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 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.75K- 8.61% |
$237K - $298K
|
18.6K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.75K- 1.93% |
$238K - $299K
|
88.9K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.76K- 23.6% |
$239K - $300K
|
5.7K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 5.98% |
$240K - $301K
|
27.8K
$7.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.77K- 37.76% |
$241K - $302K
|
2.92K
$757K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.78K- 25.9% |
$241K - $303K
|
5.08K
$1.32M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.79K- 12.05% |
$243K - $306K
|
13.1K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.8K- 4.71% |
$244K - $306K
|
36.4K
$9.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 2.82% |
$247K - $309K
|
62.6K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.84K- 1.88% |
$250K - $313K
|
96.1K
$24.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.84K- 30.14% |
$250K - $313K
|
4.26K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.86K- 6.87% |
$252K - $316K
|
25.2K
$6.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.88K- 10.86% |
$254K - $319K
|
15.4K
$3.99M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.9K- 3.98% |
$257K - $323K
|
45.8K
$11.9M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 26.32% |
$258K - $324K
|
5.32K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.9K- 21.15% |
$258K - $324K
|
7.1K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.91K- 27.1% |
$258K - $324K
|
5.12K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.91K- 31.22% |
$259K - $325K
|
4.21K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 6.15% |
$261K - $328K
|
29.4K
$7.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.94K- 3.68% |
$263K - $331K
|
50.8K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.97K- 16.05% |
$267K - $335K
|
10.3K
$2.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 1.1% |
$269K - $338K
|
178K
$46.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.99K- 17.39% |
$270K - $339K
|
9.46K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2K- 1.84% |
$271K - $341K
|
107K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2K- 6.75% |
$271K - $341K
|
27.6K
$7.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2K- 36.76% |
$272K - $341K
|
3.44K
$892K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2K- 0.79% |
$272K - $341K
|
252K
$65.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.02K- 6.89% |
$274K - $344K
|
27.3K
$7.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.04K- 5.78% |
$277K - $348K
|
33.3K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.05K- 0.63% |
$278K - $349K
|
323K
$83.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.05K- 2.14% |
$278K - $349K
|
93.8K
$24.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.05K- 4.34% |
$278K - $349K
|
45.3K
$11.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-2.07K- 2.81% |
$280K - $352K
|
71.5K
$18.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.07K- 1.36% |
$281K - $352K
|
151K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.09K- 0.52% |
$283K - $355K
|
401K
$104M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.09K- 10.8% |
$283K - $355K
|
17.2K
$4.47M
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-2.1K- 1.58% |
$285K - $357K
|
131K
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.11K- 17.31% |
$287K - $360K
|
10.1K
$2.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.12K- 0.63% |
$287K - $361K
|
334K
$86.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.15K- 0.8% |
$292K - $366K
|
265K
$68.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.15K- 0.73% |
$292K - $366K
|
294K
$76.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.15K- 1.71% |
$292K - $366K
|
123K
$32M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.17K- 55.28% |
$294K - $369K
|
1.75K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.18K- 10.96% |
$296K - $371K
|
17.7K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.19K- 1.02% |
$298K - $373K
|
213K
$55.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.2K- 9.73% |
$299K - $375K
|
20.4K
$5.29M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.22K- 1.29% |
$302K - $378K
|
170K
$44M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.26K- 8.34% |
$306K - $384K
|
24.8K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.28KClosed |
$310K - $389K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-2.29K- 0.87% |
$310K - $389K
|
262K
$67.8M
|