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 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-878- 2.38% |
$119K - $150K
|
36K
$9.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-888- 2.25% |
$120K - $151K
|
38.6K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-891- 2.26% |
$121K - $152K
|
38.5K
$9.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-894- 2.98% |
$121K - $152K
|
29.1K
$7.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-897- 28.84% |
$122K - $153K
|
2.21K
$573K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-899- 0.95% |
$122K - $153K
|
94K
$24.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-900- 2.63% |
$122K - $153K
|
33.3K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-900- 1.49% |
$122K - $153K
|
59.6K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-904- 3.15% |
$123K - $154K
|
27.8K
$7.2M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-912- 1.33% |
$124K - $155K
|
67.5K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-925- 24.27% |
$126K - $158K
|
2.89K
$748K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-927- 5.43% |
$126K - $158K
|
16.2K
$4.19M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-928- 6.77% |
$126K - $158K
|
12.8K
$3.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-930- 1.92% |
$126K - $158K
|
47.5K
$12.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-932- 4.44% |
$126K - $159K
|
20.1K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-932- 16.35% |
$126K - $159K
|
4.77K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-939- 9.03% |
$127K - $160K
|
9.46K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-943- 4.5% |
$128K - $161K
|
20K
$5.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-945- 10.27% |
$128K - $161K
|
8.26K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-946- 3.25% |
$128K - $161K
|
28.2K
$7.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-951- 5.07% |
$129K - $162K
|
17.8K
$4.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-960- 5.23% |
$130K - $163K
|
17.4K
$4.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-960- 15.96% |
$130K - $163K
|
5.05K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-960- 9.38% |
$130K - $163K
|
9.28K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-963- 3.95% |
$131K - $164K
|
23.4K
$6.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-963- 4.32% |
$131K - $164K
|
21.3K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-963- 0.18% |
$131K - $164K
|
534K
$138M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-964- 0.24% |
$131K - $164K
|
398K
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-968- 2.1% |
$131K - $165K
|
45.1K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-972- 14.79% |
$132K - $166K
|
5.6K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-973- 2.54% |
$132K - $166K
|
37.3K
$9.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-973- 15.1% |
$132K - $166K
|
5.47K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-977- 12.5% |
$133K - $166K
|
6.84K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-980- 7.09% |
$133K - $167K
|
12.8K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-980- 43.23% |
$133K - $167K
|
1.29K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-985- 13.46% |
$134K - $168K
|
6.33K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-991- 0.44% |
$134K - $169K
|
223K
$57.8M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-992- 5.77% |
$135K - $169K
|
16.2K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-994- 10.76% |
$135K - $169K
|
8.24K
$2.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-999- 7.88% |
$136K - $170K
|
11.7K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.13% |
$136K - $170K
|
31K
$8.02M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1K- 7.14% |
$136K - $171K
|
13K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.01K- 0.13% |
$137K - $171K
|
770K
$200M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.01K- 3.69% |
$138K - $173K
|
26.5K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02K- 3.37% |
$138K - $173K
|
29.1K
$7.54M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.04% |
$139K - $174K
|
15.9K
$4.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.02K- 1.83% |
$139K - $174K
|
54.9K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.02K- 15.31% |
$139K - $174K
|
5.65K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.03K- 12.39% |
$139K - $175K
|
7.27K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.03K- 0.35% |
$140K - $176K
|
293K
$75.8M
|