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 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-135- 3.19% |
$18.3K - $23K
|
4.1K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-135- 1.06% |
$18.3K - $23K
|
12.6K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-135- 0.24% |
$18.3K - $23K
|
56.5K
$14.6M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-136- 1.34% |
$18.5K - $23.2K
|
9.99K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-137- 0.27% |
$18.6K - $23.3K
|
50.7K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-138- 1.89% |
$18.7K - $23.5K
|
7.16K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-138- 0.67% |
$18.7K - $23.5K
|
20.5K
$5.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-140- 2.31% |
$19K - $23.8K
|
5.92K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-140- 0.29% |
$19K - $23.8K
|
48.2K
$12.5M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-140- 1.61% |
$19K - $23.8K
|
8.58K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-141- 8.44% |
$19.1K - $24K
|
1.53K
$396K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-143- 1.92% |
$19.4K - $24.4K
|
7.3K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-143- 1.69% |
$19.4K - $24.4K
|
8.31K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-144- 0.41% |
$19.5K - $24.5K
|
35.1K
$9.1M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-145- 9.49% |
$19.7K - $24.7K
|
1.38K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-145- 2.36% |
$19.7K - $24.7K
|
6.01K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-146- 0.65% |
$19.8K - $24.9K
|
22.3K
$5.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-147- 1.23% |
$19.9K - $25K
|
11.8K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-147- 1.67% |
$19.9K - $25K
|
8.64K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-148- 0.5% |
$20.1K - $25.2K
|
29.3K
$7.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-149- 0.34% |
$20.2K - $25.4K
|
43.9K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-149- 1.1% |
$20.2K - $25.4K
|
13.4K
$3.48M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-149- 0.34% |
$20.2K - $25.4K
|
43.9K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-150- 16.13% |
$20.4K - $25.5K
|
780
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-150- 0.4% |
$20.4K - $25.5K
|
37.2K
$9.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-150- 0.85% |
$20.4K - $25.5K
|
17.4K
$4.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-150- 0.27% |
$20.4K - $25.5K
|
55.6K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 0.35% |
$20.4K - $25.5K
|
43.2K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-150- 8.94% |
$20.4K - $25.5K
|
1.53K
$396K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-150- 10.3% |
$20.4K - $25.5K
|
1.31K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-150- 1.33% |
$20.4K - $25.5K
|
11.1K
$2.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-150- 0.82% |
$20.4K - $25.5K
|
18.1K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-150- 1.09% |
$20.4K - $25.5K
|
13.6K
$3.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-153- 1.63% |
$20.8K - $26.1K
|
9.25K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-153- 4.68% |
$20.8K - $26.1K
|
3.12K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 1.55% |
$20.9K - $26.2K
|
9.76K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-156- 0.19% |
$21.2K - $26.6K
|
81.9K
$21.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-157- 1.4% |
$21.3K - $26.7K
|
11K
$2.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-157- 6.3% |
$21.3K - $26.7K
|
2.33K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-158- 6.89% |
$21.4K - $26.9K
|
2.14K
$553K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-159- 0.54% |
$21.6K - $27.1K
|
29.1K
$7.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-160- 9.63% |
$21.7K - $27.2K
|
1.5K
$389K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-160- 7.5% |
$21.7K - $27.2K
|
1.97K
$511K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-161- 3.23% |
$21.8K - $27.4K
|
4.83K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-162- 9.88% |
$22K - $27.6K
|
1.48K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
Ruffer LLP
|
SELL
|
- |
-163- 1.03% |
$22.1K - $27.8K
|
15.7K
$4.06M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-163- 12.03% |
$22.1K - $27.8K
|
1.19K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-164- 4.51% |
$22.3K - $27.9K
|
3.47K
$900K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-164- 2.0% |
$22.3K - $27.9K
|
8.04K
$2.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-165- 0.64% |
$22.4K - $28.1K
|
25.5K
$6.62M
|