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
Nov 13, 2023 Q3 2023
South Street Advisors LLC

New York, NY
BUY
 -
623
+ 6.61%
$89.2K - $98.4K
10K $2.44M
Nov 14, 2023 Q3 2023
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
622
+ 3.76%
$89.1K - $98.3K
17.2K $4.17M
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
619
+ 19.63%
$88.6K - $97.8K
3.77K $917K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
617
+ 1.49%
$88.4K - $97.5K
42.1K $10.2M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
617
+ 0.71%
$88.4K - $97.5K
87.6K $21.3M
Oct 19, 2023 Q3 2023
Heritage Financial Services, LLC

BUY
 -
615
+ 35.47%
$88.1K - $97.2K
2.35K $571K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
614
+ 4.24%
$87.9K - $97K
15.1K $3.67M
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
614
+ 1.79%
$87.9K - $97K
35K $8.5M
Oct 04, 2023 Q3 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
611
+ 2.04%
$87.5K - $96.5K
30.5K $7.43M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
611
+ 2.82%
$87.5K - $96.5K
22.3K $5.42M
Oct 13, 2023 Q3 2023
First Citizens Financial Corp

BUY
 -
609
+ 6.0%
$87.2K - $96.2K
10.8K $2.62M
Oct 05, 2023 Q3 2023
Allied Investment Advisors, LLC

BUY
 -
607
+ 0.83%
$86.9K - $95.9K
73.5K $17.9M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
607
+ 79.76%
$86.9K - $95.9K
1.37K $333K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
606
+ 0.45%
$86.8K - $95.7K
135K $32.9M
Oct 12, 2023 Q3 2023
Udine Wealth Management, Inc.

BUY
 -
602
+ 1.55%
$86.2K - $95.1K
39.5K $9.61M
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
601
+ 3.37%
$86.1K - $95K
18.4K $4.48M
Nov 08, 2023 Q3 2023
Holistic Financial Partners

BUY
 -
599
+ 4.25%
$85.8K - $94.6K
14.7K $3.57M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
599
+ 2.06%
$85.8K - $94.6K
29.6K $7.21M
Nov 06, 2023 Q3 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
596
+ 1.19%
$85.4K - $94.2K
50.8K $12.4M
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
596
+ 3.94%
$85.4K - $94.2K
15.7K $3.82M
Nov 09, 2023 Q3 2023
Waters Parkerson & Co., LLC

BUY
 -
590
+ 0.15%
$84.5K - $93.2K
389K $94.6M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
586
+ 0.41%
$83.9K - $92.6K
144K $35M
Oct 23, 2023 Q3 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
581
+ 13.46%
$83.2K - $91.8K
4.9K $1.19M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
580
+ 3.0%
$83.1K - $91.6K
19.9K $4.84M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
579
+ 4.7%
$82.9K - $91.5K
12.9K $3.13M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
578
+ 107.84%
$82.8K - $91.3K
1.11K $271K
Oct 17, 2023 Q3 2023
Brown Miller Wealth Management, LLC

BUY
 -
577
+ 1.33%
$82.6K - $91.2K
44.1K $10.7M
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
577
+ 3.96%
$82.6K - $91.2K
15.2K $3.69M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
574
+ 0.37%
$82.2K - $90.7K
156K $37.8M
Oct 31, 2023 Q3 2023
Asio Capital, LLC

BUY
 -
573
+ 7.07%
$82.1K - $90.5K
8.67K $2.11M
Nov 13, 2023 Q3 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
572
+ 1.89%
$81.9K - $90.4K
30.9K $7.51M
Oct 19, 2023 Q3 2023
Uncommon Cents Investing LLC

BUY
 -
570
+ 2.22%
$81.6K - $90.1K
26.3K $6.39M
Nov 02, 2023 Q3 2023
Forbes J M & CO LLP

BUY
 -
564
+ 0.5%
$80.8K - $89.1K
113K $27.4M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
561
+ 1.21%
$80.3K - $88.6K
46.9K $11.4M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
553
+ 2.12%
$79.2K - $87.4K
26.7K $6.48M
Oct 27, 2023 Q3 2023
Sycomore Asset Management

BUY
 -
553
+ 22.6%
$79.2K - $87.4K
3K $730K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
552
+ 2.47%
$79.1K - $87.2K
22.9K $5.56M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
552
+ 18.39%
$79.1K - $87.2K
3.55K $864K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
551
+ 5.04%
$78.9K - $87.1K
11.5K $2.79M
Nov 14, 2023 Q3 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
545
+ 7.79%
$78K - $86.1K
7.55K $1.83M
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
544
+ 1.2%
$77.9K - $86K
46K $11.2M
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
541
+ 1.65%
$77.5K - $85.5K
33.3K $8.09M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
536
+ 2.72%
$76.8K - $84.7K
20.3K $4.93M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
532
+ 6.32%
$76.2K - $84.1K
8.95K $2.18M
Oct 27, 2023 Q3 2023
Alley Investment Management Company, LLC

BUY
 -
530
+ 0.42%
$75.9K - $83.7K
127K $30.9M
Nov 09, 2023 Q3 2023
King Wealth

Saratoga Springs, NY
BUY
 -
530
+ 0.68%
$75.9K - $83.7K
78.6K $19.1M
Nov 14, 2023 Q3 2023
Unison Asset Management LLC

BUY
 -
528
+ 1.29%
$75.6K - $83.4K
41.5K $10.1M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
527
+ 1.78%
$75.5K - $83.3K
30.2K $7.34M
Oct 16, 2023 Q3 2023
Cardinal Capital Management

BUY
 -
526
+ 0.96%
$75.3K - $83.1K
55.1K $13.4M

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