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 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
47.8MNew |
$6.49B - $8.14B
|
47.8M
$11.6B
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
39.6MNew |
$5.38B - $6.75B
|
39.6M
$9.64B
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
35.4MNew |
$4.8B - $6.02B
|
35.4M
$8.61B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.98MNew |
$812M - $1.02B
|
5.98M
$1.46B
|
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
5.6MNew |
$760M - $954M
|
5.6M
$1.36B
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.66M+ 24.86% |
$632M - $794M
|
23.4M
$5.69B
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.25MNew |
$576M - $723M
|
4.25M
$1.03B
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.22MNew |
$436M - $548M
|
3.22M
$782M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.19M+ 2.62% |
$433M - $544M
|
125M
$30.4B
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.84M+ 49.33% |
$386M - $484M
|
8.6M
$2.09B
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.33M+ 342.9% |
$316M - $397M
|
3.01M
$732M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.27M+ 1.2% |
$309M - $387M
|
192M
$46.7B
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.13M+ 5.4% |
$289M - $362M
|
41.5M
$10.1B
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.09M+ 3067.43% |
$283M - $355M
|
2.15M
$524M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9M+ 3.02% |
$258M - $324M
|
64.8M
$15.8B
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37M+ 155.23% |
$185M - $233M
|
2.25M
$547M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.21M+ 57.21% |
$165M - $207M
|
3.34M
$812M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.21M+ 75.15% |
$164M - $206M
|
2.82M
$685M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
998K+ 1.84% |
$135M - $170M
|
55.3M
$13.5B
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
893KNew |
$121M - $152M
|
893K
$217M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
835KNew |
$113M - $142M
|
835K
$203M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
798K+ 10.18% |
$108M - $136M
|
8.63M
$2.1B
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
795K+ 3122.01% |
$108M - $135M
|
821K
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
784K+ 2.5% |
$106M - $133M
|
32.1M
$7.81B
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
756K+ 20.33% |
$103M - $129M
|
4.48M
$1.09B
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
719K+ 21.0% |
$97.6M - $122M
|
4.14M
$1.01B
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
696K+ 3.37% |
$94.4M - $118M
|
21.3M
$5.19B
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
679K+ 38.05% |
$92.1M - $116M
|
2.46M
$599M
|
|
|
Feb 09, 2024
Q4 2023
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
622KNew |
$84.4M - $106M
|
622K
$151M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
604K+ 2.68% |
$82M - $103M
|
23.2M
$5.64B
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
601K+ 97.78% |
$81.5M - $102M
|
1.21M
$296M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
562K+ 32.53% |
$76.2M - $95.7M
|
2.29M
$557M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
558K+ 18.78% |
$75.8M - $95.1M
|
3.53M
$859M
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
550KNew |
$74.6M - $93.7M
|
550K
$134M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
523K+ 81.41% |
$71M - $89.1M
|
1.17M
$284M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
478K+ 36.54% |
$64.8M - $81.3M
|
1.78M
$434M
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
477KNew |
$64.8M - $81.3M
|
477K
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
471K+ 3.02% |
$64M - $80.3M
|
16.1M
$3.91B
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
470KNew |
$63.7M - $80M
|
470K
$114M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
462K+ 4.06% |
$62.7M - $78.7M
|
11.8M
$2.88B
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
457KNew |
$62.1M - $77.9M
|
457K
$111M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
448K+ 4.51% |
$60.8M - $76.3M
|
10.4M
$2.53B
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
447K+ 2.78% |
$60.7M - $76.1M
|
16.6M
$4.03B
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
428K+ 23.37% |
$58.1M - $72.9M
|
2.26M
$550M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
410KNew |
$55.7M - $69.9M
|
410K
$99.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
406K+ 59.88% |
$55.1M - $69.2M
|
1.09M
$264M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
405K+ 3.55% |
$54.9M - $68.9M
|
11.8M
$2.87B
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
374K+ 4183.36% |
$50.7M - $63.7M
|
383K
$93.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
362K+ 30.17% |
$49.1M - $61.7M
|
1.56M
$380M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
357K+ 1202.16% |
$48.4M - $60.7M
|
386K
$94M
|