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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
91K+ 8.22% |
$13M - $14.4M
|
1.2M
$292M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
90.1K+ 5.16% |
$12.9M - $14.2M
|
1.84M
$447M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
88.5K+ 103.64% |
$12.7M - $14M
|
174K
$42.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
88K+ 38.7% |
$12.6M - $13.9M
|
315K
$76.7M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
88K+ 38.7% |
$12.6M - $13.9M
|
315K
$76.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
88K+ 6292.13% |
$12.6M - $13.9M
|
89.4K
$21.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
87.8K+ 9350.05% |
$12.6M - $13.9M
|
88.7K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
86.1K+ 10.16% |
$12.3M - $13.6M
|
934K
$227M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
85.7K+ 2.94% |
$12.3M - $13.5M
|
3.01M
$731M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
84.5KNew |
$12.1M - $13.4M
|
84.5K
$20.6M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
83.5K+ 16.08% |
$12M - $13.2M
|
603K
$147M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
82.5KNew |
$11.8M - $13M
|
82.5K
$20.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
82.1K+ 50.61% |
$11.8M - $13M
|
244K
$59.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
81.5KNew |
$11.7M - $12.9M
|
81.5K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
80.8K+ 1.56% |
$11.6M - $12.8M
|
5.28M
$1.28B
|
|
|
Nov 14, 2023
Q3 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
78KNew |
$11.2M - $12.3M
|
78K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
76.9K+ 44.06% |
$11M - $12.1M
|
251K
$61.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
75.1K+ 31.1% |
$10.8M - $11.9M
|
317K
$77.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
74.7K+ 14.65% |
$10.7M - $11.8M
|
584K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
73.8K+ 7.8% |
$10.6M - $11.7M
|
1.02M
$248M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
72.8K+ 10.32% |
$10.4M - $11.5M
|
778K
$189M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
71.9K+ 7.52% |
$10.3M - $11.4M
|
1.03M
$250M
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
70.9K+ 104.76% |
$10.1M - $11.2M
|
138K
$33.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
70.5K+ 9.84% |
$10.1M - $11.1M
|
787K
$191M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
67.8K+ 7.81% |
$9.71M - $10.7M
|
936K
$228M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
67.2K+ 99.22% |
$9.63M - $10.6M
|
135K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
66.5K+ 1.54% |
$9.53M - $10.5M
|
4.38M
$1.07B
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
66.4K+ 3.23% |
$9.51M - $10.5M
|
2.12M
$517M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
66.3K+ 79.4% |
$9.5M - $10.5M
|
150K
$36.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66.2K+ 0.94% |
$9.48M - $10.5M
|
7.14M
$1.74B
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
66KNew |
$9.46M - $10.4M
|
66K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
61.1KNew |
$8.75M - $9.66M
|
61.1K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
60.1K+ 13.43% |
$8.6M - $9.49M
|
507K
$123M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
58.4K+ 2.17% |
$8.36M - $9.22M
|
2.74M
$667M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
55.1KNew |
$7.9M - $8.71M
|
55.1K
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55K+ 3.11% |
$7.87M - $8.69M
|
1.82M
$443M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
52.1K+ 47.46% |
$7.47M - $8.24M
|
162K
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
52KNew |
$7.45M - $8.22M
|
52K
$12.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
51.9KNew |
$7.43M - $8.2M
|
51.9K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
51.8K+ 112.92% |
$7.42M - $8.19M
|
97.7K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
51.7KNew |
$7.41M - $8.17M
|
51.7K
$12.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
BUY
|
- |
50.9K+ 25.56% |
$7.29M - $8.04M
|
250K
$60.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
50.4KNew |
$7.22M - $7.97M
|
50.4K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
50.2K+ 101.29% |
$7.19M - $7.93M
|
99.7K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
49.9K+ 9.32% |
$7.14M - $7.88M
|
585K
$142M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49.4K+ 23.53% |
$7.08M - $7.81M
|
259K
$63.1M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
49.4KNew |
$7.08M - $7.81M
|
49.4K
$12M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
49.1K+ 29.22% |
$7.02M - $7.75M
|
217K
$52.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
49K+ 0.53% |
$7.01M - $7.74M
|
9.31M
$2.26B
|
|
|
Nov 14, 2023
Q3 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
48.7K+ 30.48% |
$6.97M - $7.69M
|
208K
$50.7M
|