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 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-45- 3.01% |
$6.11K - $7.66K
|
1.45K
$376K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-45- 2.31% |
$6.11K - $7.66K
|
1.9K
$493K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-45- 0.17% |
$6.11K - $7.66K
|
25.7K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-45- 1.03% |
$6.11K - $7.66K
|
4.31K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-46- 0.79% |
$6.24K - $7.83K
|
5.78K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-46- 0.08% |
$6.24K - $7.83K
|
60.5K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-47- 3.33% |
$6.38K - $8K
|
1.37K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-47- 3.35% |
$6.38K - $8K
|
1.36K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 1.9% |
$6.38K - $8K
|
2.43K
$628K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-48- 0.56% |
$6.51K - $8.17K
|
8.5K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-48- 0.14% |
$6.51K - $8.17K
|
33.3K
$8.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-48- 2.27% |
$6.51K - $8.17K
|
2.07K
$536K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-48- 0.37% |
$6.51K - $8.17K
|
13.1K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-49- 2.59% |
$6.65K - $8.34K
|
1.84K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-49- 0.14% |
$6.65K - $8.34K
|
35.1K
$9.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-49- 54.44% |
$6.65K - $8.34K
|
41
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 0.2% |
$6.65K - $8.34K
|
25K
$6.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-50- 0.23% |
$6.78K - $8.52K
|
21.5K
$5.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 10.75% |
$6.78K - $8.52K
|
415
$108K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50- 0.02% |
$6.78K - $8.52K
|
242K
$62.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-50- 1.89% |
$6.78K - $8.52K
|
2.59K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-50- 0.18% |
$6.78K - $8.52K
|
27.8K
$7.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.46% |
$6.78K - $8.52K
|
10.7K
$2.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-51- 3.48% |
$6.92K - $8.69K
|
1.41K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-51- 1.61% |
$6.92K - $8.69K
|
3.11K
$806K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 0.72% |
$7.06K - $8.86K
|
7.15K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-52- 0.95% |
$7.06K - $8.86K
|
5.45K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-52- 0.34% |
$7.06K - $8.86K
|
15.3K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-52- 0.04% |
$7.06K - $8.86K
|
130K
$33.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-53- 1.19% |
$7.19K - $9.03K
|
4.39K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-53- 0.57% |
$7.19K - $9.03K
|
9.17K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-53- 0.65% |
$7.19K - $9.03K
|
8.1K
$2.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-55- 1.57% |
$7.46K - $9.37K
|
3.45K
$894K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-55- 20.83% |
$7.46K - $9.37K
|
209
$54.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 0.85% |
$7.46K - $9.37K
|
6.4K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-55- 0.25% |
$7.46K - $9.37K
|
21.9K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 1.3% |
$7.46K - $9.37K
|
4.17K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-55- 0.39% |
$7.46K - $9.37K
|
14.1K
$3.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-56- 0.18% |
$7.6K - $9.54K
|
31.3K
$8.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.48% |
$7.6K - $9.54K
|
11.7K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-56- 1.24% |
$7.6K - $9.54K
|
4.47K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-56- 0.66% |
$7.6K - $9.54K
|
8.49K
$2.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-58- 0.53% |
$7.87K - $9.88K
|
10.9K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-58- 0.11% |
$7.87K - $9.88K
|
51.5K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-59- 2.26% |
$8.01K - $10K
|
2.55K
$660K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-59- 0.14% |
$8.01K - $10K
|
41.8K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-59- 0.86% |
$8.01K - $10K
|
6.76K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-59- 0.65% |
$8.01K - $10K
|
8.98K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-60- 0.69% |
$8.14K - $10.2K
|
8.69K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-60- 2.95% |
$8.14K - $10.2K
|
1.97K
$511K
|