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 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.04K+ 1.23% |
$436K - $481K
|
251K
$61.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
3KNew |
$430K - $474K
|
3K
$730K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.99K+ 5.19% |
$428K - $472K
|
60.5K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.97K+ 103.27% |
$425K - $469K
|
5.84K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.96K+ 5.18% |
$424K - $468K
|
60.1K
$14.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 40.43% |
$417K - $460K
|
10.1K
$2.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.88K+ 6.87% |
$413K - $456K
|
44.8K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.88K+ 10.83% |
$412K - $455K
|
29.5K
$7.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.84K+ 9.28% |
$406K - $448K
|
33.4K
$8.13M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.83K+ 36.17% |
$406K - $447K
|
10.7K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.83KNew |
$405K - $447K
|
2.83K
$688K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.8K+ 14.83% |
$400K - $442K
|
21.6K
$5.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
2.79K+ 4.93% |
$399K - $441K
|
59.3K
$14.4M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
2.78K+ 28.36% |
$398K - $439K
|
12.6K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
2.77K+ 20.49% |
$396K - $437K
|
16.3K
$3.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.77K+ 2.08% |
$396K - $437K
|
136K
$33M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.75K+ 2.37% |
$394K - $435K
|
119K
$28.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.75K+ 16.58% |
$394K - $435K
|
19.3K
$4.7M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.75K+ 0.82% |
$394K - $435K
|
338K
$82.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
2.71K+ 2.64% |
$388K - $428K
|
105K
$25.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.69K+ 15.45% |
$385K - $425K
|
20.1K
$4.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.69KNew |
$385K - $424K
|
2.69K
$653K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.69KNew |
$385K - $424K
|
2.69K
$653K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.68K+ 1.21% |
$383K - $423K
|
224K
$54.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.68K+ 10.97% |
$383K - $423K
|
27.1K
$6.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.67K+ 36.14% |
$383K - $422K
|
10.1K
$2.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.64KNew |
$378K - $417K
|
2.64K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.64K+ 8.21% |
$378K - $417K
|
34.8K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.61KNew |
$374K - $413K
|
2.61K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.61K+ 1.7% |
$374K - $413K
|
156K
$38M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.61KNew |
$374K - $412K
|
2.61K
$635K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.61K+ 0.34% |
$373K - $412K
|
765K
$186M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 1.58% |
$368K - $406K
|
165K
$40.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.57K+ 3.27% |
$368K - $406K
|
81.1K
$19.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.56K+ 88.73% |
$366K - $404K
|
5.44K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.53KNew |
$363K - $400K
|
2.53K
$616K
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.52K+ 164.47% |
$361K - $399K
|
4.06K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.51K+ 7.36% |
$360K - $397K
|
36.6K
$8.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.51K+ 61.56% |
$359K - $396K
|
6.59K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.49K+ 1.18% |
$356K - $393K
|
213K
$51.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
BUY
|
- |
2.49K+ 10.79% |
$356K - $393K
|
25.5K
$6.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
2.48K+ 64.07% |
$355K - $392K
|
6.36K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.48K+ 12.05% |
$355K - $392K
|
23.1K
$5.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.46K+ 11.35% |
$352K - $389K
|
24.1K
$5.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.46K+ 14.49% |
$352K - $388K
|
19.4K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.45K+ 3.25% |
$351K - $387K
|
77.8K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
2.44K+ 2.42% |
$350K - $386K
|
103K
$25.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
2.44K+ 9.82% |
$349K - $386K
|
27.3K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.43K+ 2.6% |
$348K - $384K
|
95.8K
$23.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.43K+ 1.18% |
$348K - $384K
|
209K
$50.8M
|