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 11, 2023 Q3 2023
Cullinan Associates Inc

BUY
 -
793
+ 0.44%
$114K - $125K
179K $43.6M
Oct 20, 2023 Q3 2023
Signet Investment Advisory Group, Inc.

BUY
 -
792
+ 3.35%
$113K - $125K
24.4K $5.94M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
791
+ 5.0%
$113K - $125K
16.6K $4.04M
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
785
+ 4.5%
$112K - $124K
18.2K $4.44M
Oct 12, 2023 Q3 2023
Churchill Management Corp

BUY
 -
778
+ 2.61%
$111K - $123K
30.6K $7.45M
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
767
+ 1.91%
$110K - $121K
40.9K $9.95M
Nov 16, 2023 Q3 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
BUY
 -
760
+ 20.02%
$109K - $120K
4.56K $1.11M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
751
+ 29.42%
$108K - $119K
3.3K $803K
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
751
+ 10.07%
$108K - $119K
8.21K $2M
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
747
+ 1.86%
$107K - $118K
40.8K $9.93M
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
742
+ 13.44%
$106K - $117K
6.26K $1.52M
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
739
+ 4.42%
$106K - $117K
17.5K $4.24M
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
738
+ 7.34%
$106K - $117K
10.8K $2.62M
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
734
+ 2.98%
$105K - $116K
25.4K $6.17M
Nov 03, 2023 Q3 2023
Mitchell Capital Management CO

BUY
 -
730
+ 1.34%
$105K - $115K
55.1K $13.4M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
730
+ 0.69%
$105K - $115K
107K $26.1M
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
729
+ 7.19%
$104K - $115K
10.9K $2.64M
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
729
+ 8.63%
$104K - $115K
9.18K $2.23M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
728
+ 7.13%
$104K - $115K
10.9K $2.66M
Nov 07, 2023 Q3 2023
Pinnacle West Asset Management, Inc.

Casper, WY
BUY
 -
725
+ 5.11%
$104K - $115K
14.9K $3.63M
Oct 27, 2023 Q3 2023
Australian Super Pty LTD

BUY
 -
721
+ 5.19%
$103K - $114K
14.6K $3.55M
Oct 16, 2023 Q3 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
714
+ 2.01%
$102K - $113K
36.3K $8.83M
Nov 09, 2023 Q3 2023
Fi3 Financial Advisors, LLC

BUY
 -
713
+ 12.2%
$102K - $113K
6.56K $1.59M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
713
+ 1.03%
$102K - $113K
70.2K $17.1M
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
713
+ 0.27%
$102K - $113K
266K $64.7M
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
711
+ 53.66%
$102K - $112K
2.04K $495K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
704
+ 1.44%
$101K - $111K
49.6K $12M
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
700
+ 8.99%
$100K - $111K
8.49K $2.06M
Nov 14, 2023 Q3 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
700
+ 0.37%
$100K - $111K
190K $46.1M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
688
+ 14.7%
$98.5K - $109K
5.37K $1.31M
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
686
+ 0.93%
$98.2K - $108K
74.3K $18.1M
Oct 10, 2023 Q3 2023
Maple Capital Management, Inc.

BUY
 -
674
+ 0.36%
$96.5K - $106K
189K $46.1M
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
674
New
$96.5K - $106K
674 $164K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
671
+ 1.96%
$96.1K - $106K
35K $8.51M
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
667
+ 33.02%
$95.5K - $105K
2.69K $653K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
661
+ 0.23%
$94.7K - $104K
292K $70.9M
Nov 08, 2023 Q3 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
655
+ 5.91%
$93.8K - $103K
11.7K $2.86M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
654
+ 1.46%
$93.7K - $103K
45.5K $11.1M
Nov 06, 2023 Q3 2023
Lgt Fund Management CO Ltd.

BUY
 -
650
+ 6.34%
$93.1K - $103K
10.9K $2.65M
Oct 26, 2023 Q3 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
644
+ 0.84%
$92.2K - $102K
77.4K $18.8M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
640
+ 39.9%
$91.7K - $101K
2.24K $546K
Oct 18, 2023 Q3 2023
Papp L Roy & Associates

BUY
 -
635
+ 2.52%
$90.9K - $100K
25.8K $6.27M
Nov 09, 2023 Q3 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
632
+ 3.23%
$90.5K - $99.9K
20.2K $4.92M
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
632
+ 6.66%
$90.5K - $99.9K
10.1K $2.46M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
630
+ 1.48%
$90.2K - $99.5K
43.3K $10.5M
Nov 09, 2023 Q3 2023
Arjuna Capital

BUY
 -
628
+ 1.39%
$89.9K - $99.2K
45.7K $11.1M
Oct 11, 2023 Q3 2023
Steigerwald, Gordon & Koch Inc.

BUY
 -
627
+ 0.49%
$89.8K - $99.1K
129K $31.4M
Oct 20, 2023 Q3 2023
Future Financial Wealth Managment LLC

BUY
 -
627
+ 15.29%
$89.8K - $99.1K
4.73K $1.15M
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
BUY
 -
627
+ 4.84%
$89.8K - $99.1K
13.6K $3.3M

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