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 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
171+ 0.49% |
$24.5K - $27K
|
34.8K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
171+ 1.8% |
$24.5K - $27K
|
9.7K
$3.02M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
170+ 3.83% |
$24.3K - $26.9K
|
4.61K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
169+ 0.19% |
$24.2K - $26.7K
|
88.1K
$27.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
168+ 6.04% |
$24.1K - $26.5K
|
2.95K
$919K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
168+ 0.84% |
$24.1K - $26.5K
|
20.1K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
167+ 0.79% |
$23.9K - $26.4K
|
21.3K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167+ 0.71% |
$23.9K - $26.4K
|
23.7K
$7.39M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
166+ 3.0% |
$23.8K - $26.2K
|
5.7K
$1.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
165+ 5.42% |
$23.6K - $26.1K
|
3.21K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
165+ 1.53% |
$23.6K - $26.1K
|
10.9K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
164+ 0.6% |
$23.5K - $25.9K
|
27.4K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
161+ 7.24% |
$23.1K - $25.4K
|
2.39K
$744K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
160+ 4.47% |
$22.9K - $25.3K
|
3.74K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
160+ 16.75% |
$22.9K - $25.3K
|
1.12K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
160+ 1.36% |
$22.9K - $25.3K
|
11.9K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
158+ 6.94% |
$22.6K - $25K
|
2.44K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
157+ 0.5% |
$22.5K - $24.8K
|
31.3K
$9.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
157+ 1.42% |
$22.5K - $24.8K
|
11.2K
$3.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
157+ 2.66% |
$22.5K - $24.8K
|
6.06K
$1.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
155+ 12.39% |
$22.2K - $24.5K
|
1.41K
$438K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
155+ 1.04% |
$22.2K - $24.5K
|
15.1K
$4.71M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
154+ 1.82% |
$22.1K - $24.3K
|
8.61K
$2.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
154+ 3.57% |
$22.1K - $24.3K
|
4.47K
$1.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
153+ 2.28% |
$21.9K - $24.2K
|
6.85K
$2.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
153+ 1.68% |
$21.9K - $24.2K
|
9.25K
$2.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
153+ 4.73% |
$21.9K - $24.2K
|
3.39K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153+ 6.9% |
$21.9K - $24.2K
|
2.37K
$739K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
152+ 2.1% |
$21.8K - $24K
|
7.38K
$2.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
152+ 1.82% |
$21.8K - $24K
|
8.53K
$2.66M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
151+ 1.19% |
$21.6K - $23.9K
|
12.9K
$4.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
150+ 9.82% |
$21.5K - $23.7K
|
1.68K
$523K
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
150+ 4.05% |
$21.5K - $23.7K
|
3.86K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
150+ 0.63% |
$21.5K - $23.7K
|
23.9K
$7.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
150+ 2.8% |
$21.5K - $23.7K
|
5.5K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
145+ 1.83% |
$20.8K - $22.9K
|
8.06K
$2.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
144+ 0.04% |
$20.6K - $22.8K
|
401K
$125M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
143+ 1.14% |
$20.5K - $22.6K
|
12.6K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
143+ 0.38% |
$20.5K - $22.6K
|
37.4K
$11.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
142+ 1.48% |
$20.3K - $22.4K
|
9.74K
$3.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
140+ 3.82% |
$20K - $22.1K
|
3.8K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
139+ 1.24% |
$19.9K - $22K
|
11.4K
$3.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
139+ 0.24% |
$19.9K - $22K
|
57.9K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
137+ 1.87% |
$19.6K - $21.6K
|
7.48K
$2.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
137+ 0.58% |
$19.6K - $21.6K
|
23.6K
$7.37M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
136+ 9.85% |
$19.5K - $21.5K
|
1.52K
$473K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
134+ 0.62% |
$19.2K - $21.2K
|
21.8K
$6.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
134+ 2.01% |
$19.2K - $21.2K
|
6.81K
$2.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
133+ 0.44% |
$19K - $21K
|
30.1K
$9.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
130+ 5.0% |
$18.6K - $20.5K
|
2.73K
$851K
|