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
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
632+ 3.23% |
$90.5K - $99.9K
|
20.2K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
632+ 6.66% |
$90.5K - $99.9K
|
10.1K
$3.13M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
630+ 1.48% |
$90.2K - $99.5K
|
43.3K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
628+ 1.39% |
$89.9K - $99.2K
|
45.7K
$14.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
627+ 0.49% |
$89.8K - $99.1K
|
129K
$39.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
627+ 15.29% |
$89.8K - $99.1K
|
4.73K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
627+ 4.84% |
$89.8K - $99.1K
|
13.6K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
623+ 6.61% |
$89.2K - $98.4K
|
10K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
622+ 3.76% |
$89.1K - $98.3K
|
17.2K
$5.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
619+ 19.63% |
$88.6K - $97.8K
|
3.77K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
617+ 1.49% |
$88.4K - $97.5K
|
42.1K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
617+ 0.71% |
$88.4K - $97.5K
|
87.6K
$27.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
615+ 35.47% |
$88.1K - $97.2K
|
2.35K
$726K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
614+ 4.24% |
$87.9K - $97K
|
15.1K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
614+ 1.79% |
$87.9K - $97K
|
35K
$10.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
611+ 2.04% |
$87.5K - $96.5K
|
30.5K
$9.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
611+ 2.82% |
$87.5K - $96.5K
|
22.3K
$6.88M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
610+ 2.85% |
$87.4K - $96.4K
|
22K
$6.8M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
609+ 6.0% |
$87.2K - $96.2K
|
10.8K
$3.32M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
607+ 0.83% |
$86.9K - $95.9K
|
73.5K
$22.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
607+ 79.76% |
$86.9K - $95.9K
|
1.37K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
606+ 0.45% |
$86.8K - $95.7K
|
135K
$41.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
602+ 1.55% |
$86.2K - $95.1K
|
39.5K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
601+ 3.37% |
$86.1K - $95K
|
18.4K
$5.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
599+ 4.25% |
$85.8K - $94.6K
|
14.7K
$4.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
599+ 2.06% |
$85.8K - $94.6K
|
29.6K
$9.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
596+ 1.19% |
$85.4K - $94.2K
|
50.8K
$15.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
596+ 3.94% |
$85.4K - $94.2K
|
15.7K
$4.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
590+ 0.15% |
$84.5K - $93.2K
|
389K
$120M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
586+ 0.41% |
$83.9K - $92.6K
|
144K
$44.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
581+ 13.46% |
$83.2K - $91.8K
|
4.9K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
580+ 3.0% |
$83.1K - $91.6K
|
19.9K
$6.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
579+ 4.7% |
$82.9K - $91.5K
|
12.9K
$3.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
578+ 107.84% |
$82.8K - $91.3K
|
1.11K
$344K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
577+ 1.33% |
$82.6K - $91.2K
|
44.1K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
577+ 3.96% |
$82.6K - $91.2K
|
15.2K
$4.68M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
577+ 1.33% |
$82.6K - $91.2K
|
44.1K
$13.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
574+ 0.37% |
$82.2K - $90.7K
|
156K
$48M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
573+ 7.07% |
$82.1K - $90.5K
|
8.67K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
572+ 1.89% |
$81.9K - $90.4K
|
30.9K
$9.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
570+ 2.22% |
$81.6K - $90.1K
|
26.3K
$8.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
564+ 0.5% |
$80.8K - $89.1K
|
113K
$34.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
561+ 1.21% |
$80.3K - $88.6K
|
46.9K
$14.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
553+ 2.12% |
$79.2K - $87.4K
|
26.7K
$8.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
BUY
|
- |
553+ 22.6% |
$79.2K - $87.4K
|
3K
$927K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
552+ 2.47% |
$79.1K - $87.2K
|
22.9K
$7.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
552+ 18.39% |
$79.1K - $87.2K
|
3.55K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
551+ 5.04% |
$78.9K - $87.1K
|
11.5K
$3.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
545+ 7.79% |
$78K - $86.1K
|
7.55K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
544+ 1.2% |
$77.9K - $86K
|
46K
$14.2M
|