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 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 3.89% |
$2.71M - $2.99M
|
467K
$144M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-19K- 47.85% |
$2.72M - $3M
|
20.7K
$6.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-19K- 3.56% |
$2.73M - $3.01M
|
515K
$159M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19.2K- 0.84% |
$2.75M - $3.03M
|
2.26M
$699M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.3K- 23.1% |
$2.77M - $3.06M
|
64.4K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-19.4K- 24.54% |
$2.77M - $3.06M
|
59.5K
$18.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19.5K- 0.81% |
$2.8M - $3.09M
|
2.39M
$738M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-19.6K- 70.89% |
$2.81M - $3.1M
|
8.05K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-19.8K- 85.62% |
$2.83M - $3.12M
|
3.32K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-19.9K- 33.51% |
$2.84M - $3.14M
|
39.4K
$12.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20.3K- 4.28% |
$2.91M - $3.21M
|
455K
$141M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.3K- 2.31% |
$2.91M - $3.21M
|
858K
$265M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-20.6K- 47.69% |
$2.96M - $3.26M
|
22.6K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.8K- 2.72% |
$2.98M - $3.29M
|
744K
$230M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-21K- 16.91% |
$3M - $3.31M
|
103K
$31.8M
|
|
|
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
$893M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21.7K- 52.15% |
$3.11M - $3.43M
|
19.9K
$6.16M
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-21.9K- 44.43% |
$3.14M - $3.47M
|
27.4K
$8.48M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-22.1K- 5.19% |
$3.17M - $3.49M
|
404K
$125M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-22.2K- 23.78% |
$3.17M - $3.5M
|
71K
$21.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.2K- 1.24% |
$3.18M - $3.5M
|
1.76M
$544M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.7K- 65.46% |
$3.25M - $3.59M
|
12K
$3.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23K- 6.45% |
$3.29M - $3.63M
|
334K
$103M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-23.3K- 26.11% |
$3.33M - $3.67M
|
65.8K
$20.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23.3K- 32.26% |
$3.34M - $3.68M
|
48.9K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.3K- 3.15% |
$3.34M - $3.69M
|
718K
$222M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.3K- 3.15% |
$3.34M - $3.69M
|
718K
$222M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-23.8K- 9.31% |
$3.41M - $3.76M
|
232K
$71.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23.8K- 16.57% |
$3.41M - $3.76M
|
120K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-24.1K- 9.83% |
$3.45M - $3.81M
|
221K
$68.3M
|
|
|
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
$514M
|
|
|
Nov 14, 2023
Q3 2023
|
No Street Gp LP
San Francisco, CA |
SELL
|
- |
-25K- 11.11% |
$3.58M - $3.95M
|
200K
$61.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25K- 1.91% |
$3.58M - $3.95M
|
1.29M
$398M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-25.4K- 7.63% |
$3.64M - $4.02M
|
308K
$95.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-25.4K- 8.93% |
$3.64M - $4.02M
|
259K
$80.1M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-26.2K- 90.86% |
$3.75M - $4.14M
|
2.63K
$814K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-26.5K- 45.75% |
$3.79M - $4.18M
|
31.4K
$9.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-27.1K- 9.17% |
$3.88M - $4.29M
|
269K
$83M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-27.3K- 21.71% |
$3.91M - $4.32M
|
98.5K
$30.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-27.6K- 49.31% |
$3.95M - $4.36M
|
28.3K
$8.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-27.6K- 9.36% |
$3.95M - $4.36M
|
267K
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-28.2K- 63.6% |
$4.03M - $4.45M
|
16.1K
$4.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-28.9K- 5.78% |
$4.14M - $4.57M
|
471K
$146M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-29K- 96.09% |
$4.16M - $4.59M
|
1.18K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-29.3K- 35.12% |
$4.19M - $4.63M
|
54.1K
$16.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-29.9K- 12.53% |
$4.28M - $4.72M
|
209K
$64.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Securities Corp
New York, NY |
SELL
|
- |
-30K- 13.04% |
$4.3M - $4.74M
|
200K
$61.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-30K- 50.17% |
$4.3M - $4.75M
|
29.8K
$9.22M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-30.4K- 4.94% |
$4.36M - $4.81M
|
586K
$181M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-30.9K- 26.81% |
$4.43M - $4.88M
|
84.4K
$26.1M
|