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
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.42K- 1.55% |
$192K - $241K
|
89.9K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.42K- 11.43% |
$193K - $242K
|
11K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.42K- 7.03% |
$193K - $242K
|
18.8K
$4.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.43K- 1.11% |
$194K - $244K
|
128K
$33.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.43K- 2.7% |
$194K - $244K
|
51.5K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.44K- 0.74% |
$195K - $245K
|
193K
$50M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.45K- 7.21% |
$196K - $247K
|
18.6K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.45K- 1.4% |
$196K - $247K
|
102K
$26.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.45K- 24.34% |
$197K - $247K
|
4.5K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.46K- 33.82% |
$198K - $248K
|
2.86K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.46K- 0.97% |
$198K - $249K
|
149K
$38.7M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.48K- 3.77% |
$200K - $252K
|
37.7K
$9.77M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.48K- 26.41% |
$201K - $252K
|
4.12K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.48K- 99.8% |
$201K - $252K
|
3
$777
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.48K- 13.4% |
$201K - $252K
|
9.58K
$2.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-1.49K- 16.85% |
$202K - $253K
|
7.33K
$1.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49K- 1.82% |
$202K - $254K
|
80.5K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.49K- 15.41% |
$202K - $254K
|
8.18K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.49K- 3.6% |
$203K - $254K
|
40K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.49K- 4.02% |
$203K - $254K
|
35.7K
$9.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.5K- 4.74% |
$203K - $255K
|
30.1K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.51K- 2.41% |
$205K - $257K
|
61.3K
$15.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.51K- 44.11% |
$205K - $258K
|
1.92K
$497K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.52K- 0.3% |
$206K - $259K
|
506K
$131M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.54K- 1.44% |
$209K - $262K
|
106K
$27.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.55K- 1.18% |
$210K - $263K
|
129K
$33.5M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-1.55K- 10.41% |
$210K - $263K
|
13.3K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.55K- 4.34% |
$210K - $264K
|
34.2K
$8.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.56K- 11.96% |
$211K - $265K
|
11.4K
$2.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.56K- 5.65% |
$212K - $266K
|
26.1K
$6.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.56K- 3.1% |
$212K - $266K
|
48.9K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.58K- 7.45% |
$214K - $269K
|
19.6K
$5.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.58K- 14.05% |
$215K - $270K
|
9.68K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 6.49% |
$216K - $271K
|
22.9K
$5.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.6K- 57.46% |
$217K - $273K
|
1.19K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.61K- 1.68% |
$218K - $274K
|
93.9K
$24.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-1.61K- 5.89% |
$218K - $274K
|
25.7K
$6.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61K- 11.39% |
$218K - $274K
|
12.5K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.62K- 23.15% |
$220K - $276K
|
5.38K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.63K- 1.78% |
$222K - $278K
|
90.3K
$23.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.66K- 26.34% |
$225K - $283K
|
4.64K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.67K- 6.67% |
$227K - $285K
|
23.4K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.68K- 1.2% |
$229K - $287K
|
138K
$35.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.7K- 7.66% |
$231K - $290K
|
20.5K
$5.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.71K- 4.58% |
$232K - $291K
|
35.6K
$9.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.71K- 4.27% |
$232K - $291K
|
38.3K
$9.92M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.74K- 2.27% |
$235K - $295K
|
74.6K
$19.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.74K- 10.99% |
$236K - $296K
|
14.1K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.74K- 1.71% |
$236K - $296K
|
99.8K
$25.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.74K- 5.87% |
$237K - $297K
|
28K
$7.25M
|