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 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-520- 24.54% |
$70.6K - $88.6K
|
1.6K
$414K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-520- 12.83% |
$70.6K - $88.6K
|
3.53K
$915K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-521- 8.12% |
$70.7K - $88.7K
|
5.9K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-525- 1.87% |
$71.2K - $89.4K
|
27.5K
$7.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-530- 1.24% |
$71.9K - $90.3K
|
42.2K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-532- 1.35% |
$72.2K - $90.6K
|
38.8K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-532- 10.29% |
$72.2K - $90.6K
|
4.64K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-533- 2.17% |
$72.3K - $90.8K
|
24K
$6.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-536- 0.62% |
$72.7K - $91.3K
|
86.3K
$22.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-538- 0.11% |
$73K - $91.6K
|
475K
$123M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-541- 4.49% |
$73.4K - $92.1K
|
11.5K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-541- 16.99% |
$73.4K - $92.1K
|
2.64K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-541- 4.79% |
$73.4K - $92.1K
|
10.8K
$2.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-541- 7.95% |
$73.4K - $92.1K
|
6.26K
$1.62M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-550- 2.5% |
$74.6K - $93.7K
|
21.5K
$5.56M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-550- 3.5% |
$74.6K - $93.7K
|
15.2K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-551- 0.86% |
$74.8K - $93.8K
|
63.2K
$16.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-553- 3.02% |
$75K - $94.2K
|
17.8K
$4.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-554- 1.53% |
$75.2K - $94.3K
|
35.6K
$9.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-556- 7.82% |
$75.4K - $94.7K
|
6.55K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-558- 7.56% |
$75.7K - $95K
|
6.83K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-558- 1.47% |
$75.7K - $95K
|
37.4K
$9.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-558- 0.88% |
$75.7K - $95K
|
62.9K
$16.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-559- 11.97% |
$75.9K - $95.2K
|
4.11K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-559- 10.16% |
$75.9K - $95.2K
|
4.94K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-575- 24.6% |
$78K - $97.9K
|
1.76K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-577- 2.36% |
$78.3K - $98.3K
|
23.9K
$6.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-578- 4.7% |
$78.4K - $98.4K
|
11.7K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-578- 3.36% |
$78.4K - $98.4K
|
16.6K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-578- 7.57% |
$78.4K - $98.4K
|
7.06K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-584- 6.85% |
$79.2K - $99.5K
|
7.94K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-584- 1.67% |
$79.2K - $99.5K
|
34.3K
$8.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-586- 2.99% |
$79.5K - $99.8K
|
19K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-586- 8.78% |
$79.5K - $99.8K
|
6.09K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-591- 21.53% |
$80.2K - $101K
|
2.15K
$558K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-598- 8.43% |
$81.1K - $102K
|
6.5K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-598- 8.05% |
$81.1K - $102K
|
6.83K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-599- 0.32% |
$81.3K - $102K
|
184K
$47.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-599- 5.12% |
$81.3K - $102K
|
11.1K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-600- 32.1% |
$81.4K - $102K
|
1.27K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 7.5% |
$81.4K - $102K
|
7.4K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-601- 2.39% |
$81.5K - $102K
|
24.6K
$6.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-603- 7.98% |
$81.8K - $103K
|
6.95K
$1.8M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-605- 11.16% |
$82.1K - $103K
|
4.82K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-606- 1.09% |
$82.2K - $103K
|
55.2K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-607- 9.25% |
$82.4K - $103K
|
5.95K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-607- 8.1% |
$82.4K - $103K
|
6.89K
$1.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-608- 1.87% |
$82.5K - $104K
|
32K
$8.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-610- 1.36% |
$82.8K - $104K
|
44.1K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-616- 5.22% |
$83.6K - $105K
|
11.2K
$2.9M
|