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 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-728- 2.42% |
$104K - $115K
|
29.4K
$7.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-728- 0.36% |
$104K - $115K
|
202K
$49M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-730- 0.95% |
$105K - $115K
|
76.4K
$18.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-732- 1.22% |
$105K - $116K
|
59.3K
$14.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-733- 2.13% |
$105K - $116K
|
33.6K
$8.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-736- 3.69% |
$105K - $116K
|
19.2K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-737- 23.68% |
$106K - $116K
|
2.38K
$578K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-738- 6.3% |
$106K - $117K
|
11K
$2.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-739- 1.19% |
$106K - $117K
|
61.6K
$15M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-742- 84.99% |
$106K - $117K
|
131
$31.9K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-743- 5.66% |
$106K - $117K
|
12.4K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-750- 31.58% |
$107K - $119K
|
1.63K
$395K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-751- 2.32% |
$108K - $119K
|
31.7K
$7.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-752- 3.42% |
$108K - $119K
|
21.2K
$5.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-752- 8.09% |
$108K - $119K
|
8.55K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-755- 2.75% |
$108K - $119K
|
26.7K
$6.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-771- 22.68% |
$110K - $122K
|
2.63K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-782- 29.12% |
$112K - $124K
|
1.9K
$463K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-785- 1.42% |
$112K - $124K
|
54.5K
$13.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-786- 1.9% |
$113K - $124K
|
40.5K
$9.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-798- 4.06% |
$114K - $126K
|
18.8K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-798- 3.39% |
$114K - $126K
|
22.7K
$5.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-800- 23.26% |
$115K - $126K
|
2.64K
$642K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-800- 0.18% |
$115K - $126K
|
442K
$107M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-806- 1.4% |
$115K - $127K
|
56.9K
$13.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-806- 4.82% |
$115K - $127K
|
15.9K
$3.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-807- 2.18% |
$116K - $128K
|
36.2K
$8.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-809- 1.51% |
$116K - $128K
|
52.8K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-810- 29.25% |
$116K - $128K
|
1.96K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-810- 0.39% |
$116K - $128K
|
209K
$50.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-811- 0.52% |
$116K - $128K
|
155K
$37.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-813- 2.16% |
$116K - $128K
|
36.9K
$8.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-816- 1.6% |
$117K - $129K
|
50.2K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-817- 1.19% |
$117K - $129K
|
67.7K
$16.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-820- 0.07% |
$117K - $130K
|
1.19M
$289M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-821- 8.6% |
$118K - $130K
|
8.72K
$2.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-824- 3.87% |
$118K - $130K
|
20.4K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-825- 1.01% |
$118K - $130K
|
80.6K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-835- 23.88% |
$120K - $132K
|
2.66K
$647K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-835- 14.63% |
$120K - $132K
|
4.87K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-841- 0.17% |
$120K - $133K
|
491K
$119M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-848- 2.38% |
$121K - $134K
|
34.8K
$8.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-849- 2.38% |
$122K - $134K
|
34.9K
$8.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-850- 6.24% |
$122K - $134K
|
12.8K
$3.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-853- 22.95% |
$122K - $135K
|
2.86K
$696K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-855- 0.13% |
$122K - $135K
|
663K
$161M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-857- 4.37% |
$123K - $135K
|
18.7K
$4.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-861- 1.43% |
$123K - $136K
|
59.5K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-864- 7.45% |
$124K - $137K
|
10.7K
$2.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-867- 2.26% |
$124K - $137K
|
37.4K
$9.1M
|