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 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$133K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.7K- 48.17% |
$2.25M - $2.48M
|
16.9K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-15.9K- 4.58% |
$2.27M - $2.51M
|
331K
$80.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-16.1K- 0.9% |
$2.31M - $2.54M
|
1.78M
$434M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-16.1K- 3.97% |
$2.31M - $2.55M
|
389K
$94.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-16.2K- 8.35% |
$2.31M - $2.55M
|
177K
$43.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-16.6K- 31.79% |
$2.38M - $2.63M
|
35.7K
$8.69M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.8K- 4.46% |
$2.41M - $2.65M
|
360K
$87.5M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17K- 9.39% |
$2.44M - $2.69M
|
164K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-17.2K- 6.11% |
$2.46M - $2.71M
|
264K
$64.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-17.3K- 0.93% |
$2.47M - $2.73M
|
1.84M
$446M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-17.3K- 3.27% |
$2.48M - $2.74M
|
513K
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-17.5K- 2.76% |
$2.51M - $2.77M
|
618K
$150M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-17.7K- 2.23% |
$2.54M - $2.8M
|
780K
$190M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-17.8K- 36.03% |
$2.55M - $2.81M
|
31.6K
$7.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-17.9K- 33.37% |
$2.57M - $2.83M
|
35.8K
$8.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-18K- 31.79% |
$2.58M - $2.84M
|
38.6K
$9.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-18.4K- 94.53% |
$2.64M - $2.91M
|
1.07K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-18.6K- 27.59% |
$2.66M - $2.94M
|
48.8K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 7.24% |
$2.7M - $2.97M
|
241K
$58.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 3.89% |
$2.71M - $2.99M
|
467K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-19K- 47.85% |
$2.72M - $3M
|
20.7K
$5.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-19K- 3.56% |
$2.73M - $3.01M
|
515K
$125M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19.2K- 0.84% |
$2.75M - $3.03M
|
2.26M
$550M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.3K- 23.1% |
$2.77M - $3.06M
|
64.4K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-19.4K- 24.54% |
$2.77M - $3.06M
|
59.5K
$14.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19.5K- 0.81% |
$2.8M - $3.09M
|
2.39M
$581M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-19.6K- 70.89% |
$2.81M - $3.1M
|
8.05K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-19.8K- 85.62% |
$2.83M - $3.12M
|
3.32K
$807K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-19.9K- 33.51% |
$2.84M - $3.14M
|
39.4K
$9.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20.3K- 4.28% |
$2.91M - $3.21M
|
455K
$111M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.3K- 2.31% |
$2.91M - $3.21M
|
858K
$209M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-20.6K- 47.69% |
$2.96M - $3.26M
|
22.6K
$5.51M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.8K- 2.72% |
$2.98M - $3.29M
|
744K
$181M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-21K- 16.91% |
$3M - $3.31M
|
103K
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-21.6K- 0.74% |
$3.09M - $3.41M
|
2.89M
$704M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21.7K- 52.15% |
$3.11M - $3.43M
|
19.9K
$4.85M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-22.1K- 5.19% |
$3.17M - $3.49M
|
404K
$98.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-22.2K- 23.78% |
$3.17M - $3.5M
|
71K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.2K- 1.24% |
$3.18M - $3.5M
|
1.76M
$428M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.7K- 65.46% |
$3.25M - $3.59M
|
12K
$2.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23K- 6.45% |
$3.29M - $3.63M
|
334K
$81.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-23.3K- 26.11% |
$3.33M - $3.67M
|
65.8K
$16M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23.3K- 32.26% |
$3.34M - $3.68M
|
48.9K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.3K- 3.15% |
$3.34M - $3.69M
|
718K
$175M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.3K- 3.15% |
$3.34M - $3.69M
|
718K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-23.8K- 9.31% |
$3.41M - $3.76M
|
232K
$56.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23.8K- 16.57% |
$3.41M - $3.76M
|
120K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-24.1K- 9.83% |
$3.45M - $3.81M
|
221K
$53.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-24.2K- 1.43% |
$3.46M - $3.82M
|
1.66M
$405M
|