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
Nov 06, 2023 Q3 2023
Private Wealth Partners, LLC

BUY
 -
261
+ 0.11%
$37.4K - $41.2K
237K $57.7M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
261
+ 4.74%
$37.4K - $41.2K
5.77K $1.4M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
261
+ 13.74%
$37.4K - $41.2K
2.16K $525K
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
260
+ 3.69%
$37.2K - $41.1K
7.3K $1.77M
Oct 18, 2023 Q3 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
259
+ 2.05%
$37.1K - $40.9K
12.9K $3.14M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
259
+ 1.24%
$37.1K - $40.9K
21.1K $5.12M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
257
+ 6.15%
$36.8K - $40.6K
4.43K $1.08M
Nov 14, 2023 Q3 2023
Berkeley Capital Partners, LLC

BUY
 -
256
+ 2.99%
$36.7K - $40.4K
8.83K $2.15M
Nov 13, 2023 Q3 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
255
+ 0.95%
$36.5K - $40.3K
27.2K $6.62M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
253
+ 1.05%
$36.2K - $40K
24.4K $5.93M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
251
+ 0.42%
$35.9K - $39.7K
60.2K $14.6M
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
250
+ 0.43%
$35.8K - $39.5K
58.7K $14.3M
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
250
+ 2.58%
$35.8K - $39.5K
9.95K $2.42M
Sep 05, 2024 Q3 2023
Granite Fo LLC

Bedford, NH
BUY
 -
250
+ 11.85%
$35.8K - $39.5K
2.36K $574K
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
247
+ 0.54%
$35.4K - $39K
46.3K $11.3M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
246
+ 14.34%
$35.2K - $38.9K
1.96K $477K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
246
+ 2.22%
$35.2K - $38.9K
11.3K $2.75M
Nov 06, 2023 Q3 2023
Wealthstream Advisors, Inc.

BUY
 -
246
+ 6.44%
$35.2K - $38.9K
4.06K $988K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
246
+ 4.23%
$35.2K - $38.9K
6.07K $1.47M
Oct 13, 2023 Q3 2023
Global Strategic Investment Solutions, LLC

BUY
 -
245
+ 13.56%
$35.1K - $38.7K
2.05K $499K
Nov 08, 2023 Q3 2023
Westchester Capital Management, Inc.

Omaha, NE
BUY
 -
245
+ 0.26%
$35.1K - $38.7K
94.6K $23M
Nov 08, 2023 Q3 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
245
+ 2.11%
$35.1K - $38.7K
11.8K $2.88M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
244
+ 0.59%
$34.9K - $38.6K
41.9K $10.2M
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
241
+ 2.15%
$34.5K - $38.1K
11.5K $2.78M
Nov 14, 2023 Q3 2023
Saber Capital Managment, LLC

Fuquay Varina, NC
BUY
 -
240
+ 0.75%
$34.4K - $37.9K
32.4K $7.87M
Oct 18, 2023 Q3 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
238
+ 5.3%
$34.1K - $37.6K
4.73K $1.15M
Nov 03, 2023 Q3 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
237
New
$33.9K - $37.4K
237 $57.6K
Nov 14, 2023 Q3 2023
S&T Bank

Indiana, PA
BUY
 -
237
+ 10.17%
$33.9K - $37.4K
2.57K $624K
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
236
+ 12.69%
$33.8K - $37.3K
2.1K $509K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
236
+ 2.29%
$33.8K - $37.3K
10.6K $2.57M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
235
+ 7833.33%
$33.7K - $37.1K
238 $57.9K
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
233
+ 1.34%
$33.4K - $36.8K
17.7K $4.29M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
232
+ 0.25%
$33.2K - $36.7K
91.3K $22.2M
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
229
+ 0.97%
$32.8K - $36.2K
23.8K $5.8M
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
228
+ 5.52%
$32.7K - $36K
4.36K $1.06M
Oct 27, 2023 Q3 2023
First National Bank Of Hutchinson

BUY
 -
227
+ 2.29%
$32.5K - $35.9K
10.1K $2.46M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
227
+ 0.36%
$32.5K - $35.9K
63.3K $15.4M
Nov 13, 2023 Q3 2023
Delta Investment Management, LLC

BUY
 -
226
+ 4.14%
$32.4K - $35.7K
5.68K $1.38M
Oct 19, 2023 Q3 2023
Riversedge Advisors, LLC

BUY
 -
225
+ 15.25%
$32.2K - $35.6K
1.7K $413K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
217
+ 4.1%
$31.1K - $34.3K
5.52K $1.34M
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
215
+ 1.88%
$30.8K - $34K
11.6K $2.83M
Nov 08, 2023 Q3 2023
Stiles Financial Services Inc

BUY
 -
215
+ 3.19%
$30.8K - $34K
6.96K $1.69M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
214
+ 14.28%
$30.6K - $33.8K
1.71K $416K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
213
+ 0.88%
$30.5K - $33.7K
24.4K $5.94M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
213
+ 5.18%
$30.5K - $33.7K
4.33K $1.05M
Nov 02, 2023 Q3 2023
Crumly & Associates Inc.

BUY
 -
211
+ 3.9%
$30.2K - $33.3K
5.63K $1.37M
Nov 06, 2023 Q3 2023
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
211
+ 1.08%
$30.2K - $33.3K
19.7K $4.79M
Oct 20, 2023 Q3 2023
Fulton Breakefield Broenniman LLC

BUY
 -
210
+ 2.76%
$30.1K - $33.2K
7.82K $1.9M
Oct 24, 2023 Q3 2023
Sippican Capital Advisors

BUY
 -
210
+ 3.08%
$30.1K - $33.2K
7.02K $1.71M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM