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 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.54K- 14.37% |
$364K - $401K
|
15.1K
$4.29M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.56K- 1.47% |
$367K - $405K
|
171K
$48.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-2.56K- 0.85% |
$367K - $405K
|
300K
$84.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.58K- 8.21% |
$369K - $407K
|
28.8K
$8.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 14.01% |
$370K - $408K
|
15.9K
$4.49M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.59K- 2.63% |
$371K - $409K
|
95.9K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.61K- 63.48% |
$373K - $412K
|
1.5K
$425K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.63K- 0.22% |
$377K - $416K
|
1.21M
$342M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.64K- 1.21% |
$379K - $418K
|
216K
$61.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.67K- 30.37% |
$383K - $422K
|
6.13K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.68K- 17.74% |
$384K - $423K
|
12.4K
$3.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.7K- 8.9% |
$386K - $426K
|
27.6K
$7.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-2.71K- 2.86% |
$388K - $428K
|
91.9K
$26M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.72K- 17.41% |
$390K - $430K
|
12.9K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.73K- 49.73% |
$390K - $431K
|
2.76K
$780K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.73K- 3.89% |
$391K - $431K
|
67.5K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-2.73K- 6.68% |
$391K - $431K
|
38.1K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.78K- 11.92% |
$398K - $439K
|
20.6K
$5.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.79K- 9.81% |
$399K - $441K
|
25.6K
$7.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.83K- 2.89% |
$405K - $447K
|
94.9K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 16.76% |
$408K - $450K
|
14.1K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.85K- 6.16% |
$408K - $450K
|
43.4K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$775K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.87K- 1.26% |
$410K - $453K
|
225K
$63.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.9K- 2.42% |
$415K - $458K
|
117K
$33.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.91K- 3.76% |
$417K - $460K
|
74.5K
$21.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.92K- 24.07% |
$418K - $462K
|
9.22K
$2.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.93K- 22.3% |
$419K - $462K
|
10.2K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-2.96K- 5.86% |
$424K - $468K
|
47.5K
$13.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.97K- 2.78% |
$425K - $468K
|
104K
$29.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 3.48% |
$429K - $473K
|
83.1K
$23.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-3K- 21.91% |
$429K - $474K
|
10.7K
$3.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3K- 2.86% |
$430K - $475K
|
102K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-3.01K- 0.56% |
$432K - $476K
|
535K
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.02K- 3.98% |
$433K - $478K
|
73K
$20.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-3.03K- 11.98% |
$433K - $478K
|
22.2K
$6.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.05K- 3.58% |
$437K - $482K
|
82.1K
$23.2M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.06K- 13.18% |
$438K - $483K
|
20.1K
$5.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.09K- 37.38% |
$442K - $488K
|
5.17K
$1.46M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-3.09K- 45.04% |
$442K - $488K
|
3.77K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-3.11K- 2.95% |
$445K - $491K
|
102K
$28.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.12K- 7.02% |
$446K - $492K
|
41.3K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3.14K- 97.24% |
$449K - $495K
|
89
$25.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$5.9M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.14K- 39.79% |
$450K - $497K
|
4.76K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.15K- 4.82% |
$451K - $498K
|
62.2K
$17.6M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.15K- 3.08% |
$451K - $498K
|
99.1K
$28.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 18.26% |
$454K - $501K
|
14.2K
$4.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-3.18K- 7.19% |
$456K - $503K
|
41.1K
$11.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-3.19K- 29.67% |
$456K - $503K
|
7.55K
$2.14M
|