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 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
1.65K
+ 35.59%
$237K - $261K
6.3K $1.52M
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
1.65K
+ 0.84%
$237K - $261K
198K $47.6M
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
1.65K
+ 2.37%
$236K - $261K
71.3K $17.2M
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
1.65K
+ 44.38%
$236K - $260K
5.35K $1.29M
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
BUY
 -
1.64K
New
$235K - $259K
1.64K $395K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.64K
+ 28.87%
$235K - $259K
7.32K $1.76M
Nov 03, 2023 Q3 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
1.63K
+ 12.33%
$234K - $258K
14.9K $3.59M
Oct 31, 2023 Q3 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
1.62K
New
$232K - $255K
1.62K $389K
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
1.62K
New
$231K - $255K
1.62K $389K
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
1.6K
+ 15.13%
$230K - $253K
12.2K $2.94M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.59K
+ 3.98%
$228K - $251K
41.5K $10M
Nov 13, 2023 Q3 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
1.58K
+ 5.38%
$226K - $250K
30.9K $7.45M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
1.58K
+ 39.03%
$226K - $249K
5.62K $1.35M
Dec 06, 2023 Q3 2023
David R. Rahn & Associates Inc.

BUY
 -
1.58K
New
$226K - $249K
1.58K $380K
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
1.57K
+ 8.9%
$225K - $249K
19.2K $4.64M
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

BUY
 -
1.57K
+ 4.57%
$224K - $247K
35.8K $8.63M
Nov 02, 2023 Q3 2023
Convergence Investment Partners, LLC

BUY
 -
1.56K
+ 7.48%
$224K - $247K
22.5K $5.41M
Nov 29, 2023 Q3 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
1.56K
+ 35.57%
$224K - $247K
5.95K $1.43M
Nov 06, 2023 Q3 2023
Carroll Investors, Inc

BUY
 -
1.55K
New
$221K - $244K
1.55K $372K
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.55K
New
$221K - $244K
1.55K $372K
Oct 10, 2023 Q3 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
1.54K
New
$221K - $244K
1.54K $372K
Oct 16, 2023 Q3 2023
Howard Capital Management Group, LLC

BUY
 -
1.53K
+ 0.74%
$219K - $242K
209K $50.4M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.51K
+ 1.25%
$216K - $238K
122K $29.4M
Nov 13, 2023 Q3 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
1.51K
+ 49.18%
$216K - $238K
4.57K $1.1M
Oct 26, 2023 Q3 2023
Argyle Capital Management Inc.

BUY
 -
1.5K
+ 3.63%
$215K - $237K
42.8K $10.3M
Oct 09, 2024 Q3 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
1.5K
+ 26.37%
$215K - $237K
7.19K $1.73M
Nov 14, 2023 Q3 2023
Elevatus Welath Management

Victor, NY
BUY
 -
1.5K
New
$215K - $237K
1.5K $361K
Oct 26, 2023 Q3 2023
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
1.5K
+ 6.28%
$214K - $236K
25.3K $6.1M
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
1.49K
+ 2.54%
$214K - $236K
60.2K $14.5M
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
1.49K
+ 18.2%
$213K - $235K
9.64K $2.32M
Nov 07, 2023 Q3 2023
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
1.48K
New
$212K - $234K
1.48K $357K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.48K
+ 6.76%
$211K - $233K
23.3K $5.62M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
1.47K
+ 5.55%
$211K - $233K
28K $6.74M
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

BUY
 -
1.46K
+ 3.77%
$210K - $231K
40.3K $9.71M
Nov 13, 2023 Q3 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
1.46K
New
$209K - $230K
1.46K $351K
Oct 18, 2023 Q3 2023
Exchange Traded Concepts, LLC

BUY
 -
1.45K
+ 2.88%
$208K - $229K
51.9K $12.5M
Nov 09, 2023 Q3 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
1.45K
New
$208K - $229K
1.45K $349K
Nov 09, 2023 Q3 2023
Advanced Research Investment Solutions, LLC

BUY
 -
1.45K
New
$207K - $228K
1.45K $348K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.44K
+ 1.63%
$207K - $228K
89.8K $21.6M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
1.44K
+ 3.07%
$206K - $227K
48.3K $11.6M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.44K
+ 2.81%
$206K - $227K
52.4K $12.6M
Oct 20, 2023 Q3 2023
Oak Family Advisors, LLC

BUY
 -
1.43K
+ 9.35%
$205K - $226K
16.8K $4.04M
Nov 13, 2023 Q3 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
1.43K
New
$205K - $226K
1.43K $345K
Oct 18, 2023 Q3 2023
Hanlon Investment Management, Inc.

BUY
 -
1.42K
New
$204K - $225K
1.42K $342K
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
1.42K
New
$203K - $224K
1.42K $342K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
1.42K
New
$203K - $224K
1.42K $342K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.42K
+ 10.81%
$203K - $224K
14.5K $3.5M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
1.41K
+ 31.38%
$202K - $223K
5.92K $1.42M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
1.4K
New
$201K - $222K
1.4K $338K

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