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 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
443+ 7.34% |
$63.4K - $70K
|
6.48K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
442+ 0.37% |
$63.3K - $69.8K
|
119K
$33.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
441+ 29.19% |
$63.2K - $69.7K
|
1.95K
$553K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
441+ 3.92% |
$63.2K - $69.7K
|
11.7K
$3.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
441+ 10.58% |
$63.2K - $69.7K
|
4.61K
$1.31M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
437+ 11.69% |
$62.6K - $69K
|
4.18K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
436+ 0.38% |
$62.4K - $68.9K
|
116K
$32.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
434+ 1.94% |
$62.2K - $68.6K
|
22.8K
$6.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
431+ 2.72% |
$61.7K - $68.1K
|
16.3K
$4.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
430+ 2.8% |
$61.6K - $67.9K
|
15.8K
$4.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
429+ 1.53% |
$61.4K - $67.8K
|
28.4K
$8.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
429+ 1.58% |
$61.4K - $67.8K
|
27.5K
$7.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
424+ 2.92% |
$60.7K - $67K
|
14.9K
$4.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
421+ 1.17% |
$60.3K - $66.5K
|
36.5K
$10.3M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
418+ 1.23% |
$59.9K - $66K
|
34.3K
$9.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
414+ 1.39% |
$59.3K - $65.4K
|
30.1K
$8.52M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
411+ 2.08% |
$58.9K - $64.9K
|
20.2K
$5.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
410+ 1.5% |
$58.7K - $64.8K
|
27.7K
$7.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
410+ 1.41% |
$58.7K - $64.8K
|
29.4K
$8.33M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
410+ 0.53% |
$58.7K - $64.8K
|
77.3K
$21.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
409+ 0.93% |
$58.6K - $64.6K
|
44.5K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
408+ 2.8% |
$58.4K - $64.5K
|
15K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
407+ 0.5% |
$58.3K - $64.3K
|
82.2K
$23.3M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
407+ 0.44% |
$58.3K - $64.3K
|
92.9K
$26.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
406+ 1.95% |
$58.1K - $64.1K
|
21.2K
$6.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
404+ 0.9% |
$57.9K - $63.8K
|
45.4K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
403+ 31.83% |
$57.7K - $63.7K
|
1.67K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
401+ 13.36% |
$57.4K - $63.4K
|
3.4K
$964K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
400New |
$57.3K - $63.2K
|
400
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
400+ 14.17% |
$57.3K - $63.2K
|
3.22K
$913K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
399+ 1.8% |
$57.1K - $63K
|
22.6K
$6.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
394+ 0.17% |
$56.4K - $62.3K
|
238K
$67.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
392+ 19.66% |
$56.1K - $61.9K
|
2.39K
$676K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
387+ 5.02% |
$55.4K - $61.1K
|
8.1K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
387+ 13.4% |
$55.4K - $61.1K
|
3.27K
$927K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
386+ 0.37% |
$55.3K - $61K
|
105K
$29.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
386+ 5.47% |
$55.3K - $61K
|
7.44K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
386+ 0.83% |
$55.3K - $61K
|
47K
$13.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
385+ 1.05% |
$55.1K - $60.8K
|
37K
$10.5M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
384+ 1.06% |
$55K - $60.7K
|
36.5K
$10.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
382+ 5.29% |
$54.7K - $60.4K
|
7.61K
$2.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
382+ 4.05% |
$54.7K - $60.4K
|
9.82K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
382+ 1.79% |
$54.7K - $60.4K
|
21.7K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
381+ 0.63% |
$54.6K - $60.2K
|
60.6K
$17.2M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
379+ 11.87% |
$54.3K - $59.9K
|
3.57K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
378+ 0.68% |
$54.1K - $59.7K
|
56.2K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
378+ 3.21% |
$54.1K - $59.7K
|
12.2K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
377+ 7.08% |
$54K - $59.6K
|
5.7K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
377+ 4.11% |
$54K - $59.6K
|
9.55K
$2.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
376+ 2.59% |
$53.8K - $59.4K
|
14.9K
$4.22M
|