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 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-60.6K- 2.03% |
$8.22M - $10.3M
|
2.92M
$773M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-60.9K- 38.45% |
$8.26M - $10.4M
|
97.4K
$25.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-61.1K- 19.3% |
$8.29M - $10.4M
|
256K
$67.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-64K- 79.26% |
$8.69M - $10.9M
|
16.8K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-66K- 1.71% |
$8.96M - $11.2M
|
3.8M
$1.01B
|
|
|
Feb 14, 2024
Q4 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-66.2K- 23.48% |
$8.99M - $11.3M
|
216K
$57.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-67.1K- 15.17% |
$9.1M - $11.4M
|
375K
$99.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-67.5K- 10.26% |
$9.16M - $11.5M
|
591K
$156M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-67.6K- 14.34% |
$9.17M - $11.5M
|
404K
$107M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-67.7K- 20.3% |
$9.19M - $11.5M
|
266K
$70.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-70.2K- 9.89% |
$9.53M - $12M
|
639K
$169M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-72.5K- 7.97% |
$9.84M - $12.3M
|
837K
$222M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-72.5K- 20.09% |
$9.84M - $12.4M
|
288K
$76.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.8K- 3.69% |
$9.87M - $12.4M
|
1.9M
$503M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-73.9K- 4.25% |
$10M - $12.6M
|
1.66M
$440M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-75.1K- 3.58% |
$10.2M - $12.8M
|
2.02M
$535M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-77.4K- 4.39% |
$10.5M - $13.2M
|
1.68M
$446M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-77.8K- 22.93% |
$10.6M - $13.2M
|
261K
$69.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-77.9K- 1.38% |
$10.6M - $13.3M
|
5.58M
$1.48B
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-78K- 43.87% |
$10.6M - $13.3M
|
99.9K
$26.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-78.7K- 76.48% |
$10.7M - $13.4M
|
24.2K
$6.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-79.9K- 2.66% |
$10.8M - $13.6M
|
2.93M
$775M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-80K- 9.91% |
$10.9M - $13.6M
|
728K
$193M
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-82.3K- 2.85% |
$11.2M - $14M
|
2.81M
$744M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-83.1K- 89.74% |
$11.3M - $14.1M
|
9.5K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-85.4K- 21.03% |
$11.6M - $14.5M
|
321K
$84.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-85.8K- 12.57% |
$11.6M - $14.6M
|
597K
$158M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-87.1K- 97.48% |
$11.8M - $14.8M
|
2.25K
$596K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-87.9K- 50.52% |
$11.9M - $15M
|
86.1K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-88K- 99.19% |
$11.9M - $15M
|
722
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-92.6K- 0.51% |
$12.6M - $15.8M
|
18.1M
$4.79B
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-93.4K- 46.77% |
$12.7M - $15.9M
|
106K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-93.9K- 47.82% |
$12.7M - $16M
|
102K
$27.1M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-97.4K- 4.3% |
$13.2M - $16.6M
|
2.16M
$573M
|
|
|
Feb 06, 2024
Q4 2023
|
Ctc LLC
|
SELL
|
- |
-100K- 93.66% |
$13.6M - $17M
|
6.77K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-100K- 4.25% |
$13.6M - $17M
|
2.26M
$597M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-100K- 4.25% |
$13.6M - $17M
|
2.26M
$597M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-100K- 3.59% |
$13.6M - $17M
|
2.69M
$712M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-105K- 1.34% |
$14.2M - $17.8M
|
7.72M
$2.04B
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-108K- 3.55% |
$14.6M - $18.3M
|
2.92M
$774M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-108K- 5.75% |
$14.7M - $18.4M
|
1.77M
$469M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-110K- 39.78% |
$14.9M - $18.7M
|
166K
$44M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-112K- 5.36% |
$15.2M - $19M
|
1.97M
$523M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-117K- 2.79% |
$15.9M - $19.9M
|
4.08M
$1.08B
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-118K- 16.1% |
$16.1M - $20.2M
|
617K
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-119K- 10.38% |
$16.2M - $20.3M
|
1.03M
$272M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-121K- 3.68% |
$16.5M - $20.7M
|
3.17M
$840M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-121K- 3.68% |
$16.5M - $20.7M
|
3.17M
$840M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-124K- 1.55% |
$16.8M - $21.1M
|
7.86M
$2.08B
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-138K- 99.88% |
$18.7M - $23.5M
|
170
$45K
|