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 13, 2023 Q3 2023
Campbell Wealth Management

BUY
 -
161
+ 7.24%
$23.1K - $25.4K
2.39K $580K
Oct 20, 2023 Q3 2023
Arthur M. Cohen & Associates, LLC

BUY
 -
160
+ 4.47%
$22.9K - $25.3K
3.74K $909K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
160
+ 16.75%
$22.9K - $25.3K
1.12K $271K
Nov 14, 2023 Q3 2023
Kelly Lawrence W & Associates Inc

Pasadena, CA
BUY
 -
160
+ 1.36%
$22.9K - $25.3K
11.9K $2.9M
Nov 13, 2023 Q3 2023
Goepper Burkhardt LLC

BUY
 -
158
+ 6.94%
$22.6K - $25K
2.44K $592K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
157
+ 0.5%
$22.5K - $24.8K
31.3K $7.61M
Nov 14, 2023 Q3 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
157
+ 1.42%
$22.5K - $24.8K
11.2K $2.73M
Nov 15, 2023 Q3 2023
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
157
+ 2.66%
$22.5K - $24.8K
6.06K $1.47M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
155
+ 12.39%
$22.2K - $24.5K
1.41K $342K
Oct 24, 2023 Q3 2023
Tcwp LLC

Tampa, FL
BUY
 -
155
+ 1.04%
$22.2K - $24.5K
15.1K $3.67M
Oct 19, 2023 Q3 2023
Sunburst Financial Group, LLC

BUY
 -
154
+ 3.57%
$22.1K - $24.3K
4.47K $1.09M
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
153
+ 2.28%
$21.9K - $24.2K
6.85K $1.67M
Oct 16, 2023 Q3 2023
Bennett Selby Investments LP

BUY
 -
153
+ 1.68%
$21.9K - $24.2K
9.25K $2.25M
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
153
+ 4.73%
$21.9K - $24.2K
3.39K $823K
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
153
+ 6.9%
$21.9K - $24.2K
2.37K $576K
Oct 30, 2023 Q3 2023
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
152
+ 2.1%
$21.8K - $24K
7.38K $1.8M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
152
+ 1.82%
$21.8K - $24K
8.53K $2.07M
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
151
+ 1.19%
$21.6K - $23.9K
12.9K $3.12M
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

BUY
 -
150
+ 9.82%
$21.5K - $23.7K
1.68K $408K
Nov 09, 2023 Q3 2023
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
150
+ 4.05%
$21.5K - $23.7K
3.86K $938K
Nov 09, 2023 Q3 2023
Nichols & Pratt Advisers LLP

BUY
 -
150
+ 0.63%
$21.5K - $23.7K
23.9K $5.82M
Nov 09, 2023 Q3 2023
Wilkins Investment Counsel Inc

BUY
 -
150
+ 2.8%
$21.5K - $23.7K
5.5K $1.34M
Oct 25, 2023 Q3 2023
Eukles Asset Management

BUY
 -
145
+ 1.83%
$20.8K - $22.9K
8.06K $1.96M
Nov 06, 2023 Q3 2023
Guidance Point Advisors, LLC

BUY
 -
144
+ 0.04%
$20.6K - $22.8K
401K $97.4M
Nov 07, 2023 Q3 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
143
+ 1.14%
$20.5K - $22.6K
12.6K $3.07M
Nov 13, 2023 Q3 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
143
+ 0.38%
$20.5K - $22.6K
37.4K $9.1M
Oct 27, 2023 Q3 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
142
+ 1.48%
$20.3K - $22.4K
9.74K $2.37M
Oct 23, 2023 Q3 2023
Cavalier Investments, LLC

BUY
 -
140
+ 3.82%
$20K - $22.1K
3.8K $925K
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
139
+ 1.24%
$19.9K - $22K
11.4K $2.76M
Nov 09, 2023 Q3 2023
Mengis Capital Management, Inc.

BUY
 -
139
+ 0.24%
$19.9K - $22K
57.9K $14.1M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
137
+ 1.87%
$19.6K - $21.6K
7.48K $1.82M
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
137
+ 0.58%
$19.6K - $21.6K
23.6K $5.75M
Oct 05, 2023 Q3 2023
Life Pro Asset Management

BUY
 -
136
+ 9.85%
$19.5K - $21.5K
1.52K $369K
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
134
+ 0.62%
$19.2K - $21.2K
21.8K $5.29M
Nov 14, 2023 Q3 2023
Port Capital LLC

Chicago, IL
BUY
 -
134
+ 2.01%
$19.2K - $21.2K
6.81K $1.65M
Oct 31, 2023 Q3 2023
Covenant Asset Management, LLC

BUY
 -
133
+ 0.44%
$19K - $21K
30.1K $7.31M
Oct 10, 2023 Q3 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
130
+ 5.0%
$18.6K - $20.5K
2.73K $664K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
130
+ 25.9%
$18.6K - $20.5K
632 $154K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
129
+ 2.19%
$18.5K - $20.4K
6.01K $1.46M
Nov 07, 2023 Q3 2023
Klcm Advisors, Inc.

BUY
 -
128
+ 0.49%
$18.3K - $20.2K
26.2K $6.37M
Oct 31, 2023 Q3 2023
Tobam

BUY
 -
127
New
$18.2K - $20.1K
127 $30.9K
Nov 07, 2023 Q3 2023
Jackson Thornton Asset Management, LLC

BUY
 -
127
+ 7.88%
$18.2K - $20.1K
1.74K $423K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
127
+ 0.62%
$18.2K - $20.1K
20.5K $4.98M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
127
+ 2.79%
$18.2K - $20.1K
4.69K $1.14M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
126
+ 9.55%
$18K - $19.9K
1.45K $352K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
125
+ 0.48%
$17.9K - $19.8K
26.4K $6.43M
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
125
+ 8.17%
$17.9K - $19.8K
1.66K $402K
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
123
+ 8.82%
$17.6K - $19.4K
1.52K $369K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
123
+ 0.67%
$17.6K - $19.4K
18.5K $4.5M

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