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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-78.7K- 76.48% |
$10.7M - $13.4M
|
24.2K
$5.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-79.9K- 2.66% |
$10.8M - $13.6M
|
2.93M
$711M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-80K- 9.91% |
$10.9M - $13.6M
|
728K
$177M
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-82.3K- 2.85% |
$11.2M - $14M
|
2.81M
$682M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-83.1K- 89.74% |
$11.3M - $14.1M
|
9.5K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-85.4K- 21.03% |
$11.6M - $14.5M
|
321K
$77.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-85.8K- 12.57% |
$11.6M - $14.6M
|
597K
$145M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-87.1K- 97.48% |
$11.8M - $14.8M
|
2.25K
$547K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-87.9K- 50.52% |
$11.9M - $15M
|
86.1K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-88K- 99.19% |
$11.9M - $15M
|
722
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-92.6K- 0.51% |
$12.6M - $15.8M
|
18.1M
$4.4B
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-93.4K- 46.77% |
$12.7M - $15.9M
|
106K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-93.9K- 47.82% |
$12.7M - $16M
|
102K
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-97.4K- 4.3% |
$13.2M - $16.6M
|
2.16M
$526M
|
|
|
Feb 06, 2024
Q4 2023
|
Ctc LLC
|
SELL
|
- |
-100K- 93.66% |
$13.6M - $17M
|
6.77K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-100K- 4.25% |
$13.6M - $17M
|
2.26M
$548M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-100K- 4.25% |
$13.6M - $17M
|
2.26M
$548M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-100K- 3.59% |
$13.6M - $17M
|
2.69M
$653M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-105K- 1.34% |
$14.2M - $17.8M
|
7.72M
$1.87B
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-108K- 3.55% |
$14.6M - $18.3M
|
2.92M
$710M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-108K- 5.75% |
$14.7M - $18.4M
|
1.77M
$431M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-110K- 39.78% |
$14.9M - $18.7M
|
166K
$40.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-112K- 5.36% |
$15.2M - $19M
|
1.97M
$479M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-117K- 2.79% |
$15.9M - $19.9M
|
4.08M
$992M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-118K- 16.1% |
$16.1M - $20.2M
|
617K
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-119K- 10.38% |
$16.2M - $20.3M
|
1.03M
$250M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-121K- 3.68% |
$16.5M - $20.7M
|
3.17M
$771M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-124K- 1.55% |
$16.8M - $21.1M
|
7.86M
$1.91B
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-138K- 99.88% |
$18.7M - $23.5M
|
170
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-140K- 68.17% |
$19M - $23.9M
|
65.5K
$15.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-142K- 15.89% |
$19.3M - $24.2M
|
751K
$182M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-144K- 3.48% |
$19.5M - $24.5M
|
3.99M
$970M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-145K- 8.26% |
$19.7M - $24.8M
|
1.61M
$392M
|
|
|
Feb 14, 2024
Q4 2023
|
Consulta LTD
London, X0 |
SELL
|
- |
-150K- 20.0% |
$20.4M - $25.5M
|
600K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154K- 24.07% |
$20.9M - $26.2M
|
485K
$118M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-157K- 20.79% |
$21.3M - $26.7M
|
597K
$145M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-161K- 2.35% |
$21.9M - $27.4M
|
6.7M
$1.63B
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-173K- 17.58% |
$23.5M - $29.5M
|
812K
$197M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-176K- 32.77% |
$23.9M - $30M
|
362K
$87.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-181K- 2.36% |
$24.6M - $30.9M
|
7.51M
$1.82B
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-182K- 6.22% |
$24.7M - $31M
|
2.75M
$668M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-183K- 59.42% |
$24.8M - $31.2M
|
125K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-185K- 5.17% |
$25.1M - $31.5M
|
3.4M
$825M
|
|
|
Feb 14, 2024
Q4 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-208K- 18.16% |
$28.3M - $35.5M
|
939K
$228M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-215K- 27.74% |
$29.2M - $36.6M
|
560K
$136M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-215K- 2.31% |
$29.2M - $36.7M
|
9.09M
$2.21B
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-219K- 99.59% |
$29.7M - $37.3M
|
896
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-223K- 27.07% |
$30.3M - $38M
|
602K
$146M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-245K- 7.73% |
$33.3M - $41.7M
|
2.93M
$711M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-253K- 16.54% |
$34.4M - $43.1M
|
1.28M
$310M
|