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 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-460- 12.62% |
$65.9K - $72.7K
|
3.18K
$902K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-463- 3.88% |
$66.3K - $73.2K
|
11.5K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-463- 0.9% |
$66.3K - $73.2K
|
50.9K
$14.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-464- 1.42% |
$66.4K - $73.3K
|
32.3K
$9.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-465- 2.15% |
$66.6K - $73.5K
|
21.2K
$6M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-467- 4.82% |
$66.9K - $73.8K
|
9.22K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-468- 7.12% |
$67K - $73.9K
|
6.1K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-469- 4.74% |
$67.2K - $74.1K
|
9.42K
$2.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-476- 0.3% |
$68.2K - $75.2K
|
157K
$44.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-477- 7.41% |
$68.3K - $75.4K
|
5.96K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-478- 0.16% |
$68.5K - $75.5K
|
294K
$83.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-479- 4.94% |
$68.6K - $75.7K
|
9.22K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-483- 3.53% |
$69.2K - $76.3K
|
13.2K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-485- 1.21% |
$69.5K - $76.6K
|
39.6K
$11.2M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-488- 0.79% |
$69.9K - $77.1K
|
61.6K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-488- 5.12% |
$69.9K - $77.1K
|
9.04K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-490- 10.13% |
$70.2K - $77.4K
|
4.35K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-492- 1.64% |
$70.5K - $77.7K
|
29.6K
$8.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-493- 1.33% |
$70.6K - $77.9K
|
36.6K
$10.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-493- 1.92% |
$70.6K - $77.9K
|
25.2K
$7.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-494- 4.47% |
$70.7K - $78.1K
|
10.6K
$2.99M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-499- 4.03% |
$71.5K - $78.8K
|
11.9K
$3.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-500- 7.41% |
$71.6K - $79K
|
6.25K
$1.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 6.29% |
$71.6K - $79K
|
7.45K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-500- 48.36% |
$71.6K - $79K
|
534
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-500- 14.29% |
$71.6K - $79K
|
3K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 16.67% |
$71.6K - $79K
|
2.5K
$708K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-505- 7.81% |
$72.3K - $79.8K
|
5.96K
$1.69M
|
|
|
Apr 10, 2025
Q3 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-505- 7.94% |
$72.3K - $79.8K
|
5.86K
$1.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-506- 7.78% |
$72.5K - $79.9K
|
6K
$1.7M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-506- 1.84% |
$72.5K - $79.9K
|
27K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-507- 1.53% |
$72.6K - $80.1K
|
32.6K
$9.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-508- 0.28% |
$72.8K - $80.3K
|
178K
$50.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-508- 1.91% |
$72.8K - $80.3K
|
26K
$7.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-513- 0.49% |
$73.5K - $81.1K
|
105K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-517- 0.57% |
$74K - $81.7K
|
90.9K
$25.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-524- 11.79% |
$75K - $82.8K
|
3.92K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-528- 7.95% |
$75.6K - $83.4K
|
6.12K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-530- 3.18% |
$75.9K - $83.7K
|
16.1K
$4.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-532- 24.41% |
$76.2K - $84.1K
|
1.65K
$466K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-533- 2.54% |
$76.3K - $84.2K
|
20.4K
$5.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-535- 0.37% |
$76.6K - $84.5K
|
142K
$40.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-536- 5.59% |
$76.8K - $84.7K
|
9.06K
$2.57M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-540- 2.43% |
$77.3K - $85.3K
|
21.7K
$6.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-542- 5.31% |
$77.6K - $85.6K
|
9.66K
$2.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-546- 0.75% |
$78.2K - $86.3K
|
71.8K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-548- 2.06% |
$78.5K - $86.6K
|
26K
$7.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-551- 0.97% |
$78.9K - $87.1K
|
56.1K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-551- 0.58% |
$78.9K - $87.1K
|
93.9K
$26.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-553- 6.17% |
$79.2K - $87.4K
|
8.41K
$2.38M
|