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 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
213+ 0.88% |
$30.5K - $33.7K
|
24.4K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
213+ 5.18% |
$30.5K - $33.7K
|
4.33K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
211+ 3.9% |
$30.2K - $33.3K
|
5.63K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
211+ 1.08% |
$30.2K - $33.3K
|
19.7K
$5.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
210+ 2.76% |
$30.1K - $33.2K
|
7.82K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
210+ 3.08% |
$30.1K - $33.2K
|
7.02K
$2.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
210+ 0.4% |
$30.1K - $33.2K
|
52.3K
$15.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
209+ 90.87% |
$29.9K - $33K
|
439
$127K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
208+ 1.01% |
$29.8K - $32.9K
|
20.7K
$5.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
206+ 5.13% |
$29.5K - $32.5K
|
4.22K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
205+ 1.78% |
$29.4K - $32.4K
|
11.7K
$3.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
204+ 0.1% |
$29.2K - $32.2K
|
201K
$57.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
203+ 0.62% |
$29.1K - $32.1K
|
32.8K
$9.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
203+ 0.48% |
$29.1K - $32.1K
|
42.8K
$12.4M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
202+ 10.24% |
$28.9K - $31.9K
|
2.17K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
202+ 8.6% |
$28.9K - $31.9K
|
2.55K
$736K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
201+ 2.64% |
$28.8K - $31.8K
|
7.82K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.96% |
$28.6K - $31.6K
|
21K
$6.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 2.72% |
$28.6K - $31.6K
|
7.56K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
200+ 0.81% |
$28.6K - $31.6K
|
25K
$7.22M
|
|
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
200+ 3.02% |
$28.6K - $31.6K
|
6.82K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
199+ 0.8% |
$28.5K - $31.4K
|
25.1K
$7.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
198+ 0.33% |
$28.4K - $31.3K
|
60.2K
$17.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
198+ 0.33% |
$28.4K - $31.3K
|
59.3K
$17.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
196+ 1.13% |
$28.1K - $31K
|
17.6K
$5.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
196+ 1.63% |
$28.1K - $31K
|
12.3K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
194+ 0.74% |
$27.8K - $30.7K
|
26.2K
$7.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
191+ 0.35% |
$27.4K - $30.2K
|
55.2K
$15.9M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
189+ 1.61% |
$27.1K - $29.9K
|
11.9K
$3.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
189+ 8.41% |
$27.1K - $29.9K
|
2.44K
$704K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
189+ 2.21% |
$27.1K - $29.9K
|
8.73K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
189+ 1.12% |
$27.1K - $29.9K
|
17K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
185+ 1.71% |
$26.5K - $29.2K
|
11K
$3.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
185+ 0.5% |
$26.5K - $29.2K
|
37.3K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
185+ 9.21% |
$26.5K - $29.2K
|
2.19K
$633K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
184+ 1.32% |
$26.4K - $29.1K
|
14.1K
$4.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
182+ 1.97% |
$26.1K - $28.8K
|
9.42K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
182+ 5.5% |
$26.1K - $28.8K
|
3.49K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
181+ 0.36% |
$25.9K - $28.6K
|
50.8K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 1.6% |
$25.8K - $28.4K
|
11.5K
$3.31M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
179+ 4.44% |
$25.6K - $28.3K
|
4.21K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
179+ 5.68% |
$25.6K - $28.3K
|
3.33K
$961K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
175+ 0.33% |
$25.1K - $27.7K
|
52.6K
$15.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
175+ 1.6% |
$25.1K - $27.7K
|
11.1K
$3.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
172+ 1.78% |
$24.6K - $27.2K
|
9.82K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
171+ 0.49% |
$24.5K - $27K
|
34.8K
$10M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
171+ 1.8% |
$24.5K - $27K
|
9.7K
$2.8M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
170+ 3.83% |
$24.3K - $26.9K
|
4.61K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
169+ 0.19% |
$24.2K - $26.7K
|
88.1K
$25.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
168+ 6.04% |
$24.1K - $26.5K
|
2.95K
$851K
|