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 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-132- 2.47% |
$18.9K - $20.9K
|
5.22K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-132- 1.04% |
$18.9K - $20.9K
|
12.5K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-132- 0.18% |
$18.9K - $20.9K
|
73.1K
$17.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-133- 5.98% |
$19K - $21K
|
2.09K
$509K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-133- 0.49% |
$19K - $21K
|
27.2K
$6.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-134- 1.12% |
$19.2K - $21.2K
|
11.8K
$2.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-135- 1.33% |
$19.3K - $21.3K
|
10K
$2.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-135- 0.16% |
$19.3K - $21.3K
|
86.9K
$21.1M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-135- 1.52% |
$19.3K - $21.3K
|
8.75K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-136- 1.22% |
$19.5K - $21.5K
|
11K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-136- 0.08% |
$19.5K - $21.5K
|
161K
$39.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-137- 0.55% |
$19.6K - $21.6K
|
24.5K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-137- 0.89% |
$19.6K - $21.6K
|
15.3K
$3.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-138- 1.01% |
$19.8K - $21.8K
|
13.5K
$3.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-138- 0.36% |
$19.8K - $21.8K
|
38.2K
$9.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-138- 5.62% |
$19.8K - $21.8K
|
2.32K
$564K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-139- 3.77% |
$19.9K - $22K
|
3.55K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-139- 2.71% |
$19.9K - $22K
|
4.99K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-141- 7.53% |
$20.2K - $22.3K
|
1.73K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-141- 5.36% |
$20.2K - $22.3K
|
2.49K
$605K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-142- 1.72% |
$20.3K - $22.4K
|
8.11K
$1.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-142- 0.69% |
$20.3K - $22.4K
|
20.4K
$4.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-142- 1.01% |
$20.3K - $22.4K
|
14K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-142- 3.7% |
$20.3K - $22.4K
|
3.7K
$899K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-142- 2.62% |
$20.3K - $22.4K
|
5.27K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-143- 0.65% |
$20.5K - $22.6K
|
22K
$5.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-144- 1.18% |
$20.6K - $22.8K
|
12.1K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-144- 3.2% |
$20.6K - $22.8K
|
4.36K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-145- 4.15% |
$20.8K - $22.9K
|
3.35K
$815K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-145- 1.41% |
$20.8K - $22.9K
|
10.1K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-145- 0.68% |
$20.8K - $22.9K
|
21.1K
$5.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-146- 0.13% |
$20.9K - $23.1K
|
109K
$26.6M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-146- 1.14% |
$20.9K - $23.1K
|
12.7K
$3.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-147- 6.61% |
$21.1K - $23.2K
|
2.08K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-148- 6.89% |
$21.2K - $23.4K
|
2K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-149- 1.63% |
$21.3K - $23.5K
|
9K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-150- 5.68% |
$21.5K - $23.7K
|
2.49K
$606K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.97% |
$21.5K - $23.7K
|
4.9K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-151- 0.17% |
$21.6K - $23.9K
|
88.6K
$21.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-151- 0.3% |
$21.6K - $23.9K
|
50.7K
$12.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-152- 2.61% |
$21.8K - $24K
|
5.67K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-152- 0.78% |
$21.8K - $24K
|
19.3K
$4.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-153- 9.28% |
$21.9K - $24.2K
|
1.5K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-153- 0.98% |
$21.9K - $24.2K
|
15.4K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-153- 0.67% |
$21.9K - $24.2K
|
22.8K
$5.54M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153- 0.75% |
$21.9K - $24.2K
|
20.4K
$4.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-154- 2.75% |
$22.1K - $24.3K
|
5.44K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-155- 4.55% |
$22.2K - $24.5K
|
3.25K
$790K
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-155- 0.54% |
$22.2K - $24.5K
|
28.8K
$7M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-155- 12.37% |
$22.2K - $24.5K
|
1.1K
$267K
|