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 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
27.8K+ 213.35% |
$3.98M - $4.4M
|
40.9K
$9.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
26.6K+ 68.75% |
$3.8M - $4.2M
|
65.2K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
26.2K+ 993.89% |
$3.75M - $4.14M
|
28.8K
$7.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
25.9K+ 4.41% |
$3.71M - $4.09M
|
613K
$149M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
25.6KNew |
$3.67M - $4.05M
|
25.6K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25.5KNew |
$3.65M - $4.03M
|
25.5K
$6.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
25K+ 9.89% |
$3.58M - $3.95M
|
278K
$67.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$3.58M - $3.95M
|
25K
$6.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
25K+ 4.4% |
$3.58M - $3.95M
|
593K
$144M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
25KNew |
$3.57M - $3.94M
|
25K
$6.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
24.9KNew |
$3.57M - $3.94M
|
24.9K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.8K+ 0.58% |
$3.55M - $3.92M
|
4.27M
$1.04B
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
24.6K+ 5.78% |
$3.52M - $3.88M
|
450K
$109M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.3K+ 579.48% |
$3.48M - $3.84M
|
28.5K
$6.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
23.9K+ 15.84% |
$3.42M - $3.78M
|
175K
$42.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
23.7K+ 1.71% |
$3.4M - $3.75M
|
1.41M
$343M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.6K+ 3.39% |
$3.38M - $3.73M
|
719K
$175M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
23.2KNew |
$3.32M - $3.66M
|
23.2K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
23.1K+ 33.29% |
$3.31M - $3.65M
|
92.6K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
22.8KNew |
$3.26M - $3.6M
|
22.8K
$5.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.5K+ 97.32% |
$3.23M - $3.56M
|
45.7K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
22.4K+ 29.31% |
$3.21M - $3.54M
|
98.9K
$24M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.3K+ 10.57% |
$3.19M - $3.52M
|
233K
$56.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.2K+ 8.95% |
$3.19M - $3.52M
|
271K
$65.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
21.9K+ 4.76% |
$3.13M - $3.46M
|
481K
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.7K+ 14.69% |
$3.11M - $3.43M
|
169K
$41.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
21.5KNew |
$3.07M - $3.39M
|
21.5K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.5K+ 91.49% |
$3.07M - $3.39M
|
44.9K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
21.4K+ 23.08% |
$3.07M - $3.39M
|
114K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.4K+ 26.9% |
$3.06M - $3.38M
|
101K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3K+ 2.94% |
$3.06M - $3.37M
|
746K
$181M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
21.3K+ 10.24% |
$3.05M - $3.37M
|
229K
$55.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$3.03M - $3.35M
|
21.2K
$5.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
21K+ 4.1% |
$3.01M - $3.32M
|
534K
$130M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21K+ 41.49% |
$3M - $3.31M
|
71.5K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.9K+ 127.78% |
$2.99M - $3.3M
|
37.2K
$9.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
20.7K+ 8.28% |
$2.96M - $3.26M
|
270K
$65.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.5K+ 1.18% |
$2.93M - $3.24M
|
1.75M
$426M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20K+ 168.33% |
$2.86M - $3.16M
|
31.9K
$7.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
19.7K+ 101.04% |
$2.83M - $3.12M
|
39.3K
$9.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
19.6K+ 589.48% |
$2.8M - $3.09M
|
22.9K
$5.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
19.1K+ 32.4% |
$2.74M - $3.02M
|
78.2K
$19M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
19.1K+ 16.27% |
$2.74M - $3.02M
|
137K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
18.7KNew |
$2.68M - $2.96M
|
18.7K
$4.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 30.31% |
$2.66M - $2.94M
|
80K
$19.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
18.6K+ 6.98% |
$2.66M - $2.94M
|
285K
$69.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
18.3KNew |
$2.62M - $2.89M
|
18.3K
$4.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
18.2K+ 381.34% |
$2.6M - $2.87M
|
22.9K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
18.1K+ 424.38% |
$2.59M - $2.86M
|
22.4K
$5.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
18KNew |
$2.57M - $2.84M
|
18K
$4.37M
|