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 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 2.01% |
$14.8K - $16.3K
|
5.01K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-103- 0.36% |
$14.8K - $16.3K
|
28.5K
$6.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-103- 0.84% |
$14.8K - $16.3K
|
12.1K
$2.95M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-104- 0.59% |
$14.9K - $16.4K
|
17.5K
$4.25M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-104- 1.84% |
$14.9K - $16.4K
|
5.54K
$1.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-104- 1.13% |
$14.9K - $16.4K
|
9.12K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-104- 3.97% |
$14.9K - $16.4K
|
2.52K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-104- 0.42% |
$14.9K - $16.4K
|
24.4K
$5.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-105- 0.75% |
$15K - $16.6K
|
13.8K
$3.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-105- 0.69% |
$15K - $16.6K
|
15.2K
$3.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-106- 2.61% |
$15.2K - $16.7K
|
3.95K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-106- 2.29% |
$15.2K - $16.7K
|
4.53K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-107- 0.47% |
$15.3K - $16.9K
|
22.5K
$5.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-109- 0.12% |
$15.6K - $17.2K
|
93.1K
$22.6M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-110- 0.51% |
$15.8K - $17.4K
|
21.6K
$5.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-111- 1.92% |
$15.9K - $17.5K
|
5.67K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-112- 1.84% |
$16K - $17.7K
|
5.99K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-112- 1.69% |
$16K - $17.7K
|
6.5K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-115- 0.63% |
$16.5K - $18.2K
|
18.2K
$4.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-115- 1.61% |
$16.5K - $18.2K
|
7.01K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-116- 2.76% |
$16.6K - $18.3K
|
4.09K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-116- 2.78% |
$16.6K - $18.3K
|
4.06K
$986K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-117- 3.6% |
$16.8K - $18.5K
|
3.13K
$761K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-117- 3.88% |
$16.8K - $18.5K
|
2.9K
$704K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-118- 2.45% |
$16.9K - $18.6K
|
4.69K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-118- 3.4% |
$16.9K - $18.6K
|
3.35K
$814K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-118- 7.83% |
$16.9K - $18.6K
|
1.39K
$338K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-118- 2.38% |
$16.9K - $18.6K
|
4.84K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-120- 3.85% |
$17.2K - $19K
|
2.99K
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-122- 2.43% |
$17.5K - $19.3K
|
4.9K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-122- 1.76% |
$17.5K - $19.3K
|
6.81K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.33% |
$17.6K - $19.4K
|
37.4K
$9.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-123- 0.06% |
$17.6K - $19.4K
|
192K
$46.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-125- 11.85% |
$17.9K - $19.8K
|
930
$226K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 1.5% |
$17.9K - $19.8K
|
8.22K
$2M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-125- 7.69% |
$17.9K - $19.8K
|
1.5K
$365K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-125- 1.56% |
$17.9K - $19.8K
|
7.89K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-125- 1.74% |
$17.9K - $19.8K
|
7.08K
$1.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-126- 1.2% |
$18K - $19.9K
|
10.4K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-127- 3.79% |
$18.2K - $20.1K
|
3.22K
$783K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-128- 1.55% |
$18.3K - $20.2K
|
8.15K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-128- 0.28% |
$18.3K - $20.2K
|
45.1K
$11M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-128- 2.73% |
$18.3K - $20.2K
|
4.57K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-130- 0.06% |
$18.6K - $20.5K
|
224K
$54.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-130- 0.75% |
$18.6K - $20.5K
|
17.3K
$4.21M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-130- 0.4% |
$18.6K - $20.5K
|
32.4K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-130- 0.92% |
$18.6K - $20.5K
|
14.1K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-130- 6.5% |
$18.6K - $20.5K
|
1.87K
$455K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-130- 5.97% |
$18.6K - $20.5K
|
2.05K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-131- 0.26% |
$18.8K - $20.7K
|
49.5K
$12M
|