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 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
92+ 1.56% |
$13.2K - $14.5K
|
5.99K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
92+ 0.51% |
$13.2K - $14.5K
|
18K
$4.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
92+ 2.68% |
$13.2K - $14.5K
|
3.53K
$858K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
91+ 4.36% |
$13K - $14.4K
|
2.18K
$530K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
90+ 0.19% |
$12.9K - $14.2K
|
48.3K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
90+ 0.24% |
$12.9K - $14.2K
|
38.2K
$9.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
90+ 0.3% |
$12.9K - $14.2K
|
30.4K
$7.39M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
90+ 2.86% |
$12.9K - $14.2K
|
3.24K
$787K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
89+ 0.75% |
$12.7K - $14.1K
|
11.9K
$2.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
89+ 1.89% |
$12.7K - $14.1K
|
4.81K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
88+ 5.72% |
$12.6K - $13.9K
|
1.63K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
88+ 0.93% |
$12.6K - $13.9K
|
9.57K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
87+ 1.55% |
$12.5K - $13.7K
|
5.69K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
86+ 2.28% |
$12.3K - $13.6K
|
3.87K
$940K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
85+ 0.36% |
$12.2K - $13.4K
|
23.8K
$5.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
85+ 1.9% |
$12.2K - $13.4K
|
4.56K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
85+ 0.38% |
$12.2K - $13.4K
|
22.7K
$5.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
85+ 0.4% |
$12.2K - $13.4K
|
21.1K
$5.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
84+ 0.75% |
$12K - $13.3K
|
11.3K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
84+ 0.17% |
$12K - $13.3K
|
49.1K
$11.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
83+ 2.28% |
$11.9K - $13.1K
|
3.72K
$903K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
83+ 3.56% |
$11.9K - $13.1K
|
2.42K
$587K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
82+ 1.67% |
$11.7K - $13K
|
4.99K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
82+ 1.88% |
$11.7K - $13K
|
4.44K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
81+ 0.41% |
$11.6K - $12.8K
|
19.6K
$4.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
81+ 0.06% |
$11.6K - $12.8K
|
131K
$31.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
80+ 1.6% |
$11.5K - $12.6K
|
5.08K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
80+ 0.37% |
$11.5K - $12.6K
|
21.7K
$5.28M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
79+ 5.35% |
$11.3K - $12.5K
|
1.56K
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
78+ 0.11% |
$11.2K - $12.3K
|
71K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
77+ 3.52% |
$11K - $12.2K
|
2.27K
$551K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
76+ 4.19% |
$10.9K - $12K
|
1.89K
$460K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
76+ 1.99% |
$10.9K - $12K
|
3.89K
$945K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
76+ 2.76% |
$10.9K - $12K
|
2.83K
$689K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
75+ 1.19% |
$10.7K - $11.9K
|
6.39K
$1.55M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
74+ 2.43% |
$10.6K - $11.7K
|
3.12K
$758K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
73New |
$10.5K - $11.5K
|
73
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
73+ 0.85% |
$10.5K - $11.5K
|
8.67K
$2.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
72+ 2.98% |
$10.3K - $11.4K
|
2.49K
$606K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
72+ 0.71% |
$10.3K - $11.4K
|
10.2K
$2.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
72+ 0.31% |
$10.3K - $11.4K
|
23.4K
$5.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
71+ 0.53% |
$10.2K - $11.2K
|
13.4K
$3.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
71+ 2.16% |
$10.2K - $11.2K
|
3.36K
$817K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
71+ 0.25% |
$10.2K - $11.2K
|
28K
$6.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
71+ 0.54% |
$10.2K - $11.2K
|
13.2K
$3.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
70+ 0.75% |
$10K - $11.1K
|
9.4K
$2.28M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
70New |
$10K - $11.1K
|
70
$17K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
70+ 0.75% |
$10K - $11.1K
|
9.43K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
69+ 0.85% |
$9.88K - $10.9K
|
8.14K
$1.98M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
68+ 3.26% |
$9.74K - $10.7K
|
2.15K
$523K
|