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 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-12.3K- 2.01% |
$1.76M - $1.94M
|
600K
$185M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-12.8K- 39.95% |
$1.83M - $2.01M
|
19.2K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.8K- 8.92% |
$1.83M - $2.01M
|
130K
$40.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-12.8K- 17.33% |
$1.83M - $2.02M
|
60.9K
$18.8M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-12.9K- 1.72% |
$1.84M - $2.03M
|
736K
$227M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-13.1K- 20.65% |
$1.87M - $2.07M
|
50.3K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-13.1K- 1.73% |
$1.88M - $2.07M
|
745K
$230M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.2K- 14.84% |
$1.89M - $2.08M
|
75.7K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-13.3K- 12.81% |
$1.91M - $2.1M
|
90.7K
$28M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.4K- 10.1% |
$1.92M - $2.12M
|
119K
$36.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13.6K- 14.41% |
$1.95M - $2.15M
|
80.8K
$24.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-13.7K- 2.1% |
$1.96M - $2.16M
|
636K
$197M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-13.8K- 20.73% |
$1.98M - $2.19M
|
53K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-14.1K- 3.18% |
$2.02M - $2.23M
|
430K
$133M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-14.1K- 1.88% |
$2.02M - $2.23M
|
735K
$227M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-14.2K- 1.54% |
$2.03M - $2.25M
|
909K
$281M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.2K- 15.19% |
$2.04M - $2.25M
|
79.4K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-14.3K- 16.13% |
$2.04M - $2.25M
|
74.2K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-14.3K- 43.18% |
$2.05M - $2.26M
|
18.8K
$5.81M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.3K- 8.29% |
$2.05M - $2.27M
|
159K
$49M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.3K- 3.27% |
$2.05M - $2.27M
|
425K
$131M
|
|
|
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
$335M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-14.4K- 0.83% |
$2.06M - $2.27M
|
1.71M
$529M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14.5K- 0.69% |
$2.08M - $2.29M
|
2.1M
$648M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-14.5K- 9.38% |
$2.08M - $2.29M
|
140K
$43.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.8K- 38.61% |
$2.12M - $2.33M
|
23.5K
$7.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.1K- 23.71% |
$2.16M - $2.39M
|
48.6K
$15M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$29.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$169K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.7K- 48.17% |
$2.25M - $2.48M
|
16.9K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-15.9K- 4.58% |
$2.27M - $2.51M
|
331K
$102M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-16.1K- 0.9% |
$2.31M - $2.54M
|
1.78M
$551M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-16.1K- 3.97% |
$2.31M - $2.55M
|
389K
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-16.2K- 8.35% |
$2.31M - $2.55M
|
177K
$54.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-16.6K- 31.79% |
$2.38M - $2.63M
|
35.7K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.8K- 4.46% |
$2.41M - $2.65M
|
360K
$111M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17K- 9.39% |
$2.44M - $2.69M
|
164K
$50.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-17.2K- 6.11% |
$2.46M - $2.71M
|
264K
$81.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-17.3K- 0.93% |
$2.47M - $2.73M
|
1.84M
$567M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-17.3K- 3.27% |
$2.48M - $2.74M
|
513K
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-17.5K- 2.76% |
$2.51M - $2.77M
|
618K
$191M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-17.7K- 2.23% |
$2.54M - $2.8M
|
780K
$241M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-17.8K- 36.03% |
$2.55M - $2.81M
|
31.6K
$9.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-17.9K- 33.37% |
$2.57M - $2.83M
|
35.8K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-18K- 31.79% |
$2.58M - $2.84M
|
38.6K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-18.4K- 94.53% |
$2.64M - $2.91M
|
1.07K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-18.6K- 27.59% |
$2.66M - $2.94M
|
48.8K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 7.24% |
$2.7M - $2.97M
|
241K
$74.5M
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-18.8K- 7.24% |
$2.7M - $2.97M
|
241K
$74.5M
|