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
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.86K- 1.14% |
$1.13M - $1.24M
|
682K
$166M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-7.92K- 14.83% |
$1.13M - $1.25M
|
45.5K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-8.03K- 23.8% |
$1.15M - $1.27M
|
25.7K
$6.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.06K- 20.3% |
$1.15M - $1.27M
|
31.6K
$7.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.06K- 5.87% |
$1.15M - $1.27M
|
129K
$31.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.09K- 3.07% |
$1.16M - $1.28M
|
256K
$62.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.1K- 4.73% |
$1.16M - $1.28M
|
163K
$39.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-8.13K- 29.97% |
$1.16M - $1.28M
|
19K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-8.16K- 27.7% |
$1.17M - $1.29M
|
21.3K
$5.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.18K- 10.33% |
$1.17M - $1.29M
|
71K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-8.28K- 39.7% |
$1.19M - $1.31M
|
12.6K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-8.62K- 29.96% |
$1.23M - $1.36M
|
20.1K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.62K- 2.18% |
$1.23M - $1.36M
|
387K
$94.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.64K- 4.93% |
$1.24M - $1.36M
|
166K
$40.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-8.65K- 4.48% |
$1.24M - $1.37M
|
184K
$44.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-8.65K- 78.28% |
$1.24M - $1.37M
|
2.4K
$584K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.65K- 9.14% |
$1.24M - $1.37M
|
86K
$20.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.68K- 8.49% |
$1.24M - $1.37M
|
93.6K
$22.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.68K- 4.62% |
$1.24M - $1.37M
|
179K
$43.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.69K- 82.34% |
$1.24M - $1.37M
|
1.86K
$453K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.74K- 0.76% |
$1.25M - $1.38M
|
1.15M
$279M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.76K- 6.19% |
$1.25M - $1.38M
|
133K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-8.78K- 3.94% |
$1.26M - $1.39M
|
214K
$52.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.79K- 3.26% |
$1.26M - $1.39M
|
261K
$63.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-8.88K- 0.85% |
$1.27M - $1.4M
|
1.04M
$252M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.9K- 27.19% |
$1.27M - $1.41M
|
23.8K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.93K- 0.45% |
$1.28M - $1.41M
|
1.97M
$480M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-8.98K- 4.54% |
$1.29M - $1.42M
|
189K
$45.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.99K- 14.53% |
$1.29M - $1.42M
|
52.9K
$12.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.05K- 2.09% |
$1.3M - $1.43M
|
423K
$103M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.26K- 29.05% |
$1.33M - $1.46M
|
22.6K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-9.28K- 18.79% |
$1.33M - $1.47M
|
40.1K
$9.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-9.3K- 22.91% |
$1.33M - $1.47M
|
31.3K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-9.32K- 5.82% |
$1.33M - $1.47M
|
151K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.38K- 1.45% |
$1.34M - $1.48M
|
638K
$155M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.52K- 49.63% |
$1.36M - $1.5M
|
9.67K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.59K- 1.69% |
$1.37M - $1.52M
|
559K
$136M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9.62K- 17.01% |
$1.38M - $1.52M
|
47K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.66K- 46.37% |
$1.38M - $1.53M
|
11.2K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.7K- 5.12% |
$1.39M - $1.53M
|
180K
$43.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-9.71K- 21.92% |
$1.39M - $1.53M
|
34.6K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-9.73K- 0.41% |
$1.39M - $1.54M
|
2.36M
$573M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-9.73K- 0.41% |
$1.39M - $1.54M
|
2.36M
$573M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.9K- 2.52% |
$1.42M - $1.56M
|
382K
$93M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-10K- 14.47% |
$1.43M - $1.58M
|
59.1K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-10K- 50.0% |
$1.43M - $1.58M
|
10K
$2.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-10K- 28.88% |
$1.44M - $1.59M
|
24.7K
$6.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 5.32% |
$1.46M - $1.61M
|
181K
$44M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 36.22% |
$1.48M - $1.63M
|
18.2K
$4.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-10.4K- 74.7% |
$1.48M - $1.64M
|
3.51K
$853K
|