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 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.28K- 31.83% |
$445K - $558K
|
7.02K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.33K- 9.71% |
$452K - $567K
|
31K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.34K- 23.9% |
$453K - $569K
|
10.6K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.36K- 0.46% |
$456K - $572K
|
723K
$205M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.4K- 7.95% |
$462K - $580K
|
39.4K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.44K- 1.71% |
$467K - $586K
|
198K
$56.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.48K- 1.96% |
$472K - $592K
|
174K
$49.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.49K- 2.49% |
$474K - $595K
|
137K
$38.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.5K- 28.79% |
$475K - $596K
|
8.65K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 35.0% |
$475K - $596K
|
6.5K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.51K- 12.03% |
$477K - $598K
|
25.7K
$7.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.53K- 2.6% |
$479K - $602K
|
132K
$37.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.55K- 2.26% |
$481K - $604K
|
154K
$43.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.56K- 0.59% |
$484K - $607K
|
597K
$169M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.57K- 21.12% |
$484K - $607K
|
13.3K
$3.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.57K- 7.18% |
$484K - $607K
|
46.1K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.6K- 61.17% |
$488K - $613K
|
2.28K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.62K- 40.4% |
$491K - $616K
|
5.33K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.62K- 10.23% |
$491K - $617K
|
31.8K
$9M
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-3.64K- 1.25% |
$494K - $621K
|
288K
$81.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.65K- 30.14% |
$495K - $621K
|
8.46K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-3.66K- 19.3% |
$496K - $623K
|
15.3K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.66K- 1.92% |
$497K - $624K
|
187K
$52.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-3.7K- 11.31% |
$502K - $630K
|
29K
$8.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.7K- 4.26% |
$502K - $630K
|
83.1K
$23.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.71K- 2.39% |
$504K - $632K
|
152K
$42.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.74K- 2.75% |
$507K - $636K
|
132K
$37.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.75K- 8.22% |
$509K - $639K
|
41.9K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.77K- 12.32% |
$512K - $643K
|
26.9K
$7.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.8K- 1.25% |
$515K - $647K
|
300K
$84.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.8K- 2.52% |
$516K - $647K
|
147K
$41.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-3.82K- 18.31% |
$518K - $650K
|
17K
$4.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-3.89K- 9.82% |
$527K - $662K
|
35.7K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.9K- 0.24% |
$529K - $663K
|
1.65M
$468M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.9K- 0.65% |
$529K - $664K
|
599K
$170M
|
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.9K- 1.26% |
$529K - $664K
|
304K
$86.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.92K- 4.93% |
$532K - $668K
|
75.7K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.94K- 25.71% |
$534K - $671K
|
11.4K
$3.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.95K- 35.0% |
$536K - $672K
|
7.33K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-3.96K- 55.96% |
$537K - $675K
|
3.12K
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.97K- 1.45% |
$539K - $676K
|
270K
$76.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-4.01K- 2.96% |
$543K - $682K
|
131K
$37.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.03K- 12.22% |
$547K - $687K
|
29K
$8.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 25.5% |
$549K - $689K
|
11.8K
$3.34M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.05K- 2.02% |
$550K - $690K
|
196K
$55.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 64.34% |
$551K - $692K
|
2.25K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.06K- 20.62% |
$551K - $692K
|
15.6K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.07K- 49.95% |
$552K - $693K
|
4.08K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.08K- 21.27% |
$553K - $694K
|
15.1K
$4.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.1K- 10.35% |
$556K - $698K
|
35.5K
$10M
|