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
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-14.3K- 16.13% |
$2.04M - $2.25M
|
74.2K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-14.3K- 43.18% |
$2.05M - $2.26M
|
18.8K
$4.98M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.3K- 8.29% |
$2.05M - $2.27M
|
159K
$41.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.3K- 3.27% |
$2.05M - $2.27M
|
425K
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14.4K- 1.31% |
$2.06M - $2.27M
|
1.08M
$287M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-14.4K- 0.83% |
$2.06M - $2.27M
|
1.71M
$453M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14.5K- 0.69% |
$2.08M - $2.29M
|
2.1M
$555M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-14.5K- 9.38% |
$2.08M - $2.29M
|
140K
$37.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.8K- 38.61% |
$2.12M - $2.33M
|
23.5K
$6.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.1K- 23.71% |
$2.16M - $2.39M
|
48.6K
$12.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$25.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$145K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.7K- 48.17% |
$2.25M - $2.48M
|
16.9K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-15.9K- 4.58% |
$2.27M - $2.51M
|
331K
$87.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-16.1K- 0.9% |
$2.31M - $2.54M
|
1.78M
$472M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-16.1K- 3.97% |
$2.31M - $2.55M
|
389K
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-16.2K- 8.35% |
$2.31M - $2.55M
|
177K
$46.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-16.6K- 31.79% |
$2.38M - $2.63M
|
35.7K
$9.45M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.8K- 4.46% |
$2.41M - $2.65M
|
360K
$95.2M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17K- 9.39% |
$2.44M - $2.69M
|
164K
$43.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-17.2K- 6.11% |
$2.46M - $2.71M
|
264K
$69.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-17.3K- 0.93% |
$2.47M - $2.73M
|
1.84M
$486M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-17.3K- 3.27% |
$2.48M - $2.74M
|
513K
$136M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-17.5K- 2.76% |
$2.51M - $2.77M
|
618K
$164M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-17.7K- 2.23% |
$2.54M - $2.8M
|
780K
$206M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-17.8K- 36.03% |
$2.55M - $2.81M
|
31.6K
$8.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-17.9K- 33.37% |
$2.57M - $2.83M
|
35.8K
$9.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-18K- 31.79% |
$2.58M - $2.84M
|
38.6K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-18.4K- 94.53% |
$2.64M - $2.91M
|
1.07K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-18.6K- 27.59% |
$2.66M - $2.94M
|
48.8K
$12.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 7.24% |
$2.7M - $2.97M
|
241K
$63.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 3.89% |
$2.71M - $2.99M
|
467K
$124M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-19K- 47.85% |
$2.72M - $3M
|
20.7K
$5.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-19K- 3.56% |
$2.73M - $3.01M
|
515K
$136M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19.2K- 0.84% |
$2.75M - $3.03M
|
2.26M
$599M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.3K- 23.1% |
$2.77M - $3.06M
|
64.4K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-19.4K- 24.54% |
$2.77M - $3.06M
|
59.5K
$15.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19.5K- 0.81% |
$2.8M - $3.09M
|
2.39M
$632M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-19.6K- 70.89% |
$2.81M - $3.1M
|
8.05K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-19.8K- 85.62% |
$2.83M - $3.12M
|
3.32K
$878K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-19.9K- 33.51% |
$2.84M - $3.14M
|
39.4K
$10.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20.3K- 4.28% |
$2.91M - $3.21M
|
455K
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.3K- 2.31% |
$2.91M - $3.21M
|
858K
$227M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-20.6K- 47.69% |
$2.96M - $3.26M
|
22.6K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.8K- 2.72% |
$2.98M - $3.29M
|
744K
$197M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-21K- 16.91% |
$3M - $3.31M
|
103K
$27.3M
|
|
|
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
$765M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-21.7K- 52.15% |
$3.11M - $3.43M
|
19.9K
$5.28M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-22.1K- 5.19% |
$3.17M - $3.49M
|
404K
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-22.2K- 23.78% |
$3.17M - $3.5M
|
71K
$18.8M
|