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 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.72K- 3.28% |
$777K - $975K
|
169K
$44.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.81K- 0.47% |
$788K - $989K
|
1.23M
$326M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-5.82K- 2.24% |
$790K - $991K
|
254K
$67.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.88K- 1.55% |
$798K - $1M
|
374K
$98.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$5.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.96K- 2.92% |
$809K - $1.02M
|
199K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Abrams Bison Investments, LLC
Bethesda, MD |
SELL
|
- |
-6K- 1.43% |
$814K - $1.02M
|
414K
$110M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.04K- 7.28% |
$820K - $1.03M
|
77K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6.16K- 2.47% |
$836K - $1.05M
|
243K
$64.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-6.2K- 2.27% |
$842K - $1.06M
|
267K
$70.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-6.23K- 18.03% |
$846K - $1.06M
|
28.3K
$7.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-6.24K- 16.58% |
$846K - $1.06M
|
31.4K
$8.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-6.28K- 23.17% |
$852K - $1.07M
|
20.8K
$5.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.28K- 49.87% |
$852K - $1.07M
|
6.31K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-6.4K- 0.95% |
$868K - $1.09M
|
665K
$176M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.43K- 4.28% |
$873K - $1.1M
|
144K
$38.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.45K- 56.32% |
$875K - $1.1M
|
5K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.65K- 12.58% |
$903K - $1.13M
|
46.3K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-6.69K- 2.99% |
$908K - $1.14M
|
217K
$57.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-6.76K- 5.96% |
$917K - $1.15M
|
107K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.79K- 22.75% |
$921K - $1.16M
|
23.1K
$6.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-6.8K- 3.89% |
$923K - $1.16M
|
168K
$44.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-6.88K- 2.09% |
$933K - $1.17M
|
322K
$85.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-6.93K- 5.77% |
$940K - $1.18M
|
113K
$29.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.96K- 52.68% |
$944K - $1.18M
|
6.25K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 5.82% |
$945K - $1.19M
|
113K
$29.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-6.98K- 14.84% |
$948K - $1.19M
|
40.1K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-7.21K- 4.93% |
$979K - $1.23M
|
139K
$36.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.35K- 8.69% |
$997K - $1.25M
|
77.2K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.38K- 63.85% |
$1M - $1.26M
|
4.18K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-7.38K- 0.44% |
$1M - $1.26M
|
1.66M
$438M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7.47K- 12.42% |
$1.01M - $1.27M
|
52.7K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-7.5K- 17.51% |
$1.02M - $1.28M
|
35.3K
$9.35M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-7.51K- 55.01% |
$1.02M - $1.28M
|
6.14K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7.56K- 20.23% |
$1.03M - $1.29M
|
29.8K
$7.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.58K- 19.37% |
$1.03M - $1.29M
|
31.5K
$8.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-7.59K- 3.55% |
$1.03M - $1.29M
|
206K
$54.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.69K- 1.98% |
$1.04M - $1.31M
|
381K
$101M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.73K- 4.31% |
$1.05M - $1.32M
|
171K
$45.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-7.79K- 6.65% |
$1.06M - $1.33M
|
109K
$29M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.82K- 5.07% |
$1.06M - $1.33M
|
146K
$38.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8K- 14.17% |
$1.09M - $1.36M
|
48.5K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8K- 12.46% |
$1.09M - $1.36M
|
56.2K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-8.02K- 15.46% |
$1.09M - $1.37M
|
43.8K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-8.03K- 0.58% |
$1.09M - $1.37M
|
1.37M
$363M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.04K- 2.32% |
$1.09M - $1.37M
|
339K
$89.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.07K- 1.43% |
$1.09M - $1.37M
|
557K
$147M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.08K- 1.57% |
$1.1M - $1.38M
|
507K
$134M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8.17K- 28.04% |
$1.11M - $1.39M
|
21K
$5.55M
|