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 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
367+ 3.84% |
$52.6K - $58K
|
9.92K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
367+ 13.0% |
$52.6K - $58K
|
3.19K
$776K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
364+ 0.41% |
$52.1K - $57.5K
|
89.8K
$21.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
364+ 1.17% |
$52.1K - $57.5K
|
31.4K
$7.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
362+ 0.26% |
$51.8K - $57.2K
|
138K
$33.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
361+ 2.4% |
$51.7K - $57K
|
15.4K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
361+ 2.27% |
$51.7K - $57K
|
16.3K
$3.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
359+ 27.66% |
$51.4K - $56.7K
|
1.66K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
358+ 15.85% |
$51.3K - $56.6K
|
2.62K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
354+ 0.24% |
$50.7K - $55.9K
|
147K
$35.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
353+ 3.31% |
$50.6K - $55.8K
|
11K
$2.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
352+ 1.52% |
$50.4K - $55.6K
|
23.5K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
349+ 1.21% |
$50K - $55.1K
|
29.2K
$7.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
347+ 2.06% |
$49.7K - $54.8K
|
17.2K
$4.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
345+ 2.43% |
$49.4K - $54.5K
|
14.5K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
345+ 7.49% |
$49.4K - $54.5K
|
4.95K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
344+ 3.76% |
$49.3K - $54.4K
|
9.5K
$2.31M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
343+ 0.56% |
$49.1K - $54.2K
|
62.1K
$15.1M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
342+ 15.75% |
$49K - $54K
|
2.51K
$611K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
341+ 18.1% |
$48.8K - $53.9K
|
2.23K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
341+ 9.46% |
$48.8K - $53.9K
|
3.94K
$959K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
341+ 9.46% |
$48.8K - $53.9K
|
3.94K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
340+ 3.36% |
$48.7K - $53.7K
|
10.5K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
338+ 4.25% |
$48.4K - $53.4K
|
8.28K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
337+ 0.37% |
$48.3K - $53.2K
|
91.1K
$22.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
337+ 4.57% |
$48.3K - $53.2K
|
7.71K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
335+ 23.1% |
$48K - $52.9K
|
1.79K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
335+ 2.59% |
$48K - $52.9K
|
13.3K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
335+ 1.67% |
$48K - $52.9K
|
20.4K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
334+ 9.21% |
$47.8K - $52.8K
|
3.96K
$963K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
332+ 1.74% |
$47.5K - $52.5K
|
19.4K
$4.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
331+ 2.71% |
$47.4K - $52.3K
|
12.5K
$3.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
331+ 4.75% |
$47.4K - $52.3K
|
7.3K
$1.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
331+ 4.62% |
$47.4K - $52.3K
|
7.49K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
331+ 3.07% |
$47.4K - $52.3K
|
11.1K
$2.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
329+ 5.05% |
$47.1K - $52K
|
6.84K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
328+ 3.81% |
$47K - $51.8K
|
8.94K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
326+ 0.64% |
$46.7K - $51.5K
|
51.6K
$12.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
325+ 0.64% |
$46.5K - $51.4K
|
50.8K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
325+ 18.14% |
$46.5K - $51.4K
|
2.12K
$515K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
323+ 4.68% |
$46.3K - $51K
|
7.22K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
315+ 2.9% |
$45.1K - $49.8K
|
11.2K
$2.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
313+ 0.7% |
$44.8K - $49.5K
|
45K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
311+ 4.62% |
$44.5K - $49.1K
|
7.05K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
311+ 5.91% |
$44.5K - $49.1K
|
5.58K
$1.36M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
310+ 5.02% |
$44.4K - $49K
|
6.48K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
310+ 0.53% |
$44.4K - $49K
|
58.4K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
309+ 7.4% |
$44.3K - $48.8K
|
4.49K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
308+ 7.35% |
$44.1K - $48.7K
|
4.5K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
307+ 4.89% |
$44K - $48.5K
|
6.59K
$1.6M
|