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 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 0.15% |
$14.3K - $15.8K
|
64.9K
$20.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
100+ 5.56% |
$14.3K - $15.8K
|
1.9K
$592K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
100+ 2.35% |
$14.3K - $15.8K
|
4.35K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
99+ 6.9% |
$14.2K - $15.6K
|
1.53K
$478K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
99+ 0.26% |
$14.2K - $15.6K
|
38.6K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
98+ 3.81% |
$14K - $15.5K
|
2.67K
$832K
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
97+ 3.46% |
$13.9K - $15.3K
|
2.9K
$903K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
96+ 29.54% |
$13.7K - $15.2K
|
421
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
95+ 0.18% |
$13.6K - $15K
|
51.8K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
95+ 1.69% |
$13.6K - $15K
|
5.71K
$1.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
94+ 0.11% |
$13.5K - $14.9K
|
88.1K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
94+ 0.94% |
$13.5K - $14.9K
|
10.1K
$3.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
93+ 6.05% |
$13.3K - $14.7K
|
1.63K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
93+ 2.02% |
$13.3K - $14.7K
|
4.69K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
92+ 1.56% |
$13.2K - $14.5K
|
5.99K
$1.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
92+ 0.51% |
$13.2K - $14.5K
|
18K
$5.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
92+ 2.68% |
$13.2K - $14.5K
|
3.53K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
91+ 4.36% |
$13K - $14.4K
|
2.18K
$679K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
90+ 0.19% |
$12.9K - $14.2K
|
48.3K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
90+ 0.24% |
$12.9K - $14.2K
|
38.2K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
90+ 0.3% |
$12.9K - $14.2K
|
30.4K
$9.48M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
90+ 2.86% |
$12.9K - $14.2K
|
3.24K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
89+ 0.75% |
$12.7K - $14.1K
|
11.9K
$3.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
89+ 1.89% |
$12.7K - $14.1K
|
4.81K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
88+ 5.72% |
$12.6K - $13.9K
|
1.63K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
88+ 0.93% |
$12.6K - $13.9K
|
9.57K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
87+ 1.55% |
$12.5K - $13.7K
|
5.69K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
86+ 2.28% |
$12.3K - $13.6K
|
3.87K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
85+ 0.36% |
$12.2K - $13.4K
|
23.8K
$7.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
85+ 1.9% |
$12.2K - $13.4K
|
4.56K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
85+ 0.38% |
$12.2K - $13.4K
|
22.7K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
85+ 0.4% |
$12.2K - $13.4K
|
21.1K
$6.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
84+ 0.75% |
$12K - $13.3K
|
11.3K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
84+ 0.17% |
$12K - $13.3K
|
49.1K
$15.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
83+ 2.28% |
$11.9K - $13.1K
|
3.72K
$1.16M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
83+ 3.56% |
$11.9K - $13.1K
|
2.42K
$753K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
82+ 1.67% |
$11.7K - $13K
|
4.99K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
82+ 1.88% |
$11.7K - $13K
|
4.44K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
81+ 0.41% |
$11.6K - $12.8K
|
19.6K
$6.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
81+ 0.06% |
$11.6K - $12.8K
|
131K
$40.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
80+ 1.6% |
$11.5K - $12.6K
|
5.08K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
80+ 0.37% |
$11.5K - $12.6K
|
21.7K
$6.76M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
79+ 5.35% |
$11.3K - $12.5K
|
1.56K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
78+ 0.11% |
$11.2K - $12.3K
|
71K
$22.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
77+ 3.52% |
$11K - $12.2K
|
2.27K
$706K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
76+ 4.19% |
$10.9K - $12K
|
1.89K
$590K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
76+ 1.99% |
$10.9K - $12K
|
3.89K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
76+ 2.76% |
$10.9K - $12K
|
2.83K
$883K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
75+ 1.19% |
$10.7K - $11.9K
|
6.39K
$1.99M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
74+ 2.43% |
$10.6K - $11.7K
|
3.12K
$972K
|