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
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.79K- 22.75% |
$921K - $1.16M
|
23.1K
$5.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-6.8K- 3.89% |
$923K - $1.16M
|
168K
$41.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-6.88K- 2.09% |
$933K - $1.17M
|
322K
$78.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-6.93K- 5.77% |
$940K - $1.18M
|
113K
$27.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.96K- 52.68% |
$944K - $1.18M
|
6.25K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 5.82% |
$945K - $1.19M
|
113K
$27.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-6.98K- 14.84% |
$948K - $1.19M
|
40.1K
$9.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-7.21K- 4.93% |
$979K - $1.23M
|
139K
$34.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.35K- 8.69% |
$997K - $1.25M
|
77.2K
$18.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.38K- 63.85% |
$1M - $1.26M
|
4.18K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-7.38K- 0.44% |
$1M - $1.26M
|
1.66M
$405M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7.47K- 12.42% |
$1.01M - $1.27M
|
52.7K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-7.5K- 17.51% |
$1.02M - $1.28M
|
35.3K
$8.65M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-7.51K- 55.01% |
$1.02M - $1.28M
|
6.14K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7.56K- 20.23% |
$1.03M - $1.29M
|
29.8K
$7.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.58K- 19.37% |
$1.03M - $1.29M
|
31.5K
$7.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-7.59K- 3.55% |
$1.03M - $1.29M
|
206K
$50.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.69K- 1.98% |
$1.04M - $1.31M
|
381K
$93.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.73K- 4.31% |
$1.05M - $1.32M
|
171K
$42M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-7.79K- 6.65% |
$1.06M - $1.33M
|
109K
$26.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.82K- 5.07% |
$1.06M - $1.33M
|
146K
$35.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8K- 14.17% |
$1.09M - $1.36M
|
48.5K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8K- 12.46% |
$1.09M - $1.36M
|
56.2K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-8.02K- 15.46% |
$1.09M - $1.37M
|
43.8K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-8.03K- 0.58% |
$1.09M - $1.37M
|
1.37M
$336M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.04K- 2.32% |
$1.09M - $1.37M
|
339K
$82.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.07K- 1.43% |
$1.09M - $1.37M
|
557K
$136M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.08K- 1.57% |
$1.1M - $1.38M
|
507K
$124M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8.17K- 28.04% |
$1.11M - $1.39M
|
21K
$5.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.32K- 0.44% |
$1.13M - $1.42M
|
1.87M
$457M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8.47K- 0.61% |
$1.15M - $1.44M
|
1.38M
$337M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-8.6K- 3.96% |
$1.17M - $1.46M
|
208K
$51M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-8.62K- 5.61% |
$1.17M - $1.47M
|
145K
$35.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-8.76K- 4.38% |
$1.19M - $1.49M
|
191K
$46.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-8.87K- 19.39% |
$1.2M - $1.51M
|
36.8K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-8.9K- 76.18% |
$1.21M - $1.52M
|
2.78K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.9K- 28.38% |
$1.21M - $1.52M
|
22.5K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.99K- 68.76% |
$1.22M - $1.53M
|
4.09K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-9K- 3.33% |
$1.22M - $1.53M
|
261K
$63.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-9.09K- 2.86% |
$1.23M - $1.55M
|
309K
$75.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.36K- 1.44% |
$1.27M - $1.59M
|
640K
$157M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9.36K- 9.3% |
$1.27M - $1.59M
|
91.3K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.41K- 32.09% |
$1.28M - $1.6M
|
19.9K
$4.88M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.49K- 14.0% |
$1.29M - $1.62M
|
58.3K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9.49K- 37.2% |
$1.29M - $1.62M
|
16K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-9.55K- 1.15% |
$1.3M - $1.63M
|
818K
$200M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-9.62K- 28.46% |
$1.3M - $1.64M
|
24.2K
$5.92M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-9.65K- 48.92% |
$1.31M - $1.64M
|
10.1K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.69K- 1.52% |
$1.31M - $1.65M
|
627K
$154M
|