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 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
105K+ 4.7% |
$14.2M - $17.8M
|
2.33M
$571M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
103K+ 119.49% |
$13.9M - $17.5M
|
189K
$46.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
101KNew |
$13.7M - $17.2M
|
101K
$24.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
101KNew |
$13.7M - $17.1M
|
101K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
100K+ 36.53% |
$13.6M - $17.1M
|
375K
$91.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
99.2K+ 24.86% |
$13.5M - $16.9M
|
498K
$122M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
94.6K+ 8491.2% |
$12.8M - $16.1M
|
95.7K
$23.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
93.9K+ 7.16% |
$12.7M - $16M
|
1.41M
$344M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92.6K+ 12.88% |
$12.6M - $15.8M
|
812K
$199M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
92.1KNew |
$12.5M - $15.7M
|
92.1K
$22.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
90.9K+ 9.25% |
$12.3M - $15.5M
|
1.07M
$263M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
87K+ 1.99% |
$11.8M - $14.8M
|
4.46M
$1.09B
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
84.4K+ 10.44% |
$11.5M - $14.4M
|
893K
$219M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
82.4K+ 13.97% |
$11.2M - $14M
|
672K
$164M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.9K+ 10.84% |
$11M - $13.8M
|
827K
$202M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
79.4K+ 0.55% |
$10.8M - $13.5M
|
14.6M
$3.58B
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
78K+ 322.37% |
$10.6M - $13.3M
|
102K
$25M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
78KNew |
$10.6M - $13.3M
|
78K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
77.9KNew |
$10.6M - $13.3M
|
77.9K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
77.6KNew |
$10.5M - $13.2M
|
77.6K
$19M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
77.5K+ 267.9% |
$10.5M - $13.2M
|
106K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
77.4K+ 2.64% |
$10.5M - $13.2M
|
3.01M
$736M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
77.4KNew |
$10.5M - $13.2M
|
77.4K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
75.4KNew |
$10.2M - $12.8M
|
75.4K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
75.3K+ 5.06% |
$10.2M - $12.8M
|
1.56M
$382M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
74.8K+ 0.03% |
$10.2M - $12.7M
|
272M
$66.7B
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
74.5K+ 13.93% |
$10.1M - $12.7M
|
609K
$149M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
73.4K+ 45.01% |
$9.96M - $12.5M
|
236K
$57.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
71.8KNew |
$9.74M - $12.2M
|
71.8K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
70.6K+ 26.91% |
$9.58M - $12M
|
333K
$81.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.7K+ 1.95% |
$9.46M - $11.9M
|
3.64M
$891M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
69K+ 475.34% |
$9.36M - $11.7M
|
83.5K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
68.7K+ 25.82% |
$9.32M - $11.7M
|
335K
$81.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68.2KNew |
$9.26M - $11.6M
|
68.2K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
66.4K+ 6.13% |
$9.01M - $11.3M
|
1.15M
$281M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
65.9K+ 137.79% |
$8.95M - $11.2M
|
114K
$27.9M
|
|
|
Aug 01, 2024
Q4 2023
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
65.1KNew |
$8.83M - $11.1M
|
65.1K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
64.4K+ 14.91% |
$8.74M - $11M
|
496K
$122M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.3K+ 1.51% |
$8.73M - $11M
|
4.33M
$1.06B
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
62.9K+ 24.19% |
$8.54M - $10.7M
|
323K
$79.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
62K+ 34.44% |
$8.42M - $10.6M
|
242K
$59.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
61.5K+ 33.37% |
$8.34M - $10.5M
|
246K
$60.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60.8KNew |
$8.26M - $10.4M
|
60.8K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
60.3K+ 150.71% |
$8.18M - $10.3M
|
100K
$24.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
60.1K+ 31.4% |
$8.15M - $10.2M
|
251K
$61.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
60KNew |
$8.14M - $10.2M
|
60K
$14.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59.7K+ 26.96% |
$8.1M - $10.2M
|
281K
$68.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59.1K+ 316.08% |
$8.02M - $10.1M
|
77.8K
$19.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
57.8K+ 9.64% |
$7.84M - $9.84M
|
657K
$161M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
57.7K+ 24.24% |
$7.83M - $9.83M
|
296K
$72.4M
|