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
|
Amundi
Paris, I0 |
BUY
|
- |
352K+ 8.12% |
$47.8M - $60M
|
4.69M
$1.33B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
333K+ 5.44% |
$45.2M - $56.8M
|
6.46M
$1.83B
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
329K+ 6.24% |
$44.7M - $56.1M
|
5.61M
$1.59B
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
305K+ 11.52% |
$41.4M - $51.9M
|
2.95M
$836M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
305KNew |
$41.3M - $51.9M
|
305K
$86.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
300KNew |
$40.7M - $51.1M
|
300K
$85M
|
|
|
Feb 14, 2024
Q4 2023
|
Jpb Foundation
New York, NY |
BUY
|
- |
300KNew |
$40.7M - $51.1M
|
300K
$84.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
296K+ 117.69% |
$40.1M - $50.4M
|
547K
$155M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
285K+ 14.67% |
$38.7M - $48.6M
|
2.23M
$631M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
276K+ 23.26% |
$37.5M - $47.1M
|
1.46M
$415M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
275KNew |
$37.3M - $46.8M
|
275K
$77.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
266K+ 162.16% |
$36.2M - $45.4M
|
431K
$122M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
263K+ 24.71% |
$35.6M - $44.7M
|
1.32M
$375M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
261K+ 9.51% |
$35.4M - $44.4M
|
3M
$850M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
252KNew |
$34.2M - $42.9M
|
252K
$71.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
250K+ 142.37% |
$33.9M - $42.6M
|
426K
$121M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
248K+ 14.56% |
$33.6M - $42.2M
|
1.95M
$552M
|
|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
246K+ 3.17% |
$33.4M - $41.9M
|
8.01M
$2.27B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
243K+ 2.74% |
$33M - $41.5M
|
9.12M
$2.58B
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
237KNew |
$32.1M - $40.3M
|
237K
$67M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
220KNew |
$29.8M - $37.5M
|
220K
$62.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street LLC
|
BUY
|
- |
200KNew |
$27.1M - $34.1M
|
200K
$56.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
191KNew |
$25.9M - $32.5M
|
191K
$54.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
186K+ 0.75% |
$25.2M - $31.7M
|
25M
$7.07B
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
186K+ 175.6% |
$25.2M - $31.6M
|
291K
$82.5M
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
182K+ 72.94% |
$24.7M - $31M
|
431K
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
178K+ 144.27% |
$24.2M - $30.4M
|
302K
$85.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
174K+ 22.16% |
$23.7M - $29.7M
|
962K
$272M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
169K+ 41.94% |
$22.9M - $28.8M
|
572K
$162M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
167K+ 5.16% |
$22.6M - $28.4M
|
3.4M
$961M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
166KNew |
$22.6M - $28.3M
|
166K
$47.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
166K+ 5.88% |
$22.5M - $28.2M
|
2.98M
$844M
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
156KNew |
$21.2M - $26.6M
|
156K
$44.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
154K+ 0.77% |
$21M - $26.3M
|
20.2M
$5.71B
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
151K+ 5.47% |
$20.5M - $25.8M
|
2.91M
$825M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
151KNew |
$20.5M - $25.7M
|
151K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
146KNew |
$19.8M - $24.9M
|
146K
$41.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 4.82% |
$19.6M - $24.6M
|
3.14M
$890M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
140KNew |
$19M - $23.8M
|
140K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
137K+ 80688.24% |
$18.6M - $23.4M
|
137K
$38.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
135K+ 8.21% |
$18.3M - $23M
|
1.78M
$503M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
134K+ 28.91% |
$18.2M - $22.8M
|
598K
$169M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
131K+ 558.99% |
$17.8M - $22.4M
|
155K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
130K+ 27.9% |
$17.7M - $22.2M
|
597K
$169M
|
|
|
Jan 24, 2024
Q4 2023
|
Exane Asset Management
|
BUY
|
- |
127KNew |
$17.2M - $21.6M
|
127K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
125K+ 2.51% |
$16.9M - $21.3M
|
5.1M
$1.45B
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
121K+ 11.56% |
$16.5M - $20.7M
|
1.17M
$332M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
120K+ 15.23% |
$16.2M - $20.4M
|
905K
$256M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
119K+ 11.53% |
$16.1M - $20.2M
|
1.15M
$325M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
118K+ 11.48% |
$16M - $20.1M
|
1.15M
$324M
|