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 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
127+ 0.62% |
$18.2K - $20.1K
|
20.5K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
127+ 2.79% |
$18.2K - $20.1K
|
4.69K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
126+ 9.55% |
$18K - $19.9K
|
1.45K
$417K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
125+ 0.48% |
$17.9K - $19.8K
|
26.4K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
125+ 8.17% |
$17.9K - $19.8K
|
1.66K
$478K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
124+ 1.15% |
$17.8K - $19.6K
|
10.9K
$3.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
123+ 8.82% |
$17.6K - $19.4K
|
1.52K
$438K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
123+ 0.67% |
$17.6K - $19.4K
|
18.5K
$5.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
122+ 0.35% |
$17.5K - $19.3K
|
35.5K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
122+ 5.77% |
$17.5K - $19.3K
|
2.24K
$646K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
121+ 4.25% |
$17.3K - $19.1K
|
2.97K
$857K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
118+ 1.36% |
$16.9K - $18.6K
|
8.79K
$2.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
117+ 3.69% |
$16.8K - $18.5K
|
3.29K
$950K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
117+ 6.69% |
$16.8K - $18.5K
|
1.87K
$538K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
117+ 2.19% |
$16.8K - $18.5K
|
5.45K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
117+ 5.26% |
$16.8K - $18.5K
|
2.34K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
116+ 1.93% |
$16.6K - $18.3K
|
6.13K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
115+ 0.21% |
$16.5K - $18.2K
|
55.8K
$16.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
115+ 1.97% |
$16.5K - $18.2K
|
5.94K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
115+ 2.0% |
$16.5K - $18.2K
|
5.88K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
115+ 0.27% |
$16.5K - $18.2K
|
42.1K
$12.1M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
115+ 4.87% |
$16.5K - $18.2K
|
2.48K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
113+ 1.41% |
$16.2K - $17.9K
|
8.11K
$2.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112+ 3.64% |
$16K - $17.7K
|
3.19K
$920K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
112+ 1.44% |
$16K - $17.7K
|
7.87K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
111+ 0.24% |
$15.9K - $17.5K
|
46.7K
$13.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
110+ 0.25% |
$15.8K - $17.4K
|
44.8K
$12.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
110+ 0.43% |
$15.8K - $17.4K
|
25.6K
$7.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
110+ 0.87% |
$15.8K - $17.4K
|
12.8K
$3.7M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
110+ 0.55% |
$15.8K - $17.4K
|
20K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
109+ 1.32% |
$15.6K - $17.2K
|
8.37K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
109+ 1.42% |
$15.6K - $17.2K
|
7.8K
$2.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
108+ 1.14% |
$15.5K - $17.1K
|
9.6K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
108+ 5.24% |
$15.5K - $17.1K
|
2.17K
$626K
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
108+ 3.76% |
$15.5K - $17.1K
|
2.98K
$861K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
107+ 0.99% |
$15.3K - $16.9K
|
11K
$3.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
107+ 0.02% |
$15.3K - $16.9K
|
710K
$205M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
107+ 1.22% |
$15.3K - $16.9K
|
8.88K
$2.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
106+ 4.08% |
$15.2K - $16.7K
|
2.7K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
106+ 4.63% |
$15.2K - $16.7K
|
2.39K
$691K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
105+ 2.12% |
$15K - $16.6K
|
5.07K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.4% |
$15K - $16.6K
|
26.5K
$7.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
105+ 2.32% |
$15K - $16.6K
|
4.63K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
105+ 2.69% |
$15K - $16.6K
|
4.01K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
103+ 1.89% |
$14.8K - $16.3K
|
5.56K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 0.15% |
$14.3K - $15.8K
|
64.9K
$18.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
100+ 5.56% |
$14.3K - $15.8K
|
1.9K
$549K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
100+ 2.35% |
$14.3K - $15.8K
|
4.35K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
99+ 6.9% |
$14.2K - $15.6K
|
1.53K
$443K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
99+ 0.26% |
$14.2K - $15.6K
|
38.6K
$11.1M
|