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 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-978- 0.44% |
$140K - $155K
|
220K
$67.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-985- 8.42% |
$141K - $156K
|
10.7K
$3.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-989- 13.37% |
$142K - $156K
|
6.41K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-998- 1.72% |
$143K - $158K
|
57K
$17.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-999- 7.3% |
$143K - $158K
|
12.7K
$3.92M
|
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 10.78% |
$143K - $158K
|
8.28K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-1K- 11.74% |
$143K - $158K
|
7.52K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1K- 6.01% |
$143K - $158K
|
15.6K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 25.77% |
$143K - $158K
|
2.88K
$890K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1K- 9.69% |
$143K - $158K
|
9.32K
$2.88M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.01K- 0.72% |
$144K - $159K
|
138K
$42.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.01K- 2.21% |
$145K - $160K
|
44.7K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.01K- 1.99% |
$145K - $160K
|
49.7K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.01K- 14.53% |
$145K - $160K
|
5.95K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 7.92% |
$145K - $160K
|
11.8K
$3.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.02K- 0.38% |
$145K - $160K
|
264K
$81.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.02K- 14.7% |
$146K - $161K
|
5.93K
$1.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.05K- 1.41% |
$150K - $166K
|
73.5K
$22.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.07K- 6.24% |
$153K - $169K
|
16K
$4.96M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.07K- 15.69% |
$153K - $169K
|
5.74K
$1.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.07K- 2.04% |
$154K - $170K
|
51.5K
$15.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.08K- 4.76% |
$154K - $170K
|
21.5K
$6.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.38% |
$156K - $172K
|
6.5K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.09K- 1.17% |
$156K - $172K
|
92.2K
$28.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.09K- 11.13% |
$157K - $173K
|
8.73K
$2.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.1K- 6.2% |
$158K - $174K
|
16.7K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.1K- 6.71% |
$158K - $174K
|
15.3K
$4.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.11K- 26.06% |
$158K - $175K
|
3.14K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.11K- 4.22% |
$158K - $175K
|
25.1K
$7.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.15% |
$159K - $176K
|
95.2K
$29.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 2.54% |
$159K - $176K
|
42.6K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.11K- 0.42% |
$159K - $176K
|
261K
$80.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.12K- 2.36% |
$160K - $176K
|
46.1K
$14.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.12K- 3.41% |
$160K - $176K
|
31.6K
$9.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.12K- 0.45% |
$160K - $176K
|
245K
$75.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.13K- 5.41% |
$162K - $179K
|
19.8K
$6.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.13K- 2.73% |
$162K - $179K
|
40.4K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.14K- 9.86% |
$163K - $179K
|
10.4K
$3.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 8.88% |
$163K - $180K
|
11.7K
$3.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.14K- 3.37% |
$163K - $180K
|
32.7K
$10.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.16K- 13.49% |
$166K - $183K
|
7.43K
$2.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.16K- 93.55% |
$166K - $183K
|
80
$24.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.16K- 0.54% |
$166K - $184K
|
215K
$66.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.17K- 11.6% |
$167K - $184K
|
8.87K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.17K- 2.97% |
$168K - $185K
|
38.2K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.18K- 3.43% |
$168K - $186K
|
33.1K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.18K- 7.79% |
$169K - $186K
|
14K
$4.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 3.91% |
$171K - $188K
|
29.3K
$9.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.2K- 10.0% |
$171K - $189K
|
10.8K
$3.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.2K- 3.19% |
$171K - $189K
|
36.3K
$11.2M
|