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 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-125- 1.56% |
$17.9K - $19.8K
|
7.89K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-125- 1.74% |
$17.9K - $19.8K
|
7.08K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-126- 1.2% |
$18K - $19.9K
|
10.4K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-127- 3.79% |
$18.2K - $20.1K
|
3.22K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-128- 1.55% |
$18.3K - $20.2K
|
8.15K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-128- 0.28% |
$18.3K - $20.2K
|
45.1K
$13M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-128- 2.73% |
$18.3K - $20.2K
|
4.57K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-130- 0.06% |
$18.6K - $20.5K
|
224K
$64.7M
|
|
|
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
$4.99M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-130- 0.4% |
$18.6K - $20.5K
|
32.4K
$9.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-130- 0.92% |
$18.6K - $20.5K
|
14.1K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-130- 6.5% |
$18.6K - $20.5K
|
1.87K
$540K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-130- 5.97% |
$18.6K - $20.5K
|
2.05K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-131- 0.26% |
$18.8K - $20.7K
|
49.5K
$14.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-132- 2.47% |
$18.9K - $20.9K
|
5.22K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-132- 1.04% |
$18.9K - $20.9K
|
12.5K
$3.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-132- 0.18% |
$18.9K - $20.9K
|
73.1K
$21.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-133- 5.98% |
$19K - $21K
|
2.09K
$604K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-133- 0.49% |
$19K - $21K
|
27.2K
$7.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-134- 1.12% |
$19.2K - $21.2K
|
11.8K
$3.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-135- 1.33% |
$19.3K - $21.3K
|
10K
$2.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-135- 0.16% |
$19.3K - $21.3K
|
86.9K
$25.1M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-135- 1.52% |
$19.3K - $21.3K
|
8.75K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-136- 1.22% |
$19.5K - $21.5K
|
11K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-136- 0.08% |
$19.5K - $21.5K
|
161K
$46.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-137- 0.55% |
$19.6K - $21.6K
|
24.5K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-137- 0.89% |
$19.6K - $21.6K
|
15.3K
$4.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-138- 1.01% |
$19.8K - $21.8K
|
13.5K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-138- 0.36% |
$19.8K - $21.8K
|
38.2K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-138- 5.62% |
$19.8K - $21.8K
|
2.32K
$669K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-139- 3.77% |
$19.9K - $22K
|
3.55K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-139- 2.71% |
$19.9K - $22K
|
4.99K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-141- 7.53% |
$20.2K - $22.3K
|
1.73K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-141- 5.36% |
$20.2K - $22.3K
|
2.49K
$719K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-142- 1.72% |
$20.3K - $22.4K
|
8.11K
$2.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-142- 0.69% |
$20.3K - $22.4K
|
20.4K
$5.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-142- 1.01% |
$20.3K - $22.4K
|
14K
$4.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-142- 3.7% |
$20.3K - $22.4K
|
3.7K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-142- 2.62% |
$20.3K - $22.4K
|
5.27K
$1.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-143- 0.65% |
$20.5K - $22.6K
|
22K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-144- 1.18% |
$20.6K - $22.8K
|
12.1K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-144- 3.2% |
$20.6K - $22.8K
|
4.36K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-145- 4.15% |
$20.8K - $22.9K
|
3.35K
$968K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-145- 1.41% |
$20.8K - $22.9K
|
10.1K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-145- 0.68% |
$20.8K - $22.9K
|
21.1K
$6.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-146- 0.13% |
$20.9K - $23.1K
|
109K
$31.6M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-146- 1.14% |
$20.9K - $23.1K
|
12.7K
$3.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-147- 6.61% |
$21.1K - $23.2K
|
2.08K
$600K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-148- 6.89% |
$21.2K - $23.4K
|
2K
$577K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-149- 1.63% |
$21.3K - $23.5K
|
9K
$2.6M
|