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
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
323
+ 4.68%
$46.3K - $51K
7.22K $2.23M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
315
+ 2.9%
$45.1K - $49.8K
11.2K $3.45M
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
313
+ 0.7%
$44.8K - $49.5K
45K $13.9M
Oct 30, 2023 Q3 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
311
+ 4.62%
$44.5K - $49.1K
7.05K $2.18M
Nov 14, 2023 Q3 2023
Menard Financial Group LLC

Houston, TX
BUY
 -
311
+ 5.91%
$44.5K - $49.1K
5.58K $1.72M
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
310
+ 5.02%
$44.4K - $49K
6.48K $2M
Nov 09, 2023 Q3 2023
Cyrus J. Lawrence, LLC

BUY
 -
310
+ 0.53%
$44.4K - $49K
58.4K $18M
Nov 03, 2023 Q3 2023
Meridian Management CO

BUY
 -
309
+ 7.4%
$44.3K - $48.8K
4.49K $1.39M
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
308
+ 7.35%
$44.1K - $48.7K
4.5K $1.39M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
307
+ 4.89%
$44K - $48.5K
6.59K $2.03M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
305
+ 2.6%
$43.7K - $48.2K
12.1K $3.72M
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
303
+ 0.74%
$43.4K - $47.9K
41.5K $12.8M
Oct 18, 2023 Q3 2023
Liberty Capital Management, Inc.

BUY
 -
302
+ 1.19%
$43.2K - $47.7K
25.7K $7.93M
Oct 27, 2023 Q3 2023
Hudson Valley Investment Advisors Inc

BUY
 -
301
+ 0.35%
$43.1K - $47.6K
86.8K $26.8M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
301
+ 9.0%
$43.1K - $47.6K
3.65K $1.13M
Oct 24, 2023 Q3 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
300
+ 1.48%
$43K - $47.4K
20.6K $6.36M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
300
+ 5.12%
$43K - $47.4K
6.16K $1.9M
Nov 14, 2023 Q3 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
300
+ 3.9%
$43K - $47.4K
8K $2.47M
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
300
+ 5.74%
$43K - $47.4K
5.53K $1.71M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
299
+ 1.47%
$42.8K - $47.2K
20.7K $6.38M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
298
+ 6.98%
$42.7K - $47.1K
4.57K $1.41M
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
295
+ 1.67%
$42.2K - $46.6K
18K $5.55M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
295
+ 0.05%
$42.2K - $46.6K
565K $174M
Nov 14, 2023 Q3 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
295
+ 10.77%
$42.2K - $46.6K
3.03K $937K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
293
+ 1.22%
$42K - $46.3K
24.3K $7.51M
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

BUY
 -
292
+ 1.16%
$41.8K - $46.1K
25.5K $7.86M
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
291
+ 4.3%
$41.7K - $46K
7.07K $2.18M
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
290
+ 5.57%
$41.5K - $45.8K
5.5K $1.7M
Nov 06, 2023 Q3 2023
Cottage Street Advisors LLC

BUY
 -
289
+ 0.83%
$41.4K - $45.7K
35.1K $10.8M
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
288
+ 290.91%
$41.2K - $45.5K
387 $120K
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
284
+ 0.88%
$40.7K - $44.9K
32.4K $10M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
282
+ 0.33%
$40.4K - $44.6K
86.4K $26.7M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
279
+ 1.54%
$40K - $44.1K
18.3K $5.67M
Oct 25, 2023 Q3 2023
Smithbridge Asset Management Inc

BUY
 -
278
+ 0.55%
$39.8K - $43.9K
51.1K $15.8M
Oct 25, 2023 Q3 2023
Jacobsen Capital Management

BUY
 -
278
+ 7.99%
$39.8K - $43.9K
3.76K $1.16M
Nov 14, 2023 Q3 2023
Isthmus Partners, LLC

Madison, WI
BUY
 -
278
+ 10.04%
$39.8K - $43.9K
3.05K $942K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
277
New
$39.7K - $43.8K
277 $85.6K
Nov 14, 2023 Q3 2023
Altman Advisors, Inc.

Chicago, IL
BUY
 -
277
+ 1.89%
$39.7K - $43.8K
14.9K $4.61M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
276
+ 1.3%
$39.5K - $43.6K
21.5K $6.64M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
275
+ 0.65%
$39.4K - $43.5K
42.6K $13.2M
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
275
+ 3.37%
$39.4K - $43.5K
8.43K $2.6M
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
273
+ 7.99%
$39.1K - $43.1K
3.69K $1.14M
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
273
+ 12.31%
$39.1K - $43.1K
2.49K $769K
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
271
+ 1.3%
$38.8K - $42.8K
21.1K $6.53M
Nov 03, 2023 Q3 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
268
+ 1.5%
$38.4K - $42.3K
18.2K $5.62M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
267
+ 3.05%
$38.2K - $42.2K
9.03K $2.79M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
267
+ 10.69%
$38.2K - $42.2K
2.76K $854K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
266
+ 0.89%
$38.1K - $42K
30.1K $9.3M
Oct 25, 2023 Q3 2023
Invesco, LLC

Des Plaines, IL
BUY
 -
266
+ 2.19%
$38.1K - $42K
12.4K $3.84M

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