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
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.78M - $1.96M
|
12.4K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.4K+ 2.79% |
$1.78M - $1.96M
|
458K
$111M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
12.3K+ 3.32% |
$1.76M - $1.95M
|
383K
$93.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 1.96% |
$1.75M - $1.93M
|
636K
$155M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2K+ 83.56% |
$1.75M - $1.93M
|
26.8K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.2KNew |
$1.74M - $1.92M
|
12.2K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.2KNew |
$1.74M - $1.92M
|
12.2K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
12KNew |
$1.72M - $1.89M
|
12K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 2.6% |
$1.71M - $1.89M
|
471K
$114M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$1.71M - $1.89M
|
11.9K
$2.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8K+ 11.0% |
$1.68M - $1.86M
|
119K
$28.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.7K+ 4.12% |
$1.68M - $1.85M
|
296K
$72M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
11.7KNew |
$1.67M - $1.85M
|
11.7K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
11.5K+ 2.41% |
$1.64M - $1.81M
|
488K
$119M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
11.5K+ 6.18% |
$1.64M - $1.81M
|
197K
$47.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
11.4K+ 9.07% |
$1.64M - $1.8M
|
137K
$33.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.4KNew |
$1.63M - $1.8M
|
11.4K
$2.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
11.3K+ 5.84% |
$1.62M - $1.79M
|
206K
$50M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
11.3K+ 4.79% |
$1.62M - $1.79M
|
248K
$60.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
11.2K+ 48.66% |
$1.61M - $1.78M
|
34.4K
$8.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
11.2K+ 4.95% |
$1.6M - $1.77M
|
237K
$57.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11KNew |
$1.58M - $1.74M
|
11K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
10.9KNew |
$1.55M - $1.71M
|
10.9K
$2.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
10.7K+ 28.82% |
$1.54M - $1.7M
|
48K
$11.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10.7K+ 148.18% |
$1.53M - $1.69M
|
17.9K
$4.35M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10.7K+ 148.18% |
$1.53M - $1.69M
|
17.9K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.6K+ 11.71% |
$1.52M - $1.68M
|
101K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.6KNew |
$1.52M - $1.68M
|
10.6K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.6K+ 4.7% |
$1.51M - $1.67M
|
236K
$57.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10.5K+ 1.7% |
$1.5M - $1.66M
|
626K
$152M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
10.4K+ 70.74% |
$1.49M - $1.65M
|
25.2K
$6.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.3K+ 38.59% |
$1.48M - $1.63M
|
37.1K
$9.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
10.3K+ 31.42% |
$1.48M - $1.63M
|
43.1K
$10.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
10.1K+ 8.84% |
$1.45M - $1.6M
|
125K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.1K+ 3.13% |
$1.45M - $1.6M
|
333K
$80.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
10K+ 26.92% |
$1.44M - $1.59M
|
47.3K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10K+ 3.13% |
$1.44M - $1.58M
|
330K
$80.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
10K+ 4.91% |
$1.43M - $1.58M
|
214K
$52M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.99K+ 4.74% |
$1.43M - $1.58M
|
221K
$53.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.95K+ 29.19% |
$1.42M - $1.57M
|
44K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.83K+ 25.09% |
$1.41M - $1.55M
|
49K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.79K+ 8.45% |
$1.4M - $1.55M
|
126K
$30.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
9.78K+ 88.44% |
$1.4M - $1.55M
|
20.8K
$5.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
9.7KNew |
$1.39M - $1.53M
|
9.7K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.69K+ 45.49% |
$1.39M - $1.53M
|
31K
$7.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
9.66K+ 10.42% |
$1.38M - $1.53M
|
102K
$24.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
9.5KNew |
$1.36M - $1.5M
|
9.5K
$2.31M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
9.5K+ 6.66% |
$1.36M - $1.5M
|
152K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
9.38KNew |
$1.34M - $1.48M
|
9.38K
$2.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9.36K+ 256.4% |
$1.34M - $1.48M
|
13K
$3.16M
|