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 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.14% |
$3.39K - $4.26K
|
17.8K
$4.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-25- 0.33% |
$3.39K - $4.26K
|
7.58K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.53% |
$3.39K - $4.26K
|
4.74K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.44% |
$3.39K - $4.26K
|
5.72K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-25- 0.06% |
$3.39K - $4.26K
|
40.1K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26- 3.36% |
$3.53K - $4.43K
|
747
$194K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 1.87% |
$3.53K - $4.43K
|
1.36K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-26- 1.5% |
$3.53K - $4.43K
|
1.7K
$441K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-27- 0.72% |
$3.66K - $4.6K
|
3.72K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-27- 1.81% |
$3.66K - $4.6K
|
1.47K
$380K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28- 0.27% |
$3.8K - $4.77K
|
10.3K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-28- 0.09% |
$3.8K - $4.77K
|
30.2K
$7.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-29- 1.08% |
$3.94K - $4.94K
|
2.66K
$688K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-29- 7.49% |
$3.94K - $4.94K
|
358
$92.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-30- 1.26% |
$4.07K - $5.11K
|
2.34K
$607K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-30- 0.41% |
$4.07K - $5.11K
|
7.26K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-30- 0.36% |
$4.07K - $5.11K
|
8.33K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-30- 0.65% |
$4.07K - $5.11K
|
4.62K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 0.56% |
$4.07K - $5.11K
|
5.33K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-31- 51.67% |
$4.21K - $5.28K
|
29
$7.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31- 0.15% |
$4.21K - $5.28K
|
20.8K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 3.15% |
$4.34K - $5.45K
|
984
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-32- 0.05% |
$4.34K - $5.45K
|
62.2K
$16.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-32- 0.55% |
$4.34K - $5.45K
|
5.78K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-32- 1.2% |
$4.34K - $5.45K
|
2.63K
$681K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-33- 0.89% |
$4.48K - $5.62K
|
3.68K
$954K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-33- 0.15% |
$4.48K - $5.62K
|
22.4K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-33- 0.52% |
$4.48K - $5.62K
|
6.27K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-34- 0.42% |
$4.61K - $5.79K
|
7.97K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-35- 1.4% |
$4.75K - $5.96K
|
2.47K
$639K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-35- 0.28% |
$4.75K - $5.96K
|
12.4K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-35- 0.64% |
$4.75K - $5.96K
|
5.4K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-36- 1.57% |
$4.88K - $6.13K
|
2.25K
$584K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-36- 0.53% |
$4.88K - $6.13K
|
6.7K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-37- 1.39% |
$5.02K - $6.3K
|
2.63K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-37- 0.05% |
$5.02K - $6.3K
|
73K
$18.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-38- 0.24% |
$5.16K - $6.47K
|
15.7K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-39- 2.04% |
$5.29K - $6.64K
|
1.87K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-39- 0.2% |
$5.29K - $6.64K
|
19.3K
$5.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-40- 0.05% |
$5.43K - $6.81K
|
86.2K
$22.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-40- 1.12% |
$5.43K - $6.81K
|
3.53K
$913K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-41- 2.16% |
$5.56K - $6.98K
|
1.86K
$482K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-41- 0.22% |
$5.56K - $6.98K
|
18.7K
$4.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-41- 0.29% |
$5.56K - $6.98K
|
14.3K
$3.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-41- 1.25% |
$5.56K - $6.98K
|
3.23K
$838K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-42- 0.77% |
$5.7K - $7.15K
|
5.41K
$1.4M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-42- 3.04% |
$5.7K - $7.15K
|
1.34K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-43- 0.53% |
$5.83K - $7.32K
|
8K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-43- 2.22% |
$5.83K - $7.32K
|
1.89K
$491K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-44- 1.25% |
$5.97K - $7.49K
|
3.49K
$903K
|