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 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.87K+ 1.69% |
$554K - $612K
|
233K
$56.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
3.86K+ 2.58% |
$553K - $610K
|
154K
$37.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.86K+ 29.04% |
$552K - $609K
|
17.1K
$4.17M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.85K+ 32.43% |
$551K - $608K
|
15.7K
$3.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
3.84K+ 14.13% |
$550K - $607K
|
31K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.84K+ 25.83% |
$550K - $607K
|
18.7K
$4.55M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.84K+ 2.41% |
$549K - $606K
|
163K
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.82K+ 15.81% |
$547K - $603K
|
28K
$6.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.81KNew |
$545K - $602K
|
3.81K
$926K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
3.8K+ 100.0% |
$544K - $600K
|
7.6K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.74K+ 5.18% |
$536K - $591K
|
76K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 25.44% |
$529K - $584K
|
18.2K
$4.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 1.68% |
$525K - $579K
|
221K
$53.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.66K+ 14.47% |
$524K - $578K
|
28.9K
$7.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.55K+ 13.78% |
$508K - $560K
|
29.3K
$7.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.52K+ 2.04% |
$504K - $556K
|
176K
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 9.24% |
$504K - $556K
|
41.6K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.49K+ 40.75% |
$499K - $551K
|
12K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.48K+ 14.57% |
$498K - $549K
|
27.3K
$6.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.47K+ 10.15% |
$497K - $548K
|
37.7K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.46K+ 0.56% |
$496K - $547K
|
618K
$150M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.46KNew |
$495K - $546K
|
3.46K
$841K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.43KNew |
$491K - $542K
|
3.43K
$835K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.42KNew |
$490K - $541K
|
3.42K
$833K
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.4K+ 5.46% |
$487K - $538K
|
65.7K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.4K+ 20.1% |
$487K - $537K
|
20.3K
$4.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.4K+ 0.86% |
$486K - $536K
|
399K
$97.2M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.39K+ 23.45% |
$485K - $535K
|
17.8K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.37KNew |
$482K - $532K
|
3.37K
$819K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.35K+ 14.21% |
$479K - $529K
|
26.9K
$6.55M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.35K+ 5.15% |
$479K - $529K
|
68.4K
$16.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3.34K+ 16.7% |
$478K - $528K
|
23.4K
$5.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.33K+ 7.1% |
$476K - $526K
|
50.2K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
3.31K+ 3.08% |
$474K - $523K
|
111K
$27M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.31KNew |
$474K - $523K
|
3.31K
$805K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.3K+ 9.2% |
$473K - $522K
|
39.2K
$9.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.27K+ 2.52% |
$468K - $517K
|
133K
$32.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.26K+ 1.8% |
$467K - $515K
|
184K
$44.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.23K+ 28.55% |
$462K - $510K
|
14.5K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.23K+ 3.06% |
$462K - $510K
|
109K
$26.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.21K+ 1.35% |
$460K - $508K
|
242K
$58.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.16K+ 1.03% |
$453K - $499K
|
309K
$75.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3.16K+ 3.97% |
$452K - $499K
|
82.8K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
3.12K+ 9.85% |
$446K - $492K
|
34.7K
$8.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 5.5% |
$441K - $486K
|
59.1K
$14.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.07K+ 1.87% |
$440K - $485K
|
167K
$40.7M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.07KNew |
$440K - $485K
|
3.07K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.07K+ 189.38% |
$439K - $484K
|
4.69K
$1.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.07KNew |
$439K - $484K
|
3.07K
$746K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.06K+ 27.93% |
$438K - $483K
|
14K
$3.41M
|