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 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-60- 2.65% |
$8.14K - $10.2K
|
2.21K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-60- 0.34% |
$8.14K - $10.2K
|
17.6K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-60- 0.5% |
$8.14K - $10.2K
|
11.9K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-61- 1.02% |
$8.28K - $10.4K
|
5.89K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-62- 2.54% |
$8.41K - $10.6K
|
2.38K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-62- 0.43% |
$8.41K - $10.6K
|
14.3K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-62- 1.79% |
$8.41K - $10.6K
|
3.4K
$881K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-63- 2.93% |
$8.55K - $10.7K
|
2.09K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-63- 0.49% |
$8.55K - $10.7K
|
12.9K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-64- 1.43% |
$8.68K - $10.9K
|
4.43K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-64- 0.16% |
$8.68K - $10.9K
|
41K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-65- 1.38% |
$8.82K - $11.1K
|
4.63K
$1.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-65- 0.7% |
$8.82K - $11.1K
|
9.18K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-65- 0.24% |
$8.82K - $11.1K
|
27.1K
$7.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-65- 0.14% |
$8.82K - $11.1K
|
47.5K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-66- 0.85% |
$8.96K - $11.2K
|
7.73K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-66- 0.13% |
$8.96K - $11.2K
|
51.6K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-66- 2.8% |
$8.96K - $11.2K
|
2.29K
$594K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-68- 1.23% |
$9.23K - $11.6K
|
5.45K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-68- 0.56% |
$9.23K - $11.6K
|
12.1K
$3.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-68- 2.82% |
$9.23K - $11.6K
|
2.35K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-69- 0.33% |
$9.36K - $11.8K
|
21K
$5.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-70- 0.86% |
$9.5K - $11.9K
|
8.04K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-70- 0.69% |
$9.5K - $11.9K
|
10.1K
$2.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
SELL
|
- |
-70- 2.53% |
$9.5K - $11.9K
|
2.69K
$697K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 0.52% |
$9.5K - $11.9K
|
13.4K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-70- 0.9% |
$9.5K - $11.9K
|
7.75K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-72- 0.89% |
$9.77K - $12.3K
|
7.99K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-72- 0.69% |
$9.77K - $12.3K
|
10.3K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-73- 0.28% |
$9.91K - $12.4K
|
25.7K
$6.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-73- 3.02% |
$9.91K - $12.4K
|
2.35K
$608K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-73- 0.63% |
$9.91K - $12.4K
|
11.6K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-73- 1.95% |
$9.91K - $12.4K
|
3.67K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-73- 2.58% |
$9.91K - $12.4K
|
2.76K
$715K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-74- 0.29% |
$10K - $12.6K
|
25.1K
$6.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-74- 0.6% |
$10K - $12.6K
|
12.3K
$3.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-75- 0.42% |
$10.2K - $12.8K
|
17.6K
$4.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-75- 3.74% |
$10.2K - $12.8K
|
1.93K
$499K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-76- 0.49% |
$10.3K - $12.9K
|
15.3K
$3.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-76- 0.49% |
$10.3K - $12.9K
|
15.3K
$3.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 3.76% |
$10.4K - $13.1K
|
1.97K
$511K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-77- 2.69% |
$10.4K - $13.1K
|
2.79K
$722K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-77- 2.01% |
$10.4K - $13.1K
|
3.75K
$971K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-77- 0.7% |
$10.4K - $13.1K
|
11K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-77- 0.87% |
$10.4K - $13.1K
|
8.81K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-77- 0.48% |
$10.4K - $13.1K
|
15.8K
$4.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-78- 4.57% |
$10.6K - $13.3K
|
1.63K
$422K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-78- 3.88% |
$10.6K - $13.3K
|
1.93K
$501K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-78- 1.79% |
$10.6K - $13.3K
|
4.28K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-79- 4.71% |
$10.7K - $13.5K
|
1.6K
$414K
|