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 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-32.5K- 2.69% |
$4.4M - $5.53M
|
1.17M
$311M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-32.6K- 10.86% |
$4.42M - $5.54M
|
267K
$70.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.8K- 12.08% |
$4.45M - $5.58M
|
239K
$63.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 40.25% |
$4.46M - $5.59M
|
48.7K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32.8K- 93.73% |
$4.46M - $5.59M
|
2.2K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-33K- 5.33% |
$4.47M - $5.61M
|
585K
$155M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-33K- 16.6% |
$4.48M - $5.62M
|
166K
$43.9M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-33K- 16.69% |
$4.48M - $5.62M
|
165K
$43.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.8K- 5.3% |
$4.58M - $5.75M
|
603K
$159M
|
|
|
Jan 30, 2025
Q4 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-34KClosed |
$4.61M - $5.79M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-34K- 6.79% |
$4.62M - $5.8M
|
467K
$124M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-34.5K- 4.7% |
$4.68M - $5.88M
|
700K
$185M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-35.3K- 3.89% |
$4.8M - $6.02M
|
874K
$231M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-35.7K- 2.93% |
$4.84M - $6.08M
|
1.18M
$313M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-37.7K- 61.91% |
$5.12M - $6.42M
|
23.2K
$6.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37.9K- 8.52% |
$5.14M - $6.45M
|
407K
$108M
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-38.7K- 12.6% |
$5.25M - $6.59M
|
268K
$71M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-39.3K- 26.58% |
$5.33M - $6.69M
|
109K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-40.4K- 8.29% |
$5.49M - $6.89M
|
447K
$118M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-41.2K- 15.26% |
$5.59M - $7.01M
|
229K
$60.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41.9K- 24.73% |
$5.68M - $7.13M
|
127K
$33.7M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42.3K- 2.57% |
$5.74M - $7.2M
|
1.6M
$424M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-43.3K- 5.48% |
$5.87M - $7.37M
|
747K
$198M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-44.2K- 37.46% |
$5.99M - $7.52M
|
73.8K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-44.2K- 17.29% |
$6M - $7.53M
|
212K
$56M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44.6K- 46.57% |
$6.06M - $7.6M
|
51.2K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-45.1K- 14.23% |
$6.12M - $7.68M
|
272K
$71.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45.3K- 57.31% |
$6.15M - $7.72M
|
33.8K
$8.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-45.3K- 24.22% |
$6.15M - $7.72M
|
142K
$37.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-46.3K- 75.17% |
$6.29M - $7.89M
|
15.3K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-46.4K- 56.95% |
$6.3M - $7.91M
|
35.1K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-46.5K- 65.39% |
$6.31M - $7.92M
|
24.6K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-47.8K- 4.13% |
$6.48M - $8.13M
|
1.11M
$293M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.9K- 2.72% |
$6.77M - $8.5M
|
1.79M
$473M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-50K- 4.82% |
$6.78M - $8.51M
|
987K
$261M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-50.4K- 24.26% |
$6.84M - $8.58M
|
157K
$41.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-50.4K- 50.25% |
$6.84M - $8.59M
|
49.9K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-50.7K- 9.34% |
$6.88M - $8.64M
|
492K
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-50.8K- 97.69% |
$6.89M - $8.65M
|
1.2K
$318K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-51.2K- 98.68% |
$6.95M - $8.72M
|
686
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-52.7K- 2.81% |
$7.16M - $8.98M
|
1.82M
$483M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-54.4K- 0.88% |
$7.38M - $9.27M
|
6.1M
$1.61B
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-55K- 5.07% |
$7.46M - $9.37M
|
1.03M
$272M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55.3K- 9.43% |
$7.5M - $9.42M
|
531K
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-56K- 27.21% |
$7.6M - $9.54M
|
150K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-56.2K- 5.88% |
$7.63M - $9.57M
|
899K
$238M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-56.5K- 3.39% |
$7.67M - $9.63M
|
1.61M
$427M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-57.3K- 3.94% |
$7.77M - $9.75M
|
1.4M
$370M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-59K- 5.74% |
$8.01M - $10.1M
|
969K
$257M
|
|
|
Feb 14, 2024
Q4 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-59.1K- 36.41% |
$8.02M - $10.1M
|
103K
$27.3M
|