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 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.27K- 2.14% |
$579K - $727K
|
195K
$55.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.28K- 40.73% |
$581K - $729K
|
6.23K
$1.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.29K- 1.06% |
$582K - $730K
|
399K
$113M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.3K- 12.05% |
$583K - $732K
|
31.4K
$8.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.32K- 6.9% |
$586K - $736K
|
58.3K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.33K- 0.45% |
$588K - $738K
|
956K
$271M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.34K- 3.59% |
$589K - $739K
|
116K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.35K- 0.34% |
$591K - $741K
|
1.28M
$364M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.36K- 3.28% |
$591K - $742K
|
128K
$36.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.38K- 2.19% |
$594K - $746K
|
195K
$55.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-4.4K- 4.38% |
$597K - $749K
|
96.1K
$27.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.41K- 1.37% |
$598K - $751K
|
318K
$90.2M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.46K- 2.1% |
$605K - $760K
|
208K
$59M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-4.46K- 1.58% |
$605K - $760K
|
278K
$78.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.48K- 5.31% |
$608K - $763K
|
79.9K
$22.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-4.48K- 8.22% |
$608K - $763K
|
50K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.51K- 1.73% |
$612K - $768K
|
256K
$72.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.52K- 22.68% |
$614K - $770K
|
15.4K
$4.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.57K- 2.94% |
$620K - $779K
|
151K
$42.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.61K- 6.44% |
$625K - $785K
|
66.9K
$19M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.65K- 5.57% |
$631K - $792K
|
78.8K
$22.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.67K- 1.31% |
$633K - $795K
|
351K
$99.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.69K- 38.91% |
$637K - $799K
|
7.37K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-4.7K- 3.3% |
$637K - $800K
|
138K
$39M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.74K- 9.82% |
$644K - $808K
|
43.6K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.78K- 7.0% |
$648K - $813K
|
63.4K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.78K- 29.11% |
$648K - $813K
|
11.6K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.8K- 1.82% |
$651K - $817K
|
259K
$73.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.82K- 51.28% |
$654K - $821K
|
4.58K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.85K- 8.01% |
$658K - $826K
|
55.7K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.85K- 15.81% |
$658K - $826K
|
25.8K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.87K- 15.39% |
$661K - $830K
|
26.8K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4.88K- 1.08% |
$661K - $830K
|
445K
$126M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-4.96K- 4.43% |
$674K - $845K
|
107K
$30.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.98K- 1.51% |
$675K - $847K
|
326K
$92.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-5K- 5.88% |
$678K - $852K
|
80K
$22.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.01K- 15.18% |
$680K - $853K
|
28K
$7.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.02K- 9.58% |
$681K - $855K
|
47.4K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.07K- 2.89% |
$688K - $864K
|
170K
$48.2M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.1K- 0.64% |
$692K - $869K
|
792K
$224M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.12K- 11.38% |
$695K - $872K
|
39.9K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-5.15K- 2.08% |
$698K - $877K
|
243K
$68.7M
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-5.2K- 43.33% |
$706K - $886K
|
6.8K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.2K- 1.25% |
$706K - $886K
|
410K
$116M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-5.28K- 8.55% |
$716K - $898K
|
56.5K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.3K- 2.94% |
$719K - $903K
|
175K
$49.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.3K- 26.92% |
$720K - $903K
|
14.4K
$4.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-5.31K- 8.04% |
$720K - $904K
|
60.7K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-5.32K- 7.81% |
$721K - $905K
|
62.7K
$17.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.36K- 33.39% |
$727K - $912K
|
10.7K
$3.03M
|