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 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.66K- 3.74% |
$811K - $895K
|
146K
$37.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.67K- 0.46% |
$813K - $896K
|
1.22M
$315M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.69K- 8.34% |
$815K - $899K
|
62.6K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 11.32% |
$822K - $907K
|
45K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-5.76K- 14.57% |
$825K - $911K
|
33.8K
$8.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5.86K- 9.4% |
$840K - $926K
|
56.5K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-5.87K- 20.71% |
$841K - $928K
|
22.5K
$5.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 21.65% |
$845K - $932K
|
21.3K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.93K- 1.63% |
$849K - $936K
|
358K
$92.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 19.3% |
$855K - $943K
|
25K
$6.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-6K- 6.45% |
$859K - $948K
|
87K
$22.5M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.03K- 2.89% |
$864K - $953K
|
203K
$52.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-6.09K- 8.21% |
$872K - $962K
|
68K
$17.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.15K- 5.76% |
$881K - $972K
|
101K
$26.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.16K- 18.21% |
$882K - $973K
|
27.7K
$7.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-6.16K- 5.15% |
$882K - $973K
|
113K
$29.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.18K- 5.4% |
$885K - $977K
|
108K
$28.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.18K- 3.95% |
$885K - $977K
|
150K
$39M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6.2K- 37.58% |
$888K - $980K
|
10.3K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-6.21K- 0.49% |
$889K - $981K
|
1.26M
$327M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.25K- 3.25% |
$895K - $988K
|
186K
$48.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.33K- 16.51% |
$906K - $1M
|
32K
$8.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.36K- 5.04% |
$911K - $1.01M
|
120K
$31M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.5K- 15.49% |
$931K - $1.03M
|
35.5K
$9.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.56K- 1.96% |
$939K - $1.04M
|
327K
$84.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.57K- 7.67% |
$941K - $1.04M
|
79.1K
$20.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.61K- 70.03% |
$946K - $1.04M
|
2.83K
$733K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.62K- 2.64% |
$949K - $1.05M
|
245K
$63.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.63K- 32.56% |
$949K - $1.05M
|
13.7K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-6.63K- 18.41% |
$950K - $1.05M
|
29.4K
$7.62M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.66K- 3.71% |
$953K - $1.05M
|
173K
$44.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-6.67K- 10.97% |
$955K - $1.05M
|
54.1K
$14M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.73K- 2.86% |
$964K - $1.06M
|
228K
$59.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6.78K- 21.0% |
$971K - $1.07M
|
25.5K
$6.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.78K- 3.28% |
$972K - $1.07M
|
200K
$51.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.81K- 1.88% |
$975K - $1.08M
|
356K
$92.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-6.82K- 34.45% |
$976K - $1.08M
|
13K
$3.36M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-6.9K- 0.86% |
$988K - $1.09M
|
797K
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.96K- 33.72% |
$997K - $1.1M
|
13.7K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
SELL
|
- |
-6.99K- 19.41% |
$1M - $1.1M
|
29K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.01K- 4.23% |
$1M - $1.11M
|
159K
$41.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.07K- 0.69% |
$1.01M - $1.12M
|
1.01M
$263M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.09K- 3.44% |
$1.02M - $1.12M
|
199K
$51.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7.09K- 52.31% |
$1.02M - $1.12M
|
6.47K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7.11K- 5.59% |
$1.02M - $1.12M
|
120K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.16K- 19.32% |
$1.03M - $1.13M
|
29.9K
$7.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7.18K- 65.59% |
$1.03M - $1.13M
|
3.77K
$975K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.21K- 7.86% |
$1.03M - $1.14M
|
84.5K
$21.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.36K- 13.87% |
$1.05M - $1.16M
|
45.7K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-7.36K- 11.66% |
$1.05M - $1.16M
|
55.7K
$14.4M
|