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 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-15.4K- 36.05% |
$2.09M - $2.62M
|
27.3K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-15.8K- 52.45% |
$2.15M - $2.69M
|
14.3K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16.3K- 20.75% |
$2.21M - $2.77M
|
62.2K
$17.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-16.6K- 58.49% |
$2.25M - $2.82M
|
11.8K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-16.6K- 15.92% |
$2.25M - $2.82M
|
87.6K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.6K- 6.88% |
$2.25M - $2.82M
|
225K
$63.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-16.7K- 2.32% |
$2.27M - $2.84M
|
702K
$199M
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-17.2K- 6.58% |
$2.34M - $2.93M
|
245K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-17.7K- 23.85% |
$2.4M - $3.01M
|
56.5K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-17.7K- 86.19% |
$2.4M - $3.02M
|
2.84K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-18K- 18.24% |
$2.44M - $3.06M
|
80.6K
$22.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-18.1K- 45.14% |
$2.46M - $3.08M
|
22K
$6.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-18.1K- 53.83% |
$2.46M - $3.08M
|
15.5K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-18.3K- 10.21% |
$2.48M - $3.11M
|
161K
$45.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-18.3K- 24.06% |
$2.48M - $3.12M
|
57.8K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-18.5K- 2.9% |
$2.51M - $3.15M
|
619K
$175M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-18.5K- 6.65% |
$2.51M - $3.15M
|
259K
$73.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.6K- 61.82% |
$2.52M - $3.16M
|
11.5K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-19K- 6.47% |
$2.58M - $3.24M
|
275K
$77.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.5K- 28.76% |
$2.64M - $3.31M
|
48.2K
$13.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-19.8K- 14.29% |
$2.69M - $3.37M
|
119K
$33.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-19.8K- 1.97% |
$2.69M - $3.38M
|
985K
$279M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.9K- 4.37% |
$2.7M - $3.39M
|
435K
$123M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.9K- 1.97% |
$2.71M - $3.4M
|
994K
$281M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-20K- 22.99% |
$2.71M - $3.41M
|
67K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-20.3K- 54.46% |
$2.75M - $3.45M
|
16.9K
$4.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20.3K- 4.8% |
$2.76M - $3.46M
|
403K
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-20.5K- 4.52% |
$2.78M - $3.49M
|
432K
$122M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-20.6K- 8.39% |
$2.79M - $3.5M
|
225K
$63.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-20.7K- 0.87% |
$2.81M - $3.52M
|
2.37M
$671M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-20.7K- 5.4% |
$2.81M - $3.53M
|
363K
$103M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-21K- 4.93% |
$2.85M - $3.57M
|
404K
$114M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21.1K- 1.49% |
$2.86M - $3.59M
|
1.39M
$394M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-21.9K- 4.27% |
$2.97M - $3.73M
|
491K
$139M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-22.1K- 38.58% |
$3M - $3.76M
|
35.2K
$9.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-22.1K- 54.52% |
$3M - $3.76M
|
18.4K
$5.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-23.2K- 5.37% |
$3.15M - $3.95M
|
409K
$116M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-23.4K- 4.91% |
$3.17M - $3.98M
|
452K
$128M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-23.4K- 23.91% |
$3.17M - $3.98M
|
74.4K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-24.2K- 67.92% |
$3.29M - $4.13M
|
11.5K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-24.4K- 5.33% |
$3.31M - $4.16M
|
434K
$123M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-24.5KClosed |
$3.32M - $4.17M
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-24.7K- 15.07% |
$3.36M - $4.21M
|
139K
$39.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-25.3K- 35.61% |
$3.43M - $4.31M
|
45.7K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-25.4K- 7.7% |
$3.45M - $4.33M
|
304K
$86.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-25.4K- 12.2% |
$3.45M - $4.33M
|
183K
$51.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-25.6K- 11.16% |
$3.48M - $4.36M
|
204K
$57.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.1K- 3.93% |
$3.54M - $4.44M
|
637K
$180M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-26.2K- 9.76% |
$3.56M - $4.47M
|
243K
$68.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-26.5K- 23.9% |
$3.59M - $4.51M
|
84.2K
$23.9M
|