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 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.03K- 1.14% |
$140K - $176K
|
89.9K
$23.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.05K- 37.02% |
$142K - $178K
|
1.78K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.05K- 8.97% |
$142K - $178K
|
10.6K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.05K- 5.45% |
$142K - $178K
|
18.2K
$4.71M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.05K- 3.24% |
$142K - $179K
|
31.3K
$8.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.05K- 0.6% |
$143K - $179K
|
176K
$45.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.06K- 1.48% |
$144K - $180K
|
70.2K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.06K- 35.56% |
$144K - $181K
|
1.92K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.06K- 1.31% |
$144K - $181K
|
80K
$20.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.07K- 1.48% |
$145K - $181K
|
70.7K
$18.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.07K- 3.07% |
$145K - $182K
|
33.8K
$8.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.07K- 9.1% |
$146K - $183K
|
10.7K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.08K- 8.6% |
$146K - $183K
|
11.4K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.08K- 18.81% |
$146K - $184K
|
4.66K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 0.87% |
$147K - $184K
|
123K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.08K- 13.79% |
$147K - $184K
|
6.76K
$1.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.09K- 0.57% |
$147K - $185K
|
188K
$48.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.09K- 6.08% |
$148K - $186K
|
16.9K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.09K- 0.7% |
$148K - $186K
|
155K
$40.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.1K- 3.59% |
$149K - $187K
|
29.5K
$7.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.1K- 1.48% |
$149K - $187K
|
73.4K
$19M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.1K- 8.05% |
$150K - $188K
|
12.6K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.11K- 1.7% |
$150K - $188K
|
63.8K
$16.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.11K- 4.55% |
$151K - $189K
|
23.3K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.11K- 17.77% |
$151K - $190K
|
5.15K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.11K- 7.37% |
$151K - $190K
|
14K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.12K- 1.85% |
$151K - $190K
|
59.1K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.14K- 17.33% |
$154K - $193K
|
5.41K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.14K- 4.56% |
$155K - $194K
|
23.9K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.14K- 1.21% |
$155K - $194K
|
93.4K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.15K- 2.18% |
$156K - $196K
|
51.4K
$13.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.15K- 23.96% |
$156K - $196K
|
3.66K
$947K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 8.87% |
$157K - $197K
|
11.9K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.16K- 2.39% |
$158K - $198K
|
47.4K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.16K- 2.25% |
$158K - $198K
|
50.5K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.17K- 38.01% |
$158K - $198K
|
1.9K
$492K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.17K- 1.97% |
$158K - $199K
|
58.1K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.17K- 2.55% |
$159K - $200K
|
44.8K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.17K- 2.4% |
$159K - $200K
|
47.8K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17K- 4.81% |
$159K - $200K
|
23.2K
$6.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.18K- 3.04% |
$161K - $201K
|
37.7K
$9.76M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.19K- 1.07% |
$161K - $202K
|
110K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.19K- 0.63% |
$161K - $202K
|
187K
$48.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.19K- 7.79% |
$162K - $203K
|
14.1K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.2K- 6.26% |
$162K - $204K
|
17.9K
$4.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.2K- 4.1% |
$163K - $205K
|
28.1K
$7.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.21K- 3.76% |
$164K - $205K
|
30.9K
$8M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.21K- 5.47% |
$164K - $206K
|
20.9K
$5.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.21K- 2.71% |
$164K - $206K
|
43.4K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.21K- 10.44% |
$165K - $207K
|
10.4K
$2.7M
|