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 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.29K- 4.41% |
$310K - $390K
|
49.6K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 3.03% |
$311K - $391K
|
73.4K
$19M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.29K- 43.46% |
$311K - $391K
|
2.99K
$773K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.3K- 0.92% |
$312K - $392K
|
248K
$64.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.31K- 0.76% |
$314K - $394K
|
302K
$78.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.31K- 3.05% |
$314K - $394K
|
73.7K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.32K- 4.2% |
$314K - $395K
|
52.9K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.34K- 1.86% |
$318K - $399K
|
123K
$31.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 4.78% |
$318K - $399K
|
46.6K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.35K- 18.31% |
$319K - $400K
|
10.5K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.35K- 1.54% |
$319K - $401K
|
151K
$39M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.36K- 0.99% |
$320K - $401K
|
236K
$61.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.36K- 0.92% |
$320K - $401K
|
254K
$65.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.37K- 4.74% |
$322K - $404K
|
47.7K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.39K- 3.25% |
$325K - $408K
|
71.3K
$18.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.4K- 27.53% |
$326K - $409K
|
6.33K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.41K- 1.67% |
$326K - $410K
|
142K
$36.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.41K- 14.06% |
$326K - $410K
|
14.7K
$3.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.41K- 20.26% |
$327K - $411K
|
9.49K
$2.46M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.42K- 1.56% |
$329K - $413K
|
153K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.44K- 21.24% |
$331K - $415K
|
9.04K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.47K- 4.02% |
$335K - $420K
|
58.9K
$15.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-2.48K- 5.1% |
$336K - $421K
|
46K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.48K- 2.23% |
$336K - $422K
|
109K
$28.2M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.5K- 2.52% |
$339K - $425K
|
96.6K
$25M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2.5K- 8.01% |
$339K - $426K
|
28.7K
$7.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.5K- 1.22% |
$340K - $426K
|
202K
$52.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.51K- 2.46% |
$340K - $427K
|
99.2K
$25.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.51K- 2.32% |
$341K - $428K
|
106K
$27.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.52K- 2.94% |
$342K - $430K
|
83.2K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.56K- 2.13% |
$348K - $436K
|
118K
$30.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 36.67% |
$348K - $437K
|
4.43K
$1.15M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 36.67% |
$348K - $437K
|
4.43K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.57K- 31.35% |
$349K - $438K
|
5.64K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.59K- 4.6% |
$351K - $440K
|
53.7K
$13.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.59K- 17.48% |
$352K - $442K
|
12.2K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-2.61K- 55.63% |
$354K - $444K
|
2.08K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.61K- 5.56% |
$355K - $445K
|
44.4K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.61K- 1.11% |
$355K - $445K
|
233K
$60.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.64K- 7.79% |
$358K - $449K
|
31.2K
$8.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-2.64K- 24.66% |
$358K - $450K
|
8.07K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.68K- 25.35% |
$364K - $456K
|
7.89K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.71K- 1.12% |
$368K - $462K
|
239K
$62M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-2.78K- 1.59% |
$377K - $473K
|
172K
$44.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.78K- 20.37% |
$378K - $474K
|
10.9K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.81K- 33.34% |
$381K - $478K
|
5.61K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.83K- 17.38% |
$384K - $482K
|
13.5K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-2.84K- 31.09% |
$385K - $483K
|
6.29K
$1.63M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.87K- 0.62% |
$390K - $489K
|
461K
$119M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.87K- 82.2% |
$390K - $489K
|
622
$161K
|