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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
974+ 5.67% |
$139K - $154K
|
18.1K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
974+ 1.91% |
$139K - $154K
|
52K
$16.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
970+ 4.59% |
$139K - $153K
|
22.1K
$6.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
968+ 6.62% |
$139K - $153K
|
15.6K
$4.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
965+ 0.88% |
$138K - $152K
|
111K
$34.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
965+ 8.16% |
$138K - $152K
|
12.8K
$3.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
960+ 2.26% |
$137K - $152K
|
43.4K
$13.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
952+ 2.38% |
$136K - $150K
|
41K
$12.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
950+ 0.72% |
$136K - $150K
|
133K
$41M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
934+ 12.25% |
$134K - $148K
|
8.56K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
927+ 1.03% |
$133K - $146K
|
91.3K
$28.2M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
925+ 4.88% |
$132K - $146K
|
19.9K
$6.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
915+ 3.89% |
$131K - $145K
|
24.4K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
906+ 3.18% |
$130K - $143K
|
29.4K
$9.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
905+ 11.56% |
$130K - $143K
|
8.74K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
905New |
$130K - $143K
|
905
$280K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
900+ 34.14% |
$129K - $142K
|
3.54K
$1.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
899+ 4.73% |
$129K - $142K
|
19.9K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
898+ 2.15% |
$129K - $142K
|
42.7K
$13.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
894+ 4.94% |
$128K - $141K
|
19K
$5.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
894+ 76.15% |
$128K - $141K
|
2.07K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
891+ 2.41% |
$128K - $141K
|
37.8K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
880+ 1.58% |
$126K - $139K
|
56.6K
$17.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
880+ 7.86% |
$126K - $139K
|
12.1K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
871+ 1.83% |
$125K - $138K
|
48.6K
$15M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
871New |
$125K - $138K
|
871
$269K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
868New |
$124K - $137K
|
868
$268K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
867+ 3.3% |
$124K - $137K
|
27.2K
$8.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
865+ 8.38% |
$124K - $137K
|
11.2K
$3.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
864+ 7.68% |
$124K - $137K
|
12.1K
$3.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
860+ 10.83% |
$123K - $136K
|
8.8K
$2.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
858+ 35.25% |
$123K - $136K
|
3.29K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
856+ 14.78% |
$123K - $135K
|
6.65K
$2.05M
|
|
|
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
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
855+ 2.16% |
$122K - $135K
|
40.4K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
855+ 8.86% |
$122K - $135K
|
10.5K
$3.24M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
854+ 7.35% |
$122K - $135K
|
12.5K
$3.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
850+ 2.71% |
$122K - $134K
|
32.2K
$9.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
848+ 4.3% |
$121K - $134K
|
20.6K
$6.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
844+ 2.69% |
$121K - $133K
|
32.2K
$9.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
844+ 15.99% |
$121K - $133K
|
6.12K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
843+ 0.24% |
$121K - $133K
|
353K
$109M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
832+ 3.85% |
$119K - $131K
|
22.4K
$6.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
829+ 16.59% |
$119K - $131K
|
5.83K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
823+ 8.26% |
$118K - $130K
|
10.8K
$3.33M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
823+ 8.26% |
$118K - $130K
|
10.8K
$3.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
820+ 10.9% |
$117K - $130K
|
8.35K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
819+ 8.54% |
$117K - $129K
|
10.4K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
818+ 1.36% |
$117K - $129K
|
60.9K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
810+ 2.47% |
$116K - $128K
|
33.6K
$10.4M
|