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
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-19.8K- 85.62% |
$2.83M - $3.12M
|
3.32K
$940K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-19.9K- 33.51% |
$2.84M - $3.14M
|
39.4K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20.3K- 4.28% |
$2.91M - $3.21M
|
455K
$129M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.3K- 2.31% |
$2.91M - $3.21M
|
858K
$243M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-20.6K- 47.69% |
$2.96M - $3.26M
|
22.6K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.8K- 2.72% |
$2.98M - $3.29M
|
744K
$211M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-21K- 16.91% |
$3M - $3.31M
|
103K
$29.2M
|
|
|
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
$819M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21.7K- 52.15% |
$3.11M - $3.43M
|
19.9K
$5.65M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-22.1K- 5.19% |
$3.17M - $3.49M
|
404K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-22.2K- 23.78% |
$3.17M - $3.5M
|
71K
$20.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.2K- 1.24% |
$3.18M - $3.5M
|
1.76M
$498M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.7K- 65.46% |
$3.25M - $3.59M
|
12K
$3.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23K- 6.45% |
$3.29M - $3.63M
|
334K
$94.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-23.3K- 26.11% |
$3.33M - $3.67M
|
65.8K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23.3K- 32.26% |
$3.34M - $3.68M
|
48.9K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.3K- 3.15% |
$3.34M - $3.69M
|
718K
$203M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.3K- 3.15% |
$3.34M - $3.69M
|
718K
$203M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-23.8K- 9.31% |
$3.41M - $3.76M
|
232K
$65.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23.8K- 16.57% |
$3.41M - $3.76M
|
120K
$33.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-24.1K- 9.83% |
$3.45M - $3.81M
|
221K
$62.6M
|
|
|
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
$471M
|
|
|
Nov 14, 2023
Q3 2023
|
No Street Gp LP
San Francisco, CA |
SELL
|
- |
-25K- 11.11% |
$3.58M - $3.95M
|
200K
$56.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25K- 1.91% |
$3.58M - $3.95M
|
1.29M
$365M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-25.4K- 7.63% |
$3.64M - $4.02M
|
308K
$87.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-25.4K- 8.93% |
$3.64M - $4.02M
|
259K
$73.4M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-26.2K- 90.86% |
$3.75M - $4.14M
|
2.63K
$746K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-26.5K- 45.75% |
$3.79M - $4.18M
|
31.4K
$8.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-27.1K- 9.17% |
$3.88M - $4.29M
|
269K
$76.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-27.3K- 21.71% |
$3.91M - $4.32M
|
98.5K
$27.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-27.6K- 49.31% |
$3.95M - $4.36M
|
28.3K
$8.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-27.6K- 9.36% |
$3.95M - $4.36M
|
267K
$75.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-28.2K- 63.6% |
$4.03M - $4.45M
|
16.1K
$4.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-28.9K- 5.78% |
$4.14M - $4.57M
|
471K
$134M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-29K- 96.09% |
$4.16M - $4.59M
|
1.18K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-29.3K- 35.12% |
$4.19M - $4.63M
|
54.1K
$15.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-29.9K- 12.53% |
$4.28M - $4.72M
|
209K
$59.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Securities Corp
New York, NY |
SELL
|
- |
-30K- 13.04% |
$4.3M - $4.74M
|
200K
$56.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-30K- 50.17% |
$4.3M - $4.75M
|
29.8K
$8.45M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-30.4K- 4.94% |
$4.36M - $4.81M
|
586K
$166M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-30.9K- 26.81% |
$4.43M - $4.88M
|
84.4K
$23.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-33.1K- 71.75% |
$4.73M - $5.22M
|
13K
$3.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-33.5K- 3.94% |
$4.8M - $5.29M
|
817K
$231M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-34K- 1.78% |
$4.87M - $5.37M
|
1.87M
$531M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-34.1K- 48.93% |
$4.88M - $5.39M
|
35.6K
$10.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-34.2K- 0.55% |
$4.9M - $5.41M
|
6.15M
$1.74B
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-34.7K- 5.35% |
$4.98M - $5.49M
|
615K
$174M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-35K- 92.62% |
$5.01M - $5.53M
|
2.79K
$789K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-35K- 7.18% |
$5.01M - $5.53M
|
453K
$128M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-35.2K- 2.97% |
$5.03M - $5.55M
|
1.15M
$326M
|