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 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-1.57K- 4.57% |
$225K - $248K
|
32.8K
$7.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.59K- 1.3% |
$228K - $251K
|
121K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.59K- 0.54% |
$228K - $251K
|
292K
$70.3M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.6K- 2.75% |
$230K - $253K
|
56.7K
$13.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.61K- 3.79% |
$230K - $254K
|
40.8K
$9.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.64K- 21.76% |
$234K - $258K
|
5.88K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.64K- 3.86% |
$234K - $258K
|
40.8K
$9.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.64K- 0.4% |
$234K - $259K
|
403K
$97.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.64K- 1.59% |
$235K - $259K
|
102K
$24.4M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.64K- 1.87% |
$235K - $259K
|
86.2K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-1.64K- 0.89% |
$235K - $260K
|
183K
$44M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.65K- 3.27% |
$236K - $260K
|
48.8K
$11.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.65K- 7.28% |
$236K - $261K
|
21K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.67K- 7.39% |
$240K - $264K
|
21K
$5.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.68K- 3.53% |
$240K - $265K
|
45.8K
$11M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.68K- 33.88% |
$241K - $265K
|
3.28K
$790K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.69K- 0.05% |
$242K - $267K
|
3.72M
$896M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.7K- 2.32% |
$244K - $269K
|
71.7K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.72K- 4.11% |
$246K - $271K
|
40K
$9.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.75K- 1.14% |
$250K - $276K
|
151K
$36.4M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.77K- 3.05% |
$253K - $279K
|
56.1K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 2.84% |
$253K - $279K
|
60.5K
$14.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.78K- 27.86% |
$254K - $280K
|
4.6K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.8K- 9.51% |
$257K - $284K
|
17.1K
$4.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.8K- 3.92% |
$258K - $284K
|
44.1K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.81K- 2.81% |
$259K - $286K
|
62.6K
$15.1M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.82K- 1.77% |
$261K - $288K
|
101K
$24.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.82K- 78.48% |
$261K - $288K
|
500
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.85K- 0.72% |
$265K - $293K
|
254K
$61.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.87K- 19.09% |
$267K - $295K
|
7.92K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.88K- 2.17% |
$269K - $297K
|
84.6K
$20.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 3.23% |
$271K - $299K
|
56.6K
$13.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.9K- 9.39% |
$272K - $300K
|
18.3K
$4.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.9K- 5.26% |
$272K - $300K
|
34.2K
$8.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.92K- 1.46% |
$275K - $303K
|
129K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.93K- 4.58% |
$276K - $304K
|
40.1K
$9.67M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.94K- 3.91% |
$278K - $307K
|
47.7K
$11.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 2.86% |
$279K - $307K
|
66.1K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 24.99% |
$279K - $308K
|
5.86K
$1.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2K- 4.02% |
$286K - $316K
|
47.7K
$11.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2K- 15.07% |
$286K - $316K
|
11.3K
$2.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2K- 12.13% |
$286K - $316K
|
14.5K
$3.49M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.02K- 0.59% |
$289K - $319K
|
339K
$81.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.03K- 39.77% |
$290K - $320K
|
3.07K
$739K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.04K- 2.49% |
$291K - $322K
|
79.6K
$19.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 33.8% |
$293K - $323K
|
4.01K
$965K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.07K- 1.96% |
$296K - $327K
|
103K
$24.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.07K- 4.98% |
$297K - $328K
|
39.6K
$9.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.08K- 6.35% |
$297K - $328K
|
30.6K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.09K- 36.49% |
$299K - $330K
|
3.64K
$877K
|