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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
526+ 0.96% |
$75.3K - $83.1K
|
55.1K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
523+ 70.58% |
$74.9K - $82.6K
|
1.26K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
522+ 3.97% |
$74.8K - $82.5K
|
13.7K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
522+ 3.26% |
$74.8K - $82.5K
|
16.6K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
520+ 0.64% |
$74.5K - $82.2K
|
82.2K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
520+ 1.82% |
$74.5K - $82.2K
|
29.1K
$7.09M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
517+ 0.16% |
$74K - $81.7K
|
323K
$78.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
513+ 4.47% |
$73.5K - $81.1K
|
12K
$2.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
511+ 23.32% |
$73.2K - $80.7K
|
2.7K
$657K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
507+ 2.0% |
$72.6K - $80.1K
|
25.8K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
507+ 2.72% |
$72.6K - $80.1K
|
19.1K
$4.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
506+ 25.72% |
$72.5K - $79.9K
|
2.47K
$601K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
505+ 1.86% |
$72.3K - $79.8K
|
27.6K
$6.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
505+ 8.67% |
$72.3K - $79.8K
|
6.33K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
504+ 2.13% |
$72.2K - $79.6K
|
24.2K
$5.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
502+ 1.03% |
$71.9K - $79.3K
|
49.3K
$12M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
501+ 5.02% |
$71.7K - $79.2K
|
10.5K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
501+ 33.11% |
$71.7K - $79.2K
|
2.01K
$490K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
496+ 3.61% |
$71K - $78.4K
|
14.2K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
494+ 3.11% |
$70.7K - $78.1K
|
16.4K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
494+ 3.28% |
$70.7K - $78.1K
|
15.5K
$3.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
491+ 1.58% |
$70.3K - $77.6K
|
31.7K
$7.7M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
491+ 1.66% |
$70.3K - $77.6K
|
30K
$7.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
489+ 9.23% |
$70K - $77.3K
|
5.79K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
489+ 1.13% |
$70K - $77.3K
|
43.7K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
489+ 9.66% |
$70K - $77.3K
|
5.55K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
488+ 4.2% |
$69.9K - $77.1K
|
12.1K
$2.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
485+ 2.63% |
$69.5K - $76.6K
|
18.9K
$4.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
483+ 1.39% |
$69.2K - $76.3K
|
35.2K
$8.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
482+ 13.87% |
$69K - $76.2K
|
3.96K
$962K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
481+ 2.82% |
$68.9K - $76K
|
17.5K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
480+ 3.71% |
$68.7K - $75.8K
|
13.4K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
479+ 4.48% |
$68.6K - $75.7K
|
11.2K
$2.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
478+ 3.52% |
$68.5K - $75.5K
|
14.1K
$3.42M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
478+ 3.52% |
$68.5K - $75.5K
|
14K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
473+ 2.17% |
$67.7K - $74.7K
|
22.3K
$5.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
470+ 1.12% |
$67.3K - $74.3K
|
42.4K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
469+ 9.53% |
$67.2K - $74.1K
|
5.39K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
467+ 4.62% |
$66.9K - $73.8K
|
10.6K
$2.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
466+ 0.66% |
$66.7K - $73.6K
|
71.5K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
460+ 2.27% |
$65.9K - $72.7K
|
20.7K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
445+ 1.54% |
$63.7K - $70.3K
|
29.3K
$7.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
444+ 7.84% |
$63.6K - $70.2K
|
6.1K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
443+ 28.23% |
$63.4K - $70K
|
2.01K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
443+ 7.34% |
$63.4K - $70K
|
6.48K
$1.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
442+ 0.37% |
$63.3K - $69.8K
|
119K
$29M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
441+ 29.19% |
$63.2K - $69.7K
|
1.95K
$475K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
441+ 3.92% |
$63.2K - $69.7K
|
11.7K
$2.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
441+ 10.58% |
$63.2K - $69.7K
|
4.61K
$1.12M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
437+ 11.69% |
$62.6K - $69K
|
4.18K
$1.02M
|