Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 14, 2023 Q3 2023
Lowe Brockenbrough & CO Inc

SELL
 -
-7.01K
- 4.23%
$1M - $1.11M
159K $44.9M
Nov 06, 2023 Q3 2023
Retirement Systems Of Alabama

SELL
 -
-7.07K
- 0.69%
$1.01M - $1.12M
1.01M $287M
Oct 16, 2023 Q3 2023
Hartford Investment Management CO

SELL
 -
-7.09K
- 3.44%
$1.02M - $1.12M
199K $56.4M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

SELL
 -
-7.09K
- 52.31%
$1.02M - $1.12M
6.47K $1.83M
Nov 14, 2023 Q3 2023
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-7.11K
- 5.59%
$1.02M - $1.12M
120K $34M
Nov 14, 2023 Q3 2023
Hodges Capital Management Inc.

SELL
 -
-7.16K
- 19.32%
$1.03M - $1.13M
29.9K $8.47M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-7.18K
- 65.59%
$1.03M - $1.13M
3.77K $1.07M
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-7.21K
- 7.86%
$1.03M - $1.14M
84.5K $23.9M
Oct 23, 2023 Q3 2023
Bernzott Capital Advisors

SELL
 -
-7.36K
- 13.87%
$1.05M - $1.16M
45.7K $12.9M
Oct 30, 2023 Q3 2023
Inlet Private Wealth, LLC

SELL
 -
-7.36K
- 11.66%
$1.05M - $1.16M
55.7K $15.8M
Mar 13, 2025 Q3 2023
Pko Investment Management Joint Stock CO

Warsaw, R9
SELL
 -
-7.4K
Closed
$1.06M - $1.17M
0 $0
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

SELL
 -
-7.48K
- 3.53%
$1.07M - $1.18M
205K $58M
Nov 14, 2023 Q3 2023
Pentwater Capital Management LP

Naples, FL
SELL
 -
-7.5K
- 29.41%
$1.07M - $1.19M
18K $5.1M
Oct 05, 2023 Q3 2023
Sanders Morris Harris LLC

SELL
 -
-7.54K
- 37.05%
$1.08M - $1.19M
12.8K $3.63M
Nov 14, 2023 Q3 2023
Mmbg Investment Advisors Co.

SELL
 -
-7.55K
- 4.43%
$1.08M - $1.19M
163K $46.1M
Nov 13, 2023 Q3 2023
Easterly Investment Partners LLC

SELL
 -
-7.56K
- 4.8%
$1.08M - $1.19M
150K $42.4M
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
SELL
 -
-7.57K
- 58.12%
$1.08M - $1.2M
5.45K $1.54M
Oct 18, 2023 Q3 2023
Boston Trust Walden Corp

SELL
 -
-7.62K
- 0.61%
$1.09M - $1.2M
1.24M $350M
Nov 09, 2023 Q3 2023
Arrow Financial Corp

SELL
 -
-7.67K
- 14.31%
$1.1M - $1.21M
45.9K $13M
Oct 02, 2023 Q3 2023
Park National Corp

SELL
 -
-7.74K
- 1.64%
$1.11M - $1.22M
464K $131M
Nov 14, 2023 Q3 2023
Engineers Gate Manager LP

New York, NY
SELL
 -
-7.74K
- 81.48%
$1.11M - $1.22M
1.76K $498K
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

SELL
 -
-7.86K
- 1.14%
$1.13M - $1.24M
682K $193M
Oct 30, 2023 Q3 2023
Evexia Wealth LLC

Stevens Point, WI
SELL
 -
-7.92K
- 14.83%
$1.13M - $1.25M
45.5K $12.9M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

SELL
 -
-8.03K
- 23.8%
$1.15M - $1.27M
25.7K $7.28M
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
SELL
 -
-8.06K
- 20.3%
$1.15M - $1.27M
31.6K $8.96M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

SELL
 -
-8.06K
- 5.87%
$1.15M - $1.27M
129K $36.6M
Oct 24, 2023 Q3 2023
Bridges Investment Management Inc

SELL
 -
-8.09K
- 3.07%
$1.16M - $1.28M
256K $72.5M
Nov 09, 2023 Q3 2023
Prudential PLC

London, England, X0
SELL
 -
-8.1K
- 4.73%
$1.16M - $1.28M
163K $46.2M
Nov 01, 2023 Q3 2023
Emfo, LLC

SELL
 -
-8.13K
- 29.97%
$1.16M - $1.28M
19K $5.38M
Nov 13, 2023 Q3 2023
Second Half Financial Partners, LLC

Sebring, FL
SELL
 -
-8.16K
- 27.7%
$1.17M - $1.29M
21.3K $6.03M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

SELL
 -
-8.18K
- 10.33%
$1.17M - $1.29M
71K $20.1M
Nov 13, 2023 Q3 2023
Maven Securities LTD

St Helier, Y9
SELL
 -
-8.28K
- 39.7%
$1.19M - $1.31M
12.6K $3.56M
Oct 13, 2023 Q3 2023
Congress Park Capital LLC

SELL
 -
-8.62K
- 29.96%
$1.23M - $1.36M
20.1K $5.7M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-8.62K
- 2.18%
$1.23M - $1.36M
387K $110M
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

SELL
 -
-8.64K
- 4.93%
$1.24M - $1.36M
166K $47.1M
Oct 10, 2023 Q3 2023
Franklin Street Advisors Inc

SELL
 -
-8.65K
- 4.48%
$1.24M - $1.37M
184K $52.2M
Nov 14, 2023 Q3 2023
Shay Capital LLC

New York, NY
SELL
 -
-8.65K
- 78.28%
$1.24M - $1.37M
2.4K $680K
Oct 13, 2023 Q3 2023
Sg Americas Securities, LLC

SELL
 -
-8.65K
- 9.14%
$1.24M - $1.37M
86K $24.3M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

SELL
 -
-8.68K
- 8.49%
$1.24M - $1.37M
93.6K $26.5M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

SELL
 -
-8.68K
- 4.62%
$1.24M - $1.37M
179K $50.7M
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

SELL
 -
-8.69K
- 82.34%
$1.24M - $1.37M
1.86K $528K
Nov 06, 2023 Q3 2023
Jarislowsky, Fraser LTD

SELL
 -
-8.74K
- 0.76%
$1.25M - $1.38M
1.15M $325M
Nov 13, 2023 Q3 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-8.76K
- 6.19%
$1.25M - $1.38M
133K $37.6M
Nov 13, 2023 Q3 2023
Capital International Sarl

Los Angeles, CA
SELL
 -
-8.78K
- 3.94%
$1.26M - $1.39M
214K $60.6M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

SELL
 -
-8.79K
- 3.26%
$1.26M - $1.39M
261K $73.8M
Nov 07, 2023 Q3 2023
Bristol John W & CO Inc

SELL
 -
-8.88K
- 0.85%
$1.27M - $1.4M
1.04M $294M
Nov 09, 2023 Q3 2023
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-8.9K
- 27.19%
$1.27M - $1.41M
23.8K $6.75M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-8.93K
- 0.45%
$1.28M - $1.41M
1.97M $559M
Nov 07, 2023 Q3 2023
Chartwell Investment Partners, LLC

SELL
 -
-8.98K
- 4.54%
$1.29M - $1.42M
189K $53.5M

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