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 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
57.8K+ 9.64% |
$7.84M - $9.84M
|
657K
$186M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
57.7K+ 24.24% |
$7.83M - $9.83M
|
296K
$83.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
57.3K+ 2.64% |
$7.78M - $9.77M
|
2.23M
$630M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
56.8K+ 1.8% |
$7.71M - $9.68M
|
3.22M
$912M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
56.7KNew |
$7.69M - $9.65M
|
56.7K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.7KNew |
$7.69M - $9.65M
|
56.7K
$16M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
56.6KNew |
$7.68M - $9.64M
|
56.6K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
54.6K+ 73.4% |
$7.4M - $9.29M
|
129K
$36.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
51.8K+ 102.05% |
$7.03M - $8.82M
|
103K
$29M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
51.7KNew |
$7.02M - $8.81M
|
51.7K
$14.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
50.6K+ 313.68% |
$6.86M - $8.61M
|
66.7K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
49.6K+ 5.09% |
$6.73M - $8.45M
|
1.02M
$290M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
49.3K+ 6.63% |
$6.69M - $8.4M
|
793K
$225M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
48.8K+ 8.35% |
$6.62M - $8.31M
|
633K
$179M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
48.2KNew |
$6.53M - $8.2M
|
48.2K
$13.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
47.6K+ 32.72% |
$6.46M - $8.11M
|
193K
$54.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.5K+ 939.88% |
$6.45M - $8.09M
|
52.6K
$14.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
47KNew |
$6.38M - $8.01M
|
47K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
46.3K+ 62.74% |
$6.29M - $7.89M
|
120K
$34M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
45.8KNew |
$6.21M - $7.8M
|
45.8K
$13M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.8K+ 2.98% |
$6.08M - $7.64M
|
1.55M
$439M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
44.7K+ 5.47% |
$6.07M - $7.61M
|
862K
$244M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
44.4KNew |
$6.03M - $7.56M
|
44.4K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
43.4KNew |
$5.89M - $7.4M
|
43.4K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
43.3K+ 205.41% |
$5.87M - $7.37M
|
64.3K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
42.5K+ 104.15% |
$5.77M - $7.24M
|
83.4K
$23.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42.4K+ 31.06% |
$5.76M - $7.22M
|
179K
$50.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.2K+ 76.56% |
$5.73M - $7.19M
|
97.4K
$27.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41.9K+ 1.93% |
$5.68M - $7.13M
|
2.22M
$627M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
41.8K+ 2.48% |
$5.67M - $7.12M
|
1.73M
$489M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
40.5K+ 24.21% |
$5.5M - $6.9M
|
208K
$58.9M
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
40K+ 11.8% |
$5.43M - $6.81M
|
379K
$107M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39.8K+ 48.35% |
$5.4M - $6.78M
|
122K
$34.6M
|
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
39.7KNew |
$5.39M - $6.77M
|
39.7K
$11.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
39.1K+ 3.26% |
$5.31M - $6.66M
|
1.24M
$350M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.1K+ 9.77% |
$5.31M - $6.66M
|
439K
$124M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
38.2KNew |
$5.19M - $6.51M
|
38.2K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
38K+ 9.92% |
$5.15M - $6.47M
|
421K
$119M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
37.4K+ 31.77% |
$5.07M - $6.36M
|
155K
$43.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
37.3K+ 4.79% |
$5.06M - $6.35M
|
816K
$231M
|
|
|
Feb 14, 2024
Q4 2023
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
37.2KNew |
$5.04M - $6.33M
|
37.2K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Myriad Asset Management Us LP
|
BUY
|
- |
36.9KNew |
$5M - $6.28M
|
36.9K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
36.7K+ 4.62% |
$4.98M - $6.25M
|
830K
$235M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.4KNew |
$4.8M - $6.02M
|
35.4K
$10M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
35K+ 123.21% |
$4.75M - $5.97M
|
63.5K
$18M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
34.9KNew |
$4.73M - $5.94M
|
34.9K
$9.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$4.73M - $5.94M
|
34.9K
$9.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
34.4K+ 3225.73% |
$4.66M - $5.85M
|
35.4K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
34K+ 1.41% |
$4.61M - $5.78M
|
2.43M
$689M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
33.9K+ 26.4% |
$4.6M - $5.77M
|
162K
$45.9M
|