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 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-46- 0.56% |
$6.59K - $7.27K
|
8.19K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-46- 0.09% |
$6.59K - $7.27K
|
53.2K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-46- 0.18% |
$6.59K - $7.27K
|
25.9K
$8.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-47- 0.25% |
$6.73K - $7.43K
|
19.1K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-47- 0.61% |
$6.73K - $7.43K
|
7.64K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-48- 1.38% |
$6.87K - $7.58K
|
3.44K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-48- 0.54% |
$6.87K - $7.58K
|
8.84K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-48- 2.47% |
$6.87K - $7.58K
|
1.89K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-48- 2.71% |
$6.87K - $7.58K
|
1.72K
$537K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-49- 0.2% |
$7.02K - $7.74K
|
24.5K
$7.64M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-49- 44.95% |
$7.02K - $7.74K
|
60
$18.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-49- 0.12% |
$7.02K - $7.74K
|
41.5K
$12.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-49- 0.27% |
$7.02K - $7.74K
|
18.1K
$5.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-49- 1.07% |
$7.02K - $7.74K
|
4.55K
$1.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 0.58% |
$7.16K - $7.9K
|
8.55K
$2.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 2.07% |
$7.16K - $7.9K
|
2.37K
$739K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-50- 0.2% |
$7.16K - $7.9K
|
25.4K
$7.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-50- 0.04% |
$7.16K - $7.9K
|
134K
$41.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-50- 1.85% |
$7.16K - $7.9K
|
2.66K
$829K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 7.36% |
$7.16K - $7.9K
|
629
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-50- 2.52% |
$7.16K - $7.9K
|
1.94K
$604K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-51- 0.2% |
$7.3K - $8.06K
|
24.9K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51- 0.5% |
$7.3K - $8.06K
|
10.1K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-52- 0.02% |
$7.45K - $8.22K
|
307K
$95.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-52- 0.32% |
$7.45K - $8.22K
|
16.3K
$5.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52- 0.05% |
$7.45K - $8.22K
|
95.9K
$29.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-55- 0.85% |
$7.88K - $8.69K
|
6.4K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.27% |
$7.88K - $8.69K
|
4.28K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-55- 0.64% |
$7.88K - $8.69K
|
8.54K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-55- 1.49% |
$7.88K - $8.69K
|
3.64K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-56- 0.23% |
$8.02K - $8.85K
|
24.5K
$7.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-57- 1.12% |
$8.16K - $9.01K
|
5.04K
$1.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-57- 0.47% |
$8.16K - $9.01K
|
12.2K
$3.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-58- 0.14% |
$8.31K - $9.16K
|
42.5K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-58- 2.35% |
$8.31K - $9.16K
|
2.41K
$750K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-59- 3.01% |
$8.45K - $9.32K
|
1.9K
$593K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 0.31% |
$8.59K - $9.48K
|
19.4K
$6.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-60- 0.14% |
$8.59K - $9.48K
|
43.7K
$13.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-60- 2.92% |
$8.59K - $9.48K
|
1.99K
$622K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-61- 0.24% |
$8.74K - $9.64K
|
25.8K
$8.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-63- 15.4% |
$9.02K - $9.95K
|
346
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-63- 2.82% |
$9.02K - $9.95K
|
2.17K
$676K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-63- 0.26% |
$9.02K - $9.95K
|
24.5K
$7.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-64- 0.17% |
$9.17K - $10.1K
|
36.7K
$11.5M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-64- 0.02% |
$9.17K - $10.1K
|
415K
$129M
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-65- 0.45% |
$9.31K - $10.3K
|
14.4K
$4.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-66- 1.19% |
$9.45K - $10.4K
|
5.5K
$1.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-67- 2.28% |
$9.6K - $10.6K
|
2.87K
$896K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-67- 4.35% |
$9.6K - $10.6K
|
1.47K
$460K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-69- 0.61% |
$9.88K - $10.9K
|
11.2K
$3.5M
|