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 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-398- 0.79% |
$57K - $62.9K
|
50.3K
$12.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-400- 0.64% |
$57.3K - $63.2K
|
62K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 0.95% |
$57.3K - $63.2K
|
41.9K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-400- 17.79% |
$57.3K - $63.2K
|
1.85K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-402- 10.48% |
$57.6K - $63.5K
|
3.43K
$835K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-402- 2.22% |
$57.6K - $63.5K
|
17.7K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-403- 20.04% |
$57.7K - $63.7K
|
1.61K
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-405- 0.81% |
$58K - $64K
|
49.7K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-407- 4.86% |
$58.3K - $64.3K
|
7.96K
$1.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-408- 2.7% |
$58.4K - $64.5K
|
14.7K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-413- 3.75% |
$59.1K - $65.3K
|
10.6K
$2.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-414- 1.1% |
$59.3K - $65.4K
|
37.2K
$9.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-417- 3.01% |
$59.7K - $65.9K
|
13.4K
$3.27M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-418- 34.38% |
$59.9K - $66K
|
798
$194K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-419- 0.65% |
$60K - $66.2K
|
63.7K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-420- 0.8% |
$60.1K - $66.4K
|
52.3K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-425- 7.2% |
$60.9K - $67.2K
|
5.48K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-425- 7.32% |
$60.9K - $67.2K
|
5.38K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-425- 0.52% |
$60.9K - $67.2K
|
81.4K
$19.8M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-426- 9.25% |
$61K - $67.3K
|
4.18K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-427- 4.15% |
$61.2K - $67.5K
|
9.87K
$2.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-428- 1.04% |
$61.3K - $67.6K
|
40.9K
$9.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-433- 1.45% |
$62K - $68.4K
|
29.5K
$7.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-435- 85.63% |
$62.3K - $68.7K
|
73
$17.7K
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-435- 4.75% |
$62.3K - $68.7K
|
8.73K
$2.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-440- 0.74% |
$63K - $69.5K
|
58.9K
$14.3M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-441- 4.95% |
$63.2K - $69.7K
|
8.47K
$2.06M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-441- 5.71% |
$63.2K - $69.7K
|
7.29K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-442- 7.52% |
$63.3K - $69.8K
|
5.44K
$1.32M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-442- 2.41% |
$63.3K - $69.8K
|
17.9K
$4.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-448- 4.63% |
$64.2K - $70.8K
|
9.23K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-450- 1.5% |
$64.4K - $71.1K
|
29.5K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-452- 0.49% |
$64.7K - $71.4K
|
91.7K
$22.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-454- 2.38% |
$65K - $71.7K
|
18.7K
$4.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-460- 12.62% |
$65.9K - $72.7K
|
3.18K
$774K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-463- 3.88% |
$66.3K - $73.2K
|
11.5K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-463- 0.9% |
$66.3K - $73.2K
|
50.9K
$12.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-464- 1.42% |
$66.4K - $73.3K
|
32.3K
$7.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-465- 2.15% |
$66.6K - $73.5K
|
21.2K
$5.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-467- 4.82% |
$66.9K - $73.8K
|
9.22K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-468- 7.12% |
$67K - $73.9K
|
6.1K
$1.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-469- 4.74% |
$67.2K - $74.1K
|
9.42K
$2.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-476- 0.3% |
$68.2K - $75.2K
|
157K
$38.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-477- 7.41% |
$68.3K - $75.4K
|
5.96K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-478- 0.16% |
$68.5K - $75.5K
|
294K
$71.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-479- 4.94% |
$68.6K - $75.7K
|
9.22K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-483- 3.53% |
$69.2K - $76.3K
|
13.2K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-485- 1.21% |
$69.5K - $76.6K
|
39.6K
$9.62M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-488- 0.79% |
$69.9K - $77.1K
|
61.6K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-488- 5.12% |
$69.9K - $77.1K
|
9.04K
$2.2M
|