Purchases and Sales Made in Q4 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
First Fiduciary Investment Counsel, Inc.

SELL
 -
-2.42K
- 1.56%
$329K - $413K
153K $37.3M
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

SELL
 -
-2.44K
- 21.24%
$331K - $415K
9.04K $2.2M
Feb 14, 2024 Q4 2023
Bank Of Hawaii

Honolulu, HI
SELL
 -
-2.47K
- 4.02%
$335K - $420K
58.9K $14.3M
Jan 29, 2024 Q4 2023
Garland Capital Management Inc

SELL
 -
-2.48K
- 5.1%
$336K - $421K
46K $11.2M
Feb 14, 2024 Q4 2023
Shelton Capital Management

Denver, CO
SELL
 -
-2.48K
- 2.23%
$336K - $422K
109K $26.5M
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-2.5K
- 2.52%
$339K - $425K
96.6K $23.5M
Jan 31, 2024 Q4 2023
Investors Asset Management Of Georgia Inc

SELL
 -
-2.5K
- 8.01%
$339K - $426K
28.7K $6.98M
Jan 30, 2024 Q4 2023
Oakworth Capital, Inc.

SELL
 -
-2.5K
- 1.22%
$340K - $426K
202K $49.2M
Feb 05, 2024 Q4 2023
Fiduciary Group LLC

Savannah, GA
SELL
 -
-2.51K
- 2.46%
$340K - $427K
99.2K $24.2M
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-2.51K
- 2.32%
$341K - $428K
106K $25.7M
Feb 14, 2024 Q4 2023
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-2.56K
- 2.13%
$348K - $436K
118K $28.6M
Feb 07, 2024 Q4 2023
Jump Financial, LLC

Chicago, IL
SELL
 -
-2.57K
- 36.67%
$348K - $437K
4.43K $1.08M
Oct 21, 2024 Q4 2023
Jump Financial, LLC

Chicago, IL
SELL
 -
-2.57K
- 36.67%
$348K - $437K
4.43K $1.08M
Jan 19, 2024 Q4 2023
E Rn Financial, LLC

SELL
 -
-2.57K
- 31.35%
$349K - $438K
5.64K $1.37M
Feb 02, 2024 Q4 2023
Pittenger & Anderson Inc

SELL
 -
-2.59K
- 4.6%
$351K - $440K
53.7K $13.1M
Jan 16, 2024 Q4 2023
Wolff Wiese Magana LLC

SELL
 -
-2.59K
- 17.48%
$352K - $442K
12.2K $2.98M
Jan 23, 2024 Q4 2023
Requisite Capital Management, LLC

SELL
 -
-2.61K
- 55.63%
$354K - $444K
2.08K $506K
Feb 08, 2024 Q4 2023
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
SELL
 -
-2.61K
- 5.56%
$355K - $445K
44.4K $10.8M
Feb 07, 2024 Q4 2023
Heritage Investors Management Corp

SELL
 -
-2.61K
- 1.11%
$355K - $445K
233K $56.8M
Feb 14, 2024 Q4 2023
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-2.64K
- 7.79%
$358K - $449K
31.2K $7.6M
Feb 06, 2024 Q4 2023
Foresight Global Investors, Inc.

Purchase, NY
SELL
 -
-2.64K
- 24.66%
$358K - $450K
8.07K $1.96M
Jan 29, 2024 Q4 2023
Costello Asset Management, Inc

SELL
 -
-2.68K
- 25.35%
$364K - $456K
7.89K $1.92M
Jan 29, 2024 Q4 2023
Ingalls & Snyder LLC

New York, NY
SELL
 -
-2.71K
- 1.12%
$368K - $462K
239K $58.2M
Feb 14, 2024 Q4 2023
Allen Investment Management LLC

SELL
 -
-2.78K
- 1.59%
$377K - $473K
172K $41.9M
Feb 12, 2024 Q4 2023
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-2.78K
- 20.37%
$378K - $474K
10.9K $2.65M
Feb 12, 2024 Q4 2023
Benedetti & Gucer, Inc.

SELL
 -
-2.81K
- 33.34%
$381K - $478K
5.61K $1.37M
Feb 13, 2024 Q4 2023
Weaver C. Barksdale & Associates, Inc.

Nashville, TN
SELL
 -
-2.83K
- 17.38%
$384K - $482K
13.5K $3.27M
Feb 12, 2024 Q4 2023
Renasant Bank

SELL
 -
-2.84K
- 31.09%
$385K - $483K
6.29K $1.53M
Jan 02, 2024 Q4 2023
Park National Corp

SELL
 -
-2.87K
- 0.62%
$390K - $489K
461K $112M
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-2.87K
- 82.2%
$390K - $489K
622 $151K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-2.89K
- 4.44%
$393K - $493K
62.2K $15.1M
Jan 31, 2024 Q4 2023
Tufton Capital Management

SELL
 -
-2.92K
- 3.36%
$396K - $497K
84K $20.4M
Jan 17, 2024 Q4 2023
Anderson Hoagland & CO

SELL
 -
-2.92K
- 2.79%
$396K - $497K
102K $24.7M
Jan 10, 2024 Q4 2023
Lake Street Financial LLC

SELL
 -
-2.92K
- 6.78%
$397K - $498K
40.2K $9.79M
Feb 13, 2024 Q4 2023
Gabelli Funds LLC

Rye, NY
SELL
 -
-2.93K
- 0.66%
$397K - $498K
439K $107M
Jan 16, 2024 Q4 2023
Australian Super Pty LTD

SELL
 -
-2.94K
- 20.12%
$399K - $501K
11.7K $2.84M
Jan 04, 2024 Q4 2023
Canandaigua National Bank & Trust CO

Canandaigua, NY
SELL
 -
-2.95K
- 2.68%
$400K - $502K
107K $26M
Feb 08, 2024 Q4 2023
Brown Advisory Inc

SELL
 -
-2.95K
- 0.22%
$400K - $502K
1.33M $324M
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

SELL
 -
-2.96K
- 6.59%
$402K - $504K
42K $10.2M
Feb 12, 2024 Q4 2023
Jarislowsky, Fraser LTD

SELL
 -
-2.97K
- 0.26%
$403K - $505K
1.15M $279M
Jan 18, 2024 Q4 2023
Green Square Capital Advisors LLC

SELL
 -
-2.97K
- 8.55%
$404K - $506K
31.8K $7.74M
Jan 18, 2024 Q4 2023
La Fleur & Godfrey LLC

SELL
 -
-2.98K
- 1.74%
$405K - $508K
168K $40.9M
Jan 10, 2024 Q4 2023
Fulcrum Capital LLC

SELL
 -
-2.99K
- 5.24%
$405K - $508K
53.9K $13.1M
Jan 30, 2024 Q4 2023
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-2.99K
- 0.87%
$405K - $509K
342K $83.2M
Jan 30, 2024 Q4 2023
Emfo, LLC

SELL
 -
-3K
- 15.8%
$407K - $511K
16K $3.89M
Feb 13, 2024 Q4 2023
Madden Securities Corp

SELL
 -
-3K
- 39.89%
$407K - $511K
4.52K $1.1M
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-3.03K
- 5.7%
$411K - $516K
50.1K $12.2M
Jan 22, 2024 Q4 2023
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-3.06K
- 0.79%
$415K - $521K
386K $94.1M
Jan 26, 2024 Q4 2023
Miller Howard Investments Inc

SELL
 -
-3.06K
- 0.98%
$416K - $522K
310K $75.4M

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