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
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-680- 0.33% |
$97.4K - $107K
|
205K
$63.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-681- 1.71% |
$97.5K - $108K
|
39.1K
$12.1M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-686- 6.08% |
$98.2K - $108K
|
10.6K
$3.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-688- 3.35% |
$98.5K - $109K
|
19.9K
$6.14M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-694- 0.79% |
$99.4K - $110K
|
87.7K
$27.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-695- 3.21% |
$99.5K - $110K
|
21K
$6.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-696- 0.8% |
$99.7K - $110K
|
85.8K
$26.5M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-697- 1.74% |
$99.8K - $110K
|
39.4K
$12.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-699- 1.1% |
$100K - $110K
|
62.8K
$19.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-699- 0.92% |
$100K - $110K
|
75.5K
$23.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-700- 8.4% |
$100K - $111K
|
7.63K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.39% |
$100K - $111K
|
180K
$55.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-700- 4.56% |
$100K - $111K
|
14.7K
$4.53M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-700- 39.82% |
$100K - $111K
|
1.06K
$327K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-703- 23.72% |
$101K - $111K
|
2.26K
$698K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-712- 30.27% |
$102K - $112K
|
1.64K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-712- 3.33% |
$102K - $112K
|
20.7K
$6.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-713- 0.37% |
$102K - $113K
|
190K
$58.8M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-713- 66.39% |
$102K - $113K
|
361
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-717- 0.92% |
$103K - $113K
|
77.3K
$23.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-720- 2.58% |
$103K - $114K
|
27.2K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-721- 0.53% |
$103K - $114K
|
135K
$41.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-723- 3.36% |
$104K - $114K
|
20.8K
$6.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-728- 15.37% |
$104K - $115K
|
4.01K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-728- 2.42% |
$104K - $115K
|
29.4K
$9.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-728- 0.36% |
$104K - $115K
|
202K
$62.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-730- 0.95% |
$105K - $115K
|
76.4K
$23.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-732- 1.22% |
$105K - $116K
|
59.3K
$18.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-733- 2.13% |
$105K - $116K
|
33.6K
$10.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-736- 3.69% |
$105K - $116K
|
19.2K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-737- 23.68% |
$106K - $116K
|
2.38K
$734K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-738- 6.3% |
$106K - $117K
|
11K
$3.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-739- 1.19% |
$106K - $117K
|
61.6K
$19M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-742- 84.99% |
$106K - $117K
|
131
$40.5K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-743- 5.66% |
$106K - $117K
|
12.4K
$3.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-750- 31.58% |
$107K - $119K
|
1.63K
$502K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-751- 2.32% |
$108K - $119K
|
31.7K
$9.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-752- 3.42% |
$108K - $119K
|
21.2K
$6.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-752- 8.09% |
$108K - $119K
|
8.55K
$2.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-755- 2.75% |
$108K - $119K
|
26.7K
$8.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-771- 22.68% |
$110K - $122K
|
2.63K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-782- 29.12% |
$112K - $124K
|
1.9K
$588K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-785- 1.42% |
$112K - $124K
|
54.5K
$16.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-786- 1.9% |
$113K - $124K
|
40.5K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-798- 4.06% |
$114K - $126K
|
18.8K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-798- 3.39% |
$114K - $126K
|
22.7K
$7.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-800- 23.26% |
$115K - $126K
|
2.64K
$815K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-800- 0.18% |
$115K - $126K
|
442K
$137M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-806- 1.4% |
$115K - $127K
|
56.9K
$17.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-806- 4.82% |
$115K - $127K
|
15.9K
$4.92M
|