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 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.89K- 4.44% |
$393K - $493K
|
62.2K
$16.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.92K- 3.36% |
$396K - $497K
|
84K
$21.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.92K- 2.79% |
$396K - $497K
|
102K
$26.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.92K- 6.78% |
$397K - $498K
|
40.2K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.93K- 0.66% |
$397K - $498K
|
439K
$114M
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-2.94K- 20.12% |
$399K - $501K
|
11.7K
$3.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.95K- 2.68% |
$400K - $502K
|
107K
$27.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.95K- 0.22% |
$400K - $502K
|
1.33M
$345M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.95K- 8.8% |
$400K - $502K
|
30.6K
$7.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.96K- 6.59% |
$402K - $504K
|
42K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.97K- 0.26% |
$403K - $505K
|
1.15M
$297M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.97K- 8.55% |
$404K - $506K
|
31.8K
$8.24M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.98K- 1.74% |
$405K - $508K
|
168K
$43.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.99K- 5.24% |
$405K - $508K
|
53.9K
$14M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.99K- 0.87% |
$405K - $509K
|
342K
$88.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-3K- 15.8% |
$407K - $511K
|
16K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-3K- 39.89% |
$407K - $511K
|
4.52K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.03K- 5.7% |
$411K - $516K
|
50.1K
$13M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.06K- 0.79% |
$415K - $521K
|
386K
$100M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.06K- 0.98% |
$416K - $522K
|
310K
$80.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.07K- 1.21% |
$416K - $522K
|
250K
$64.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 5.2% |
$417K - $523K
|
56K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.08K- 9.71% |
$417K - $524K
|
28.6K
$7.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-3.08K- 3.28% |
$418K - $524K
|
90.8K
$23.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.08K- 4.93% |
$418K - $525K
|
59.5K
$15.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-3.1K- 2.95% |
$421K - $528K
|
102K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-3.14K- 1.5% |
$426K - $535K
|
206K
$53.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-3.15K- 15.27% |
$427K - $536K
|
17.5K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.16K- 1.36% |
$429K - $538K
|
229K
$59.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.19K- 22.96% |
$433K - $544K
|
10.7K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-3.2K- 5.37% |
$434K - $545K
|
56.3K
$14.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.21K- 28.02% |
$436K - $547K
|
8.25K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 5.24% |
$438K - $549K
|
58.4K
$15.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 62.66% |
$439K - $551K
|
1.93K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.24K- 2.45% |
$440K - $552K
|
129K
$33.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.27K- 5.74% |
$444K - $557K
|
53.7K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.27K- 3.73% |
$444K - $558K
|
84.4K
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.28K- 31.83% |
$445K - $558K
|
7.02K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.33K- 9.71% |
$452K - $567K
|
31K
$8.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.34K- 23.9% |
$453K - $569K
|
10.6K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.36K- 0.46% |
$456K - $572K
|
723K
$187M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.4K- 7.95% |
$462K - $580K
|
39.4K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.44K- 1.71% |
$467K - $586K
|
198K
$51.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.48K- 1.96% |
$472K - $592K
|
174K
$45M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.49K- 2.49% |
$474K - $595K
|
137K
$35.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.5K- 28.79% |
$475K - $596K
|
8.65K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 35.0% |
$475K - $596K
|
6.5K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.51K- 12.03% |
$477K - $598K
|
25.7K
$6.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.53K- 2.6% |
$479K - $602K
|
132K
$34.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.55K- 2.26% |
$481K - $604K
|
154K
$39.8M
|