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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
168+ 0.84% |
$24.1K - $26.5K
|
20.1K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
167+ 0.79% |
$23.9K - $26.4K
|
21.3K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167+ 0.71% |
$23.9K - $26.4K
|
23.7K
$6.84M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
166+ 3.0% |
$23.8K - $26.2K
|
5.7K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
165+ 5.42% |
$23.6K - $26.1K
|
3.21K
$926K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
165+ 1.53% |
$23.6K - $26.1K
|
10.9K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
164+ 0.6% |
$23.5K - $25.9K
|
27.4K
$7.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
161+ 7.24% |
$23.1K - $25.4K
|
2.39K
$689K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
160+ 4.47% |
$22.9K - $25.3K
|
3.74K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
160+ 16.75% |
$22.9K - $25.3K
|
1.12K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
160+ 1.36% |
$22.9K - $25.3K
|
11.9K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
158+ 6.94% |
$22.6K - $25K
|
2.44K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
157+ 0.5% |
$22.5K - $24.8K
|
31.3K
$9.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
157+ 1.42% |
$22.5K - $24.8K
|
11.2K
$3.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
157+ 2.66% |
$22.5K - $24.8K
|
6.06K
$1.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
155+ 12.39% |
$22.2K - $24.5K
|
1.41K
$406K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
155+ 1.04% |
$22.2K - $24.5K
|
15.1K
$4.36M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
154+ 1.82% |
$22.1K - $24.3K
|
8.61K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
154+ 3.57% |
$22.1K - $24.3K
|
4.47K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
153+ 2.28% |
$21.9K - $24.2K
|
6.85K
$1.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
153+ 1.68% |
$21.9K - $24.2K
|
9.25K
$2.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
153+ 4.73% |
$21.9K - $24.2K
|
3.39K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153+ 6.9% |
$21.9K - $24.2K
|
2.37K
$684K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
152+ 2.1% |
$21.8K - $24K
|
7.38K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
152+ 1.82% |
$21.8K - $24K
|
8.53K
$2.46M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
151+ 1.19% |
$21.6K - $23.9K
|
12.9K
$3.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
150+ 9.82% |
$21.5K - $23.7K
|
1.68K
$484K
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
150+ 4.05% |
$21.5K - $23.7K
|
3.86K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
150+ 0.63% |
$21.5K - $23.7K
|
23.9K
$6.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
150+ 2.8% |
$21.5K - $23.7K
|
5.5K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
145+ 1.83% |
$20.8K - $22.9K
|
8.06K
$2.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
144+ 0.04% |
$20.6K - $22.8K
|
401K
$116M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
143+ 1.14% |
$20.5K - $22.6K
|
12.6K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
143+ 0.38% |
$20.5K - $22.6K
|
37.4K
$10.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
142+ 1.48% |
$20.3K - $22.4K
|
9.74K
$2.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
140+ 3.82% |
$20K - $22.1K
|
3.8K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
139+ 1.24% |
$19.9K - $22K
|
11.4K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
139+ 0.24% |
$19.9K - $22K
|
57.9K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
137+ 1.87% |
$19.6K - $21.6K
|
7.48K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
137+ 0.58% |
$19.6K - $21.6K
|
23.6K
$6.82M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
136+ 9.85% |
$19.5K - $21.5K
|
1.52K
$438K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
134+ 0.62% |
$19.2K - $21.2K
|
21.8K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
134+ 2.01% |
$19.2K - $21.2K
|
6.81K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
133+ 0.44% |
$19K - $21K
|
30.1K
$8.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
130+ 5.0% |
$18.6K - $20.5K
|
2.73K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
130+ 25.9% |
$18.6K - $20.5K
|
632
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
129+ 2.19% |
$18.5K - $20.4K
|
6.01K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
128+ 0.49% |
$18.3K - $20.2K
|
26.2K
$7.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
127New |
$18.2K - $20.1K
|
127
$36.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
127+ 7.88% |
$18.2K - $20.1K
|
1.74K
$502K
|