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 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.36K- 7.65% |
$624K - $688K
|
52.6K
$12.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.37K- 12.47% |
$626K - $691K
|
30.7K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.38K- 24.29% |
$627K - $692K
|
13.6K
$3.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-4.39K- 10.37% |
$629K - $694K
|
38K
$9.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.42K- 22.69% |
$633K - $698K
|
15.1K
$3.66M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-4.42K- 1.77% |
$633K - $699K
|
245K
$59.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.45K- 38.6% |
$637K - $703K
|
7.08K
$1.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.48K- 12.64% |
$642K - $708K
|
31K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4.53K- 3.76% |
$649K - $716K
|
116K
$28.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.59K- 11.46% |
$657K - $725K
|
35.4K
$8.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.6K- 0.76% |
$659K - $727K
|
603K
$147M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.68K- 4.65% |
$670K - $739K
|
95.9K
$23.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.69K- 56.41% |
$672K - $741K
|
3.63K
$882K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-4.7K- 18.85% |
$673K - $743K
|
20.2K
$4.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.8K- 53.48% |
$687K - $758K
|
4.18K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.88K- 9.35% |
$698K - $770K
|
47.3K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 5.3% |
$703K - $775K
|
87.7K
$21.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-4.93K- 24.84% |
$706K - $779K
|
14.9K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.93K- 7.15% |
$706K - $779K
|
64K
$15.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.99K- 3.11% |
$715K - $789K
|
156K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.03K- 0.81% |
$720K - $794K
|
614K
$149M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.05K- 5.71% |
$723K - $798K
|
83.4K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.1K- 5.32% |
$731K - $806K
|
90.9K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.18K- 2.03% |
$741K - $818K
|
250K
$60.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-5.23K- 6.82% |
$749K - $826K
|
71.5K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.28K- 4.3% |
$756K - $834K
|
118K
$28.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5.29K- 7.37% |
$757K - $835K
|
66.4K
$16.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-5.35K- 26.93% |
$766K - $845K
|
14.5K
$3.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-5.38K- 3.51% |
$771K - $850K
|
148K
$36M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.38K- 21.82% |
$771K - $851K
|
19.3K
$4.69M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5.4K- 2.53% |
$773K - $853K
|
208K
$50.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.42K- 10.78% |
$777K - $857K
|
44.9K
$10.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-5.45K- 1.6% |
$781K - $862K
|
336K
$81.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-5.49K- 1.64% |
$787K - $868K
|
330K
$80.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.55K- 5.65% |
$795K - $877K
|
92.8K
$22.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5.55K- 3.27% |
$795K - $878K
|
164K
$40M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.57K- 5.8% |
$797K - $880K
|
90.5K
$22M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-5.57K- 14.91% |
$798K - $880K
|
31.8K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.63K- 2.04% |
$806K - $889K
|
270K
$65.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.66K- 3.74% |
$811K - $895K
|
146K
$35.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.67K- 0.46% |
$813K - $896K
|
1.22M
$296M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.69K- 8.34% |
$815K - $899K
|
62.6K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 11.32% |
$822K - $907K
|
45K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-5.76K- 14.57% |
$825K - $911K
|
33.8K
$8.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5.86K- 9.4% |
$840K - $926K
|
56.5K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-5.87K- 20.71% |
$841K - $928K
|
22.5K
$5.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 21.65% |
$845K - $932K
|
21.3K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.93K- 1.63% |
$849K - $936K
|
358K
$87M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 19.3% |
$855K - $943K
|
25K
$6.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-6K- 6.45% |
$859K - $948K
|
87K
$21.2M
|