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 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.8K- 1.28% |
$1.47M - $1.84M
|
831K
$235M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 0.47% |
$1.48M - $1.85M
|
2.28M
$646M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.9K- 3.45% |
$1.48M - $1.86M
|
304K
$86.2M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.9K- 3.45% |
$1.48M - $1.86M
|
304K
$86.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-11.1K- 24.23% |
$1.5M - $1.89M
|
34.6K
$9.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.2K- 78.91% |
$1.52M - $1.9M
|
2.99K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 0.05% |
$1.54M - $1.93M
|
23.7M
$6.71B
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-11.3K- 4.63% |
$1.54M - $1.93M
|
234K
$66.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 6.65% |
$1.56M - $1.96M
|
162K
$45.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.5K- 0.93% |
$1.56M - $1.96M
|
1.23M
$349M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-11.6K- 2.7% |
$1.58M - $1.98M
|
418K
$118M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-11.7K- 5.61% |
$1.59M - $2M
|
197K
$55.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-11.8K- 98.55% |
$1.6M - $2M
|
173
$49K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.8K- 3.24% |
$1.61M - $2.02M
|
354K
$100M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.9K- 37.4% |
$1.62M - $2.03M
|
20K
$5.65M
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-12K- 9.32% |
$1.63M - $2.05M
|
117K
$33.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12K- 11.56% |
$1.63M - $2.05M
|
92.1K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-12.1K- 9.5% |
$1.64M - $2.05M
|
115K
$32.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-12.1K- 12.04% |
$1.64M - $2.06M
|
88.3K
$25M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.1K- 8.87% |
$1.65M - $2.07M
|
125K
$35.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.1K- 57.81% |
$1.65M - $2.07M
|
8.86K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-12.2K- 17.51% |
$1.65M - $2.07M
|
57.3K
$16.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.2K- 0.1% |
$1.65M - $2.08M
|
11.8M
$3.35B
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-12.3K- 4.79% |
$1.66M - $2.09M
|
244K
$69M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.3K- 6.4% |
$1.66M - $2.09M
|
179K
$50.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12.4K- 82.07% |
$1.68M - $2.11M
|
2.71K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 27.89% |
$1.7M - $2.13M
|
32.4K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13K- 3.94% |
$1.76M - $2.21M
|
317K
$89.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 17.1% |
$1.79M - $2.25M
|
64.1K
$18.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 9.09% |
$1.8M - $2.26M
|
133K
$37.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.5K- 0.74% |
$1.83M - $2.3M
|
1.81M
$512M
|
|
|
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
$154M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13.6K- 0.89% |
$1.85M - $2.32M
|
1.52M
$430M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.7K- 8.47% |
$1.86M - $2.34M
|
148K
$42M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.7K- 49.83% |
$1.86M - $2.34M
|
13.8K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.9K- 8.74% |
$1.88M - $2.36M
|
145K
$41M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-13.9K- 3.89% |
$1.89M - $2.37M
|
344K
$97.3M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.9K- 22.63% |
$1.89M - $2.37M
|
47.7K
$13.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-14.1K- 24.02% |
$1.92M - $2.4M
|
44.7K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.2K- 0.35% |
$1.93M - $2.42M
|
4.02M
$1.14B
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-14.3K- 28.92% |
$1.94M - $2.43M
|
35.1K
$9.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-14.3K- 0.8% |
$1.94M - $2.44M
|
1.77M
$501M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14.4K- 1.25% |
$1.95M - $2.44M
|
1.14M
$322M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-14.4K- 18.39% |
$1.95M - $2.45M
|
63.8K
$18.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.5K- 8.91% |
$1.97M - $2.47M
|
148K
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-14.8K- 39.63% |
$2.01M - $2.53M
|
22.6K
$6.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-14.9K- 3.94% |
$2.03M - $2.54M
|
364K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15K- 1.91% |
$2.03M - $2.55M
|
768K
$217M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-15K- 6.77% |
$2.03M - $2.55M
|
206K
$58.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.2K- 25.22% |
$2.06M - $2.59M
|
45.1K
$12.8M
|