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 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42.3K- 2.57% |
$5.74M - $7.2M
|
1.6M
$392M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-43.3K- 5.48% |
$5.87M - $7.37M
|
747K
$183M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-44.2K- 37.46% |
$5.99M - $7.52M
|
73.8K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-44.2K- 17.29% |
$6M - $7.53M
|
212K
$51.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44.6K- 46.57% |
$6.06M - $7.6M
|
51.2K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-45.1K- 14.23% |
$6.12M - $7.68M
|
272K
$66.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45.3K- 57.31% |
$6.15M - $7.72M
|
33.8K
$8.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-45.3K- 24.22% |
$6.15M - $7.72M
|
142K
$34.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-46.3K- 75.17% |
$6.29M - $7.89M
|
15.3K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-46.4K- 56.95% |
$6.3M - $7.91M
|
35.1K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-46.5K- 65.39% |
$6.31M - $7.92M
|
24.6K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-47.8K- 4.13% |
$6.48M - $8.13M
|
1.11M
$271M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.9K- 2.72% |
$6.77M - $8.5M
|
1.79M
$437M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-50K- 4.82% |
$6.78M - $8.51M
|
987K
$242M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-50.4K- 24.26% |
$6.84M - $8.58M
|
157K
$38.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-50.4K- 50.25% |
$6.84M - $8.59M
|
49.9K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-50.7K- 9.34% |
$6.88M - $8.64M
|
492K
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-50.8K- 97.69% |
$6.89M - $8.65M
|
1.2K
$294K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-51.2K- 98.68% |
$6.95M - $8.72M
|
686
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-52.7K- 2.81% |
$7.16M - $8.98M
|
1.82M
$447M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-54.4K- 0.88% |
$7.38M - $9.27M
|
6.1M
$1.49B
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-55K- 5.07% |
$7.46M - $9.37M
|
1.03M
$252M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55.3K- 9.43% |
$7.5M - $9.42M
|
531K
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-56K- 27.21% |
$7.6M - $9.54M
|
150K
$36.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-56.2K- 5.88% |
$7.63M - $9.57M
|
899K
$220M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-56.5K- 3.39% |
$7.67M - $9.63M
|
1.61M
$395M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-57.3K- 3.94% |
$7.77M - $9.75M
|
1.4M
$342M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-59K- 5.74% |
$8.01M - $10.1M
|
969K
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-59.1K- 36.41% |
$8.02M - $10.1M
|
103K
$25.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-60.6K- 2.03% |
$8.22M - $10.3M
|
2.92M
$715M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-60.9K- 38.45% |
$8.26M - $10.4M
|
97.4K
$23.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-61.1K- 19.3% |
$8.29M - $10.4M
|
256K
$62.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-64K- 79.26% |
$8.69M - $10.9M
|
16.8K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-66K- 1.71% |
$8.96M - $11.2M
|
3.8M
$931M
|
|
|
Feb 14, 2024
Q4 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-66.2K- 23.48% |
$8.99M - $11.3M
|
216K
$52.8M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-67.1K- 15.17% |
$9.1M - $11.4M
|
375K
$91.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-67.5K- 10.26% |
$9.16M - $11.5M
|
591K
$145M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-67.6K- 14.34% |
$9.17M - $11.5M
|
404K
$98.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-67.7K- 20.3% |
$9.19M - $11.5M
|
266K
$65.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-70.2K- 9.89% |
$9.53M - $12M
|
639K
$157M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-72.5K- 7.97% |
$9.84M - $12.3M
|
837K
$205M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-72.5K- 20.09% |
$9.84M - $12.4M
|
288K
$70.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.8K- 3.69% |
$9.87M - $12.4M
|
1.9M
$465M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-73.9K- 4.25% |
$10M - $12.6M
|
1.66M
$407M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-75.1K- 3.58% |
$10.2M - $12.8M
|
2.02M
$495M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-77.4K- 4.39% |
$10.5M - $13.2M
|
1.68M
$412M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-77.8K- 22.93% |
$10.6M - $13.2M
|
261K
$64M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-77.9K- 1.38% |
$10.6M - $13.3M
|
5.58M
$1.37B
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-78K- 43.87% |
$10.6M - $13.3M
|
99.9K
$24.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-78.7K- 76.48% |
$10.7M - $13.4M
|
24.2K
$5.93M
|