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 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.04% |
$173K - $190K
|
25.1K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.19K+ 12.37% |
$171K - $189K
|
10.8K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.18K+ 1.57% |
$169K - $187K
|
76.7K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.17K+ 2.08% |
$167K - $185K
|
57.4K
$13.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.15K+ 106.51% |
$164K - $181K
|
2.22K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 0.38% |
$162K - $179K
|
300K
$72.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.13K+ 61.81% |
$162K - $178K
|
2.95K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
1.11K+ 1.19% |
$160K - $176K
|
95.1K
$22.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.11K+ 30.88% |
$159K - $175K
|
4.7K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.11K+ 1.78% |
$158K - $175K
|
63.1K
$15.2M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1.1K+ 1.94% |
$157K - $174K
|
57.7K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.1K+ 3.21% |
$157K - $173K
|
35.3K
$8.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$156K - $172K
|
1.09K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.09K+ 1.31% |
$155K - $171K
|
83.9K
$20.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.08K+ 5.4% |
$155K - $171K
|
21.2K
$5.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.08K+ 0.49% |
$154K - $170K
|
219K
$52.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.07K+ 2.33% |
$154K - $170K
|
47.1K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.07K+ 10.77% |
$153K - $169K
|
11K
$2.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.07K+ 0.99% |
$153K - $168K
|
109K
$26.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.06K+ 0.53% |
$152K - $167K
|
200K
$48.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.05K+ 8.52% |
$151K - $167K
|
13.4K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.05K+ 0.59% |
$151K - $166K
|
179K
$43.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
1.04K+ 6.83% |
$149K - $165K
|
16.3K
$3.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.04KNew |
$149K - $164K
|
1.04K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.03K+ 1.91% |
$147K - $163K
|
55K
$13.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.03K+ 19.65% |
$147K - $162K
|
6.26K
$1.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
BUY
|
- |
1.02K+ 12.19% |
$146K - $161K
|
9.41K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.02K+ 1.52% |
$146K - $161K
|
67.6K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.01K+ 64.25% |
$145K - $160K
|
2.58K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.01K+ 5.82% |
$144K - $159K
|
18.4K
$4.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.03% |
$144K - $159K
|
34.2K
$8.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.01K+ 1.71% |
$144K - $159K
|
59.9K
$14.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1K+ 7.48% |
$144K - $159K
|
14.4K
$3.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1K+ 42.74% |
$143K - $158K
|
3.34K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1K+ 13.75% |
$143K - $158K
|
8.28K
$1.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
996+ 16.74% |
$143K - $157K
|
6.95K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
993+ 3.9% |
$142K - $157K
|
26.5K
$6.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
992+ 9.18% |
$142K - $157K
|
11.8K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
991+ 52.68% |
$142K - $157K
|
2.87K
$692K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
983+ 7.05% |
$141K - $155K
|
14.9K
$3.59M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
979+ 1.96% |
$140K - $155K
|
50.8K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
977+ 0.88% |
$140K - $154K
|
112K
$27.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
976+ 5.55% |
$140K - $154K
|
18.6K
$4.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
974+ 5.67% |
$139K - $154K
|
18.1K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
974+ 1.91% |
$139K - $154K
|
52K
$12.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
970+ 4.59% |
$139K - $153K
|
22.1K
$5.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
968+ 6.62% |
$139K - $153K
|
15.6K
$3.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
965+ 0.88% |
$138K - $152K
|
111K
$26.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
965+ 8.16% |
$138K - $152K
|
12.8K
$3.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
960+ 2.26% |
$137K - $152K
|
43.4K
$10.4M
|