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 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.21K- 4.4% |
$165K - $207K
|
26.4K
$6.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.22K- 5.53% |
$165K - $207K
|
20.8K
$5.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.23K- 4.83% |
$166K - $209K
|
24.2K
$6.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 4.62% |
$168K - $211K
|
25.5K
$6.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.24K- 2.47% |
$168K - $211K
|
49K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.25K- 0.67% |
$169K - $212K
|
185K
$47.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.25K- 8.89% |
$170K - $213K
|
12.8K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.25K- 2.42% |
$170K - $213K
|
50.5K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.26K- 3.28% |
$171K - $215K
|
37.2K
$9.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.27K- 12.9% |
$172K - $216K
|
8.55K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1.27K- 4.66% |
$172K - $216K
|
26K
$6.73M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.27K- 6.23% |
$172K - $216K
|
19.1K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 6.64% |
$174K - $218K
|
18K
$4.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.28K- 30.88% |
$174K - $218K
|
2.87K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.28K- 1.63% |
$174K - $218K
|
77.3K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.3K- 3.44% |
$176K - $221K
|
36.5K
$9.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.31K- 18.22% |
$177K - $223K
|
5.87K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.31K- 0.79% |
$177K - $223K
|
163K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.31K- 2.6% |
$178K - $223K
|
49K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.31K- 4.33% |
$178K - $223K
|
29K
$7.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.32K- 1.6% |
$179K - $224K
|
81.2K
$21M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 7.0% |
$179K - $225K
|
17.6K
$4.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.33K- 1.4% |
$180K - $226K
|
93.3K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.33K- 1.41% |
$180K - $226K
|
92.6K
$24M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.34K- 7.01% |
$181K - $227K
|
17.7K
$4.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.34K- 5.86% |
$182K - $228K
|
21.5K
$5.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.34K- 0.61% |
$182K - $228K
|
218K
$56.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.34K- 40.97% |
$182K - $228K
|
1.93K
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.34K- 0.23% |
$182K - $228K
|
590K
$153M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-1.35K- 17.04% |
$183K - $229K
|
6.55K
$1.7M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.35K- 12.61% |
$183K - $229K
|
9.32K
$2.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.35K- 3.32% |
$184K - $231K
|
39.4K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.35K- 0.76% |
$184K - $231K
|
178K
$46.1M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.35K- 1.92% |
$184K - $231K
|
69.1K
$17.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.36K- 83.9% |
$184K - $231K
|
260
$67.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.36K- 4.63% |
$184K - $231K
|
27.9K
$7.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.36K- 1.1% |
$185K - $232K
|
123K
$31.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.36K- 7.75% |
$185K - $232K
|
16.2K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.37K- 7.05% |
$185K - $232K
|
18K
$4.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.37K- 0.93% |
$186K - $233K
|
146K
$37.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.38K- 31.79% |
$187K - $234K
|
2.95K
$764K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-1.38K- 17.45% |
$187K - $235K
|
6.54K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.39K- 1.9% |
$188K - $237K
|
71.6K
$18.6M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.39K- 1.15% |
$188K - $237K
|
119K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.4K- 10.06% |
$190K - $238K
|
12.5K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.4K- 0.54% |
$190K - $239K
|
260K
$67.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.4K- 2.19% |
$190K - $239K
|
62.8K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.4K- 4.19% |
$191K - $239K
|
32.1K
$8.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.41K- 6.66% |
$191K - $239K
|
19.7K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.41K- 8.63% |
$191K - $240K
|
14.9K
$3.86M
|