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
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.84% |
$4.58K - $5.06K
|
3.84K
$935K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
32+ 1.85% |
$4.58K - $5.06K
|
1.77K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
32+ 0.6% |
$4.58K - $5.06K
|
5.4K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 0.45% |
$4.58K - $5.06K
|
7.1K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31+ 0.09% |
$4.44K - $4.9K
|
35.7K
$8.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
31+ 0.65% |
$4.44K - $4.9K
|
4.79K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
31+ 1.97% |
$4.44K - $4.9K
|
1.61K
$391K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
30+ 1.93% |
$4.3K - $4.74K
|
1.58K
$384K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
30+ 0.25% |
$4.3K - $4.74K
|
12.2K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
30+ 0.58% |
$4.3K - $4.74K
|
5.23K
$1.27M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
30+ 0.87% |
$4.3K - $4.74K
|
3.49K
$847K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 2.02% |
$4.15K - $4.58K
|
1.46K
$356K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29+ 0.29% |
$4.15K - $4.58K
|
9.89K
$2.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
29+ 0.05% |
$4.15K - $4.58K
|
64.4K
$15.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
29+ 0.61% |
$4.15K - $4.58K
|
4.75K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.49% |
$4.15K - $4.58K
|
5.9K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
29+ 4.03% |
$4.15K - $4.58K
|
748
$182K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
29New |
$4.15K - $4.58K
|
29
$7.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
28+ 2.03% |
$4.01K - $4.42K
|
1.41K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 0.74% |
$4.01K - $4.42K
|
3.81K
$926K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
27+ 0.34% |
$3.87K - $4.27K
|
7.86K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
27+ 0.72% |
$3.87K - $4.27K
|
3.8K
$924K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26+ 3.48% |
$3.72K - $4.11K
|
773
$188K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
26+ 0.4% |
$3.72K - $4.11K
|
6.59K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 1.61% |
$3.72K - $4.11K
|
1.64K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26+ 0.23% |
$3.72K - $4.11K
|
11.1K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 0.36% |
$3.58K - $3.95K
|
6.93K
$1.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
25+ 0.35% |
$3.58K - $3.95K
|
7.17K
$1.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
25+ 1.71% |
$3.58K - $3.95K
|
1.49K
$362K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
25+ 0.43% |
$3.58K - $3.95K
|
5.86K
$1.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
25+ 0.13% |
$3.58K - $3.95K
|
19K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
25+ 0.71% |
$3.58K - $3.95K
|
3.57K
$867K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
25+ 0.45% |
$3.58K - $3.95K
|
5.52K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
25+ 1.48% |
$3.58K - $3.95K
|
1.72K
$418K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24+ 0.57% |
$3.44K - $3.79K
|
4.22K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
24+ 0.67% |
$3.44K - $3.79K
|
3.62K
$881K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.64% |
$3.29K - $3.63K
|
1.42K
$346K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23+ 0.45% |
$3.29K - $3.63K
|
5.17K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
23+ 0.09% |
$3.29K - $3.63K
|
25.8K
$6.27M
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
23+ 0.88% |
$3.29K - $3.63K
|
2.62K
$638K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
23+ 0.7% |
$3.29K - $3.63K
|
3.31K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
22+ 0.54% |
$3.15K - $3.48K
|
4.13K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 0.66% |
$3.15K - $3.48K
|
3.35K
$814K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.3% |
$3.15K - $3.48K
|
7.46K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.64% |
$3.15K - $3.48K
|
3.47K
$844K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
21+ 1.16% |
$3.01K - $3.32K
|
1.84K
$447K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21+ 0.38% |
$3.01K - $3.32K
|
5.59K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
21+ 0.05% |
$3.01K - $3.32K
|
43.6K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
20+ 0.18% |
$2.86K - $3.16K
|
11.3K
$2.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
20+ 1.22% |
$2.86K - $3.16K
|
1.66K
$404K
|