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 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-490- 10.13% |
$70.2K - $77.4K
|
4.35K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-492- 1.64% |
$70.5K - $77.7K
|
29.6K
$7.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-493- 1.33% |
$70.6K - $77.9K
|
36.6K
$8.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-493- 1.92% |
$70.6K - $77.9K
|
25.2K
$6.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-494- 4.47% |
$70.7K - $78.1K
|
10.6K
$2.57M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-499- 4.03% |
$71.5K - $78.8K
|
11.9K
$2.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-500- 7.41% |
$71.6K - $79K
|
6.25K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 6.29% |
$71.6K - $79K
|
7.45K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-500- 48.36% |
$71.6K - $79K
|
534
$130K
|
|
|
Nov 09, 2023
Q3 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-500- 14.29% |
$71.6K - $79K
|
3K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 16.67% |
$71.6K - $79K
|
2.5K
$608K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-505- 7.81% |
$72.3K - $79.8K
|
5.96K
$1.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-506- 7.78% |
$72.5K - $79.9K
|
6K
$1.46M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-506- 1.84% |
$72.5K - $79.9K
|
27K
$6.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-507- 1.53% |
$72.6K - $80.1K
|
32.6K
$7.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-508- 0.28% |
$72.8K - $80.3K
|
178K
$43.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-508- 1.91% |
$72.8K - $80.3K
|
26K
$6.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-513- 0.49% |
$73.5K - $81.1K
|
105K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-517- 0.57% |
$74K - $81.7K
|
90.9K
$22.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-524- 11.79% |
$75K - $82.8K
|
3.92K
$954K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-528- 7.95% |
$75.6K - $83.4K
|
6.12K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-530- 3.18% |
$75.9K - $83.7K
|
16.1K
$3.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-532- 24.41% |
$76.2K - $84.1K
|
1.65K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-533- 2.54% |
$76.3K - $84.2K
|
20.4K
$4.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-535- 0.37% |
$76.6K - $84.5K
|
142K
$34.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-536- 5.59% |
$76.8K - $84.7K
|
9.06K
$2.2M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-540- 2.43% |
$77.3K - $85.3K
|
21.7K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-542- 5.31% |
$77.6K - $85.6K
|
9.66K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-546- 0.75% |
$78.2K - $86.3K
|
71.8K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-548- 2.06% |
$78.5K - $86.6K
|
26K
$6.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-551- 0.97% |
$78.9K - $87.1K
|
56.1K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-551- 0.58% |
$78.9K - $87.1K
|
93.9K
$22.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-553- 6.17% |
$79.2K - $87.4K
|
8.41K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-555- 0.27% |
$79.5K - $87.7K
|
202K
$49.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-555- 1.38% |
$79.5K - $87.7K
|
39.6K
$9.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-558- 8.43% |
$79.9K - $88.2K
|
6.06K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-565- 11.7% |
$80.9K - $89.3K
|
4.26K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-571- 5.9% |
$81.8K - $90.2K
|
9.1K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-572- 9.29% |
$81.9K - $90.4K
|
5.58K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-574- 3.69% |
$82.2K - $90.7K
|
15K
$3.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-578- 4.88% |
$82.8K - $91.3K
|
11.3K
$2.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-578- 7.13% |
$82.8K - $91.3K
|
7.53K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-581- 2.23% |
$83.2K - $91.8K
|
25.4K
$6.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-582- 5.47% |
$83.3K - $92K
|
10.1K
$2.45M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-585- 5.5% |
$83.8K - $92.4K
|
10K
$2.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-594- 1.57% |
$85.1K - $93.9K
|
37.3K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-595- 4.55% |
$85.2K - $94K
|
12.5K
$3.03M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-600- 4.83% |
$85.9K - $94.8K
|
11.8K
$2.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-601- 1.1% |
$86.1K - $95K
|
54.2K
$13.2M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-603- 1.61% |
$86.4K - $95.3K
|
36.8K
$8.94M
|