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
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-292- 0.25% |
$41.8K - $46.1K
|
118K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-292- 0.65% |
$41.8K - $46.1K
|
44.9K
$10.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-293- 2.15% |
$42K - $46.3K
|
13.4K
$3.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-294- 1.0% |
$42.1K - $46.5K
|
29.2K
$7.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-295- 1.76% |
$42.2K - $46.6K
|
16.4K
$4M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 0.63% |
$42.2K - $46.6K
|
46.4K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-296- 1.54% |
$42.4K - $46.8K
|
18.9K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-296- 0.6% |
$42.4K - $46.8K
|
48.7K
$11.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-297- 0.98% |
$42.5K - $46.9K
|
29.9K
$7.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-299- 3.66% |
$42.8K - $47.2K
|
7.87K
$1.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-299- 0.69% |
$42.8K - $47.2K
|
43K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-299- 0.6% |
$42.8K - $47.2K
|
49.7K
$12.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 2.28% |
$43K - $47.4K
|
12.8K
$3.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-300- 3.21% |
$43K - $47.4K
|
9.04K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-300- 6.51% |
$43K - $47.4K
|
4.31K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-300- 2.71% |
$43K - $47.4K
|
10.8K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-302- 1.06% |
$43.2K - $47.7K
|
28.3K
$6.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-305- 12.39% |
$43.7K - $48.2K
|
2.16K
$524K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-306- 8.55% |
$43.8K - $48.3K
|
3.27K
$796K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-308- 2.03% |
$44.1K - $48.7K
|
14.8K
$3.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-309- 1.95% |
$44.3K - $48.8K
|
15.5K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-309- 1.04% |
$44.3K - $48.8K
|
29.4K
$7.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-311- 3.05% |
$44.5K - $49.1K
|
9.9K
$2.41M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-314- 9.44% |
$45K - $49.6K
|
3.01K
$733K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-317- 13.07% |
$45.4K - $50.1K
|
2.11K
$513K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-318- 0.4% |
$45.5K - $50.2K
|
78.4K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-318- 2.29% |
$45.5K - $50.2K
|
13.6K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-319- 0.61% |
$45.7K - $50.4K
|
52.2K
$12.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-319- 16.04% |
$45.7K - $50.4K
|
1.67K
$406K
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-320- 11.66% |
$45.8K - $50.6K
|
2.42K
$589K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-320- 1.72% |
$45.8K - $50.6K
|
18.2K
$4.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-321- 3.84% |
$46K - $50.7K
|
8.03K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-324- 3.69% |
$46.4K - $51.2K
|
8.46K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-326- 4.42% |
$46.7K - $51.5K
|
7.05K
$1.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-328- 4.35% |
$47K - $51.8K
|
7.21K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-330- 7.55% |
$47.3K - $52.1K
|
4.04K
$982K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-330- 1.45% |
$47.3K - $52.1K
|
22.5K
$5.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-331- 0.67% |
$47.4K - $52.3K
|
48.9K
$11.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-331- 0.77% |
$47.4K - $52.3K
|
42.8K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-331- 4.4% |
$47.4K - $52.3K
|
7.19K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-331- 4.23% |
$47.4K - $52.3K
|
7.5K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-333- 0.89% |
$47.7K - $52.6K
|
37.3K
$9.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-333- 1.9% |
$47.7K - $52.6K
|
17.2K
$4.18M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-333- 1.9% |
$47.7K - $52.6K
|
17.2K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-334- 1.05% |
$47.8K - $52.8K
|
31.6K
$7.69M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-335- 1.69% |
$48K - $52.9K
|
19.5K
$4.75M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-336- 5.33% |
$48.1K - $53.1K
|
5.97K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-337- 5.39% |
$48.3K - $53.2K
|
5.92K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-340- 2.03% |
$48.7K - $53.7K
|
16.4K
$3.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-340- 0.44% |
$48.7K - $53.7K
|
76.2K
$18.5M
|