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 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.5% |
$190K - $209K
|
51.7K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.33K- 0.11% |
$190K - $209K
|
1.16M
$279M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.33K- 5.94% |
$190K - $210K
|
21K
$5.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.33K- 12.04% |
$190K - $210K
|
9.71K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.33K- 11.77% |
$191K - $211K
|
9.99K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.33K- 4.57% |
$191K - $211K
|
27.9K
$6.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.34K- 12.18% |
$191K - $211K
|
9.64K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.34K- 5.48% |
$192K - $212K
|
23.1K
$5.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.34K- 10.02% |
$192K - $212K
|
12.1K
$2.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.67% |
$193K - $213K
|
79.3K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.35K- 3.05% |
$193K - $213K
|
42.9K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.36K- 5.09% |
$194K - $214K
|
25.3K
$6.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.36K- 3.45% |
$195K - $215K
|
38.1K
$9.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.36K- 17.89% |
$195K - $215K
|
6.24K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.36K- 3.51% |
$195K - $216K
|
37.4K
$9.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.37K- 1.57% |
$196K - $216K
|
85.6K
$20.6M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.37K- 9.1% |
$196K - $217K
|
13.7K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.37K- 4.42% |
$197K - $217K
|
29.7K
$7.16M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.39K- 6.1% |
$198K - $219K
|
21.3K
$5.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.39K- 12.34% |
$200K - $220K
|
9.91K
$2.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.4K- 1.11% |
$200K - $221K
|
125K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.4K- 3.96% |
$200K - $221K
|
33.8K
$8.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.4K- 1.78% |
$200K - $221K
|
77.1K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.4K- 3.86% |
$200K - $221K
|
34.9K
$8.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.4K- 3.37% |
$200K - $221K
|
40.1K
$9.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.41K- 1.09% |
$202K - $223K
|
127K
$30.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.42K- 4.11% |
$203K - $224K
|
33K
$7.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.42K- 7.8% |
$204K - $225K
|
16.8K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.42K- 1.7% |
$204K - $225K
|
82.3K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.43K- 6.34% |
$204K - $225K
|
21.1K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 0.22% |
$205K - $226K
|
637K
$153M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.44K- 16.18% |
$206K - $228K
|
7.46K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.44K- 20.24% |
$207K - $228K
|
5.69K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.45K- 2.79% |
$207K - $229K
|
50.5K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.46K- 1.97% |
$209K - $231K
|
72.4K
$17.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.47K- 6.6% |
$211K - $233K
|
20.8K
$5.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 4.55% |
$211K - $233K
|
31K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.48K- 31.88% |
$211K - $233K
|
3.15K
$760K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.49K- 5.23% |
$214K - $236K
|
27.1K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.5K- 0.68% |
$215K - $237K
|
219K
$52.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.51K- 4.22% |
$216K - $239K
|
34.3K
$8.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-1.53K- 2.41% |
$218K - $241K
|
61.7K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.55K- 7.33% |
$222K - $245K
|
19.6K
$4.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.24% |
$222K - $245K
|
124K
$29.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.56K- 9.23% |
$223K - $246K
|
15.3K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.56K- 6.01% |
$223K - $246K
|
24.4K
$5.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.56K- 0.16% |
$223K - $246K
|
960K
$231M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.56K- 4.03% |
$224K - $247K
|
37.2K
$8.95M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.56K- 1.87% |
$224K - $247K
|
82K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.57K- 1.06% |
$224K - $247K
|
146K
$35.3M
|