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 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.03K- 2.89% |
$864K - $953K
|
203K
$49.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-6.09K- 8.21% |
$872K - $962K
|
68K
$16.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.15K- 5.76% |
$881K - $972K
|
101K
$24.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.16K- 18.21% |
$882K - $973K
|
27.7K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-6.16K- 5.15% |
$882K - $973K
|
113K
$27.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.18K- 5.4% |
$885K - $977K
|
108K
$26.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.18K- 3.95% |
$885K - $977K
|
150K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6.2K- 37.58% |
$888K - $980K
|
10.3K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-6.21K- 0.49% |
$889K - $981K
|
1.26M
$307M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.25K- 3.25% |
$895K - $988K
|
186K
$45.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.33K- 16.51% |
$906K - $1M
|
32K
$7.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.36K- 5.04% |
$911K - $1.01M
|
120K
$29.1M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.5K- 15.49% |
$931K - $1.03M
|
35.5K
$8.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.56K- 1.96% |
$939K - $1.04M
|
327K
$79.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.57K- 7.67% |
$941K - $1.04M
|
79.1K
$19.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.61K- 70.03% |
$946K - $1.04M
|
2.83K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.62K- 2.64% |
$949K - $1.05M
|
245K
$59.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.63K- 32.56% |
$949K - $1.05M
|
13.7K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-6.63K- 18.41% |
$950K - $1.05M
|
29.4K
$7.15M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.66K- 3.71% |
$953K - $1.05M
|
173K
$42M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-6.67K- 10.97% |
$955K - $1.05M
|
54.1K
$13.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.73K- 2.86% |
$964K - $1.06M
|
228K
$55.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6.78K- 21.0% |
$971K - $1.07M
|
25.5K
$6.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.78K- 3.28% |
$972K - $1.07M
|
200K
$48.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.81K- 1.88% |
$975K - $1.08M
|
356K
$86.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-6.82K- 34.45% |
$976K - $1.08M
|
13K
$3.15M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-6.9K- 0.86% |
$988K - $1.09M
|
797K
$194M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.96K- 33.72% |
$997K - $1.1M
|
13.7K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
SELL
|
- |
-6.99K- 19.41% |
$1M - $1.1M
|
29K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.01K- 4.23% |
$1M - $1.11M
|
159K
$38.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.07K- 0.69% |
$1.01M - $1.12M
|
1.01M
$247M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.09K- 3.44% |
$1.02M - $1.12M
|
199K
$48.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7.09K- 52.31% |
$1.02M - $1.12M
|
6.47K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7.11K- 5.59% |
$1.02M - $1.12M
|
120K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.16K- 19.32% |
$1.03M - $1.13M
|
29.9K
$7.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7.18K- 65.59% |
$1.03M - $1.13M
|
3.77K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.21K- 7.86% |
$1.03M - $1.14M
|
84.5K
$20.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.36K- 13.87% |
$1.05M - $1.16M
|
45.7K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-7.36K- 11.66% |
$1.05M - $1.16M
|
55.7K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.4K- 8.87% |
$1.06M - $1.17M
|
76.1K
$18.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.48K- 3.53% |
$1.07M - $1.18M
|
205K
$49.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-7.5K- 29.41% |
$1.07M - $1.19M
|
18K
$4.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-7.54K- 37.05% |
$1.08M - $1.19M
|
12.8K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.55K- 4.43% |
$1.08M - $1.19M
|
163K
$39.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.56K- 4.8% |
$1.08M - $1.19M
|
150K
$36.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-7.57K- 58.12% |
$1.08M - $1.2M
|
5.45K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.62K- 0.61% |
$1.09M - $1.2M
|
1.24M
$301M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-7.67K- 14.31% |
$1.1M - $1.21M
|
45.9K
$11.2M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-7.74K- 1.64% |
$1.11M - $1.22M
|
464K
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-7.74K- 81.48% |
$1.11M - $1.22M
|
1.76K
$428K
|