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 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 0.45% |
$7.16K - $7.9K
|
11.2K
$3.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.26% |
$7.16K - $7.9K
|
19.6K
$5.65M
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50New |
$7.16K - $7.9K
|
50
$14.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.31% |
$7.02K - $7.74K
|
15.8K
$4.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
49+ 0.64% |
$7.02K - $7.74K
|
7.75K
$2.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
49+ 0.08% |
$7.02K - $7.74K
|
62.7K
$18.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
49+ 11.72% |
$7.02K - $7.74K
|
467
$135K
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
49+ 1.24% |
$7.02K - $7.74K
|
3.99K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
49+ 0.32% |
$7.02K - $7.74K
|
15.3K
$4.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
48+ 2.9% |
$6.87K - $7.58K
|
1.71K
$493K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
47+ 0.83% |
$6.73K - $7.43K
|
5.72K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
47+ 0.26% |
$6.73K - $7.43K
|
18.1K
$5.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
47+ 0.8% |
$6.73K - $7.43K
|
5.92K
$1.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
47+ 1.07% |
$6.73K - $7.43K
|
4.42K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
47+ 0.17% |
$6.73K - $7.43K
|
28K
$8.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
47+ 0.57% |
$6.73K - $7.43K
|
8.24K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
47+ 0.2% |
$6.73K - $7.43K
|
23.3K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
47+ 0.7% |
$6.73K - $7.43K
|
6.81K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
46+ 2.18% |
$6.59K - $7.27K
|
2.15K
$621K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 0.66% |
$6.59K - $7.27K
|
7.04K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
45+ 1.67% |
$6.44K - $7.11K
|
2.75K
$792K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
45+ 0.34% |
$6.44K - $7.11K
|
13.4K
$3.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
45+ 0.24% |
$6.44K - $7.11K
|
18.6K
$5.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
45+ 0.89% |
$6.44K - $7.11K
|
5.13K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
44+ 0.26% |
$6.3K - $6.95K
|
16.9K
$4.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
43+ 1.44% |
$6.16K - $6.79K
|
3.02K
$872K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
43+ 0.3% |
$6.16K - $6.79K
|
14.6K
$4.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
42+ 0.9% |
$6.01K - $6.64K
|
4.69K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
42+ 0.27% |
$6.01K - $6.64K
|
15.4K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$6.01K - $6.64K
|
42
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
42+ 0.72% |
$6.01K - $6.64K
|
5.88K
$1.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
41+ 2.68% |
$5.87K - $6.48K
|
1.57K
$454K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 0.67% |
$5.87K - $6.48K
|
6.18K
$1.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
40+ 0.64% |
$5.73K - $6.32K
|
6.28K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
40+ 1.63% |
$5.73K - $6.32K
|
2.49K
$719K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
39+ 0.96% |
$5.59K - $6.16K
|
4.11K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
39+ 1.06% |
$5.59K - $6.16K
|
3.73K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 1.16% |
$5.59K - $6.16K
|
3.39K
$978K
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 1.99% |
$5.44K - $6K
|
1.95K
$563K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
38+ 1.57% |
$5.44K - $6K
|
2.46K
$710K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
38+ 0.05% |
$5.44K - $6K
|
83.8K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.33% |
$5.44K - $6K
|
11.7K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
38+ 1.85% |
$5.44K - $6K
|
2.09K
$604K
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
38+ 0.96% |
$5.44K - $6K
|
3.99K
$1.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
36+ 0.49% |
$5.16K - $5.69K
|
7.42K
$2.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
36+ 2.4% |
$5.16K - $5.69K
|
1.54K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
36+ 0.44% |
$5.16K - $5.69K
|
8.3K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
36+ 1.14% |
$5.16K - $5.69K
|
3.2K
$923K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
35+ 0.64% |
$5.01K - $5.53K
|
5.49K
$1.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
35+ 0.68% |
$5.01K - $5.53K
|
5.16K
$1.49M
|