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
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.47K- 20.94% |
$496K - $547K
|
13.1K
$3.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 5.33% |
$497K - $548K
|
61.6K
$15M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.48K- 5.08% |
$498K - $549K
|
64.9K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.5K- 30.86% |
$502K - $553K
|
7.85K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.51K- 5.41% |
$503K - $554K
|
61.4K
$14.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.52K- 5.12% |
$504K - $556K
|
65.1K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.53K- 11.33% |
$505K - $557K
|
27.6K
$6.71M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.54K- 30.31% |
$507K - $560K
|
8.14K
$1.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.55K- 6.62% |
$508K - $561K
|
50K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.6K- 11.91% |
$516K - $569K
|
26.6K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.6K- 7.81% |
$516K - $569K
|
42.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.6K- 51.0% |
$516K - $569K
|
3.46K
$842K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.61K- 1.83% |
$516K - $570K
|
194K
$47.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-3.62K- 1.11% |
$518K - $571K
|
321K
$78.1M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-3.69K- 2.97% |
$528K - $582K
|
121K
$29.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.69K- 47.6% |
$529K - $583K
|
4.07K
$989K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.69K- 10.76% |
$529K - $583K
|
30.6K
$7.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.7K- 6.7% |
$530K - $585K
|
51.5K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.73K- 47.49% |
$534K - $589K
|
4.12K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-3.74K- 1.12% |
$536K - $591K
|
329K
$80.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-3.75K- 49.59% |
$537K - $593K
|
3.81K
$927K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.76K- 10.57% |
$538K - $594K
|
31.8K
$7.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.78K- 1.47% |
$541K - $596K
|
253K
$61.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.79K- 22.83% |
$543K - $599K
|
12.8K
$3.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.8K- 1.37% |
$544K - $601K
|
274K
$66.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 32.72% |
$549K - $605K
|
7.88K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-3.83K- 32.44% |
$549K - $606K
|
7.98K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-3.84K- 33.19% |
$550K - $607K
|
7.74K
$1.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.85K- 0.86% |
$551K - $608K
|
445K
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.89K- 1.18% |
$557K - $614K
|
325K
$79.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.89K- 18.72% |
$557K - $614K
|
16.9K
$4.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.92K- 1.98% |
$561K - $619K
|
194K
$47.3M
|
|
|
Nov 13, 2023
Q3 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-3.92K- 10.92% |
$561K - $619K
|
32K
$7.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.95K- 4.4% |
$565K - $624K
|
85.8K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.96K- 9.51% |
$567K - $626K
|
37.7K
$9.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.03K- 2.19% |
$578K - $637K
|
180K
$43.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.08K- 4.76% |
$585K - $645K
|
81.6K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.1K- 0.82% |
$587K - $648K
|
498K
$121M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.12K- 1.72% |
$590K - $651K
|
236K
$57.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.19K- 1.54% |
$600K - $662K
|
267K
$65M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.2K- 4.12% |
$602K - $664K
|
97.9K
$23.8M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.22K- 8.59% |
$604K - $666K
|
44.9K
$10.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.25K- 26.15% |
$609K - $672K
|
12K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-4.26K- 1.53% |
$610K - $672K
|
273K
$66.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.27K- 22.23% |
$611K - $675K
|
14.9K
$3.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.27K- 2.26% |
$612K - $675K
|
185K
$45M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.29K- 21.62% |
$614K - $677K
|
15.5K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.33KClosed |
$621K - $685K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.34K- 0.95% |
$621K - $685K
|
453K
$110M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.35K- 0.6% |
$624K - $688K
|
726K
$177M
|