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 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-97- 0.75% |
$13.9K - $15.3K
|
12.8K
$3.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-98- 4.38% |
$14K - $15.5K
|
2.14K
$667K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-99- 11.22% |
$14.2K - $15.6K
|
783
$244K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-100- 1.3% |
$14.3K - $15.8K
|
7.61K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 0.36% |
$14.3K - $15.8K
|
27.5K
$8.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-100- 2.18% |
$14.3K - $15.8K
|
4.48K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-100- 3.19% |
$14.3K - $15.8K
|
3.04K
$946K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 5.76% |
$14.3K - $15.8K
|
1.64K
$510K
|
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-100- 3.75% |
$14.3K - $15.8K
|
2.57K
$801K
|
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-100- 0.28% |
$14.3K - $15.8K
|
35.7K
$11.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-100- 2.69% |
$14.3K - $15.8K
|
3.61K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$14.3K - $15.8K
|
50
$15.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-100- 0.86% |
$14.3K - $15.8K
|
11.5K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 4.35% |
$14.3K - $15.8K
|
2.2K
$686K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-101- 7.58% |
$14.5K - $16K
|
1.23K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-101- 0.67% |
$14.5K - $16K
|
15K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-101- 0.82% |
$14.5K - $16K
|
12.2K
$3.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-102- 0.64% |
$14.6K - $16.1K
|
15.8K
$4.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-102- 6.61% |
$14.6K - $16.1K
|
1.44K
$450K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 2.01% |
$14.8K - $16.3K
|
5.01K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-103- 0.36% |
$14.8K - $16.3K
|
28.5K
$8.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-103- 0.84% |
$14.8K - $16.3K
|
12.1K
$3.79M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-104- 0.59% |
$14.9K - $16.4K
|
17.5K
$5.45M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-104- 1.84% |
$14.9K - $16.4K
|
5.54K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-104- 1.13% |
$14.9K - $16.4K
|
9.12K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-104- 3.97% |
$14.9K - $16.4K
|
2.52K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-104- 0.42% |
$14.9K - $16.4K
|
24.4K
$7.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-105- 0.75% |
$15K - $16.6K
|
13.8K
$4.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-105- 0.69% |
$15K - $16.6K
|
15.2K
$4.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-106- 2.61% |
$15.2K - $16.7K
|
3.95K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-106- 2.29% |
$15.2K - $16.7K
|
4.53K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-107- 0.47% |
$15.3K - $16.9K
|
22.5K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-109- 0.12% |
$15.6K - $17.2K
|
93.1K
$29M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-110- 0.51% |
$15.8K - $17.4K
|
21.6K
$6.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-111- 1.92% |
$15.9K - $17.5K
|
5.67K
$1.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-112- 1.84% |
$16K - $17.7K
|
5.99K
$1.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-112- 1.69% |
$16K - $17.7K
|
6.5K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-115- 0.63% |
$16.5K - $18.2K
|
18.2K
$5.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-115- 1.61% |
$16.5K - $18.2K
|
7.01K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-116- 2.76% |
$16.6K - $18.3K
|
4.09K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-116- 2.78% |
$16.6K - $18.3K
|
4.06K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-117- 3.6% |
$16.8K - $18.5K
|
3.13K
$976K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-117- 3.88% |
$16.8K - $18.5K
|
2.9K
$903K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-118- 2.45% |
$16.9K - $18.6K
|
4.69K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-118- 3.4% |
$16.9K - $18.6K
|
3.35K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-118- 7.83% |
$16.9K - $18.6K
|
1.39K
$433K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-118- 2.38% |
$16.9K - $18.6K
|
4.84K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-120- 3.85% |
$17.2K - $19K
|
2.99K
$933K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-122- 2.43% |
$17.5K - $19.3K
|
4.9K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-122- 1.76% |
$17.5K - $19.3K
|
6.81K
$2.12M
|