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
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-210- 17.71% |
$30.1K - $33.2K
|
976
$304K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 3.72% |
$30.2K - $33.3K
|
5.46K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-211- 37.35% |
$30.2K - $33.3K
|
354
$110K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-211- 45.47% |
$30.2K - $33.3K
|
253
$78.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-213- 2.25% |
$30.5K - $33.7K
|
9.24K
$2.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-213- 1.89% |
$30.5K - $33.7K
|
11.1K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-213- 11.89% |
$30.5K - $33.7K
|
1.58K
$492K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-214- 2.93% |
$30.6K - $33.8K
|
7.08K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-214- 6.24% |
$30.6K - $33.8K
|
3.22K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-215- 0.21% |
$30.8K - $34K
|
102K
$31.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-216- 4.27% |
$30.9K - $34.1K
|
4.85K
$1.51M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-219- 3.35% |
$31.4K - $34.6K
|
6.33K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-219- 13.34% |
$31.4K - $34.6K
|
1.42K
$444K
|
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-219- 0.08% |
$31.4K - $34.6K
|
260K
$81.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-219- 3.38% |
$31.4K - $34.6K
|
6.26K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-220- 3.63% |
$31.5K - $34.8K
|
5.84K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-220- 6.24% |
$31.5K - $34.8K
|
3.31K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-220- 3.94% |
$31.5K - $34.8K
|
5.36K
$1.67M
|
|
|
Aug 27, 2025
Q3 2023
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-220- 12.61% |
$31.5K - $34.8K
|
1.52K
$475K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-221- 1.92% |
$31.6K - $34.9K
|
11.3K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-221- 0.49% |
$31.6K - $34.9K
|
44.5K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-222- 4.54% |
$31.8K - $35.1K
|
4.67K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-223- 0.8% |
$31.9K - $35.2K
|
27.7K
$8.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-225- 0.4% |
$32.2K - $35.6K
|
56K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-226- 16.82% |
$32.4K - $35.7K
|
1.12K
$349K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-227- 7.53% |
$32.5K - $35.9K
|
2.79K
$869K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-228- 0.32% |
$32.7K - $36K
|
70.8K
$22.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-228- 0.28% |
$32.7K - $36K
|
81.9K
$25.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-229- 0.36% |
$32.8K - $36.2K
|
63.9K
$19.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-229- 2.27% |
$32.8K - $36.2K
|
9.86K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-229- 2.67% |
$32.8K - $36.2K
|
8.34K
$2.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-231- 3.15% |
$33.1K - $36.5K
|
7.11K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-234- 3.15% |
$33.5K - $37K
|
7.2K
$2.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-234- 4.82% |
$33.5K - $37K
|
4.62K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-235- 0.21% |
$33.7K - $37.1K
|
111K
$34.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-235- 1.68% |
$33.7K - $37.1K
|
13.7K
$4.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-236- 1.22% |
$33.8K - $37.3K
|
19.2K
$5.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-236- 8.07% |
$33.8K - $37.3K
|
2.69K
$838K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-237- 2.54% |
$33.9K - $37.4K
|
9.08K
$2.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-239- 1.8% |
$34.2K - $37.8K
|
13K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-241- 3.78% |
$34.5K - $38.1K
|
6.13K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-242- 0.62% |
$34.7K - $38.2K
|
38.5K
$12M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-243- 0.66% |
$34.8K - $38.4K
|
36.6K
$11.4M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-244- 1.99% |
$34.9K - $38.6K
|
12K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-245- 1.21% |
$35.1K - $38.7K
|
20.1K
$6.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-248- 0.23% |
$35.5K - $39.2K
|
109K
$33.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-251- 1.56% |
$35.9K - $39.7K
|
15.9K
$4.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-251- 0.7% |
$35.9K - $39.7K
|
35.6K
$11.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-256- 0.65% |
$36.7K - $40.4K
|
38.9K
$12.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-258- 5.37% |
$36.9K - $40.8K
|
4.55K
$1.42M
|