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 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4.88K- 1.08% |
$661K - $830K
|
445K
$108M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-4.96K- 4.43% |
$674K - $845K
|
107K
$26.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.98K- 1.51% |
$675K - $847K
|
326K
$79.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-5K- 5.88% |
$678K - $852K
|
80K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.01K- 15.18% |
$680K - $853K
|
28K
$6.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.02K- 9.58% |
$681K - $855K
|
47.4K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.07K- 2.89% |
$688K - $864K
|
170K
$41.5M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.1K- 0.64% |
$692K - $869K
|
792K
$193M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.12K- 11.38% |
$695K - $872K
|
39.9K
$9.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-5.15K- 2.08% |
$698K - $877K
|
243K
$59.1M
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-5.2K- 43.33% |
$706K - $886K
|
6.8K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.2K- 1.25% |
$706K - $886K
|
410K
$99.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-5.28K- 8.55% |
$716K - $898K
|
56.5K
$13.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.3K- 2.94% |
$719K - $903K
|
175K
$42.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.3K- 26.92% |
$720K - $903K
|
14.4K
$3.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-5.31K- 8.04% |
$720K - $904K
|
60.7K
$14.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-5.32K- 7.81% |
$721K - $905K
|
62.7K
$15.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.36K- 33.39% |
$727K - $912K
|
10.7K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.38K- 53.05% |
$730K - $916K
|
4.76K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.38K- 2.51% |
$730K - $917K
|
209K
$50.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-5.43K- 15.31% |
$737K - $925K
|
30K
$7.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.46K- 0.7% |
$741K - $930K
|
775K
$189M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.49K- 5.3% |
$745K - $935K
|
98K
$23.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.53K- 45.85% |
$750K - $942K
|
6.53K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-5.56K- 17.61% |
$755K - $948K
|
26K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 26.23% |
$760K - $954K
|
15.7K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-5.61K- 19.67% |
$762K - $956K
|
22.9K
$5.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.62K- 11.56% |
$762K - $957K
|
43K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-5.66K- 39.14% |
$768K - $964K
|
8.81K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.71K- 0.47% |
$774K - $972K
|
1.2M
$293M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.72K- 50.5% |
$775K - $973K
|
5.6K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.72K- 3.28% |
$777K - $975K
|
169K
$41.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.81K- 0.47% |
$788K - $989K
|
1.23M
$300M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-5.82K- 2.24% |
$790K - $991K
|
254K
$61.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.88K- 1.55% |
$798K - $1M
|
374K
$91M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$4.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.96K- 2.92% |
$809K - $1.02M
|
199K
$48.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Abrams Bison Investments, LLC
Bethesda, MD |
SELL
|
- |
-6K- 1.43% |
$814K - $1.02M
|
414K
$101M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.04K- 7.28% |
$820K - $1.03M
|
77K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6.16K- 2.47% |
$836K - $1.05M
|
243K
$59.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-6.2K- 2.27% |
$842K - $1.06M
|
267K
$65.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-6.23K- 18.03% |
$846K - $1.06M
|
28.3K
$6.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-6.24K- 16.58% |
$846K - $1.06M
|
31.4K
$7.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-6.28K- 23.17% |
$852K - $1.07M
|
20.8K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.28K- 49.87% |
$852K - $1.07M
|
6.31K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-6.4K- 0.95% |
$868K - $1.09M
|
665K
$162M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.43K- 4.28% |
$873K - $1.1M
|
144K
$35.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.45K- 56.32% |
$875K - $1.1M
|
5K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.65K- 12.58% |
$903K - $1.13M
|
46.3K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-6.69K- 2.99% |
$908K - $1.14M
|
217K
$53M
|