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
|
Franklin Street Advisors Inc
|
SELL
|
- |
-26.9K- 14.57% |
$3.65M - $4.58M
|
158K
$45.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-27.6K- 14.24% |
$3.75M - $4.7M
|
166K
$48.2M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-27.7K- 29.85% |
$3.76M - $4.72M
|
65.1K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27.9K- 54.15% |
$3.79M - $4.76M
|
23.7K
$6.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-29.5K- 4.23% |
$4M - $5.02M
|
669K
$194M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-29.7K- 1.62% |
$4.03M - $5.06M
|
1.81M
$523M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-29.9K- 47.38% |
$4.06M - $5.09M
|
33.2K
$9.63M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-30.2K- 5.84% |
$4.09M - $5.14M
|
487K
$141M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-31.7K- 8.8% |
$4.3M - $5.39M
|
328K
$95.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-32K- 12.12% |
$4.35M - $5.46M
|
232K
$67.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-32.2K- 1.16% |
$4.36M - $5.48M
|
2.75M
$797M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-32.3K- 58.72% |
$4.38M - $5.5M
|
22.7K
$6.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32.3K- 13.12% |
$4.39M - $5.5M
|
214K
$62M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-32.4K- 2.25% |
$4.4M - $5.52M
|
1.41M
$409M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-32.5K- 2.69% |
$4.4M - $5.53M
|
1.17M
$341M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-32.6K- 10.86% |
$4.42M - $5.54M
|
267K
$77.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.8K- 12.08% |
$4.45M - $5.58M
|
239K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 40.25% |
$4.46M - $5.59M
|
48.7K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32.8K- 93.73% |
$4.46M - $5.59M
|
2.2K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-33K- 5.33% |
$4.47M - $5.61M
|
585K
$170M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-33K- 16.6% |
$4.48M - $5.62M
|
166K
$48.1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-33K- 16.69% |
$4.48M - $5.62M
|
165K
$47.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.8K- 5.3% |
$4.58M - $5.75M
|
603K
$175M
|
|
|
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
$135M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-34.5K- 4.7% |
$4.68M - $5.88M
|
700K
$203M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-35.3K- 3.89% |
$4.8M - $6.02M
|
874K
$253M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-35.7K- 2.93% |
$4.84M - $6.08M
|
1.18M
$343M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-37.7K- 61.91% |
$5.12M - $6.42M
|
23.2K
$6.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37.9K- 8.52% |
$5.14M - $6.45M
|
407K
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-38.7K- 12.6% |
$5.25M - $6.59M
|
268K
$77.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-39.3K- 26.58% |
$5.33M - $6.69M
|
109K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-40.4K- 8.29% |
$5.49M - $6.89M
|
447K
$130M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-41.2K- 15.26% |
$5.59M - $7.01M
|
229K
$66.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41.9K- 24.73% |
$5.68M - $7.13M
|
127K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42.3K- 2.57% |
$5.74M - $7.2M
|
1.6M
$464M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-43.3K- 5.48% |
$5.87M - $7.37M
|
747K
$217M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-44.2K- 37.46% |
$5.99M - $7.52M
|
73.8K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-44.2K- 17.29% |
$6M - $7.53M
|
212K
$61.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44.6K- 46.57% |
$6.06M - $7.6M
|
51.2K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-45.1K- 14.23% |
$6.12M - $7.68M
|
272K
$78.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45.3K- 57.31% |
$6.15M - $7.72M
|
33.8K
$9.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-45.3K- 24.22% |
$6.15M - $7.72M
|
142K
$41.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-46.3K- 75.17% |
$6.29M - $7.89M
|
15.3K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-46.4K- 56.95% |
$6.3M - $7.91M
|
35.1K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-46.5K- 65.39% |
$6.31M - $7.92M
|
24.6K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-47.8K- 4.13% |
$6.48M - $8.13M
|
1.11M
$321M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.9K- 2.72% |
$6.77M - $8.5M
|
1.79M
$518M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-50K- 4.82% |
$6.78M - $8.51M
|
987K
$286M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-50.4K- 24.26% |
$6.84M - $8.58M
|
157K
$45.6M
|