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 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-10.4K- 0.74% |
$1.48M - $1.64M
|
1.39M
$337M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-10.4K- 39.41% |
$1.48M - $1.64M
|
15.9K
$3.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-10.6K- 3.87% |
$1.52M - $1.68M
|
264K
$64.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10.7K- 44.29% |
$1.53M - $1.69M
|
13.4K
$3.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-10.8K- 1.29% |
$1.54M - $1.7M
|
827K
$201M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 63.88% |
$1.55M - $1.71M
|
6.12K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10.9K- 12.17% |
$1.56M - $1.72M
|
78.5K
$19.1M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.1K- 11.13% |
$1.59M - $1.75M
|
88.5K
$21.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 72.81% |
$1.61M - $1.78M
|
4.21K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-11.3K- 27.5% |
$1.62M - $1.79M
|
29.8K
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.5K- 6.2% |
$1.65M - $1.82M
|
174K
$42.4M
|
|
|
Jan 17, 2024
Q3 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-11.7K- 7.71% |
$1.68M - $1.85M
|
140K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.7K- 4.28% |
$1.68M - $1.85M
|
262K
$63.8M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 62.64% |
$1.68M - $1.85M
|
6.99K
$1.7M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-11.7K- 84.63% |
$1.68M - $1.85M
|
2.13K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11.9K- 41.99% |
$1.7M - $1.87M
|
16.4K
$3.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.9K- 2.33% |
$1.71M - $1.89M
|
501K
$122M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-12K- 5.08% |
$1.72M - $1.9M
|
224K
$54.5M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.1K- 10.63% |
$1.74M - $1.92M
|
102K
$24.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.2K- 41.05% |
$1.74M - $1.92M
|
17.5K
$4.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 0.08% |
$1.75M - $1.93M
|
15.6M
$3.8B
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-12.3K- 2.01% |
$1.76M - $1.94M
|
600K
$146M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-12.8K- 39.95% |
$1.83M - $2.01M
|
19.2K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.8K- 8.92% |
$1.83M - $2.01M
|
130K
$31.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-12.8K- 17.33% |
$1.83M - $2.02M
|
60.9K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-12.9K- 1.72% |
$1.84M - $2.03M
|
736K
$179M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-13.1K- 20.65% |
$1.87M - $2.07M
|
50.3K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-13.1K- 1.73% |
$1.88M - $2.07M
|
745K
$181M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.2K- 14.84% |
$1.89M - $2.08M
|
75.7K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-13.3K- 12.81% |
$1.91M - $2.1M
|
90.7K
$22.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.4K- 10.1% |
$1.92M - $2.12M
|
119K
$29M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13.6K- 14.41% |
$1.95M - $2.15M
|
80.8K
$19.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-13.7K- 2.1% |
$1.96M - $2.16M
|
636K
$155M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-13.8K- 20.73% |
$1.98M - $2.19M
|
53K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-14.1K- 3.18% |
$2.02M - $2.23M
|
430K
$105M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-14.1K- 1.88% |
$2.02M - $2.23M
|
735K
$179M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-14.2K- 1.54% |
$2.03M - $2.25M
|
909K
$221M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.2K- 15.19% |
$2.04M - $2.25M
|
79.4K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-14.3K- 16.13% |
$2.04M - $2.25M
|
74.2K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-14.3K- 43.18% |
$2.05M - $2.26M
|
18.8K
$4.58M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.3K- 8.29% |
$2.05M - $2.27M
|
159K
$38.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.3K- 3.27% |
$2.05M - $2.27M
|
425K
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14.4K- 1.31% |
$2.06M - $2.27M
|
1.08M
$264M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-14.4K- 0.83% |
$2.06M - $2.27M
|
1.71M
$417M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14.5K- 0.69% |
$2.08M - $2.29M
|
2.1M
$511M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-14.5K- 9.38% |
$2.08M - $2.29M
|
140K
$34.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.8K- 38.61% |
$2.12M - $2.33M
|
23.5K
$5.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.1K- 23.71% |
$2.16M - $2.39M
|
48.6K
$11.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$23.5M
|