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 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
47.9K+ 12.45% |
$6.85M - $7.56M
|
432K
$105M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
46.9K+ 87.82% |
$6.72M - $7.42M
|
100K
$24.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
45.7K+ 76.24% |
$6.55M - $7.23M
|
106K
$25.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45.7K+ 20.25% |
$6.55M - $7.22M
|
271K
$66M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
45.7K+ 46.69% |
$6.54M - $7.22M
|
144K
$34.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
44.8KNew |
$6.42M - $7.08M
|
44.8K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Hosking Partners LLP
|
BUY
|
- |
43.9K+ 20.15% |
$6.29M - $6.93M
|
262K
$63.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
43.5K+ 26.99% |
$6.23M - $6.87M
|
205K
$49.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43.5K+ 2.04% |
$6.23M - $6.87M
|
2.17M
$529M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.5K+ 4.6% |
$6.08M - $6.71M
|
966K
$235M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
41.9K+ 7.65% |
$6M - $6.61M
|
589K
$143M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41KNew |
$5.87M - $6.48M
|
41K
$9.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
40.5KNew |
$5.81M - $6.41M
|
40.5K
$9.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.6K+ 49.59% |
$5.67M - $6.25M
|
119K
$29M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
39.3K+ 136.86% |
$5.63M - $6.21M
|
68K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
38.6K+ 125.32% |
$5.53M - $6.1M
|
69.4K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.5K+ 0.9% |
$5.51M - $6.08M
|
4.29M
$1.04B
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
38.4K+ 3.02% |
$5.5M - $6.07M
|
1.31M
$319M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
37.9K+ 3.74% |
$5.43M - $6M
|
1.05M
$256M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
37.5K+ 4.0% |
$5.37M - $5.93M
|
975K
$237M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
37K+ 2.19% |
$5.3M - $5.85M
|
1.73M
$420M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
36.4K+ 2.21% |
$5.21M - $5.75M
|
1.69M
$410M
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
35.6K+ 0.46% |
$5.1M - $5.63M
|
7.76M
$1.89B
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
35.4K+ 251.21% |
$5.07M - $5.59M
|
49.5K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35.3K+ 52.25% |
$5.06M - $5.58M
|
103K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
35.2KNew |
$5.04M - $5.56M
|
35.2K
$8.56M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
35K+ 6.69% |
$5.01M - $5.53M
|
558K
$136M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
34.5K+ 23.66% |
$4.94M - $5.45M
|
180K
$43.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
34.3K+ 53.55% |
$4.92M - $5.43M
|
98.5K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
34.3KNew |
$4.91M - $5.42M
|
34.3K
$8.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33.7K+ 20.12% |
$4.83M - $5.33M
|
201K
$49M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
33.4K+ 222.3% |
$4.78M - $5.27M
|
48.4K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
33.3KNew |
$4.76M - $5.25M
|
33.3K
$8.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.3K+ 152.78% |
$4.76M - $5.25M
|
55K
$13.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
33K+ 3.14% |
$4.73M - $5.22M
|
1.08M
$263M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.7K+ 16.16% |
$4.68M - $5.16M
|
235K
$57.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32.6K+ 51.52% |
$4.67M - $5.15M
|
95.8K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
32.6K+ 14.21% |
$4.67M - $5.15M
|
262K
$63.7M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
32.3K+ 28.42% |
$4.62M - $5.1M
|
146K
$35.5M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
31.7K+ 3.99% |
$4.53M - $5M
|
825K
$201M
|
|
|
Nov 06, 2023
Q3 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
31.5K+ 35.6% |
$4.52M - $4.98M
|
120K
$29.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
30.9K+ 14.93% |
$4.43M - $4.89M
|
238K
$57.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.1K+ 6.94% |
$4.31M - $4.75M
|
464K
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
30.1K+ 24.86% |
$4.31M - $4.75M
|
151K
$36.7M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.7K+ 558.73% |
$4.26M - $4.7M
|
35K
$8.52M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
29.7KNew |
$4.25M - $4.69M
|
29.7K
$7.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
29.6KNew |
$4.24M - $4.68M
|
29.6K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.3K+ 8.36% |
$4.19M - $4.63M
|
379K
$92.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
28.1K+ 1.24% |
$4.02M - $4.44M
|
2.29M
$558M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28K+ 1374.9% |
$4.01M - $4.42M
|
30K
$7.31M
|