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 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-807- 2.18% |
$116K - $128K
|
36.2K
$11.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-809- 1.51% |
$116K - $128K
|
52.8K
$16.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-810- 29.25% |
$116K - $128K
|
1.96K
$605K
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-810- 0.39% |
$116K - $128K
|
209K
$64.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-811- 0.52% |
$116K - $128K
|
155K
$48M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-813- 2.16% |
$116K - $128K
|
36.9K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-816- 1.6% |
$117K - $129K
|
50.2K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-817- 1.19% |
$117K - $129K
|
67.7K
$20.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-820- 0.07% |
$117K - $130K
|
1.19M
$367M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-821- 8.6% |
$118K - $130K
|
8.72K
$2.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-824- 3.87% |
$118K - $130K
|
20.4K
$6.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-825- 1.01% |
$118K - $130K
|
80.6K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-835- 23.88% |
$120K - $132K
|
2.66K
$822K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-835- 14.63% |
$120K - $132K
|
4.87K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-841- 0.17% |
$120K - $133K
|
491K
$152M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-848- 2.38% |
$121K - $134K
|
34.8K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-849- 2.38% |
$122K - $134K
|
34.9K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-850- 6.24% |
$122K - $134K
|
12.8K
$3.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-853- 22.95% |
$122K - $135K
|
2.86K
$885K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-855- 0.13% |
$122K - $135K
|
663K
$205M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-857- 4.37% |
$123K - $135K
|
18.7K
$5.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-861- 1.43% |
$123K - $136K
|
59.5K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-864- 7.45% |
$124K - $137K
|
10.7K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-867- 2.26% |
$124K - $137K
|
37.4K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-872- 6.19% |
$125K - $138K
|
13.2K
$4.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-873- 0.81% |
$125K - $138K
|
107K
$33M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-875- 4.9% |
$125K - $138K
|
17K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-875- 7.14% |
$125K - $138K
|
11.4K
$3.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-880- 2.11% |
$126K - $139K
|
40.8K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-892- 3.77% |
$128K - $141K
|
22.8K
$7.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-893- 1.5% |
$128K - $141K
|
58.8K
$18.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-896- 1.2% |
$128K - $142K
|
73.7K
$22.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-897- 2.22% |
$128K - $142K
|
39.6K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-900- 6.31% |
$129K - $142K
|
13.4K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-900- 7.95% |
$129K - $142K
|
10.4K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-901- 0.88% |
$129K - $142K
|
102K
$31.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-901- 14.86% |
$129K - $142K
|
5.16K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-909- 0.3% |
$130K - $144K
|
304K
$94M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-910- 5.54% |
$130K - $144K
|
15.5K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-913- 4.83% |
$131K - $144K
|
18K
$5.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-915- 11.14% |
$131K - $145K
|
7.3K
$2.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-927- 39.18% |
$133K - $146K
|
1.44K
$445K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-927- 0.63% |
$133K - $146K
|
147K
$45.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-933- 0.87% |
$134K - $147K
|
107K
$33M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-933- 1.54% |
$134K - $147K
|
59.8K
$18.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-947- 5.47% |
$136K - $150K
|
16.4K
$5.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-951- 0.73% |
$136K - $150K
|
129K
$39.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-970- 1.5% |
$139K - $153K
|
63.9K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-972- 11.95% |
$139K - $154K
|
7.16K
$2.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-976- 3.54% |
$140K - $154K
|
26.6K
$8.21M
|