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 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.17% |
$430 - $474
|
1.73K
$539K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.28% |
$430 - $474
|
1.07K
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 2.17% |
$430 - $474
|
141
$44K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$430 - $474
|
5.68K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.25% |
$430 - $474
|
1.18K
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3+ 0.07% |
$430 - $474
|
4.23K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$430 - $474
|
10.6K
$3.29M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.14% |
$430 - $474
|
2.22K
$693K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.12K
$661K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.03% |
$286 - $316
|
7.03K
$2.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.08% |
$286 - $316
|
2.55K
$796K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$286 - $316
|
1.44K
$449K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.04% |
$286 - $316
|
4.95K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.33K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.72% |
$286 - $316
|
279
$87K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.12% |
$286 - $316
|
1.67K
$522K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$286 - $316
|
6.57K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.07% |
$286 - $316
|
2.88K
$899K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.31K
$719K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2+ 0.01% |
$286 - $316
|
31.2K
$9.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2+ 0.02% |
$286 - $316
|
10.3K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.03% |
$286 - $316
|
6.58K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$143 - $158
|
1.91K
$595K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.14% |
$143 - $158
|
735
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$143 - $158
|
3.65K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1+ 0.02% |
$143 - $158
|
4.19K
$1.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$143 - $158
|
38.3K
$11.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1+ 0.04% |
$143 - $158
|
2.64K
$824K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$143 - $158
|
2.07K
$645K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $158
|
1.54K
$481K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$143 - $158
|
1.57K
$490K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$143 - $158
|
6.82K
$2.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $158
|
2.92K
$910K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.18% |
$143 - $158
|
548
$171K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$143 - $158
|
6K
$1.87M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $158
|
3.49K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $158
|
1.69K
$527K
|
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.04% |
$143 - $158
|
2.53K
$787K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.1% |
$143 - $158
|
993
$310K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $158
|
1.74K
$542K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$143 - $158
|
6.74K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.03% |
$143 - $158
|
98
$30.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$143 - $158
|
1.52K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$143 - $158
|
6.53K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$143 - $158
|
4.36K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$143 - $158
|
11.3K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $158
|
11.1K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.52% |
$143 - $158
|
67
$20.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$143 - $158
|
6.95K
$2.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1- 0.01% |
$143 - $158
|
7.61K
$2.37M
|