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 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-18.3K- 24.06% |
$2.48M - $3.12M
|
57.8K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-18.5K- 2.9% |
$2.51M - $3.15M
|
619K
$164M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-18.5K- 6.65% |
$2.51M - $3.15M
|
259K
$68.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.6K- 61.82% |
$2.52M - $3.16M
|
11.5K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-19K- 6.47% |
$2.58M - $3.24M
|
275K
$72.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.5K- 28.76% |
$2.64M - $3.31M
|
48.2K
$12.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-19.8K- 14.29% |
$2.69M - $3.37M
|
119K
$31.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-19.8K- 1.97% |
$2.69M - $3.38M
|
985K
$261M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.9K- 4.37% |
$2.7M - $3.39M
|
435K
$115M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.9K- 1.97% |
$2.71M - $3.4M
|
994K
$263M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-20K- 22.99% |
$2.71M - $3.41M
|
67K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-20.3K- 54.46% |
$2.75M - $3.45M
|
16.9K
$4.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20.3K- 4.8% |
$2.76M - $3.46M
|
403K
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-20.5K- 4.52% |
$2.78M - $3.49M
|
432K
$114M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-20.6K- 8.39% |
$2.79M - $3.5M
|
225K
$59.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-20.7K- 0.87% |
$2.81M - $3.52M
|
2.37M
$627M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-20.7K- 5.4% |
$2.81M - $3.53M
|
363K
$96.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-21K- 4.93% |
$2.85M - $3.57M
|
404K
$107M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21.1K- 1.49% |
$2.86M - $3.59M
|
1.39M
$368M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-21.9K- 4.27% |
$2.97M - $3.73M
|
491K
$130M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-22.1K- 38.58% |
$3M - $3.76M
|
35.2K
$9.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-22.1K- 54.52% |
$3M - $3.76M
|
18.4K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-23.2K- 5.37% |
$3.15M - $3.95M
|
409K
$108M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-23.4K- 4.91% |
$3.17M - $3.98M
|
452K
$120M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-23.4K- 23.91% |
$3.17M - $3.98M
|
74.4K
$19.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-24.2K- 67.92% |
$3.29M - $4.13M
|
11.5K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-24.4K- 5.33% |
$3.31M - $4.16M
|
434K
$115M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-24.5KClosed |
$3.32M - $4.17M
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-24.7K- 15.07% |
$3.36M - $4.21M
|
139K
$36.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-25.3K- 35.61% |
$3.43M - $4.31M
|
45.7K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-25.4K- 7.7% |
$3.45M - $4.33M
|
304K
$80.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-25.4K- 12.2% |
$3.45M - $4.33M
|
183K
$48.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-25.6K- 11.16% |
$3.48M - $4.36M
|
204K
$54M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.1K- 3.93% |
$3.54M - $4.44M
|
637K
$169M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-26.2K- 9.76% |
$3.56M - $4.47M
|
243K
$64.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-26.5K- 23.9% |
$3.59M - $4.51M
|
84.2K
$22.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-26.9K- 14.57% |
$3.65M - $4.58M
|
158K
$41.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-27.6K- 14.24% |
$3.75M - $4.7M
|
166K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-27.7K- 29.85% |
$3.76M - $4.72M
|
65.1K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27.9K- 54.15% |
$3.79M - $4.76M
|
23.7K
$6.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-29.5K- 4.23% |
$4M - $5.02M
|
669K
$177M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-29.7K- 1.62% |
$4.03M - $5.06M
|
1.81M
$478M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-29.9K- 47.38% |
$4.06M - $5.09M
|
33.2K
$8.79M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-30.2K- 5.84% |
$4.09M - $5.14M
|
487K
$129M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-31.7K- 8.8% |
$4.3M - $5.39M
|
328K
$86.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-32K- 12.12% |
$4.35M - $5.46M
|
232K
$61.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-32.2K- 1.16% |
$4.36M - $5.48M
|
2.75M
$728M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-32.3K- 58.72% |
$4.38M - $5.5M
|
22.7K
$6.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32.3K- 13.12% |
$4.39M - $5.5M
|
214K
$56.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-32.4K- 2.25% |
$4.4M - $5.52M
|
1.41M
$373M
|