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 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.09% |
$716 - $790
|
5.44K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-5- 0.21% |
$716 - $790
|
2.32K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5- 0.03% |
$716 - $790
|
16K
$3.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$859 - $948
|
2.69K
$655K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6- 0.08% |
$859 - $948
|
7.43K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6- 0.03% |
$859 - $948
|
18.3K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-6- 0.05% |
$859 - $948
|
11.8K
$2.88M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6- 0.02% |
$859 - $948
|
30.1K
$7.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7- 0.03% |
$1K - $1.11K
|
27.6K
$6.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-7- 0.18% |
$1K - $1.11K
|
3.93K
$956K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7- 0.13% |
$1K - $1.11K
|
5.5K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-7- 0.22% |
$1K - $1.11K
|
3.21K
$780K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 0.84% |
$1.15K - $1.26K
|
950
$231K
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$1.15K - $1.26K
|
40.2K
$9.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-8- 0.03% |
$1.15K - $1.26K
|
23K
$5.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-9- 0.04% |
$1.29K - $1.42K
|
25.2K
$6.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-9- 0.48% |
$1.29K - $1.42K
|
1.86K
$452K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9- 0.01% |
$1.29K - $1.42K
|
104K
$25.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-9- 0.02% |
$1.29K - $1.42K
|
54K
$13.1M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.14% |
$1.29K - $1.42K
|
6.43K
$1.56M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.11% |
$1.43K - $1.58K
|
9.15K
$2.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-10- 0.29% |
$1.43K - $1.58K
|
3.41K
$830K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-10- 0.39% |
$1.43K - $1.58K
|
2.53K
$616K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 0.16% |
$1.43K - $1.58K
|
6.2K
$1.51M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 0.74% |
$1.43K - $1.58K
|
1.34K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-11- 0.28% |
$1.58K - $1.74K
|
3.96K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.31% |
$1.58K - $1.74K
|
3.53K
$858K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-12- 0.02% |
$1.72K - $1.9K
|
62.3K
$15.1M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-12- 0.17% |
$1.72K - $1.9K
|
7.23K
$1.76M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.0% |
$1.72K - $1.9K
|
1.19K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-13- 0.35% |
$1.86K - $2.05K
|
3.74K
$910K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.17% |
$1.86K - $2.05K
|
7.48K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 0.09% |
$1.86K - $2.05K
|
13.8K
$3.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-14- 0.1% |
$2K - $2.21K
|
13.6K
$3.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-14- 0.22% |
$2K - $2.21K
|
6.42K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-14- 0.06% |
$2K - $2.21K
|
25.4K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-14- 0.14% |
$2K - $2.21K
|
10.1K
$2.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15- 0.12% |
$2.15K - $2.37K
|
12.5K
$3.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-15- 1.05% |
$2.15K - $2.37K
|
1.42K
$345K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-15- 0.1% |
$2.15K - $2.37K
|
15.3K
$3.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-15- 0.16% |
$2.15K - $2.37K
|
9.37K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 0.19% |
$2.15K - $2.37K
|
8K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-15- 0.97% |
$2.15K - $2.37K
|
1.53K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-15- 0.42% |
$2.15K - $2.37K
|
3.54K
$859K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.9% |
$2.15K - $2.37K
|
1.65K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-15- 0.3% |
$2.15K - $2.37K
|
5.03K
$1.22M
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-16- 0.05% |
$2.29K - $2.53K
|
32.9K
$7.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-17- 0.21% |
$2.43K - $2.69K
|
7.92K
$1.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.15% |
$2.43K - $2.69K
|
11.3K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-17- 1.13% |
$2.43K - $2.69K
|
1.49K
$363K
|