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
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.38K- 53.05% |
$730K - $916K
|
4.76K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.38K- 2.51% |
$730K - $917K
|
209K
$59.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-5.43K- 15.31% |
$737K - $925K
|
30K
$8.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.46K- 0.7% |
$741K - $930K
|
775K
$220M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.49K- 5.3% |
$745K - $935K
|
98K
$27.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.53K- 45.85% |
$750K - $942K
|
6.53K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-5.56K- 17.61% |
$755K - $948K
|
26K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 26.23% |
$760K - $954K
|
15.7K
$4.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-5.61K- 19.67% |
$762K - $956K
|
22.9K
$6.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.62K- 11.56% |
$762K - $957K
|
43K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-5.66K- 39.14% |
$768K - $964K
|
8.81K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.71K- 0.47% |
$774K - $972K
|
1.2M
$340M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.72K- 50.5% |
$775K - $973K
|
5.6K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.72K- 3.28% |
$777K - $975K
|
169K
$47.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.81K- 0.47% |
$788K - $989K
|
1.23M
$349M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-5.82K- 2.24% |
$790K - $991K
|
254K
$71.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.88K- 1.55% |
$798K - $1M
|
374K
$106M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$5.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.96K- 2.92% |
$809K - $1.02M
|
199K
$56.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Abrams Bison Investments, LLC
Bethesda, MD |
SELL
|
- |
-6K- 1.43% |
$814K - $1.02M
|
414K
$117M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.04K- 7.28% |
$820K - $1.03M
|
77K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6.16K- 2.47% |
$836K - $1.05M
|
243K
$68.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-6.2K- 2.27% |
$842K - $1.06M
|
267K
$75.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-6.23K- 18.03% |
$846K - $1.06M
|
28.3K
$8.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-6.24K- 16.58% |
$846K - $1.06M
|
31.4K
$8.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-6.28K- 23.17% |
$852K - $1.07M
|
20.8K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.28K- 49.87% |
$852K - $1.07M
|
6.31K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-6.4K- 0.95% |
$868K - $1.09M
|
665K
$188M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.43K- 4.28% |
$873K - $1.1M
|
144K
$40.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.45K- 56.32% |
$875K - $1.1M
|
5K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.65K- 12.58% |
$903K - $1.13M
|
46.3K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-6.69K- 2.99% |
$908K - $1.14M
|
217K
$61.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-6.76K- 5.96% |
$917K - $1.15M
|
107K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.79K- 22.75% |
$921K - $1.16M
|
23.1K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-6.8K- 3.89% |
$923K - $1.16M
|
168K
$47.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-6.88K- 2.09% |
$933K - $1.17M
|
322K
$91.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-6.93K- 5.77% |
$940K - $1.18M
|
113K
$32M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.96K- 52.68% |
$944K - $1.18M
|
6.25K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 5.82% |
$945K - $1.19M
|
113K
$31.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-6.98K- 14.84% |
$948K - $1.19M
|
40.1K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-7.21K- 4.93% |
$979K - $1.23M
|
139K
$39.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.35K- 8.69% |
$997K - $1.25M
|
77.2K
$21.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.38K- 63.85% |
$1M - $1.26M
|
4.18K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-7.38K- 0.44% |
$1M - $1.26M
|
1.66M
$469M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7.47K- 12.42% |
$1.01M - $1.27M
|
52.7K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-7.5K- 17.51% |
$1.02M - $1.28M
|
35.3K
$10M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-7.51K- 55.01% |
$1.02M - $1.28M
|
6.14K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7.56K- 20.23% |
$1.03M - $1.29M
|
29.8K
$8.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.58K- 19.37% |
$1.03M - $1.29M
|
31.5K
$8.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-7.59K- 3.55% |
$1.03M - $1.29M
|
206K
$58.4M
|