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 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-12- 0.05% |
$1.63K - $2.04K
|
24.4K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-12- 0.36% |
$1.63K - $2.04K
|
3.29K
$852K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-13- 0.12% |
$1.76K - $2.21K
|
10.4K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-14- 0.74% |
$1.9K - $2.38K
|
1.88K
$486K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-14- 0.15% |
$1.9K - $2.38K
|
9.55K
$2.47M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.63% |
$1.9K - $2.38K
|
2.21K
$573K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-15- 0.82% |
$2.04K - $2.55K
|
1.82K
$471K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.19% |
$2.04K - $2.55K
|
7.69K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-15- 0.86% |
$2.04K - $2.55K
|
1.73K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.26% |
$2.04K - $2.55K
|
445
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.35% |
$2.04K - $2.55K
|
4.26K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15- 0.49% |
$2.04K - $2.55K
|
3.03K
$786K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-16- 0.03% |
$2.17K - $2.72K
|
57.7K
$14.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-16- 0.68% |
$2.17K - $2.72K
|
2.35K
$610K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-16- 0.09% |
$2.17K - $2.72K
|
18K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16- 0.35% |
$2.17K - $2.72K
|
4.58K
$1.19M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-16- 0.89% |
$2.17K - $2.72K
|
1.78K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-17- 23.29% |
$2.31K - $2.9K
|
56
$14.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-17- 0.18% |
$2.31K - $2.9K
|
9.31K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-17- 0.16% |
$2.31K - $2.9K
|
10.4K
$2.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.33% |
$2.31K - $2.9K
|
5.19K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-17- 0.13% |
$2.31K - $2.9K
|
13.4K
$3.48M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17- 0.04% |
$2.31K - $2.9K
|
41.6K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-17- 0.31% |
$2.31K - $2.9K
|
5.48K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-18- 1.09% |
$2.44K - $3.07K
|
1.63K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-18- 1.15% |
$2.44K - $3.07K
|
1.55K
$403K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-18- 0.35% |
$2.44K - $3.07K
|
5.06K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19- 0.51% |
$2.58K - $3.24K
|
3.68K
$953K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-19- 0.74% |
$2.58K - $3.24K
|
2.56K
$664K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-20- 0.68% |
$2.71K - $3.41K
|
2.9K
$752K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-20- 0.35% |
$2.71K - $3.41K
|
5.66K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-21- 0.52% |
$2.85K - $3.58K
|
3.99K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.78% |
$2.85K - $3.58K
|
2.68K
$695K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-21- 0.16% |
$2.85K - $3.58K
|
13.1K
$3.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-21- 1.01% |
$2.85K - $3.58K
|
2.05K
$531K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-21- 0.21% |
$2.85K - $3.58K
|
10K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$2.99K - $3.75K
|
58.9K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 1.53% |
$2.99K - $3.75K
|
1.42K
$367K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-22- 0.38% |
$2.99K - $3.75K
|
5.81K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22- 0.38% |
$2.99K - $3.75K
|
5.77K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-22- 0.4% |
$2.99K - $3.75K
|
5.52K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-22- 0.09% |
$2.99K - $3.75K
|
24.3K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-22- 0.93% |
$2.99K - $3.75K
|
2.35K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.69% |
$3.12K - $3.92K
|
3.33K
$862K
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-23- 1.11% |
$3.12K - $3.92K
|
2.04K
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-23- 0.18% |
$3.12K - $3.92K
|
12.9K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23- 0.41% |
$3.12K - $3.92K
|
5.65K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-24- 0.24% |
$3.26K - $4.09K
|
9.8K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-25- 0.71% |
$3.39K - $4.26K
|
3.51K
$910K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.21% |
$3.39K - $4.26K
|
2.05K
$531K
|