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
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-222- 4.54% |
$31.8K - $35.1K
|
4.67K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-223- 0.8% |
$31.9K - $35.2K
|
27.7K
$6.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-225- 0.4% |
$32.2K - $35.6K
|
56K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-226- 16.82% |
$32.4K - $35.7K
|
1.12K
$272K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-227- 7.53% |
$32.5K - $35.9K
|
2.79K
$678K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-228- 0.32% |
$32.7K - $36K
|
70.8K
$17.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-228- 0.28% |
$32.7K - $36K
|
81.9K
$19.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-229- 0.36% |
$32.8K - $36.2K
|
63.9K
$15.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-229- 2.27% |
$32.8K - $36.2K
|
9.86K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-229- 2.67% |
$32.8K - $36.2K
|
8.34K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-231- 3.15% |
$33.1K - $36.5K
|
7.11K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-234- 3.15% |
$33.5K - $37K
|
7.2K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-234- 4.82% |
$33.5K - $37K
|
4.62K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-235- 0.21% |
$33.7K - $37.1K
|
111K
$27M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-235- 1.68% |
$33.7K - $37.1K
|
13.7K
$3.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-236- 1.22% |
$33.8K - $37.3K
|
19.2K
$4.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-236- 8.07% |
$33.8K - $37.3K
|
2.69K
$654K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-237- 2.54% |
$33.9K - $37.4K
|
9.08K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-239- 1.8% |
$34.2K - $37.8K
|
13K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-241- 3.78% |
$34.5K - $38.1K
|
6.13K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-242- 0.62% |
$34.7K - $38.2K
|
38.5K
$9.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-243- 0.66% |
$34.8K - $38.4K
|
36.6K
$8.9M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-244- 1.99% |
$34.9K - $38.6K
|
12K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-245- 1.21% |
$35.1K - $38.7K
|
20.1K
$4.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-248- 0.23% |
$35.5K - $39.2K
|
109K
$26.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-251- 1.56% |
$35.9K - $39.7K
|
15.9K
$3.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-251- 0.7% |
$35.9K - $39.7K
|
35.6K
$8.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-256- 0.65% |
$36.7K - $40.4K
|
38.9K
$9.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-258- 5.37% |
$36.9K - $40.8K
|
4.55K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-258- 0.92% |
$36.9K - $40.8K
|
27.8K
$6.77M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-260- 1.83% |
$37.2K - $41.1K
|
13.9K
$3.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-264- 0.82% |
$37.8K - $41.7K
|
31.9K
$7.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-265- 12.95% |
$38K - $41.9K
|
1.78K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-265- 3.68% |
$38K - $41.9K
|
6.93K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-266- 0.34% |
$38.1K - $42K
|
79K
$19.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-270- 9.74% |
$38.7K - $42.7K
|
2.5K
$608K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-272- 1.8% |
$39K - $43K
|
14.9K
$3.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-274- 2.29% |
$39.2K - $43.3K
|
11.7K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-274- 0.53% |
$39.2K - $43.3K
|
51.8K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-274- 1.7% |
$39.2K - $43.3K
|
15.9K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-275- 6.06% |
$39.4K - $43.5K
|
4.26K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 4.41% |
$40K - $44.1K
|
6.05K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-281- 0.5% |
$40.2K - $44.4K
|
55.9K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-282- 0.37% |
$40.4K - $44.6K
|
75.6K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-282- 1.38% |
$40.4K - $44.6K
|
20.2K
$4.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-283- 1.25% |
$40.5K - $44.7K
|
22.4K
$5.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-285- 1.04% |
$40.8K - $45K
|
27.2K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-285- 2.67% |
$40.8K - $45K
|
10.4K
$2.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-291- 1.62% |
$41.7K - $46K
|
17.7K
$4.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-292- 0.46% |
$41.8K - $46.1K
|
63K
$15.3M
|