Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 07, 2023 Q3 2023
Auxano Advisors, LLC

BUY
 -
2.06K
+ 20.39%
$295K - $325K
12.1K $2.92M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
2.03K
New
$291K - $321K
2.03K $490K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
2.02K
+ 161.68%
$289K - $319K
3.27K $788K
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
2.01K
+ 27.5%
$288K - $317K
9.31K $2.24M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2K
+ 5.84%
$286K - $316K
36.2K $8.72M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
2K
New
$286K - $315K
2K $481K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.98K
+ 8.79%
$283K - $313K
24.5K $5.9M
Nov 14, 2023 Q3 2023
Edge Rock Capital LLC

BUY
 -
1.98K
New
$283K - $312K
1.98K $476K
Nov 14, 2023 Q3 2023
Patrick Mauro Investment Advisor, Inc.

Oak Brook, IL
BUY
 -
1.97K
New
$282K - $311K
1.97K $474K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.96K
+ 2.94%
$280K - $309K
68.4K $16.5M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
1.95K
+ 3.75%
$279K - $308K
53.9K $13M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
1.92K
+ 46.55%
$275K - $304K
6.05K $1.46M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
1.92K
+ 1.55%
$275K - $304K
126K $30.2M
Oct 31, 2023 Q3 2023
Cutter & CO Brokerage, Inc.

BUY
 -
1.92K
+ 54.29%
$275K - $303K
5.45K $1.31M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
1.92K
+ 1.76%
$274K - $303K
111K $26.7M
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
1.91K
+ 7.13%
$274K - $302K
28.8K $6.93M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.91K
+ 3.09%
$274K - $302K
63.8K $15.4M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.89K
+ 8.65%
$270K - $298K
23.7K $5.71M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
1.89K
New
$270K - $298K
1.89K $454K
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
1.88K
+ 29.0%
$270K - $298K
8.38K $2.02M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.88K
+ 6.96%
$269K - $296K
28.8K $6.94M
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
1.86K
+ 22.06%
$266K - $293K
10.3K $2.47M
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
1.86K
+ 2.69%
$266K - $293K
70.8K $17.1M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.85K
+ 5.06%
$264K - $292K
38.3K $9.23M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
1.84K
+ 6.1%
$263K - $290K
32K $7.7M
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
1.83K
New
$263K - $290K
1.83K $442K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.82K
+ 3.54%
$260K - $287K
53.2K $12.8M
Nov 06, 2023 Q3 2023
Assenagon Asset Management S.A.

BUY
 -
1.82K
+ 1.94%
$260K - $287K
95.5K $23M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.81K
+ 5.89%
$260K - $287K
32.6K $7.85M
Oct 18, 2023 Q3 2023
Iq Eq Fund Management (Ireland) LTD

BUY
 -
1.8K
+ 3.91%
$258K - $285K
47.9K $11.5M
Oct 20, 2023 Q3 2023
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
1.8K
+ 1.95%
$258K - $284K
94.1K $22.7M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
1.8K
+ 2.29%
$257K - $284K
80.1K $19.3M
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
1.79K
+ 0.45%
$256K - $283K
403K $97.1M
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
1.78K
New
$254K - $280K
1.78K $428K
Nov 13, 2023 Q3 2023
Ruffer LLP

BUY
 -
1.77K
+ 12.61%
$254K - $280K
15.8K $3.82M
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
1.77K
+ 5.04%
$254K - $280K
37K $8.9M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.75K
+ 1.32%
$250K - $276K
134K $32.3M
Oct 23, 2023 Q3 2023
Ledge Wealth Management, Inc.

BUY
 -
1.73K
+ 10.73%
$248K - $273K
17.9K $4.3M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
1.72K
+ 5.15%
$247K - $272K
35.2K $8.48M
Nov 15, 2023 Q3 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
1.72K
+ 4.97%
$247K - $272K
36.4K $8.77M
Oct 13, 2023 Q3 2023
Strategic Advisors LLC

BUY
 -
1.72K
+ 4.08%
$246K - $272K
43.9K $10.6M
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.71K
+ 1.68%
$245K - $270K
104K $25M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
1.71K
+ 18.27%
$244K - $270K
11.1K $2.66M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.71K
New
$244K - $270K
1.71K $411K
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
1.7K
+ 7.26%
$243K - $268K
25K $6.03M
Nov 14, 2023 Q3 2023
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
1.68K
New
$241K - $266K
1.68K $406K
Oct 20, 2023 Q3 2023
Ellsworth Advisors, LLC

BUY
 -
1.67K
+ 39.37%
$239K - $264K
5.91K $1.42M
Feb 22, 2024 Q3 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
1.67K
+ 52.26%
$239K - $264K
4.86K $1.17M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.66K
+ 4.24%
$238K - $263K
40.9K $9.85M

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