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 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.8K- 3.24% |
$1.61M - $2.02M
|
354K
$93.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.9K- 37.4% |
$1.62M - $2.03M
|
20K
$5.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12K- 11.56% |
$1.63M - $2.05M
|
92.1K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-12.1K- 9.5% |
$1.64M - $2.05M
|
115K
$30.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-12.1K- 12.04% |
$1.64M - $2.06M
|
88.3K
$23.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.1K- 8.87% |
$1.65M - $2.07M
|
125K
$33M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.1K- 57.81% |
$1.65M - $2.07M
|
8.86K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-12.2K- 17.51% |
$1.65M - $2.07M
|
57.3K
$15.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.2K- 0.1% |
$1.65M - $2.08M
|
11.8M
$3.13B
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-12.3K- 4.79% |
$1.66M - $2.09M
|
244K
$64.5M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.3K- 6.4% |
$1.66M - $2.09M
|
179K
$47.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12.4K- 82.07% |
$1.68M - $2.11M
|
2.71K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 27.89% |
$1.7M - $2.13M
|
32.4K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13K- 3.94% |
$1.76M - $2.21M
|
317K
$84M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 17.1% |
$1.79M - $2.25M
|
64.1K
$17M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 9.09% |
$1.8M - $2.26M
|
133K
$35.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.5K- 0.74% |
$1.83M - $2.3M
|
1.81M
$478M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-13.6K- 2.44% |
$1.85M - $2.32M
|
544K
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13.6K- 0.89% |
$1.85M - $2.32M
|
1.52M
$402M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.7K- 8.47% |
$1.86M - $2.34M
|
148K
$39.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.7K- 49.83% |
$1.86M - $2.34M
|
13.8K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.9K- 8.74% |
$1.88M - $2.36M
|
145K
$38.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-13.9K- 3.89% |
$1.89M - $2.37M
|
344K
$91M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.9K- 22.63% |
$1.89M - $2.37M
|
47.7K
$12.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-14.1K- 24.02% |
$1.92M - $2.4M
|
44.7K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.2K- 0.35% |
$1.93M - $2.42M
|
4.02M
$1.06B
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-14.3K- 28.92% |
$1.94M - $2.43M
|
35.1K
$9.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-14.3K- 0.8% |
$1.94M - $2.44M
|
1.77M
$468M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14.4K- 1.25% |
$1.95M - $2.44M
|
1.14M
$301M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-14.4K- 18.39% |
$1.95M - $2.45M
|
63.8K
$16.9M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.5K- 8.91% |
$1.97M - $2.47M
|
148K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-14.8K- 39.63% |
$2.01M - $2.53M
|
22.6K
$5.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-14.9K- 3.94% |
$2.03M - $2.54M
|
364K
$96.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15K- 1.91% |
$2.03M - $2.55M
|
768K
$203M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-15K- 6.77% |
$2.03M - $2.55M
|
206K
$54.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.2K- 25.22% |
$2.06M - $2.59M
|
45.1K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-15.4K- 36.05% |
$2.09M - $2.62M
|
27.3K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-15.8K- 52.45% |
$2.15M - $2.69M
|
14.3K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16.3K- 20.75% |
$2.21M - $2.77M
|
62.2K
$16.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-16.6K- 58.49% |
$2.25M - $2.82M
|
11.8K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-16.6K- 15.92% |
$2.25M - $2.82M
|
87.6K
$23.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.6K- 6.88% |
$2.25M - $2.82M
|
225K
$59.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-16.7K- 2.32% |
$2.27M - $2.84M
|
702K
$186M
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-17.2K- 6.58% |
$2.34M - $2.93M
|
245K
$64.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-17.7K- 23.85% |
$2.4M - $3.01M
|
56.5K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-17.7K- 86.19% |
$2.4M - $3.02M
|
2.84K
$752K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-18K- 18.24% |
$2.44M - $3.06M
|
80.6K
$21.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-18.1K- 45.14% |
$2.46M - $3.08M
|
22K
$5.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-18.1K- 53.83% |
$2.46M - $3.08M
|
15.5K
$4.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-18.3K- 10.21% |
$2.48M - $3.11M
|
161K
$42.6M
|