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 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.99K- 14.53% |
$1.29M - $1.42M
|
52.9K
$15M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.05K- 2.09% |
$1.3M - $1.43M
|
423K
$120M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.26K- 29.05% |
$1.33M - $1.46M
|
22.6K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-9.28K- 18.79% |
$1.33M - $1.47M
|
40.1K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-9.3K- 22.91% |
$1.33M - $1.47M
|
31.3K
$8.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-9.32K- 5.82% |
$1.33M - $1.47M
|
151K
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.38K- 1.45% |
$1.34M - $1.48M
|
638K
$181M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.52K- 49.63% |
$1.36M - $1.5M
|
9.67K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.59K- 1.69% |
$1.37M - $1.52M
|
559K
$158M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9.62K- 17.01% |
$1.38M - $1.52M
|
47K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.66K- 46.37% |
$1.38M - $1.53M
|
11.2K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.7K- 5.12% |
$1.39M - $1.53M
|
180K
$50.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-9.71K- 21.92% |
$1.39M - $1.53M
|
34.6K
$9.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-9.73K- 0.41% |
$1.39M - $1.54M
|
2.36M
$667M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-9.73K- 0.41% |
$1.39M - $1.54M
|
2.36M
$667M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.9K- 2.52% |
$1.42M - $1.56M
|
382K
$108M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-10K- 14.47% |
$1.43M - $1.58M
|
59.1K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-10K- 50.0% |
$1.43M - $1.58M
|
10K
$2.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-10K- 28.88% |
$1.44M - $1.59M
|
24.7K
$7M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 5.32% |
$1.46M - $1.61M
|
181K
$51.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 36.22% |
$1.48M - $1.63M
|
18.2K
$5.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-10.4K- 74.7% |
$1.48M - $1.64M
|
3.51K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-10.4K- 0.74% |
$1.48M - $1.64M
|
1.39M
$392M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-10.4K- 39.41% |
$1.48M - $1.64M
|
15.9K
$4.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-10.6K- 3.87% |
$1.52M - $1.68M
|
264K
$74.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10.7K- 44.29% |
$1.53M - $1.69M
|
13.4K
$3.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-10.8K- 1.29% |
$1.54M - $1.7M
|
827K
$234M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 63.88% |
$1.55M - $1.71M
|
6.12K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10.9K- 12.17% |
$1.56M - $1.72M
|
78.5K
$22.2M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.1K- 11.13% |
$1.59M - $1.75M
|
88.5K
$25.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 72.81% |
$1.61M - $1.78M
|
4.21K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-11.3K- 27.5% |
$1.62M - $1.79M
|
29.8K
$8.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.5K- 6.2% |
$1.65M - $1.82M
|
174K
$49.4M
|
|
|
Jan 17, 2024
Q3 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-11.7K- 7.71% |
$1.68M - $1.85M
|
140K
$39.7M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.7K- 4.28% |
$1.68M - $1.85M
|
262K
$74.3M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 62.64% |
$1.68M - $1.85M
|
6.99K
$1.98M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-11.7K- 84.63% |
$1.68M - $1.85M
|
2.13K
$604K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11.9K- 41.99% |
$1.7M - $1.87M
|
16.4K
$4.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.9K- 2.33% |
$1.71M - $1.89M
|
501K
$142M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-12K- 5.08% |
$1.72M - $1.9M
|
224K
$63.5M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.1K- 10.63% |
$1.74M - $1.92M
|
102K
$28.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.2K- 41.05% |
$1.74M - $1.92M
|
17.5K
$4.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 0.08% |
$1.75M - $1.93M
|
15.6M
$4.42B
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-12.3K- 2.01% |
$1.76M - $1.94M
|
600K
$170M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-12.8K- 39.95% |
$1.83M - $2.01M
|
19.2K
$5.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.8K- 8.92% |
$1.83M - $2.01M
|
130K
$36.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-12.8K- 17.33% |
$1.83M - $2.02M
|
60.9K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-12.9K- 1.72% |
$1.84M - $2.03M
|
736K
$208M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-13.1K- 20.65% |
$1.87M - $2.07M
|
50.3K
$14.2M
|