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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.4K+ 3.66% |
$201K - $222K
|
39.7K
$9.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.4KNew |
$201K - $222K
|
1.4K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.4KNew |
$200K - $221K
|
1.4K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1.39K+ 3.5% |
$199K - $220K
|
41.1K
$9.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.38KNew |
$198K - $218K
|
1.38K
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.38KNew |
$197K - $218K
|
1.38K
$332K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.38K+ 0.79% |
$197K - $218K
|
176K
$42.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.37K+ 7.63% |
$196K - $217K
|
19.4K
$4.66M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.37K+ 0.58% |
$196K - $216K
|
237K
$57.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.37K+ 1.95% |
$196K - $216K
|
71.7K
$17.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.37K+ 6.65% |
$196K - $216K
|
21.9K
$5.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.37K+ 5.4% |
$196K - $216K
|
26.7K
$6.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.36K+ 6.73% |
$195K - $215K
|
21.6K
$5.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.36K+ 8.6% |
$195K - $215K
|
17.2K
$4.14M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 80.11% |
$194K - $214K
|
3.04K
$733K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 82.68% |
$193K - $213K
|
2.97K
$716K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.35K+ 4.84% |
$193K - $213K
|
29.1K
$7.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.34K+ 13.63% |
$192K - $212K
|
11.2K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.34K+ 3.94% |
$192K - $212K
|
35.3K
$8.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 13.86% |
$191K - $210K
|
10.9K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.32K+ 1.41% |
$188K - $208K
|
94.6K
$22.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.31K+ 5.35% |
$188K - $208K
|
25.9K
$6.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.3K+ 4.07% |
$187K - $206K
|
33.3K
$8.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.3K+ 3.2% |
$186K - $206K
|
42K
$10.1M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.3K+ 3.2% |
$186K - $206K
|
42K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.3K+ 12.54% |
$186K - $205K
|
11.6K
$2.81M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.29K+ 10.73% |
$185K - $204K
|
13.3K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.29K+ 12.8% |
$185K - $204K
|
11.4K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.28K+ 2.62% |
$183K - $202K
|
50K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.28K+ 2.91% |
$183K - $201K
|
45.1K
$10.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.27K+ 14.52% |
$182K - $201K
|
10K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.27K+ 13.59% |
$182K - $201K
|
10.6K
$2.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.27K+ 6.0% |
$182K - $201K
|
22.5K
$5.41M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.27K+ 6.46% |
$182K - $201K
|
20.9K
$5.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.26K+ 1.03% |
$181K - $199K
|
124K
$29.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 4.7% |
$180K - $199K
|
28.1K
$6.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.26K+ 12.84% |
$180K - $199K
|
11.1K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.26K+ 5.17% |
$180K - $198K
|
25.6K
$6.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.25K+ 1.05% |
$179K - $197K
|
120K
$29M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.24K+ 32.61% |
$178K - $196K
|
5.06K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.24K+ 2.49% |
$178K - $196K
|
51.2K
$12.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24K+ 22.32% |
$177K - $195K
|
6.78K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
1.23K+ 0.66% |
$176K - $194K
|
186K
$44.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.23K+ 40.1% |
$176K - $194K
|
4.28K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 2.56% |
$175K - $193K
|
49K
$11.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.22K+ 0.81% |
$175K - $193K
|
153K
$36.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 6.93% |
$175K - $193K
|
18.9K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 2.29% |
$174K - $192K
|
54.4K
$13.1M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 6.55% |
$173K - $191K
|
19.7K
$4.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 5.3% |
$173K - $191K
|
24K
$5.77M
|