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
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
952
+ 2.38%
$136K - $150K
41K $9.97M
Oct 17, 2023 Q3 2023
Rempart Asset Management Inc.

Montreal, Z4
BUY
 -
950
+ 0.72%
$136K - $150K
133K $32.3M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
934
+ 12.25%
$134K - $148K
8.56K $2.08M
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
927
+ 1.03%
$133K - $146K
91.3K $22.2M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
925
+ 4.88%
$132K - $146K
19.9K $4.84M
Oct 12, 2023 Q3 2023
Compton Wealth Advisory Group, LLC

BUY
 -
915
+ 3.89%
$131K - $145K
24.4K $5.94M
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
906
+ 3.18%
$130K - $143K
29.4K $7.14M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
905
+ 11.56%
$130K - $143K
8.74K $2.12M
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
905
New
$130K - $143K
905 $220K
Nov 01, 2023 Q3 2023
Vanguard Capital Wealth Advisors

BUY
 -
900
+ 34.14%
$129K - $142K
3.54K $860K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
898
+ 2.15%
$129K - $142K
42.7K $10.4M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
894
+ 4.94%
$128K - $141K
19K $4.62M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
894
+ 76.15%
$128K - $141K
2.07K $503K
Nov 13, 2023 Q3 2023
Bowen Hanes & CO Inc

Atlanta, GA
BUY
 -
891
+ 2.41%
$128K - $141K
37.8K $9.2M
Nov 07, 2023 Q3 2023
Eagle Claw Capital Managment, LLC

Boston, MA
BUY
 -
880
+ 1.58%
$126K - $139K
56.6K $13.8M
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
880
+ 7.86%
$126K - $139K
12.1K $2.94M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
871
+ 1.83%
$125K - $138K
48.6K $11.8M
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
871
New
$125K - $138K
871 $212K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
868
New
$124K - $137K
868 $211K
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

BUY
 -
867
+ 3.3%
$124K - $137K
27.2K $6.6M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
865
+ 8.38%
$124K - $137K
11.2K $2.72M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
864
+ 7.68%
$124K - $137K
12.1K $2.95M
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

BUY
 -
860
+ 10.83%
$123K - $136K
8.8K $2.14M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
858
+ 35.25%
$123K - $136K
3.29K $801K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
856
+ 14.78%
$123K - $135K
6.65K $1.62M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
855
+ 27.31%
$122K - $135K
3.99K $969K
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
855
+ 2.16%
$122K - $135K
40.4K $9.82M
Nov 13, 2023 Q3 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
855
+ 8.86%
$122K - $135K
10.5K $2.55M
Dec 04, 2023 Q3 2023
Wt Wealth Management

BUY
 -
854
+ 7.35%
$122K - $135K
12.5K $3.03M
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
850
+ 2.71%
$122K - $134K
32.2K $7.84M
Nov 03, 2023 Q3 2023
Liberty One Investment Management, LLC

BUY
 -
848
+ 4.3%
$121K - $134K
20.6K $5.01M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
844
+ 2.69%
$121K - $133K
32.2K $7.83M
Nov 14, 2023 Q3 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
844
+ 15.99%
$121K - $133K
6.12K $1.49M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
843
+ 0.24%
$121K - $133K
353K $85.9M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
832
+ 3.85%
$119K - $131K
22.4K $5.46M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
829
+ 16.59%
$119K - $131K
5.83K $1.42M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
823
+ 8.26%
$118K - $130K
10.8K $2.62M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
823
+ 8.26%
$118K - $130K
10.8K $2.62M
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
820
+ 10.9%
$117K - $130K
8.35K $2.03M
Nov 02, 2023 Q3 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
819
+ 8.54%
$117K - $129K
10.4K $2.53M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
818
+ 1.36%
$117K - $129K
60.9K $14.8M
Oct 20, 2023 Q3 2023
Bill Few Associates, Inc.

BUY
 -
810
+ 2.47%
$116K - $128K
33.6K $8.17M
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
810
+ 83.51%
$116K - $128K
1.78K $433K
Nov 02, 2023 Q3 2023
Martin & CO Inc

Knoxville, TN
BUY
 -
806
+ 4.92%
$115K - $127K
17.2K $4.18M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
802
+ 0.46%
$115K - $127K
174K $42.2M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
801
+ 7.72%
$115K - $127K
11.2K $2.72M
Oct 19, 2023 Q3 2023
Benin Management Corp

BUY
 -
800
+ 4.76%
$115K - $126K
17.6K $4.28M
Oct 31, 2023 Q3 2023
Hedges Asset Management LLC

BUY
 -
800
+ 18.6%
$115K - $126K
5.1K $1.24M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
798
+ 2.55%
$114K - $126K
32.1K $7.8M

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