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 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 16.76% |
$408K - $450K
|
14.1K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.85K- 6.16% |
$408K - $450K
|
43.4K
$10.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$659K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.87K- 1.26% |
$410K - $453K
|
225K
$54.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.9K- 2.42% |
$415K - $458K
|
117K
$28.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.91K- 3.76% |
$417K - $460K
|
74.5K
$17.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.92K- 24.07% |
$418K - $462K
|
9.22K
$2.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.93K- 22.3% |
$419K - $462K
|
10.2K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-2.96K- 5.86% |
$424K - $468K
|
47.5K
$11.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.97K- 2.78% |
$425K - $468K
|
104K
$24.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 3.48% |
$429K - $473K
|
83.1K
$20M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-3K- 21.91% |
$429K - $474K
|
10.7K
$2.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3K- 2.86% |
$430K - $475K
|
102K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-3.01K- 0.56% |
$432K - $476K
|
535K
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.02K- 3.98% |
$433K - $478K
|
73K
$17.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-3.03K- 11.98% |
$433K - $478K
|
22.2K
$5.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.05K- 3.58% |
$437K - $482K
|
82.1K
$19.8M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.06K- 13.18% |
$438K - $483K
|
20.1K
$4.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.09K- 37.38% |
$442K - $488K
|
5.17K
$1.25M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-3.09K- 45.04% |
$442K - $488K
|
3.77K
$907K
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-3.11K- 2.95% |
$445K - $491K
|
102K
$24.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.12K- 7.02% |
$446K - $492K
|
41.3K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3.14K- 97.24% |
$449K - $495K
|
89
$21.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$5.02M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.14K- 39.79% |
$450K - $497K
|
4.76K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.15K- 4.82% |
$451K - $498K
|
62.2K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.15K- 3.08% |
$451K - $498K
|
99.1K
$23.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 18.26% |
$454K - $501K
|
14.2K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-3.18K- 7.19% |
$456K - $503K
|
41.1K
$9.9M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-3.19K- 29.67% |
$456K - $503K
|
7.55K
$1.82M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.2K- 1.83% |
$458K - $506K
|
172K
$41.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.2K- 2.29% |
$458K - $506K
|
137K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.2K- 52.4% |
$458K - $506K
|
2.91K
$700K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.22K- 22.42% |
$461K - $509K
|
11.1K
$2.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.23K- 24.31% |
$462K - $510K
|
10K
$2.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.23K- 25.6% |
$463K - $511K
|
9.4K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-3.28K- 9.73% |
$470K - $519K
|
30.5K
$7.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.32K- 0.69% |
$475K - $524K
|
479K
$115M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.32K- 9.4% |
$475K - $524K
|
32K
$7.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.32K- 2.25% |
$475K - $525K
|
144K
$34.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.34K- 2.4% |
$478K - $527K
|
136K
$32.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.34K- 14.89% |
$478K - $527K
|
19.1K
$4.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.34K- 3.39% |
$479K - $528K
|
95.3K
$23M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-3.37K- 17.08% |
$482K - $532K
|
16.4K
$3.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.37K- 2.7% |
$483K - $533K
|
121K
$29.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.4K- 0.28% |
$486K - $537K
|
1.21M
$291M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.41K- 1.78% |
$489K - $539K
|
189K
$45.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.42K- 24.2% |
$490K - $540K
|
10.7K
$2.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.43K- 27.47% |
$491K - $542K
|
9.06K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.44K- 0.69% |
$492K - $543K
|
496K
$120M
|