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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.28K+ 142.6% |
$756K - $834K
|
8.98K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.28K+ 36.59% |
$756K - $834K
|
19.7K
$4.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
5.21K+ 271.85% |
$746K - $823K
|
7.12K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.11K+ 9.27% |
$732K - $808K
|
60.3K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.07K+ 4.25% |
$727K - $802K
|
125K
$30.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.04K+ 0.62% |
$722K - $796K
|
819K
$199M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.04K+ 0.62% |
$722K - $796K
|
819K
$199M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
5.03K+ 10.07% |
$720K - $794K
|
54.9K
$13.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5K+ 54.61% |
$716K - $790K
|
14.2K
$3.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 31.25% |
$716K - $790K
|
21K
$5.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
4.96KNew |
$710K - $784K
|
4.96K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.91K+ 8.6% |
$703K - $775K
|
61.9K
$15.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.87K+ 26.96% |
$697K - $769K
|
22.9K
$5.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.83K+ 17.12% |
$691K - $763K
|
33K
$8.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
4.8K+ 5.03% |
$688K - $759K
|
100K
$24.4M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.74K+ 2.54% |
$679K - $750K
|
192K
$46.6M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.69K+ 10.2% |
$671K - $741K
|
50.6K
$12.3M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.69K+ 10.2% |
$671K - $741K
|
50.6K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.67KNew |
$668K - $737K
|
4.67K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.66K+ 14.65% |
$668K - $737K
|
36.5K
$8.88M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
4.54K+ 6.47% |
$650K - $717K
|
74.7K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.53K+ 63.79% |
$648K - $715K
|
11.6K
$2.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$643K - $710K
|
4.49K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.48K+ 171.36% |
$642K - $708K
|
7.1K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.47K+ 16.65% |
$640K - $706K
|
31.3K
$7.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.43K+ 1.18% |
$634K - $700K
|
380K
$92.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.38K+ 0.33% |
$627K - $692K
|
1.33M
$325M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.31KNew |
$618K - $682K
|
4.31K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 3.57% |
$613K - $676K
|
124K
$30.2M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 3.57% |
$613K - $676K
|
124K
$30.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.27K+ 4.12% |
$612K - $675K
|
108K
$26.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.26K+ 6.66% |
$610K - $673K
|
68.2K
$16.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
4.25K+ 8.67% |
$608K - $671K
|
53.3K
$13M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.23KNew |
$605K - $668K
|
4.23K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.21K+ 5.06% |
$603K - $665K
|
87.4K
$21.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.14K+ 37.26% |
$592K - $654K
|
15.2K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.13K+ 1.18% |
$592K - $653K
|
354K
$86M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.13K+ 10.04% |
$591K - $652K
|
45.2K
$11M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.12K+ 6.03% |
$589K - $650K
|
72.4K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.01K+ 19.9% |
$575K - $634K
|
24.2K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
4KNew |
$573K - $632K
|
4K
$973K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.98K+ 5.18% |
$569K - $628K
|
80.7K
$19.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
3.95K+ 2.17% |
$566K - $624K
|
186K
$45.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.94K+ 2.25% |
$564K - $622K
|
179K
$43.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.9K+ 3.99% |
$559K - $617K
|
102K
$24.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.9K+ 6.65% |
$559K - $617K
|
62.6K
$15.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3.9KNew |
$559K - $616K
|
3.9K
$949K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.89K+ 0.65% |
$557K - $614K
|
599K
$146M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.89K+ 1.93% |
$556K - $614K
|
205K
$49.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
3.88K+ 10.74% |
$556K - $613K
|
40K
$9.73M
|