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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
436+ 0.38% |
$62.4K - $68.9K
|
116K
$28.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
434+ 1.94% |
$62.2K - $68.6K
|
22.8K
$5.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
431+ 2.72% |
$61.7K - $68.1K
|
16.3K
$3.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
430+ 2.8% |
$61.6K - $67.9K
|
15.8K
$3.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
429+ 1.53% |
$61.4K - $67.8K
|
28.4K
$6.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
429+ 1.58% |
$61.4K - $67.8K
|
27.5K
$6.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
424+ 2.92% |
$60.7K - $67K
|
14.9K
$3.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
421+ 1.17% |
$60.3K - $66.5K
|
36.5K
$8.88M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
418+ 1.23% |
$59.9K - $66K
|
34.3K
$8.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
414+ 1.39% |
$59.3K - $65.4K
|
30.1K
$7.32M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
411+ 2.08% |
$58.9K - $64.9K
|
20.2K
$4.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
410+ 1.5% |
$58.7K - $64.8K
|
27.7K
$6.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
410+ 1.41% |
$58.7K - $64.8K
|
29.4K
$7.15M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
410+ 0.53% |
$58.7K - $64.8K
|
77.3K
$18.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
409+ 0.93% |
$58.6K - $64.6K
|
44.5K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
408+ 2.8% |
$58.4K - $64.5K
|
15K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
407+ 0.5% |
$58.3K - $64.3K
|
82.2K
$20M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
407+ 0.44% |
$58.3K - $64.3K
|
92.9K
$22.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
406+ 1.95% |
$58.1K - $64.1K
|
21.2K
$5.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
404+ 0.9% |
$57.9K - $63.8K
|
45.4K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
403+ 31.83% |
$57.7K - $63.7K
|
1.67K
$406K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
401+ 13.36% |
$57.4K - $63.4K
|
3.4K
$827K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
400New |
$57.3K - $63.2K
|
400
$97.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
400+ 14.17% |
$57.3K - $63.2K
|
3.22K
$784K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
399+ 1.8% |
$57.1K - $63K
|
22.6K
$5.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
394+ 0.17% |
$56.4K - $62.3K
|
238K
$57.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
392+ 19.66% |
$56.1K - $61.9K
|
2.39K
$580K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
387+ 5.02% |
$55.4K - $61.1K
|
8.1K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
387+ 13.4% |
$55.4K - $61.1K
|
3.27K
$796K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
386+ 0.37% |
$55.3K - $61K
|
105K
$25.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
386+ 5.47% |
$55.3K - $61K
|
7.44K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
386+ 0.83% |
$55.3K - $61K
|
47K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
385+ 1.05% |
$55.1K - $60.8K
|
37K
$8.99M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
384+ 1.06% |
$55K - $60.7K
|
36.5K
$8.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
382+ 5.29% |
$54.7K - $60.4K
|
7.61K
$1.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
382+ 4.05% |
$54.7K - $60.4K
|
9.82K
$2.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
382+ 1.79% |
$54.7K - $60.4K
|
21.7K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
381+ 0.63% |
$54.6K - $60.2K
|
60.6K
$14.7M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
379+ 11.87% |
$54.3K - $59.9K
|
3.57K
$868K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
378+ 0.68% |
$54.1K - $59.7K
|
56.2K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
378+ 3.21% |
$54.1K - $59.7K
|
12.2K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
377+ 7.08% |
$54K - $59.6K
|
5.7K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
377+ 4.11% |
$54K - $59.6K
|
9.55K
$2.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
376+ 2.59% |
$53.8K - $59.4K
|
14.9K
$3.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
373+ 17.13% |
$53.4K - $58.9K
|
2.55K
$620K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
373+ 2.79% |
$53.4K - $58.9K
|
13.7K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
369+ 1.21% |
$52.8K - $58.3K
|
30.9K
$7.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
369+ 1.67% |
$52.8K - $58.3K
|
22.5K
$5.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
368+ 213.95% |
$52.7K - $58.1K
|
540
$131K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
367+ 10.76% |
$52.6K - $58K
|
3.78K
$919K
|