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
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-35.2K- 18.36% |
$5.04M - $5.56M
|
156K
$44.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-35.2K- 1.1% |
$5.04M - $5.56M
|
3.17M
$898M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-35.8K- 23.28% |
$5.13M - $5.65M
|
118K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.9K- 5.32% |
$5.14M - $5.67M
|
639K
$181M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.1K- 1.2% |
$5.18M - $5.71M
|
2.97M
$842M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-37.5K- 20.78% |
$5.37M - $5.93M
|
143K
$40.5M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-38.2K- 5.05% |
$5.47M - $6.04M
|
718K
$203M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-38.5K- 48.4% |
$5.51M - $6.08M
|
41K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.5K- 1.05% |
$5.51M - $6.08M
|
3.63M
$1.03B
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-38.6K- 2.58% |
$5.53M - $6.1M
|
1.45M
$412M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-38.9K- 2.19% |
$5.57M - $6.15M
|
1.74M
$492M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-39.9K- 4.2% |
$5.71M - $6.3M
|
910K
$258M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-40.1K- 3.91% |
$5.74M - $6.33M
|
985K
$279M
|
|
|
Nov 14, 2023
Q3 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-40.2K- 87.01% |
$5.76M - $6.35M
|
6K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-40.2K- 4.84% |
$5.76M - $6.36M
|
790K
$224M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-40.4K- 14.95% |
$5.78M - $6.38M
|
230K
$65M
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-40.8K- 7.89% |
$5.84M - $6.44M
|
476K
$135M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-41.5K- 10.32% |
$5.95M - $6.56M
|
361K
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-43.1K- 90.7% |
$6.18M - $6.81M
|
4.42K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-43.9K- 5.32% |
$6.28M - $6.93M
|
781K
$221M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-44K- 50.79% |
$6.3M - $6.95M
|
42.6K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-44.1K- 2.29% |
$6.31M - $6.97M
|
1.88M
$533M
|
|
|
Nov 13, 2023
Q3 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-44.3K- 3.1% |
$6.34M - $6.99M
|
1.38M
$391M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-45.3K- 1.01% |
$6.48M - $7.15M
|
4.46M
$1.26B
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-45.6K- 3.47% |
$6.54M - $7.21M
|
1.27M
$359M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-46.4K- 3.6% |
$6.65M - $7.33M
|
1.24M
$352M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-51K- 15.31% |
$7.3M - $8.06M
|
282K
$79.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-51.1K- 6.72% |
$7.32M - $8.08M
|
710K
$201M
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
SELL
|
- |
-52.4K- 2.78% |
$7.51M - $8.28M
|
1.83M
$519M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-52.8K- 14.24% |
$7.56M - $8.34M
|
318K
$90M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-54.5K- 21.73% |
$7.8M - $8.61M
|
196K
$55.6M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-54.7K- 21.75% |
$7.83M - $8.64M
|
197K
$55.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-54.9K- 7.69% |
$7.86M - $8.67M
|
658K
$186M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-55.4K- 2.62% |
$7.93M - $8.75M
|
2.06M
$584M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-56.4K- 3.32% |
$8.07M - $8.9M
|
1.64M
$465M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 60.0% |
$8.59M - $9.48M
|
40K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
SELL
|
- |
-60.2K- 22.38% |
$8.62M - $9.52M
|
209K
$59.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-62.5K- 3.27% |
$8.95M - $9.87M
|
1.85M
$524M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-63.5K- 19.87% |
$9.09M - $10M
|
256K
$72.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-64.2K- 23.76% |
$9.19M - $10.1M
|
206K
$58.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-65K- 1.2% |
$9.31M - $10.3M
|
5.35M
$1.51B
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-65.3K- 0.87% |
$9.36M - $10.3M
|
7.46M
$2.11B
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-65.9K- 1.61% |
$9.43M - $10.4M
|
4.03M
$1.14B
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-67.2K- 3.9% |
$9.63M - $10.6M
|
1.66M
$469M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67.5K- 8.05% |
$9.66M - $10.7M
|
771K
$218M
|
|
|
Nov 09, 2023
Q3 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-68.9K- 1.64% |
$9.87M - $10.9M
|
4.14M
$1.17B
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-70.6K- 16.99% |
$10.1M - $11.2M
|
345K
$97.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-72K- 85.98% |
$10.3M - $11.4M
|
11.7K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-74.7K- 3.83% |
$10.7M - $11.8M
|
1.88M
$532M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-77K- 28.43% |
$11M - $12.2M
|
194K
$54.9M
|