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
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.69K- 1.52% |
$1.31M - $1.65M
|
627K
$153M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.73K- 0.47% |
$1.32M - $1.66M
|
2.05M
$500M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-9.95K- 3.1% |
$1.35M - $1.7M
|
311K
$75.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10K- 14.71% |
$1.36M - $1.7M
|
58K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-10K- 55.56% |
$1.36M - $1.7M
|
8K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-10.1K- 69.16% |
$1.36M - $1.71M
|
4.48K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 8.96% |
$1.37M - $1.72M
|
102K
$25M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.1K- 1.36% |
$1.37M - $1.73M
|
734K
$179M
|
|
|
Feb 06, 2024
Q4 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-10.3K- 8.69% |
$1.4M - $1.75M
|
108K
$26.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-10.3K- 13.06% |
$1.4M - $1.76M
|
68.7K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 41.72% |
$1.41M - $1.77M
|
14.5K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.5K- 10.33% |
$1.43M - $1.79M
|
91.2K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 6.79% |
$1.46M - $1.83M
|
148K
$36M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 6.05% |
$1.46M - $1.83M
|
167K
$40.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.8K- 5.95% |
$1.46M - $1.83M
|
170K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.8K- 18.82% |
$1.46M - $1.84M
|
46.5K
$11.3M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.8K- 18.82% |
$1.46M - $1.84M
|
46.5K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-10.8K- 90.17% |
$1.47M - $1.84M
|
1.18K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.8K- 1.28% |
$1.47M - $1.84M
|
831K
$202M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 0.47% |
$1.48M - $1.85M
|
2.28M
$556M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.9K- 3.45% |
$1.48M - $1.86M
|
304K
$74.1M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.9K- 3.45% |
$1.48M - $1.86M
|
304K
$74.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-11.1K- 24.23% |
$1.5M - $1.89M
|
34.6K
$8.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.2K- 78.91% |
$1.52M - $1.9M
|
2.99K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 0.05% |
$1.54M - $1.93M
|
23.7M
$5.77B
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-11.3K- 4.63% |
$1.54M - $1.93M
|
234K
$57M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 6.65% |
$1.56M - $1.96M
|
162K
$39.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.5K- 0.93% |
$1.56M - $1.96M
|
1.23M
$300M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-11.6K- 2.7% |
$1.58M - $1.98M
|
418K
$102M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-11.7K- 5.61% |
$1.59M - $2M
|
197K
$48M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-11.8K- 98.55% |
$1.6M - $2M
|
173
$42.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.8K- 3.24% |
$1.61M - $2.02M
|
354K
$86.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.9K- 37.4% |
$1.62M - $2.03M
|
20K
$4.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12K- 11.56% |
$1.63M - $2.05M
|
92.1K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-12.1K- 9.5% |
$1.64M - $2.05M
|
115K
$28M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-12.1K- 12.04% |
$1.64M - $2.06M
|
88.3K
$21.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.1K- 8.87% |
$1.65M - $2.07M
|
125K
$30.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.1K- 57.81% |
$1.65M - $2.07M
|
8.86K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-12.2K- 17.51% |
$1.65M - $2.07M
|
57.3K
$14M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.2K- 0.1% |
$1.65M - $2.08M
|
11.8M
$2.88B
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-12.3K- 4.79% |
$1.66M - $2.09M
|
244K
$59.4M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.3K- 6.4% |
$1.66M - $2.09M
|
179K
$43.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12.4K- 82.07% |
$1.68M - $2.11M
|
2.71K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 27.89% |
$1.7M - $2.13M
|
32.4K
$7.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13K- 3.94% |
$1.76M - $2.21M
|
317K
$77.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 17.1% |
$1.79M - $2.25M
|
64.1K
$15.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 9.09% |
$1.8M - $2.26M
|
133K
$32.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.5K- 0.74% |
$1.83M - $2.3M
|
1.81M
$440M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-13.6K- 2.44% |
$1.85M - $2.32M
|
544K
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13.6K- 0.89% |
$1.85M - $2.32M
|
1.52M
$370M
|