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 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.67K- 30.37% |
$383K - $422K
|
6.13K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.68K- 17.74% |
$384K - $423K
|
12.4K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.7K- 8.9% |
$386K - $426K
|
27.6K
$7.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-2.71K- 2.86% |
$388K - $428K
|
91.9K
$23.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.72K- 17.41% |
$390K - $430K
|
12.9K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.73K- 49.73% |
$390K - $431K
|
2.76K
$714K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.73K- 3.89% |
$391K - $431K
|
67.5K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-2.73K- 6.68% |
$391K - $431K
|
38.1K
$9.88M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.78K- 11.92% |
$398K - $439K
|
20.6K
$5.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.79K- 9.81% |
$399K - $441K
|
25.6K
$6.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.83K- 2.89% |
$405K - $447K
|
94.9K
$24.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 16.76% |
$408K - $450K
|
14.1K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.85K- 6.16% |
$408K - $450K
|
43.4K
$11.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$709K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.87K- 1.26% |
$410K - $453K
|
225K
$58.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.9K- 2.42% |
$415K - $458K
|
117K
$30.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.91K- 3.76% |
$417K - $460K
|
74.5K
$19.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.92K- 24.07% |
$418K - $462K
|
9.22K
$2.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.93K- 22.3% |
$419K - $462K
|
10.2K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-2.96K- 5.86% |
$424K - $468K
|
47.5K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.97K- 2.78% |
$425K - $468K
|
104K
$26.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 3.48% |
$429K - $473K
|
83.1K
$21.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-3K- 21.91% |
$429K - $474K
|
10.7K
$2.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3K- 2.86% |
$430K - $475K
|
102K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-3.01K- 0.56% |
$432K - $476K
|
535K
$139M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.02K- 3.98% |
$433K - $478K
|
73K
$18.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-3.03K- 11.98% |
$433K - $478K
|
22.2K
$5.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.05K- 3.58% |
$437K - $482K
|
82.1K
$21.3M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.06K- 13.18% |
$438K - $483K
|
20.1K
$5.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.09K- 37.38% |
$442K - $488K
|
5.17K
$1.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-3.09K- 45.04% |
$442K - $488K
|
3.77K
$975K
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-3.11K- 2.95% |
$445K - $491K
|
102K
$26.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.12K- 7.02% |
$446K - $492K
|
41.3K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3.14K- 97.24% |
$449K - $495K
|
89
$23.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$5.4M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.14K- 39.79% |
$450K - $497K
|
4.76K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.15K- 4.82% |
$451K - $498K
|
62.2K
$16.1M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.15K- 3.08% |
$451K - $498K
|
99.1K
$25.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 18.26% |
$454K - $501K
|
14.2K
$3.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-3.18K- 7.19% |
$456K - $503K
|
41.1K
$10.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-3.19K- 29.67% |
$456K - $503K
|
7.55K
$1.96M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.2K- 1.83% |
$458K - $506K
|
172K
$44.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.2K- 2.29% |
$458K - $506K
|
137K
$35.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.2K- 52.4% |
$458K - $506K
|
2.91K
$753K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.22K- 22.42% |
$461K - $509K
|
11.1K
$2.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.23K- 24.31% |
$462K - $510K
|
10K
$2.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.23K- 25.6% |
$463K - $511K
|
9.4K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-3.28K- 9.73% |
$470K - $519K
|
30.5K
$7.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.32K- 0.69% |
$475K - $524K
|
479K
$124M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.32K- 9.4% |
$475K - $524K
|
32K
$8.28M
|