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 06, 2024
Q4 2023
|
Ctc LLC
|
SELL
|
- |
-100K- 93.66% |
$13.6M - $17M
|
6.77K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-100K- 4.25% |
$13.6M - $17M
|
2.26M
$639M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-100K- 4.25% |
$13.6M - $17M
|
2.26M
$639M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-100K- 3.59% |
$13.6M - $17M
|
2.69M
$762M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-105K- 1.34% |
$14.2M - $17.8M
|
7.72M
$2.19B
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-108K- 3.55% |
$14.6M - $18.3M
|
2.92M
$828M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-108K- 5.75% |
$14.7M - $18.4M
|
1.77M
$502M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-110K- 39.78% |
$14.9M - $18.7M
|
166K
$47.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-112K- 5.36% |
$15.2M - $19M
|
1.97M
$559M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-117K- 2.79% |
$15.9M - $19.9M
|
4.08M
$1.16B
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-118K- 16.1% |
$16.1M - $20.2M
|
617K
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-119K- 10.38% |
$16.2M - $20.3M
|
1.03M
$291M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-121K- 3.68% |
$16.5M - $20.7M
|
3.17M
$898M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-121K- 3.68% |
$16.5M - $20.7M
|
3.17M
$898M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-124K- 1.55% |
$16.8M - $21.1M
|
7.86M
$2.23B
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-138K- 99.88% |
$18.7M - $23.5M
|
170
$48.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-140K- 68.17% |
$19M - $23.9M
|
65.5K
$18.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-142K- 15.89% |
$19.3M - $24.2M
|
751K
$213M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-144K- 3.48% |
$19.5M - $24.5M
|
3.99M
$1.13B
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-145K- 8.26% |
$19.7M - $24.8M
|
1.61M
$457M
|
|
|
Feb 14, 2024
Q4 2023
|
Consulta LTD
London, X0 |
SELL
|
- |
-150K- 20.0% |
$20.4M - $25.5M
|
600K
$170M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-154K- 99.12% |
$20.8M - $26.1M
|
1.36K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154K- 24.07% |
$20.9M - $26.2M
|
485K
$137M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-157K- 20.79% |
$21.3M - $26.7M
|
597K
$169M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-161K- 2.35% |
$21.9M - $27.4M
|
6.7M
$1.9B
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-173K- 17.58% |
$23.5M - $29.5M
|
812K
$230M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-176K- 32.77% |
$23.9M - $30M
|
362K
$102M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-181K- 2.36% |
$24.6M - $30.9M
|
7.51M
$2.13B
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-182K- 6.22% |
$24.7M - $31M
|
2.75M
$778M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-183K- 59.42% |
$24.8M - $31.2M
|
125K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-185K- 5.17% |
$25.1M - $31.5M
|
3.4M
$962M
|
|
|
Feb 14, 2024
Q4 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-208K- 18.16% |
$28.3M - $35.5M
|
939K
$266M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-215K- 27.74% |
$29.2M - $36.6M
|
560K
$159M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-215K- 2.31% |
$29.2M - $36.7M
|
9.09M
$2.57B
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-219K- 99.59% |
$29.7M - $37.3M
|
896
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-223K- 27.07% |
$30.3M - $38M
|
602K
$170M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-239K- 5.37% |
$32.4M - $40.7M
|
4.21M
$1.19B
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-245K- 7.73% |
$33.3M - $41.7M
|
2.93M
$829M
|
|
|
May 15, 2025
Q4 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-249K- 97.2% |
$33.8M - $42.4M
|
7.16K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-253K- 16.54% |
$34.4M - $43.1M
|
1.28M
$362M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-263K- 2.0% |
$35.7M - $44.8M
|
12.9M
$3.64B
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-265K- 3.56% |
$36M - $45.2M
|
7.19M
$2.04B
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-280K- 19.5% |
$38.1M - $47.8M
|
1.16M
$328M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-314K- 4.82% |
$42.7M - $53.6M
|
6.21M
$1.76B
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-325K- 4.1% |
$44.2M - $55.4M
|
7.6M
$2.15B
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-346K- 22.7% |
$47M - $58.9M
|
1.18M
$334M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-375K- 7.96% |
$50.8M - $63.8M
|
4.33M
$1.23B
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-397K- 87.48% |
$53.8M - $67.5M
|
56.8K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-401K- 71.87% |
$54.4M - $68.2M
|
157K
$44.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-411K- 23.17% |
$55.7M - $69.9M
|
1.36M
$386M
|