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
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
263
+ 2.67%
$37.7K - $41.6K
10.1K $2.92M
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

BUY
 -
263
+ 3.0%
$37.7K - $41.6K
9.04K $2.61M
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
263
+ 10.01%
$37.7K - $41.6K
2.89K $834K
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
262
+ 4.08%
$37.5K - $41.4K
6.68K $1.93M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
262
+ 7.22%
$37.5K - $41.4K
3.89K $1.12M
Nov 14, 2023 Q3 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
262
+ 5.0%
$37.5K - $41.4K
5.5K $1.59M
Nov 06, 2023 Q3 2023
Private Wealth Partners, LLC

BUY
 -
261
+ 0.11%
$37.4K - $41.2K
237K $68.6M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
261
+ 4.74%
$37.4K - $41.2K
5.77K $1.66M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
261
+ 13.74%
$37.4K - $41.2K
2.16K $624K
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
260
+ 3.69%
$37.2K - $41.1K
7.3K $2.11M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
259
+ 1.24%
$37.1K - $40.9K
21.1K $6.09M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
257
+ 6.15%
$36.8K - $40.6K
4.43K $1.28M
Nov 14, 2023 Q3 2023
Berkeley Capital Partners, LLC

BUY
 -
256
+ 2.99%
$36.7K - $40.4K
8.83K $2.55M
Nov 13, 2023 Q3 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
255
+ 0.95%
$36.5K - $40.3K
27.2K $7.86M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
253
+ 1.05%
$36.2K - $40K
24.4K $7.04M
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
252
+ 1.9%
$36.1K - $39.8K
13.5K $3.91M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
251
+ 0.42%
$35.9K - $39.7K
60.2K $17.4M
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
250
+ 0.43%
$35.8K - $39.5K
58.7K $17M
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
250
+ 2.58%
$35.8K - $39.5K
9.95K $2.87M
Sep 05, 2024 Q3 2023
Granite Fo LLC

Bedford, NH
BUY
 -
250
+ 11.85%
$35.8K - $39.5K
2.36K $681K
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
247
+ 0.54%
$35.4K - $39K
46.3K $13.4M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
246
+ 14.34%
$35.2K - $38.9K
1.96K $566K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
246
+ 2.22%
$35.2K - $38.9K
11.3K $3.26M
Nov 06, 2023 Q3 2023
Wealthstream Advisors, Inc.

BUY
 -
246
+ 6.44%
$35.2K - $38.9K
4.06K $1.17M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
246
+ 4.23%
$35.2K - $38.9K
6.07K $1.75M
Oct 13, 2023 Q3 2023
Global Strategic Investment Solutions, LLC

BUY
 -
245
+ 13.56%
$35.1K - $38.7K
2.05K $592K
Nov 08, 2023 Q3 2023
Westchester Capital Management, Inc.

Omaha, NE
BUY
 -
245
+ 0.26%
$35.1K - $38.7K
94.6K $27.3M
Nov 08, 2023 Q3 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
245
+ 2.11%
$35.1K - $38.7K
11.8K $3.42M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
244
+ 0.59%
$34.9K - $38.6K
41.9K $12.1M
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
241
+ 2.15%
$34.5K - $38.1K
11.5K $3.31M
Nov 14, 2023 Q3 2023
Saber Capital Managment, LLC

Fuquay Varina, NC
BUY
 -
240
+ 0.75%
$34.4K - $37.9K
32.4K $9.35M
Oct 18, 2023 Q3 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
238
+ 5.3%
$34.1K - $37.6K
4.73K $1.37M
Nov 03, 2023 Q3 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
237
New
$33.9K - $37.4K
237 $68.4K
Nov 14, 2023 Q3 2023
S&T Bank

Indiana, PA
BUY
 -
237
+ 10.17%
$33.9K - $37.4K
2.57K $741K
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
236
+ 12.69%
$33.8K - $37.3K
2.1K $605K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
236
+ 2.29%
$33.8K - $37.3K
10.6K $3.05M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
235
+ 7833.33%
$33.7K - $37.1K
238 $68.7K
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
233
+ 1.34%
$33.4K - $36.8K
17.7K $5.1M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
232
+ 0.25%
$33.2K - $36.7K
91.3K $26.3M
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
229
+ 0.97%
$32.8K - $36.2K
23.8K $6.88M
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
228
+ 5.52%
$32.7K - $36K
4.36K $1.26M
Oct 27, 2023 Q3 2023
First National Bank Of Hutchinson

BUY
 -
227
+ 2.29%
$32.5K - $35.9K
10.1K $2.92M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
227
+ 0.36%
$32.5K - $35.9K
63.3K $18.3M
Nov 13, 2023 Q3 2023
Delta Investment Management, LLC

BUY
 -
226
+ 4.14%
$32.4K - $35.7K
5.68K $1.64M
Oct 19, 2023 Q3 2023
Riversedge Advisors, LLC

BUY
 -
225
+ 15.25%
$32.2K - $35.6K
1.7K $491K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
217
+ 4.1%
$31.1K - $34.3K
5.52K $1.59M
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
215
+ 1.88%
$30.8K - $34K
11.6K $3.36M
Nov 08, 2023 Q3 2023
Stiles Financial Services Inc

BUY
 -
215
+ 3.19%
$30.8K - $34K
6.96K $2.01M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
214
+ 14.28%
$30.6K - $33.8K
1.71K $495K

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