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 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-1.24K- 41.0% |
$178K - $197K
|
1.79K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.25K- 1.19% |
$178K - $197K
|
104K
$29.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.25K- 9.76% |
$179K - $198K
|
11.6K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-1.25K- 4.01% |
$179K - $198K
|
30K
$8.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 18.26% |
$180K - $199K
|
5.63K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.26K- 0.71% |
$180K - $199K
|
175K
$49.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.26K- 1.68% |
$181K - $200K
|
73.8K
$20.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.27K- 0.74% |
$181K - $200K
|
170K
$48.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.27K- 33.1% |
$182K - $200K
|
2.56K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.27K- 4.28% |
$182K - $201K
|
28.4K
$8.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.27K- 4.7% |
$182K - $201K
|
25.8K
$7.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.28K- 0.41% |
$183K - $202K
|
313K
$88.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.29K- 2.12% |
$184K - $203K
|
59.3K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 0.5% |
$185K - $205K
|
256K
$72.5M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.3K- 4.66% |
$186K - $205K
|
26.6K
$7.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.3K- 4.94% |
$187K - $206K
|
25.1K
$7.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.31K- 1.79% |
$187K - $206K
|
71.4K
$20.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.31K- 0.59% |
$188K - $208K
|
222K
$63M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.5% |
$190K - $209K
|
51.7K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.33K- 0.11% |
$190K - $209K
|
1.16M
$328M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.33K- 5.94% |
$190K - $210K
|
21K
$5.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.33K- 12.04% |
$190K - $210K
|
9.71K
$2.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.33K- 11.77% |
$191K - $211K
|
9.99K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.33K- 4.57% |
$191K - $211K
|
27.9K
$7.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.34K- 12.18% |
$191K - $211K
|
9.64K
$2.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.34K- 5.48% |
$192K - $212K
|
23.1K
$6.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.34K- 10.02% |
$192K - $212K
|
12.1K
$3.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.67% |
$193K - $213K
|
79.3K
$22.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.35K- 3.05% |
$193K - $213K
|
42.9K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.36K- 5.09% |
$194K - $214K
|
25.3K
$7.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.36K- 3.45% |
$195K - $215K
|
38.1K
$10.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.36K- 17.89% |
$195K - $215K
|
6.24K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.36K- 3.51% |
$195K - $216K
|
37.4K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.37K- 1.57% |
$196K - $216K
|
85.6K
$24.2M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.37K- 9.1% |
$196K - $217K
|
13.7K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.37K- 4.42% |
$197K - $217K
|
29.7K
$8.42M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.39K- 6.1% |
$198K - $219K
|
21.3K
$6.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.39K- 12.34% |
$200K - $220K
|
9.91K
$2.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.4K- 1.11% |
$200K - $221K
|
125K
$35.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.4K- 3.96% |
$200K - $221K
|
33.8K
$9.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.4K- 1.78% |
$200K - $221K
|
77.1K
$21.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.4K- 3.86% |
$200K - $221K
|
34.9K
$9.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.4K- 3.37% |
$200K - $221K
|
40.1K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.41K- 1.09% |
$202K - $223K
|
127K
$36.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.42K- 4.11% |
$203K - $224K
|
33K
$9.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.42K- 7.8% |
$204K - $225K
|
16.8K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.42K- 1.7% |
$204K - $225K
|
82.3K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.43K- 6.34% |
$204K - $225K
|
21.1K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 0.22% |
$205K - $226K
|
637K
$180M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.44K- 16.18% |
$206K - $228K
|
7.46K
$2.11M
|