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 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-103- 4.79% |
$14K - $17.5K
|
2.05K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-104- 3.96% |
$14.1K - $17.7K
|
2.53K
$654K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-106- 0.21% |
$14.4K - $18.1K
|
49.3K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-107- 1.73% |
$14.5K - $18.2K
|
6.08K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-107- 0.92% |
$14.5K - $18.2K
|
11.6K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-109- 1.44% |
$14.8K - $18.6K
|
7.44K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-113- 2.48% |
$15.3K - $19.2K
|
4.44K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-113- 0.45% |
$15.3K - $19.2K
|
25.3K
$6.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-114- 4.26% |
$15.5K - $19.4K
|
2.56K
$664K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-115- 1.98% |
$15.6K - $19.6K
|
5.7K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-115- 4.51% |
$15.6K - $19.6K
|
2.44K
$631K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-115- 0.75% |
$15.6K - $19.6K
|
15.3K
$3.96M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-115- 0.68% |
$15.6K - $19.6K
|
16.9K
$4.38M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-115- 5.09% |
$15.6K - $19.6K
|
2.15K
$556K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-116- 0.55% |
$15.7K - $19.8K
|
20.9K
$5.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-116- 1.0% |
$15.7K - $19.8K
|
11.5K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-117- 6.81% |
$15.9K - $19.9K
|
1.6K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-118- 1.17% |
$16K - $20.1K
|
10K
$2.59M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-119- 5.04% |
$16.1K - $20.3K
|
2.24K
$581K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-120- 0.27% |
$16.3K - $20.4K
|
44.1K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.69% |
$16.3K - $20.4K
|
17.4K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-120- 0.48% |
$16.3K - $20.4K
|
24.6K
$6.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-120- 2.09% |
$16.3K - $20.4K
|
5.61K
$1.45M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-120- 0.48% |
$16.3K - $20.4K
|
24.6K
$6.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-121- 0.9% |
$16.4K - $20.6K
|
13.4K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-121- 2.44% |
$16.4K - $20.6K
|
4.84K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-123- 1.21% |
$16.7K - $20.9K
|
10K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-123- 2.19% |
$16.7K - $20.9K
|
5.48K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-124- 0.16% |
$16.8K - $21.1K
|
79.8K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-124- 1.28% |
$16.8K - $21.1K
|
9.54K
$2.47M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-124- 2.66% |
$16.8K - $21.1K
|
4.53K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-125- 0.34% |
$17K - $21.3K
|
36.9K
$9.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-125- 3.56% |
$17K - $21.3K
|
3.39K
$877K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-125- 0.24% |
$17K - $21.3K
|
51.1K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 0.11% |
$17K - $21.3K
|
111K
$28.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.6% |
$17K - $21.3K
|
20.6K
$5.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-125- 3.73% |
$17K - $21.3K
|
3.23K
$835K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-126- 3.23% |
$17.1K - $21.5K
|
3.78K
$978K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-126- 4.18% |
$17.1K - $21.5K
|
2.89K
$748K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-126- 0.15% |
$17.1K - $21.5K
|
81.8K
$21.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-128- 0.86% |
$17.4K - $21.8K
|
14.8K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-128- 0.41% |
$17.4K - $21.8K
|
30.9K
$7.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-130- 5.59% |
$17.6K - $22.1K
|
2.19K
$568K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-130- 0.24% |
$17.6K - $22.1K
|
54.8K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-132- 3.13% |
$17.9K - $22.5K
|
4.08K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-133- 0.12% |
$18K - $22.6K
|
109K
$28.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-134- 1.76% |
$18.2K - $22.8K
|
7.5K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-134- 0.46% |
$18.2K - $22.8K
|
29.1K
$7.53M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-134- 1.24% |
$18.2K - $22.8K
|
10.7K
$2.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-135- 0.74% |
$18.3K - $23K
|
18.2K
$4.72M
|