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 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.42K+ 7.1% |
$347K - $383K
|
36.5K
$8.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.42K+ 2.37% |
$347K - $382K
|
105K
$25.4M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.41K+ 10.69% |
$345K - $381K
|
25K
$6.07M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.41K+ 37.67% |
$345K - $380K
|
8.8K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.4K+ 18.35% |
$344K - $380K
|
15.5K
$3.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.4K+ 157.89% |
$344K - $379K
|
3.92K
$954K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.4K+ 4.16% |
$343K - $379K
|
60K
$14.6M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.38K+ 27.35% |
$341K - $377K
|
11.1K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.38K+ 6.26% |
$341K - $377K
|
40.5K
$9.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.38K+ 22.14% |
$340K - $375K
|
13.1K
$3.19M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.37KNew |
$340K - $375K
|
2.37K
$578K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 8.5% |
$340K - $375K
|
30.3K
$7.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.35K+ 7.13% |
$336K - $371K
|
35.3K
$8.59M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.35K+ 2.51% |
$336K - $371K
|
95.8K
$23.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
2.35K+ 6.65% |
$336K - $371K
|
37.6K
$9.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.34KNew |
$335K - $370K
|
2.34K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.34K+ 0.33% |
$335K - $369K
|
720K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.32K+ 16.99% |
$332K - $367K
|
16K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.32K+ 5.46% |
$332K - $366K
|
44.8K
$10.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.31K+ 62.28% |
$331K - $365K
|
6.03K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.31K+ 5.37% |
$331K - $365K
|
45.3K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.31K+ 2.03% |
$331K - $365K
|
116K
$28.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.3K+ 34.21% |
$329K - $363K
|
9.02K
$2.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.29K+ 6.91% |
$328K - $362K
|
35.5K
$8.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.28K+ 6.21% |
$326K - $360K
|
38.9K
$9.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.27K+ 0.61% |
$325K - $359K
|
373K
$90.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.26K+ 2.27% |
$323K - $356K
|
102K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2.25K+ 41.42% |
$322K - $355K
|
7.68K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 3.27% |
$322K - $355K
|
70.9K
$17.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
2.22K+ 4.75% |
$318K - $351K
|
49K
$11.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.22K+ 2.86% |
$318K - $351K
|
79.9K
$19.4M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.22K+ 34.24% |
$317K - $350K
|
8.69K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.21KNew |
$316K - $348K
|
2.21K
$536K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
2.2K+ 10.3% |
$315K - $348K
|
23.6K
$5.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.19K+ 9.04% |
$313K - $346K
|
26.4K
$6.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.19K+ 8.8% |
$313K - $346K
|
27K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.18K+ 13.71% |
$312K - $344K
|
18.1K
$4.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.17K+ 8.22% |
$311K - $343K
|
28.6K
$6.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.15K+ 22.04% |
$308K - $340K
|
11.9K
$2.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.14KNew |
$307K - $339K
|
2.14K
$522K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.13K+ 3.22% |
$305K - $336K
|
68.1K
$16.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.12KNew |
$303K - $335K
|
2.12K
$516K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
2.11K+ 38.87% |
$302K - $333K
|
7.54K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.1K+ 1.38% |
$301K - $332K
|
154K
$37.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
2.1K+ 3.48% |
$301K - $332K
|
62.4K
$15.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.1KNew |
$301K - $332K
|
2.1K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.09K+ 2.44% |
$300K - $331K
|
87.9K
$21.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 12.17% |
$297K - $328K
|
19.1K
$4.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.07K+ 0.98% |
$297K - $328K
|
214K
$52.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.06K+ 49.33% |
$295K - $326K
|
6.24K
$1.52M
|