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 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-435- 0.35% |
$59K - $74.1K
|
125K
$32.3M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-435- 55.56% |
$59K - $74.1K
|
348
$90.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-439- 7.34% |
$59.6K - $74.8K
|
5.55K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-439- 30.51% |
$59.6K - $74.8K
|
1K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-439- 0.12% |
$59.6K - $74.8K
|
353K
$91.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-440- 4.13% |
$59.7K - $74.9K
|
10.2K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-442- 0.96% |
$60K - $75.3K
|
45.6K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-442- 3.72% |
$60K - $75.3K
|
11.4K
$2.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-443- 0.38% |
$60.1K - $75.4K
|
116K
$30M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-443- 0.77% |
$60.1K - $75.4K
|
56.8K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-443- 2.14% |
$60.1K - $75.4K
|
20.2K
$5.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-446- 5.71% |
$60.5K - $76K
|
7.36K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-447- 1.09% |
$60.7K - $76.1K
|
40.5K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-447- 13.65% |
$60.7K - $76.1K
|
2.83K
$732K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-449- 3.03% |
$60.9K - $76.5K
|
14.4K
$3.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-451- 2.28% |
$61.2K - $76.8K
|
19.3K
$5M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-451- 1.54% |
$61.2K - $76.8K
|
28.9K
$7.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-454- 13.22% |
$61.6K - $77.3K
|
2.98K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-456- 19.11% |
$61.9K - $77.7K
|
1.93K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-460- 8.9% |
$62.4K - $78.3K
|
4.71K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-462- 1.3% |
$62.7K - $78.7K
|
35K
$9.07M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-463- 1.86% |
$62.8K - $78.8K
|
24.5K
$6.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-463- 6.6% |
$62.8K - $78.8K
|
6.56K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-463- 3.0% |
$62.8K - $78.8K
|
14.9K
$3.87M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-464- 1.97% |
$63K - $79K
|
23K
$5.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-466- 1.13% |
$63.2K - $79.4K
|
40.6K
$10.5M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-472- 1.88% |
$64K - $80.4K
|
24.6K
$6.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-472- 14.26% |
$64K - $80.4K
|
2.84K
$735K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-472- 1.26% |
$64K - $80.4K
|
37K
$9.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-477- 27.56% |
$64.7K - $81.2K
|
1.25K
$325K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-482- 2.68% |
$65.4K - $82.1K
|
17.5K
$4.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-482- 18.86% |
$65.4K - $82.1K
|
2.07K
$537K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-483- 2.91% |
$65.5K - $82.3K
|
16.1K
$4.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-484- 4.82% |
$65.7K - $82.4K
|
9.56K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-484- 0.56% |
$65.7K - $82.4K
|
85.9K
$22.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-485- 3.61% |
$65.8K - $82.6K
|
13K
$3.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-485- 15.69% |
$65.8K - $82.6K
|
2.61K
$675K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-493- 2.16% |
$66.9K - $84K
|
22.3K
$5.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-497- 0.46% |
$67.4K - $84.6K
|
108K
$28M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-497- 1.0% |
$67.4K - $84.6K
|
49.3K
$12.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-497- 1.54% |
$67.4K - $84.6K
|
31.8K
$8.24M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-499- 2.31% |
$67.7K - $85K
|
21.1K
$5.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 4.17% |
$67.8K - $85.2K
|
11.5K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 20.0% |
$67.8K - $85.2K
|
2K
$518K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$440K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-510- 0.91% |
$69.2K - $86.9K
|
55.5K
$14.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-516- 7.41% |
$70K - $87.9K
|
6.45K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-518- 12.35% |
$70.3K - $88.2K
|
3.68K
$952K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-518- 1.46% |
$70.3K - $88.2K
|
34.9K
$9.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-518- 16.09% |
$70.3K - $88.2K
|
2.7K
$700K
|