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 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-872- 6.19% |
$125K - $138K
|
13.2K
$3.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-873- 0.81% |
$125K - $138K
|
107K
$26M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-875- 4.9% |
$125K - $138K
|
17K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-875- 7.14% |
$125K - $138K
|
11.4K
$2.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-880- 2.11% |
$126K - $139K
|
40.8K
$9.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-892- 3.77% |
$128K - $141K
|
22.8K
$5.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-893- 1.5% |
$128K - $141K
|
58.8K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-896- 1.2% |
$128K - $142K
|
73.7K
$17.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-897- 2.22% |
$128K - $142K
|
39.6K
$9.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-900- 6.31% |
$129K - $142K
|
13.4K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-900- 7.95% |
$129K - $142K
|
10.4K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-901- 0.88% |
$129K - $142K
|
102K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-901- 14.86% |
$129K - $142K
|
5.16K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-909- 0.3% |
$130K - $144K
|
304K
$74M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-910- 5.54% |
$130K - $144K
|
15.5K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-913- 4.83% |
$131K - $144K
|
18K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-915- 11.14% |
$131K - $145K
|
7.3K
$1.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-927- 39.18% |
$133K - $146K
|
1.44K
$350K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-927- 0.63% |
$133K - $146K
|
147K
$35.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-933- 0.87% |
$134K - $147K
|
107K
$26M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-933- 1.54% |
$134K - $147K
|
59.8K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-947- 5.47% |
$136K - $150K
|
16.4K
$3.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-951- 0.73% |
$136K - $150K
|
129K
$31.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-970- 1.5% |
$139K - $153K
|
63.9K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-972- 11.95% |
$139K - $154K
|
7.16K
$1.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-976- 3.54% |
$140K - $154K
|
26.6K
$6.46M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-978- 0.44% |
$140K - $155K
|
220K
$53.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-985- 8.42% |
$141K - $156K
|
10.7K
$2.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-989- 13.37% |
$142K - $156K
|
6.41K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-998- 1.72% |
$143K - $158K
|
57K
$13.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-999- 7.3% |
$143K - $158K
|
12.7K
$3.08M
|
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 10.78% |
$143K - $158K
|
8.28K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-1K- 11.74% |
$143K - $158K
|
7.52K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1K- 6.01% |
$143K - $158K
|
15.6K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 25.77% |
$143K - $158K
|
2.88K
$700K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1K- 9.69% |
$143K - $158K
|
9.32K
$2.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.01K- 0.72% |
$144K - $159K
|
138K
$33.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.01K- 2.21% |
$145K - $160K
|
44.7K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.01K- 1.99% |
$145K - $160K
|
49.7K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.01K- 14.53% |
$145K - $160K
|
5.95K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 7.92% |
$145K - $160K
|
11.8K
$2.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.02K- 0.38% |
$145K - $160K
|
264K
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.02K- 14.7% |
$146K - $161K
|
5.93K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.05K- 1.41% |
$150K - $166K
|
73.5K
$17.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.07K- 6.24% |
$153K - $169K
|
16K
$3.9M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.07K- 15.69% |
$153K - $169K
|
5.74K
$1.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.07K- 2.04% |
$154K - $170K
|
51.5K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.08K- 4.76% |
$154K - $170K
|
21.5K
$5.24M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.38% |
$156K - $172K
|
6.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.09K- 1.17% |
$156K - $172K
|
92.2K
$22.4M
|