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 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.1K- 5.32% |
$731K - $806K
|
90.9K
$28.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.18K- 2.03% |
$741K - $818K
|
250K
$77.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-5.23K- 6.82% |
$749K - $826K
|
71.5K
$22.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.28K- 4.3% |
$756K - $834K
|
118K
$36.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5.29K- 7.37% |
$757K - $835K
|
66.4K
$20.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-5.35K- 26.93% |
$766K - $845K
|
14.5K
$4.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-5.38K- 3.51% |
$771K - $850K
|
148K
$45.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.38K- 21.82% |
$771K - $851K
|
19.3K
$5.96M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5.4K- 2.53% |
$773K - $853K
|
208K
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.42K- 10.78% |
$777K - $857K
|
44.9K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-5.45K- 1.6% |
$781K - $862K
|
336K
$104M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-5.49K- 1.64% |
$787K - $868K
|
330K
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.55K- 5.65% |
$795K - $877K
|
92.8K
$28.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5.55K- 3.27% |
$795K - $878K
|
164K
$50.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.57K- 5.8% |
$797K - $880K
|
90.5K
$27.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-5.57K- 14.91% |
$798K - $880K
|
31.8K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.63K- 2.04% |
$806K - $889K
|
270K
$83.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.66K- 3.74% |
$811K - $895K
|
146K
$45M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.67K- 0.46% |
$813K - $896K
|
1.22M
$376M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.69K- 8.34% |
$815K - $899K
|
62.6K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 11.32% |
$822K - $907K
|
45K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-5.76K- 14.57% |
$825K - $911K
|
33.8K
$10.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5.86K- 9.4% |
$840K - $926K
|
56.5K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-5.87K- 20.71% |
$841K - $928K
|
22.5K
$6.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 21.65% |
$845K - $932K
|
21.3K
$6.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.93K- 1.63% |
$849K - $936K
|
358K
$110M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 19.3% |
$855K - $943K
|
25K
$7.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-6K- 6.45% |
$859K - $948K
|
87K
$26.9M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.03K- 2.89% |
$864K - $953K
|
203K
$62.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-6.09K- 8.21% |
$872K - $962K
|
68K
$21M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.15K- 5.76% |
$881K - $972K
|
101K
$31.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.16K- 18.21% |
$882K - $973K
|
27.7K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-6.16K- 5.15% |
$882K - $973K
|
113K
$35.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.18K- 5.4% |
$885K - $977K
|
108K
$33.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.18K- 3.95% |
$885K - $977K
|
150K
$46.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6.2K- 37.58% |
$888K - $980K
|
10.3K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-6.21K- 0.49% |
$889K - $981K
|
1.26M
$390M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.25K- 3.25% |
$895K - $988K
|
186K
$57.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.33K- 16.51% |
$906K - $1M
|
32K
$9.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.36K- 5.04% |
$911K - $1.01M
|
120K
$37M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.5K- 15.49% |
$931K - $1.03M
|
35.5K
$11M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.56K- 1.96% |
$939K - $1.04M
|
327K
$101M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.57K- 7.67% |
$941K - $1.04M
|
79.1K
$24.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.61K- 70.03% |
$946K - $1.04M
|
2.83K
$874K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.62K- 2.64% |
$949K - $1.05M
|
245K
$75.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.63K- 32.56% |
$949K - $1.05M
|
13.7K
$4.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-6.63K- 18.41% |
$950K - $1.05M
|
29.4K
$9.08M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.66K- 3.71% |
$953K - $1.05M
|
173K
$53.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-6.67K- 10.97% |
$955K - $1.05M
|
54.1K
$16.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.73K- 2.86% |
$964K - $1.06M
|
228K
$70.5M
|