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 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.8K- 1.37% |
$544K - $601K
|
274K
$84.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 32.72% |
$549K - $605K
|
7.88K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-3.83K- 32.44% |
$549K - $606K
|
7.98K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-3.84K- 33.19% |
$550K - $607K
|
7.74K
$2.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.85K- 0.86% |
$551K - $608K
|
445K
$137M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.89K- 1.18% |
$557K - $614K
|
325K
$100M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.89K- 18.72% |
$557K - $614K
|
16.9K
$5.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.92K- 1.98% |
$561K - $619K
|
194K
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-3.92K- 10.92% |
$561K - $619K
|
32K
$9.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.95K- 4.4% |
$565K - $624K
|
85.8K
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.96K- 9.51% |
$567K - $626K
|
37.7K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.03K- 2.19% |
$578K - $637K
|
180K
$55.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.08K- 4.76% |
$585K - $645K
|
81.6K
$25.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.1K- 0.82% |
$587K - $648K
|
498K
$154M
|
|
|
Sep 02, 2025
Q3 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-4.12K- 67.79% |
$590K - $651K
|
1.96K
$605K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.12K- 1.72% |
$590K - $651K
|
236K
$72.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.19K- 1.54% |
$600K - $662K
|
267K
$82.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.2K- 4.12% |
$602K - $664K
|
97.9K
$30.3M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.22K- 8.59% |
$604K - $666K
|
44.9K
$13.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.25K- 26.15% |
$609K - $672K
|
12K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-4.26K- 1.53% |
$610K - $672K
|
273K
$84.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.27K- 22.23% |
$611K - $675K
|
14.9K
$4.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.27K- 2.26% |
$612K - $675K
|
185K
$57.1M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.29K- 21.62% |
$614K - $677K
|
15.5K
$4.8M
|
|
|
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
$140M
|
|
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-4.35K- 3.26% |
$623K - $688K
|
129K
$39.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.35K- 0.6% |
$624K - $688K
|
726K
$224M
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.36K- 7.65% |
$624K - $688K
|
52.6K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.37K- 12.47% |
$626K - $691K
|
30.7K
$9.47M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.38K- 24.29% |
$627K - $692K
|
13.6K
$4.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-4.39K- 10.37% |
$629K - $694K
|
38K
$11.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.42K- 22.69% |
$633K - $698K
|
15.1K
$4.65M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-4.42K- 1.77% |
$633K - $699K
|
245K
$75.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.45K- 38.6% |
$637K - $703K
|
7.08K
$2.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.48K- 12.64% |
$642K - $708K
|
31K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4.53K- 3.76% |
$649K - $716K
|
116K
$35.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.59K- 11.46% |
$657K - $725K
|
35.4K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.6K- 0.76% |
$659K - $727K
|
603K
$186M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.68K- 4.65% |
$670K - $739K
|
95.9K
$29.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.69K- 56.41% |
$672K - $741K
|
3.63K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-4.7K- 18.85% |
$673K - $743K
|
20.2K
$6.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.8K- 53.48% |
$687K - $758K
|
4.18K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.88K- 9.35% |
$698K - $770K
|
47.3K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 5.3% |
$703K - $775K
|
87.7K
$27.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-4.93K- 24.84% |
$706K - $779K
|
14.9K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.93K- 7.15% |
$706K - $779K
|
64K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.99K- 3.11% |
$715K - $789K
|
156K
$48.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.03K- 0.81% |
$720K - $794K
|
614K
$190M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.05K- 5.71% |
$723K - $798K
|
83.4K
$25.8M
|