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 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.12K- 0.63% |
$287K - $361K
|
334K
$94.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.15K- 0.8% |
$292K - $366K
|
265K
$75.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.15K- 0.73% |
$292K - $366K
|
294K
$83.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.15K- 1.71% |
$292K - $366K
|
123K
$35M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.17K- 55.28% |
$294K - $369K
|
1.75K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.18K- 10.96% |
$296K - $371K
|
17.7K
$5.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.19K- 1.02% |
$298K - $373K
|
213K
$60.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.2K- 9.73% |
$299K - $375K
|
20.4K
$5.79M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.22K- 1.29% |
$302K - $378K
|
170K
$48.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.26K- 8.34% |
$306K - $384K
|
24.8K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.28KClosed |
$310K - $389K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-2.29K- 0.87% |
$310K - $389K
|
262K
$74.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.29K- 4.41% |
$310K - $390K
|
49.6K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 3.03% |
$311K - $391K
|
73.4K
$20.8M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.29K- 43.46% |
$311K - $391K
|
2.99K
$845K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.3K- 0.92% |
$312K - $392K
|
248K
$70.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.31K- 0.76% |
$314K - $394K
|
302K
$85.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.31K- 3.05% |
$314K - $394K
|
73.7K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.32K- 4.2% |
$314K - $395K
|
52.9K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.34K- 1.86% |
$318K - $399K
|
123K
$34.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 4.78% |
$318K - $399K
|
46.6K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.35K- 18.31% |
$319K - $400K
|
10.5K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.35K- 1.54% |
$319K - $401K
|
151K
$42.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.36K- 0.99% |
$320K - $401K
|
236K
$66.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.36K- 0.92% |
$320K - $401K
|
254K
$71.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.37K- 4.74% |
$322K - $404K
|
47.7K
$13.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.39K- 3.25% |
$325K - $408K
|
71.3K
$20.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.4K- 27.53% |
$326K - $409K
|
6.33K
$1.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.41K- 1.67% |
$326K - $410K
|
142K
$40.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.41K- 14.06% |
$326K - $410K
|
14.7K
$4.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.41K- 20.26% |
$327K - $411K
|
9.49K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.42K- 1.56% |
$329K - $413K
|
153K
$43.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.44K- 21.24% |
$331K - $415K
|
9.04K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.47K- 4.02% |
$335K - $420K
|
58.9K
$16.7M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.47K- 4.63% |
$335K - $421K
|
50.9K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-2.48K- 5.1% |
$336K - $421K
|
46K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.48K- 2.23% |
$336K - $422K
|
109K
$30.8M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.5K- 2.52% |
$339K - $425K
|
96.6K
$27.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2.5K- 8.01% |
$339K - $426K
|
28.7K
$8.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.5K- 1.22% |
$340K - $426K
|
202K
$57.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.51K- 2.46% |
$340K - $427K
|
99.2K
$28.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.51K- 2.32% |
$341K - $428K
|
106K
$29.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.52K- 2.94% |
$342K - $430K
|
83.2K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.56K- 2.13% |
$348K - $436K
|
118K
$33.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 36.67% |
$348K - $437K
|
4.43K
$1.25M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 36.67% |
$348K - $437K
|
4.43K
$1.25M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.57K- 31.35% |
$349K - $438K
|
5.64K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.59K- 4.6% |
$351K - $440K
|
53.7K
$15.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.59K- 17.48% |
$352K - $442K
|
12.2K
$3.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-2.61K- 55.63% |
$354K - $444K
|
2.08K
$589K
|