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 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.32K- 0.44% |
$1.13M - $1.42M
|
1.87M
$494M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8.47K- 0.61% |
$1.15M - $1.44M
|
1.38M
$364M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-8.6K- 3.96% |
$1.17M - $1.46M
|
208K
$55.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-8.62K- 5.61% |
$1.17M - $1.47M
|
145K
$38.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-8.76K- 4.38% |
$1.19M - $1.49M
|
191K
$50.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-8.87K- 19.39% |
$1.2M - $1.51M
|
36.8K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-8.9K- 76.18% |
$1.21M - $1.52M
|
2.78K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.9K- 28.38% |
$1.21M - $1.52M
|
22.5K
$5.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.99K- 68.76% |
$1.22M - $1.53M
|
4.09K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-9K- 3.33% |
$1.22M - $1.53M
|
261K
$69.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-9.09K- 2.86% |
$1.23M - $1.55M
|
309K
$81.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.36K- 1.44% |
$1.27M - $1.59M
|
640K
$169M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9.36K- 9.3% |
$1.27M - $1.59M
|
91.3K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.41K- 32.09% |
$1.28M - $1.6M
|
19.9K
$5.27M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.49K- 14.0% |
$1.29M - $1.62M
|
58.3K
$15.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9.49K- 37.2% |
$1.29M - $1.62M
|
16K
$4.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-9.55K- 1.15% |
$1.3M - $1.63M
|
818K
$216M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-9.62K- 28.46% |
$1.3M - $1.64M
|
24.2K
$6.4M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-9.65K- 48.92% |
$1.31M - $1.64M
|
10.1K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.69K- 1.52% |
$1.31M - $1.65M
|
627K
$166M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.73K- 0.47% |
$1.32M - $1.66M
|
2.05M
$543M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-9.95K- 3.1% |
$1.35M - $1.7M
|
311K
$82.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10K- 14.71% |
$1.36M - $1.7M
|
58K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-10K- 55.56% |
$1.36M - $1.7M
|
8K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-10.1K- 69.16% |
$1.36M - $1.71M
|
4.48K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 8.96% |
$1.37M - $1.72M
|
102K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.1K- 1.36% |
$1.37M - $1.73M
|
734K
$194M
|
|
|
Feb 06, 2024
Q4 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-10.3K- 8.69% |
$1.4M - $1.75M
|
108K
$28.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-10.3K- 13.06% |
$1.4M - $1.76M
|
68.7K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 41.72% |
$1.41M - $1.77M
|
14.5K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.5K- 10.33% |
$1.43M - $1.79M
|
91.2K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 6.79% |
$1.46M - $1.83M
|
148K
$39.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 6.05% |
$1.46M - $1.83M
|
167K
$44.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.8K- 5.95% |
$1.46M - $1.83M
|
170K
$45.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.8K- 18.82% |
$1.46M - $1.84M
|
46.5K
$12.3M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.8K- 18.82% |
$1.46M - $1.84M
|
46.5K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-10.8K- 90.17% |
$1.47M - $1.84M
|
1.18K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.8K- 1.28% |
$1.47M - $1.84M
|
831K
$220M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 0.47% |
$1.48M - $1.85M
|
2.28M
$604M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.9K- 3.45% |
$1.48M - $1.86M
|
304K
$80.6M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.9K- 3.45% |
$1.48M - $1.86M
|
304K
$80.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-11.1K- 24.23% |
$1.5M - $1.89M
|
34.6K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.2K- 78.91% |
$1.52M - $1.9M
|
2.99K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 0.05% |
$1.54M - $1.93M
|
23.7M
$6.28B
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-11.3K- 4.63% |
$1.54M - $1.93M
|
234K
$61.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 6.65% |
$1.56M - $1.96M
|
162K
$42.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.5K- 0.93% |
$1.56M - $1.96M
|
1.23M
$326M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-11.6K- 2.7% |
$1.58M - $1.98M
|
418K
$111M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-11.7K- 5.61% |
$1.59M - $2M
|
197K
$52.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-11.8K- 98.55% |
$1.6M - $2M
|
173
$45.8K
|