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 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-4.46K- 1.58% |
$605K - $760K
|
278K
$73.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.48K- 5.31% |
$608K - $763K
|
79.9K
$21.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-4.48K- 8.22% |
$608K - $763K
|
50K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.51K- 1.73% |
$612K - $768K
|
256K
$67.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.52K- 22.68% |
$614K - $770K
|
15.4K
$4.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.57K- 2.94% |
$620K - $779K
|
151K
$39.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.61K- 6.44% |
$625K - $785K
|
66.9K
$17.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.65K- 5.57% |
$631K - $792K
|
78.8K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.67K- 1.31% |
$633K - $795K
|
351K
$93M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.69K- 38.91% |
$637K - $799K
|
7.37K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-4.7K- 3.3% |
$637K - $800K
|
138K
$36.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.74K- 9.82% |
$644K - $808K
|
43.6K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.78K- 7.0% |
$648K - $813K
|
63.4K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.78K- 29.11% |
$648K - $813K
|
11.6K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.8K- 1.82% |
$651K - $817K
|
259K
$68.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.82K- 51.28% |
$654K - $821K
|
4.58K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.85K- 8.01% |
$658K - $826K
|
55.7K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.85K- 15.81% |
$658K - $826K
|
25.8K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.87K- 15.39% |
$661K - $830K
|
26.8K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4.88K- 1.08% |
$661K - $830K
|
445K
$118M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-4.96K- 4.43% |
$674K - $845K
|
107K
$28.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.98K- 1.51% |
$675K - $847K
|
326K
$86.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-5K- 5.88% |
$678K - $852K
|
80K
$21.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.01K- 15.18% |
$680K - $853K
|
28K
$7.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.02K- 9.58% |
$681K - $855K
|
47.4K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.07K- 2.89% |
$688K - $864K
|
170K
$45.1M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.1K- 0.64% |
$692K - $869K
|
792K
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.12K- 11.38% |
$695K - $872K
|
39.9K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-5.15K- 2.08% |
$698K - $877K
|
243K
$64.2M
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-5.2K- 43.33% |
$706K - $886K
|
6.8K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.2K- 1.25% |
$706K - $886K
|
410K
$109M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-5.28K- 8.55% |
$716K - $898K
|
56.5K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.3K- 2.94% |
$719K - $903K
|
175K
$46.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.3K- 26.92% |
$720K - $903K
|
14.4K
$3.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-5.31K- 8.04% |
$720K - $904K
|
60.7K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-5.32K- 7.81% |
$721K - $905K
|
62.7K
$16.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.36K- 33.39% |
$727K - $912K
|
10.7K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.38K- 53.05% |
$730K - $916K
|
4.76K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.38K- 2.51% |
$730K - $917K
|
209K
$55.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-5.43K- 15.31% |
$737K - $925K
|
30K
$7.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.46K- 0.7% |
$741K - $930K
|
775K
$205M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.49K- 5.3% |
$745K - $935K
|
98K
$25.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.53K- 45.85% |
$750K - $942K
|
6.53K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-5.56K- 17.61% |
$755K - $948K
|
26K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 26.23% |
$760K - $954K
|
15.7K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-5.61K- 19.67% |
$762K - $956K
|
22.9K
$6.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.62K- 11.56% |
$762K - $957K
|
43K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-5.66K- 39.14% |
$768K - $964K
|
8.81K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.71K- 0.47% |
$774K - $972K
|
1.2M
$318M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.72K- 50.5% |
$775K - $973K
|
5.6K
$1.48M
|