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 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-258- 0.92% |
$36.9K - $40.8K
|
27.8K
$8.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-260- 1.83% |
$37.2K - $41.1K
|
13.9K
$4.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-264- 0.82% |
$37.8K - $41.7K
|
31.9K
$9.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-265- 12.95% |
$38K - $41.9K
|
1.78K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-265- 3.68% |
$38K - $41.9K
|
6.93K
$2.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-266- 0.34% |
$38.1K - $42K
|
79K
$24.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-270- 9.74% |
$38.7K - $42.7K
|
2.5K
$780K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-272- 1.8% |
$39K - $43K
|
14.9K
$4.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-274- 2.29% |
$39.2K - $43.3K
|
11.7K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-274- 0.53% |
$39.2K - $43.3K
|
51.8K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-274- 1.7% |
$39.2K - $43.3K
|
15.9K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-275- 6.06% |
$39.4K - $43.5K
|
4.26K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 4.41% |
$40K - $44.1K
|
6.05K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-281- 0.5% |
$40.2K - $44.4K
|
55.9K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-282- 0.37% |
$40.4K - $44.6K
|
75.6K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-282- 1.38% |
$40.4K - $44.6K
|
20.2K
$6.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-283- 1.25% |
$40.5K - $44.7K
|
22.4K
$6.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-285- 1.04% |
$40.8K - $45K
|
27.2K
$8.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-285- 2.67% |
$40.8K - $45K
|
10.4K
$3.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-291- 1.62% |
$41.7K - $46K
|
17.7K
$5.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-292- 0.46% |
$41.8K - $46.1K
|
63K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-292- 0.25% |
$41.8K - $46.1K
|
118K
$36.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-292- 0.65% |
$41.8K - $46.1K
|
44.9K
$14M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-293- 2.15% |
$42K - $46.3K
|
13.4K
$4.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-294- 1.0% |
$42.1K - $46.5K
|
29.2K
$9.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-295- 1.76% |
$42.2K - $46.6K
|
16.4K
$5.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 0.63% |
$42.2K - $46.6K
|
46.4K
$14.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-296- 1.54% |
$42.4K - $46.8K
|
18.9K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-296- 0.6% |
$42.4K - $46.8K
|
48.7K
$15.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-297- 0.98% |
$42.5K - $46.9K
|
29.9K
$9.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-299- 3.66% |
$42.8K - $47.2K
|
7.87K
$2.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-299- 0.69% |
$42.8K - $47.2K
|
43K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-299- 0.6% |
$42.8K - $47.2K
|
49.7K
$15.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 2.28% |
$43K - $47.4K
|
12.8K
$4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-300- 3.21% |
$43K - $47.4K
|
9.04K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-300- 6.51% |
$43K - $47.4K
|
4.31K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-300- 2.71% |
$43K - $47.4K
|
10.8K
$3.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-302- 1.06% |
$43.2K - $47.7K
|
28.3K
$8.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-305- 12.39% |
$43.7K - $48.2K
|
2.16K
$672K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-306- 8.55% |
$43.8K - $48.3K
|
3.27K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-308- 2.03% |
$44.1K - $48.7K
|
14.8K
$4.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-309- 1.95% |
$44.3K - $48.8K
|
15.5K
$4.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-309- 1.04% |
$44.3K - $48.8K
|
29.4K
$9.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-311- 3.05% |
$44.5K - $49.1K
|
9.9K
$3.08M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-314- 9.44% |
$45K - $49.6K
|
3.01K
$940K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-317- 13.07% |
$45.4K - $50.1K
|
2.11K
$657K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-318- 0.4% |
$45.5K - $50.2K
|
78.4K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-318- 2.29% |
$45.5K - $50.2K
|
13.6K
$4.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-319- 0.61% |
$45.7K - $50.4K
|
52.2K
$16.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-319- 16.04% |
$45.7K - $50.4K
|
1.67K
$521K
|