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 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.69K- 1.98% |
$1.04M - $1.31M
|
381K
$108M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.73K- 4.31% |
$1.05M - $1.32M
|
171K
$48.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-7.79K- 6.65% |
$1.06M - $1.33M
|
109K
$31M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.82K- 5.07% |
$1.06M - $1.33M
|
146K
$41.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8K- 14.17% |
$1.09M - $1.36M
|
48.5K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8K- 12.46% |
$1.09M - $1.36M
|
56.2K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-8.02K- 15.46% |
$1.09M - $1.37M
|
43.8K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-8.03K- 0.58% |
$1.09M - $1.37M
|
1.37M
$389M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.04K- 2.32% |
$1.09M - $1.37M
|
339K
$95.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.07K- 1.43% |
$1.09M - $1.37M
|
557K
$158M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.08K- 1.57% |
$1.1M - $1.38M
|
507K
$144M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8.17K- 28.04% |
$1.11M - $1.39M
|
21K
$5.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.32K- 0.44% |
$1.13M - $1.42M
|
1.87M
$528M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8.47K- 0.61% |
$1.15M - $1.44M
|
1.38M
$390M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-8.6K- 3.96% |
$1.17M - $1.46M
|
208K
$59M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-8.62K- 5.61% |
$1.17M - $1.47M
|
145K
$41.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-8.76K- 4.38% |
$1.19M - $1.49M
|
191K
$54.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-8.87K- 19.39% |
$1.2M - $1.51M
|
36.8K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-8.9K- 76.18% |
$1.21M - $1.52M
|
2.78K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.9K- 28.38% |
$1.21M - $1.52M
|
22.5K
$6.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.99K- 68.76% |
$1.22M - $1.53M
|
4.09K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-9K- 3.33% |
$1.22M - $1.53M
|
261K
$73.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-9.09K- 2.86% |
$1.23M - $1.55M
|
309K
$87.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.36K- 1.44% |
$1.27M - $1.59M
|
640K
$181M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9.36K- 9.3% |
$1.27M - $1.59M
|
91.3K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.41K- 32.09% |
$1.28M - $1.6M
|
19.9K
$5.64M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.49K- 14.0% |
$1.29M - $1.62M
|
58.3K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9.49K- 37.2% |
$1.29M - $1.62M
|
16K
$4.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-9.55K- 1.15% |
$1.3M - $1.63M
|
818K
$232M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-9.62K- 28.46% |
$1.3M - $1.64M
|
24.2K
$6.84M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-9.65K- 48.92% |
$1.31M - $1.64M
|
10.1K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.69K- 1.52% |
$1.31M - $1.65M
|
627K
$178M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.73K- 0.47% |
$1.32M - $1.66M
|
2.05M
$581M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-9.95K- 3.1% |
$1.35M - $1.7M
|
311K
$88.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10K- 14.71% |
$1.36M - $1.7M
|
58K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-10K- 55.56% |
$1.36M - $1.7M
|
8K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-10.1K- 69.16% |
$1.36M - $1.71M
|
4.48K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 8.96% |
$1.37M - $1.72M
|
102K
$29M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.1K- 1.36% |
$1.37M - $1.73M
|
734K
$208M
|
|
|
Feb 06, 2024
Q4 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-10.3K- 8.69% |
$1.4M - $1.75M
|
108K
$30.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-10.3K- 13.06% |
$1.4M - $1.76M
|
68.7K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 41.72% |
$1.41M - $1.77M
|
14.5K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.5K- 10.33% |
$1.43M - $1.79M
|
91.2K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 6.79% |
$1.46M - $1.83M
|
148K
$41.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 6.05% |
$1.46M - $1.83M
|
167K
$47.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.8K- 5.95% |
$1.46M - $1.83M
|
170K
$48.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.8K- 18.82% |
$1.46M - $1.84M
|
46.5K
$13.2M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.8K- 18.82% |
$1.46M - $1.84M
|
46.5K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-10.8K- 90.17% |
$1.47M - $1.84M
|
1.18K
$334K
|