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 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.56K- 0.59% |
$484K - $607K
|
597K
$155M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.57K- 21.12% |
$484K - $607K
|
13.3K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.57K- 7.18% |
$484K - $607K
|
46.1K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.6K- 61.17% |
$488K - $613K
|
2.28K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.62K- 40.4% |
$491K - $616K
|
5.33K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.62K- 10.23% |
$491K - $617K
|
31.8K
$8.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-3.64K- 1.25% |
$494K - $621K
|
288K
$74.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.65K- 30.14% |
$495K - $621K
|
8.46K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-3.66K- 19.3% |
$496K - $623K
|
15.3K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.66K- 1.92% |
$497K - $624K
|
187K
$48.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-3.7K- 11.31% |
$502K - $630K
|
29K
$7.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.7K- 4.26% |
$502K - $630K
|
83.1K
$21.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.71K- 2.39% |
$504K - $632K
|
152K
$39.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.74K- 2.75% |
$507K - $636K
|
132K
$34.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.75K- 8.22% |
$509K - $639K
|
41.9K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.77K- 12.32% |
$512K - $643K
|
26.9K
$6.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 1.25% |
$515K - $647K
|
300K
$77.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.8K- 2.52% |
$516K - $647K
|
147K
$38M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-3.82K- 18.31% |
$518K - $650K
|
17K
$4.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-3.89K- 9.82% |
$527K - $662K
|
35.7K
$9.24M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.9K- 0.24% |
$529K - $663K
|
1.65M
$428M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.9K- 0.65% |
$529K - $664K
|
599K
$155M
|
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.9K- 1.26% |
$529K - $664K
|
304K
$78.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.92K- 4.93% |
$532K - $668K
|
75.7K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.94K- 25.71% |
$534K - $671K
|
11.4K
$2.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.95K- 35.0% |
$536K - $672K
|
7.33K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-3.96K- 55.96% |
$537K - $675K
|
3.12K
$807K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.97K- 1.45% |
$539K - $676K
|
270K
$70M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-4.01K- 2.96% |
$543K - $682K
|
131K
$34M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.03K- 12.22% |
$547K - $687K
|
29K
$7.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 25.5% |
$549K - $689K
|
11.8K
$3.06M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.05K- 2.02% |
$550K - $690K
|
196K
$50.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 64.34% |
$551K - $692K
|
2.25K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.06K- 20.62% |
$551K - $692K
|
15.6K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.07K- 49.95% |
$552K - $693K
|
4.08K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.08K- 21.27% |
$553K - $694K
|
15.1K
$3.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.1K- 10.35% |
$556K - $698K
|
35.5K
$9.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.27K- 2.14% |
$579K - $727K
|
195K
$50.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.28K- 40.73% |
$581K - $729K
|
6.23K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.29K- 1.06% |
$582K - $730K
|
399K
$103M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.3K- 12.05% |
$583K - $732K
|
31.4K
$8.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.32K- 6.9% |
$586K - $736K
|
58.3K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.33K- 0.45% |
$588K - $738K
|
956K
$248M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.34K- 3.59% |
$589K - $739K
|
116K
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.35K- 0.34% |
$591K - $741K
|
1.28M
$333M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.36K- 3.28% |
$591K - $742K
|
128K
$33.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.38K- 2.19% |
$594K - $746K
|
195K
$50.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-4.4K- 4.38% |
$597K - $749K
|
96.1K
$24.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.41K- 1.37% |
$598K - $751K
|
318K
$82.5M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.46K- 2.1% |
$605K - $760K
|
208K
$53.9M
|