.6% |
$239K - $300K
|
5.7K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 5.98% |
$240K - $301K
|
27.8K
$7.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.77K- 37.76% |
$241K - $302K
|
2.92K
$828K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.78K- 25.9% |
$241K - $303K
|
5.08K
$1.44M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.79K- 12.05% |
$243K - $306K
|
13.1K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.8K- 4.71% |
$244K - $306K
|
36.4K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 2.82% |
$247K - $309K
|
62.6K
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.84K- 1.88% |
$250K - $313K
|
96.1K
$27.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.84K- 30.14% |
$250K - $313K
|
4.26K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.86K- 6.87% |
$252K - $316K
|
25.2K
$7.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.88K- 10.86% |
$254K - $319K
|
15.4K
$4.36M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.9K- 3.98% |
$257K - $323K
|
45.8K
$13M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 26.32% |
$258K - $324K
|
5.32K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.9K- 21.15% |
$258K - $324K
|
7.1K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.91K- 27.1% |
$258K - $324K
|
5.12K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.91K- 31.22% |
$259K - $325K
|
4.21K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 6.15% |
$261K - $328K
|
29.4K
$8.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.94K- 3.68% |
$263K - $331K
|
50.8K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.97K- 16.05% |
$267K - $335K
|
10.3K
$2.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 1.1% |
$269K - $338K
|
178K
$50.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.99K- 17.39% |
$270K - $339K
|
9.46K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2K- 1.84% |
$271K - $341K
|
107K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2K- 6.75% |
$271K - $341K
|
27.6K
$7.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2K- 36.76% |
$272K - $341K
|
3.44K
$975K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2K- 0.79% |
$272K - $341K
|
252K
$71.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.02K- 6.89% |
$274K - $344K
|
27.3K
$7.74M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.04K- 10.17% |
$277K - $347K
|
18K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.04K- 5.78% |
$277K - $348K
|
33.3K
$9.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.05K- 0.63% |
$278K - $349K
|
323K
$91.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.05K- 2.14% |
$278K - $349K
|
93.8K
$26.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.05K- 4.34% |
$278K - $349K
|
45.3K
$12.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-2.07K- 2.81% |
$280K - $352K
|
71.5K
$20.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.07K- 1.36% |
$281K - $352K
|
151K
$42.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.09K- 0.52% |
$283K - $355K
|
401K
$114M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.09K- 10.8% |
$283K - $355K
|
17.2K
$4.88M
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-2.1K- 1.58% |
$285K - $357K
|
131K
$37M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.11K- 17.31% |
$287K - $360K
|
10.1K
$2.86M
|