Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.01K- 4.23% |
$1M - $1.11M
|
159K
$46M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.07K- 0.69% |
$1.01M - $1.12M
|
1.01M
$294M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.09K- 3.44% |
$1.02M - $1.12M
|
199K
$57.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7.09K- 52.31% |
$1.02M - $1.12M
|
6.47K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7.11K- 5.59% |
$1.02M - $1.12M
|
120K
$34.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.16K- 19.32% |
$1.03M - $1.13M
|
29.9K
$8.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7.18K- 65.59% |
$1.03M - $1.13M
|
3.77K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.21K- 7.86% |
$1.03M - $1.14M
|
84.5K
$24.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.36K- 13.87% |
$1.05M - $1.16M
|
45.7K
$13.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-7.36K- 11.66% |
$1.05M - $1.16M
|
55.7K
$16.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.4K- 8.87% |
$1.06M - $1.17M
|
76.1K
$22M
|
|
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7.4KClosed |
$1.06M - $1.17M
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.48K- 3.53% |
$1.07M - $1.18M
|
205K
$59.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-7.5K- 29.41% |
$1.07M - $1.19M
|
18K
$5.22M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-7.54K- 37.05% |
$1.08M - $1.19M
|
12.8K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.55K- 4.43% |
$1.08M - $1.19M
|
163K
$47.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.56K- 4.8% |
$1.08M - $1.19M
|
150K
$43.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-7.57K- 58.12% |
$1.08M - $1.2M
|
5.45K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.62K- 0.61% |
$1.09M - $1.2M
|
1.24M
$359M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-7.67K- 14.31% |
$1.1M - $1.21M
|
45.9K
$13.3M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-7.74K- 1.64% |
$1.11M - $1.22M
|
464K
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-7.74K- 81.48% |
$1.11M - $1.22M
|
1.76K
$510K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.86K- 1.14% |
$1.13M - $1.24M
|
682K
$198M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-7.92K- 14.83% |
$1.13M - $1.25M
|
45.5K
$13.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-8.03K- 23.8% |
$1.15M - $1.27M
|
25.7K
$7.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.06K- 20.3% |
$1.15M - $1.27M
|
31.6K
$9.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.06K- 5.87% |
$1.15M - $1.27M
|
129K
$37.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.09K- 3.07% |
$1.16M - $1.28M
|
256K
$74.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.1K- 4.73% |
$1.16M - $1.28M
|
163K
$47.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-8.13K- 29.97% |
$1.16M - $1.28M
|
19K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-8.16K- 27.7% |
$1.17M - $1.29M
|
21.3K
$6.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.18K- 10.33% |
$1.17M - $1.29M
|
71K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-8.28K- 39.7% |
$1.19M - $1.31M
|
12.6K
$3.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-8.62K- 29.96% |
$1.23M - $1.36M
|
20.1K
$5.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.62K- 2.18% |
$1.23M - $1.36M
|
387K
$112M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.64K- 4.93% |
$1.24M - $1.36M
|
166K
$48.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-8.65K- 4.48% |
$1.24M - $1.37M
|
184K
$53.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-8.65K- 78.28% |
$1.24M - $1.37M
|
2.4K
$696K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.65K- 9.14% |
$1.24M - $1.37M
|
86K
$24.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.68K- 8.49% |
$1.24M - $1.37M
|
93.6K
$27.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.68K- 4.62% |
$1.24M - $1.37M
|
179K
$51.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.69K- 82.34% |
$1.24M - $1.37M
|
1.86K
$540K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.74K- 0.76% |
$1.25M - $1.38M
|
1.15M
$333M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.76K- 6.19% |
$1.25M - $1.38M
|
133K
$38.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-8.78K- 3.94% |
$1.26M - $1.39M
|
214K
$62.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.79K- 3.26% |
$1.26M - $1.39M
|
261K
$75.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-8.88K- 0.85% |
$1.27M - $1.4M
|
1.04M
$301M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.9K- 27.19% |
$1.27M - $1.41M
|
23.8K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.93K- 0.45% |
$1.28M - $1.41M
|
1.97M
$572M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-8.98K- 4.54% |
$1.29M - $1.42M
|
189K
$54.7M
|