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 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-300- 6.67% |
$40.7K - $51.1K
|
4.2K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-301- 2.8% |
$40.8K - $51.3K
|
10.4K
$2.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-302- 5.07% |
$41K - $51.4K
|
5.66K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-302- 0.32% |
$41K - $51.4K
|
95K
$24.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-302- 3.35% |
$41K - $51.4K
|
8.72K
$2.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-306- 1.12% |
$41.5K - $52.1K
|
27K
$7M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-307- 3.51% |
$41.7K - $52.3K
|
8.43K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-308- 8.01% |
$41.8K - $52.5K
|
3.54K
$916K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-308- 1.89% |
$41.8K - $52.5K
|
16K
$4.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-308- 17.79% |
$41.8K - $52.5K
|
1.42K
$369K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-308- 10.83% |
$41.8K - $52.5K
|
2.54K
$657K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.83% |
$42.1K - $52.8K
|
37.1K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-311- 1.21% |
$42.2K - $53K
|
25.3K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-314- 0.77% |
$42.6K - $53.5K
|
40.2K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-314- 7.83% |
$42.6K - $53.5K
|
3.69K
$957K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-320- 2.39% |
$43.4K - $54.5K
|
13.1K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-321- 2.72% |
$43.6K - $54.7K
|
11.5K
$2.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-322- 2.55% |
$43.7K - $54.8K
|
12.3K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-324- 0.35% |
$44K - $55.2K
|
91.8K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-327- 0.37% |
$44.4K - $55.7K
|
87.4K
$22.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-327- 0.7% |
$44.4K - $55.7K
|
46.6K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-327- 0.93% |
$44.4K - $55.7K
|
35K
$9.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-328- 3.77% |
$44.5K - $55.9K
|
8.37K
$2.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-329- 2.22% |
$44.6K - $56K
|
14.5K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-330- 1.47% |
$44.8K - $56.2K
|
22.1K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-330- 19.57% |
$44.8K - $56.2K
|
1.36K
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-331- 8.14% |
$44.9K - $56.4K
|
3.73K
$967K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-332- 9.12% |
$45K - $56.5K
|
3.31K
$857K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-335- 0.99% |
$45.5K - $57.1K
|
33.4K
$8.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-336- 0.69% |
$45.6K - $57.2K
|
48.4K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-336- 8.92% |
$45.6K - $57.2K
|
3.43K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-337- 7.18% |
$45.7K - $57.4K
|
4.36K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-339- 0.33% |
$46K - $57.7K
|
102K
$26.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-342- 1.25% |
$46.4K - $58.2K
|
27K
$6.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-344- 1.35% |
$46.7K - $58.6K
|
25.2K
$6.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-344- 4.56% |
$46.7K - $58.6K
|
7.2K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-345- 20.07% |
$46.8K - $58.8K
|
1.37K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-346- 2.76% |
$46.9K - $58.9K
|
12.2K
$3.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-347- 2.63% |
$47.1K - $59.1K
|
12.8K
$3.33M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-347- 2.32% |
$47.1K - $59.1K
|
14.6K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-350- 2.1% |
$47.5K - $59.6K
|
16.3K
$4.22M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-358- 5.85% |
$48.6K - $61K
|
5.76K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-360- 0.3% |
$48.8K - $61.3K
|
121K
$31.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-360- 5.47% |
$48.8K - $61.3K
|
6.23K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-360- 16.59% |
$48.8K - $61.3K
|
1.81K
$469K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-361- 25.28% |
$49K - $61.5K
|
1.07K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-362- 1.19% |
$49.1K - $61.6K
|
30.1K
$7.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-364- 5.53% |
$49.4K - $62K
|
6.22K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-366- 0.54% |
$49.7K - $62.3K
|
67.8K
$17.6M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-367- 0.76% |
$49.8K - $62.5K
|
48.1K
$12.4M
|