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
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-166- 1.68% |
$22.5K - $28.3K
|
9.73K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-166- 0.42% |
$22.5K - $28.3K
|
39.4K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-168- 1.15% |
$22.8K - $28.6K
|
14.4K
$3.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-168- 0.37% |
$22.8K - $28.6K
|
45.3K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 5.08% |
$22.8K - $28.6K
|
3.14K
$813K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-170- 1.04% |
$23.1K - $29K
|
16.3K
$4.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-170- 11.79% |
$23.1K - $29K
|
1.27K
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-172- 0.82% |
$23.3K - $29.3K
|
20.8K
$5.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 0.95% |
$23.3K - $29.3K
|
17.9K
$4.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-174- 7.36% |
$23.6K - $29.6K
|
2.19K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-175- 1.53% |
$23.7K - $29.8K
|
11.3K
$2.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-176- 1.74% |
$23.9K - $30K
|
9.94K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-176- 0.83% |
$23.9K - $30K
|
21.1K
$5.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-177- 2.38% |
$24K - $30.1K
|
7.25K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-179- 1.97% |
$24.3K - $30.5K
|
8.92K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-180- 1.13% |
$24.4K - $30.7K
|
15.8K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-182- 3.98% |
$24.7K - $31K
|
4.39K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-183- 1.37% |
$24.8K - $31.2K
|
13.2K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-183- 3.23% |
$24.8K - $31.2K
|
5.49K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-183- 0.09% |
$24.8K - $31.2K
|
193K
$49.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-184- 12.94% |
$25K - $31.3K
|
1.24K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-187- 3.43% |
$25.4K - $31.8K
|
5.27K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-188- 8.79% |
$25.5K - $32K
|
1.95K
$506K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-188- 0.08% |
$25.5K - $32K
|
242K
$62.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-190- 0.36% |
$25.8K - $32.4K
|
52.5K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-190- 0.38% |
$25.8K - $32.4K
|
50K
$12.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-191- 6.43% |
$25.9K - $32.5K
|
2.78K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-191- 2.57% |
$25.9K - $32.5K
|
7.23K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-192- 5.43% |
$26.1K - $32.7K
|
3.34K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-193- 0.61% |
$26.2K - $32.9K
|
31.4K
$8.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-194- 74.05% |
$26.3K - $33K
|
68
$17.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-195- 1.08% |
$26.5K - $33.2K
|
17.9K
$4.64M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-197- 4.82% |
$26.7K - $33.5K
|
3.89K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-198- 0.86% |
$26.9K - $33.7K
|
23K
$5.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-198- 1.81% |
$26.9K - $33.7K
|
10.7K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-198- 4.29% |
$26.9K - $33.7K
|
4.42K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-199- 0.5% |
$27K - $33.9K
|
39.4K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-199- 2.79% |
$27K - $33.9K
|
6.92K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-200- 0.19% |
$27.1K - $34.1K
|
107K
$27.7M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-200- 1.86% |
$27.1K - $34.1K
|
10.6K
$2.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 2.69% |
$27.1K - $34.1K
|
7.25K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.36% |
$27.1K - $34.1K
|
8.29K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-200- 11.1% |
$27.1K - $34.1K
|
1.6K
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-200- 0.38% |
$27.1K - $34.1K
|
52.1K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 0.38% |
$27.1K - $34.1K
|
51.9K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-200- 1.76% |
$27.1K - $34.1K
|
11.2K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-202- 1.2% |
$27.4K - $34.4K
|
16.6K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-202- 5.04% |
$27.4K - $34.4K
|
3.8K
$985K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-203- 0.99% |
$27.5K - $34.6K
|
20.4K
$5.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-204- 2.58% |
$27.7K - $34.7K
|
7.7K
$1.99M
|