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 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-22.1K- 38.58% |
$3M - $3.76M
|
35.2K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-22.1K- 54.52% |
$3M - $3.76M
|
18.4K
$4.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-23.2K- 5.37% |
$3.15M - $3.95M
|
409K
$100M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-23.4K- 4.91% |
$3.17M - $3.98M
|
452K
$111M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-23.4K- 23.91% |
$3.17M - $3.98M
|
74.4K
$18.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-24.2K- 67.92% |
$3.29M - $4.13M
|
11.5K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-24.4K- 5.33% |
$3.31M - $4.16M
|
434K
$106M
|
|
|
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
$34.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-25.3K- 35.61% |
$3.43M - $4.31M
|
45.7K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-25.4K- 7.7% |
$3.45M - $4.33M
|
304K
$74.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-25.4K- 12.2% |
$3.45M - $4.33M
|
183K
$44.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-25.6K- 11.16% |
$3.48M - $4.36M
|
204K
$50M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.1K- 3.93% |
$3.54M - $4.44M
|
637K
$156M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-26.2K- 9.76% |
$3.56M - $4.47M
|
243K
$59.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-26.5K- 23.9% |
$3.59M - $4.51M
|
84.2K
$20.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-26.9K- 14.57% |
$3.65M - $4.58M
|
158K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-27.6K- 14.24% |
$3.75M - $4.7M
|
166K
$40.7M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-27.7K- 29.85% |
$3.76M - $4.72M
|
65.1K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27.9K- 54.15% |
$3.79M - $4.76M
|
23.7K
$5.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-29.5K- 4.23% |
$4M - $5.02M
|
669K
$164M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-29.7K- 1.62% |
$4.03M - $5.06M
|
1.81M
$442M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-29.9K- 47.38% |
$4.06M - $5.09M
|
33.2K
$8.13M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-30.2K- 5.84% |
$4.09M - $5.14M
|
487K
$119M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-31.7K- 8.8% |
$4.3M - $5.39M
|
328K
$80.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-32K- 12.12% |
$4.35M - $5.46M
|
232K
$56.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-32.2K- 1.16% |
$4.36M - $5.48M
|
2.75M
$673M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-32.3K- 58.72% |
$4.38M - $5.5M
|
22.7K
$5.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32.3K- 13.12% |
$4.39M - $5.5M
|
214K
$52.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-32.4K- 2.25% |
$4.4M - $5.52M
|
1.41M
$345M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-32.5K- 2.69% |
$4.4M - $5.53M
|
1.17M
$288M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-32.6K- 10.86% |
$4.42M - $5.54M
|
267K
$65.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.8K- 12.08% |
$4.45M - $5.58M
|
239K
$58.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 40.25% |
$4.46M - $5.59M
|
48.7K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32.8K- 93.73% |
$4.46M - $5.59M
|
2.2K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-33K- 5.33% |
$4.47M - $5.61M
|
585K
$143M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-33K- 16.6% |
$4.48M - $5.62M
|
166K
$40.6M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-33K- 16.69% |
$4.48M - $5.62M
|
165K
$40.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.8K- 5.3% |
$4.58M - $5.75M
|
603K
$148M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-34K- 6.79% |
$4.62M - $5.8M
|
467K
$114M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-34.5K- 4.7% |
$4.68M - $5.88M
|
700K
$171M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-35.3K- 3.89% |
$4.8M - $6.02M
|
874K
$214M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-35.7K- 2.93% |
$4.84M - $6.08M
|
1.18M
$289M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-37.7K- 61.91% |
$5.12M - $6.42M
|
23.2K
$5.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37.9K- 8.52% |
$5.14M - $6.45M
|
407K
$99.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-38.7K- 12.6% |
$5.25M - $6.59M
|
268K
$65.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-39.3K- 26.58% |
$5.33M - $6.69M
|
109K
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-40.4K- 8.29% |
$5.49M - $6.89M
|
447K
$110M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-41.2K- 15.26% |
$5.59M - $7.01M
|
229K
$56M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41.9K- 24.73% |
$5.68M - $7.13M
|
127K
$31.2M
|