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
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-270- 9.74% |
$38.7K - $42.7K
|
2.5K
$722K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-272- 1.8% |
$39K - $43K
|
14.9K
$4.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-274- 2.29% |
$39.2K - $43.3K
|
11.7K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-274- 0.53% |
$39.2K - $43.3K
|
51.8K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-274- 1.7% |
$39.2K - $43.3K
|
15.9K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-275- 6.06% |
$39.4K - $43.5K
|
4.26K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 4.41% |
$40K - $44.1K
|
6.05K
$1.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-281- 0.5% |
$40.2K - $44.4K
|
55.9K
$16.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-282- 0.37% |
$40.4K - $44.6K
|
75.6K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-282- 1.38% |
$40.4K - $44.6K
|
20.2K
$5.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-283- 1.25% |
$40.5K - $44.7K
|
22.4K
$6.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-285- 1.04% |
$40.8K - $45K
|
27.2K
$7.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-285- 2.67% |
$40.8K - $45K
|
10.4K
$3M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-291- 1.62% |
$41.7K - $46K
|
17.7K
$5.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-292- 0.46% |
$41.8K - $46.1K
|
63K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-292- 0.25% |
$41.8K - $46.1K
|
118K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-292- 0.65% |
$41.8K - $46.1K
|
44.9K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-293- 2.15% |
$42K - $46.3K
|
13.4K
$3.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-294- 1.0% |
$42.1K - $46.5K
|
29.2K
$8.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-295- 1.76% |
$42.2K - $46.6K
|
16.4K
$4.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 0.63% |
$42.2K - $46.6K
|
46.4K
$13.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-296- 1.54% |
$42.4K - $46.8K
|
18.9K
$5.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-296- 0.6% |
$42.4K - $46.8K
|
48.7K
$14.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-297- 0.98% |
$42.5K - $46.9K
|
29.9K
$8.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-299- 3.66% |
$42.8K - $47.2K
|
7.87K
$2.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-299- 0.69% |
$42.8K - $47.2K
|
43K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-299- 0.6% |
$42.8K - $47.2K
|
49.7K
$14.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 2.28% |
$43K - $47.4K
|
12.8K
$3.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-300- 3.21% |
$43K - $47.4K
|
9.04K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-300- 6.51% |
$43K - $47.4K
|
4.31K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-300- 2.71% |
$43K - $47.4K
|
10.8K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-302- 1.06% |
$43.2K - $47.7K
|
28.3K
$8.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-305- 12.39% |
$43.7K - $48.2K
|
2.16K
$623K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-306- 8.55% |
$43.8K - $48.3K
|
3.27K
$945K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-308- 2.03% |
$44.1K - $48.7K
|
14.8K
$4.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-309- 1.95% |
$44.3K - $48.8K
|
15.5K
$4.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-309- 1.04% |
$44.3K - $48.8K
|
29.4K
$8.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-311- 3.05% |
$44.5K - $49.1K
|
9.9K
$2.86M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-314- 9.44% |
$45K - $49.6K
|
3.01K
$870K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-317- 13.07% |
$45.4K - $50.1K
|
2.11K
$609K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-318- 0.4% |
$45.5K - $50.2K
|
78.4K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-318- 2.29% |
$45.5K - $50.2K
|
13.6K
$3.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-319- 0.61% |
$45.7K - $50.4K
|
52.2K
$15.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-319- 16.04% |
$45.7K - $50.4K
|
1.67K
$482K
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-320- 11.66% |
$45.8K - $50.6K
|
2.42K
$700K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-320- 1.72% |
$45.8K - $50.6K
|
18.2K
$5.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-321- 3.84% |
$46K - $50.7K
|
8.03K
$2.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-324- 3.69% |
$46.4K - $51.2K
|
8.46K
$2.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-326- 4.42% |
$46.7K - $51.5K
|
7.05K
$2.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-328- 4.35% |
$47K - $51.8K
|
7.21K
$2.08M
|