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 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-50.4K- 50.25% |
$6.84M - $8.59M
|
49.9K
$14.1M
|
|
|
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
$139M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-50.8K- 97.69% |
$6.89M - $8.65M
|
1.2K
$340K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-51.2K- 98.68% |
$6.95M - $8.72M
|
686
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-52.7K- 2.81% |
$7.16M - $8.98M
|
1.82M
$517M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-54.4K- 0.88% |
$7.38M - $9.27M
|
6.1M
$1.73B
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-55K- 5.07% |
$7.46M - $9.37M
|
1.03M
$292M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55.3K- 9.43% |
$7.5M - $9.42M
|
531K
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-56K- 27.21% |
$7.6M - $9.54M
|
150K
$42.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-56.2K- 5.88% |
$7.63M - $9.57M
|
899K
$255M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-56.5K- 3.39% |
$7.67M - $9.63M
|
1.61M
$456M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-57.3K- 3.94% |
$7.77M - $9.75M
|
1.4M
$396M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-59K- 5.74% |
$8.01M - $10.1M
|
969K
$274M
|
|
|
Feb 14, 2024
Q4 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-59.1K- 36.41% |
$8.02M - $10.1M
|
103K
$29.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-60.6K- 2.03% |
$8.22M - $10.3M
|
2.92M
$827M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-60.9K- 38.45% |
$8.26M - $10.4M
|
97.4K
$27.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-61.1K- 19.3% |
$8.29M - $10.4M
|
256K
$72.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-64K- 79.26% |
$8.69M - $10.9M
|
16.8K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-66K- 1.71% |
$8.96M - $11.2M
|
3.8M
$1.08B
|
|
|
Feb 14, 2024
Q4 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-66.2K- 23.48% |
$8.99M - $11.3M
|
216K
$61.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-67.1K- 15.17% |
$9.1M - $11.4M
|
375K
$106M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-67.5K- 10.26% |
$9.16M - $11.5M
|
591K
$167M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-67.6K- 14.34% |
$9.17M - $11.5M
|
404K
$114M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-67.7K- 20.3% |
$9.19M - $11.5M
|
266K
$75.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-70.2K- 9.89% |
$9.53M - $12M
|
639K
$181M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-70.4K- 0.37% |
$9.55M - $12M
|
18.9M
$5.35B
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-72.5K- 7.97% |
$9.84M - $12.3M
|
837K
$237M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-72.5K- 20.09% |
$9.84M - $12.4M
|
288K
$81.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.8K- 3.69% |
$9.87M - $12.4M
|
1.9M
$538M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-73.9K- 4.25% |
$10M - $12.6M
|
1.66M
$471M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-75.1K- 3.58% |
$10.2M - $12.8M
|
2.02M
$573M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-77.4K- 4.39% |
$10.5M - $13.2M
|
1.68M
$477M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-77.8K- 22.93% |
$10.6M - $13.2M
|
261K
$74M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-77.9K- 1.38% |
$10.6M - $13.3M
|
5.58M
$1.58B
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-78K- 43.87% |
$10.6M - $13.3M
|
99.9K
$28.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-78.7K- 76.48% |
$10.7M - $13.4M
|
24.2K
$6.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-79.9K- 2.66% |
$10.8M - $13.6M
|
2.93M
$829M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-80K- 9.91% |
$10.9M - $13.6M
|
728K
$206M
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-82.3K- 2.85% |
$11.2M - $14M
|
2.81M
$796M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-83.1K- 89.74% |
$11.3M - $14.1M
|
9.5K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-85.4K- 21.03% |
$11.6M - $14.5M
|
321K
$90.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-85.8K- 12.57% |
$11.6M - $14.6M
|
597K
$169M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-87.1K- 97.48% |
$11.8M - $14.8M
|
2.25K
$637K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-87.9K- 50.52% |
$11.9M - $15M
|
86.1K
$24.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-88K- 99.19% |
$11.9M - $15M
|
722
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-92.6K- 0.51% |
$12.6M - $15.8M
|
18.1M
$5.13B
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-93.4K- 46.77% |
$12.7M - $15.9M
|
106K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-93.9K- 47.82% |
$12.7M - $16M
|
102K
$29M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-97.4K- 4.3% |
$13.2M - $16.6M
|
2.16M
$613M
|
|
|
May 15, 2025
Q4 2023
|
Clear Street LLC
|
SELL
|
- |
-100K- 33.33% |
$13.6M - $17M
|
200K
$56.6M
|