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 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.61K- 5.56% |
$355K - $445K
|
44.4K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.61K- 1.11% |
$355K - $445K
|
233K
$66.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.64K- 7.79% |
$358K - $449K
|
31.2K
$8.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-2.64K- 24.66% |
$358K - $450K
|
8.07K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.68K- 25.35% |
$364K - $456K
|
7.89K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.71K- 1.12% |
$368K - $462K
|
239K
$67.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-2.78K- 1.59% |
$377K - $473K
|
172K
$48.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.78K- 20.37% |
$378K - $474K
|
10.9K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.81K- 33.34% |
$381K - $478K
|
5.61K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.83K- 17.38% |
$384K - $482K
|
13.5K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-2.84K- 31.09% |
$385K - $483K
|
6.29K
$1.78M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.87K- 0.62% |
$390K - $489K
|
461K
$130M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.87K- 82.2% |
$390K - $489K
|
622
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.89K- 4.44% |
$393K - $493K
|
62.2K
$17.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.92K- 3.36% |
$396K - $497K
|
84K
$23.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.92K- 2.79% |
$396K - $497K
|
102K
$28.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.92K- 6.78% |
$397K - $498K
|
40.2K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.93K- 0.66% |
$397K - $498K
|
439K
$124M
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-2.94K- 20.12% |
$399K - $501K
|
11.7K
$3.31M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.95K- 2.68% |
$400K - $502K
|
107K
$30.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.95K- 0.22% |
$400K - $502K
|
1.33M
$377M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.95K- 8.8% |
$400K - $502K
|
30.6K
$8.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.96K- 6.59% |
$402K - $504K
|
42K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.97K- 0.26% |
$403K - $505K
|
1.15M
$324M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.97K- 8.55% |
$404K - $506K
|
31.8K
$9.01M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.98K- 1.74% |
$405K - $508K
|
168K
$47.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.99K- 5.24% |
$405K - $508K
|
53.9K
$15.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.99K- 0.87% |
$405K - $509K
|
342K
$96.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-3K- 15.8% |
$407K - $511K
|
16K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-3K- 39.89% |
$407K - $511K
|
4.52K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.03K- 5.7% |
$411K - $516K
|
50.1K
$14.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.06K- 0.79% |
$415K - $521K
|
386K
$109M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.06K- 0.98% |
$416K - $522K
|
310K
$87.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.07K- 1.21% |
$416K - $522K
|
250K
$70.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 5.2% |
$417K - $523K
|
56K
$15.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.08K- 9.71% |
$417K - $524K
|
28.6K
$8.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-3.08K- 3.28% |
$418K - $524K
|
90.8K
$25.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.08K- 4.93% |
$418K - $525K
|
59.5K
$16.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-3.1K- 2.95% |
$421K - $528K
|
102K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-3.14K- 1.5% |
$426K - $535K
|
206K
$58.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-3.15K- 15.27% |
$427K - $536K
|
17.5K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.16K- 1.36% |
$429K - $538K
|
229K
$64.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.19K- 22.96% |
$433K - $544K
|
10.7K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-3.2K- 5.37% |
$434K - $545K
|
56.3K
$15.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.21K- 28.02% |
$436K - $547K
|
8.25K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 5.24% |
$438K - $549K
|
58.4K
$16.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 62.66% |
$439K - $551K
|
1.93K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.24K- 2.45% |
$440K - $552K
|
129K
$36.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.27K- 5.74% |
$444K - $557K
|
53.7K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.27K- 3.73% |
$444K - $558K
|
84.4K
$23.9M
|