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
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17.6K+ 68.32% |
$2.53M - $2.79M
|
43.5K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.5K+ 4.57% |
$2.5M - $2.76M
|
400K
$97.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.3K+ 135.21% |
$2.48M - $2.74M
|
30.2K
$7.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
17.3K+ 3.01% |
$2.47M - $2.73M
|
591K
$144M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
17.1K+ 10.94% |
$2.45M - $2.7M
|
173K
$42.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
17KNew |
$2.44M - $2.69M
|
17K
$4.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.8K+ 5.36% |
$2.4M - $2.65M
|
330K
$80.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
16.7K+ 5.33% |
$2.39M - $2.64M
|
330K
$80.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.6K+ 3.39% |
$2.38M - $2.63M
|
507K
$123M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
16.6K+ 11.39% |
$2.38M - $2.63M
|
163K
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.5K+ 68.24% |
$2.36M - $2.61M
|
40.7K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
16.4K+ 167.56% |
$2.36M - $2.6M
|
26.3K
$6.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16.4K+ 26079.37% |
$2.35M - $2.6M
|
16.5K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
16.4K+ 3.11% |
$2.34M - $2.59M
|
543K
$132M
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
16.2K+ 52.38% |
$2.32M - $2.56M
|
47.1K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.2KNew |
$2.31M - $2.55M
|
16.2K
$3.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 9.34% |
$2.31M - $2.55M
|
189K
$45.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.4K+ 7.06% |
$2.21M - $2.44M
|
234K
$56.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.4K+ 11.06% |
$2.2M - $2.43M
|
154K
$37.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
15.3K+ 8.36% |
$2.2M - $2.42M
|
199K
$48.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2K+ 21.18% |
$2.17M - $2.4M
|
86.9K
$21.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15.1K+ 8.69% |
$2.17M - $2.39M
|
189K
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
Homestead Advisers Corp
|
BUY
|
- |
15K+ 1.6% |
$2.15M - $2.37M
|
955K
$232M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
15K+ 56.26% |
$2.14M - $2.37M
|
41.6K
$10.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.6K+ 1.33% |
$2.09M - $2.3M
|
1.11M
$270M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 1.47% |
$2.09M - $2.3M
|
1M
$244M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
14.5K+ 9.06% |
$2.08M - $2.29M
|
175K
$42.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14.5KNew |
$2.08M - $2.29M
|
14.5K
$3.53M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
14.4K+ 88.22% |
$2.07M - $2.28M
|
30.8K
$7.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 0.16% |
$2.05M - $2.26M
|
8.87M
$2.16B
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.3K+ 11.7% |
$2.05M - $2.26M
|
137K
$33.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$2.04M - $2.25M
|
14.3K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.1K+ 0.22% |
$2.02M - $2.23M
|
6.52M
$1.59B
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14K+ 4.18% |
$2M - $2.2M
|
348K
$84.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
13.6K+ 17.52% |
$1.95M - $2.15M
|
91.5K
$22.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.6K+ 27.88% |
$1.95M - $2.15M
|
62.5K
$15.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
13.5K+ 19.59% |
$1.94M - $2.14M
|
82.6K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.5KNew |
$1.93M - $2.13M
|
13.5K
$3.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
13.3K+ 70.73% |
$1.91M - $2.11M
|
32.2K
$7.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 8.89% |
$1.91M - $2.11M
|
163K
$39.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.3K+ 7.88% |
$1.91M - $2.11M
|
183K
$44.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13.3K+ 38.14% |
$1.91M - $2.1M
|
48.2K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 4.37% |
$1.9M - $2.1M
|
317K
$77.2M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
13.2K+ 7.21% |
$1.89M - $2.09M
|
197K
$47.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
13.2KNew |
$1.89M - $2.08M
|
13.2K
$3.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13K+ 36.0% |
$1.87M - $2.06M
|
49.3K
$12M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
13K+ 5.69% |
$1.86M - $2.05M
|
242K
$58.8M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12.7KNew |
$1.81M - $2M
|
12.7K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
12.5K+ 17.89% |
$1.79M - $1.98M
|
82.5K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
12.5KNew |
$1.79M - $1.97M
|
12.5K
$3.04M
|