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 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.44K- 20.24% |
$207K - $228K
|
5.69K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.45K- 2.79% |
$207K - $229K
|
50.5K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.46K- 1.97% |
$209K - $231K
|
72.4K
$20.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.47K- 6.6% |
$211K - $233K
|
20.8K
$5.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 4.55% |
$211K - $233K
|
31K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.48K- 31.88% |
$211K - $233K
|
3.15K
$893K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.49K- 5.23% |
$214K - $236K
|
27.1K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.5K- 0.68% |
$215K - $237K
|
219K
$61.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.51K- 4.22% |
$216K - $239K
|
34.3K
$9.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-1.53K- 2.41% |
$218K - $241K
|
61.7K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.55K- 7.33% |
$222K - $245K
|
19.6K
$5.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.24% |
$222K - $245K
|
124K
$35M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.56K- 9.23% |
$223K - $246K
|
15.3K
$4.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.56K- 6.01% |
$223K - $246K
|
24.4K
$6.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.56K- 0.16% |
$223K - $246K
|
960K
$272M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.56K- 4.03% |
$224K - $247K
|
37.2K
$10.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.56K- 1.87% |
$224K - $247K
|
82K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.57K- 1.06% |
$224K - $247K
|
146K
$41.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-1.57K- 4.57% |
$225K - $248K
|
32.8K
$9.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.59K- 1.3% |
$228K - $251K
|
121K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.59K- 0.54% |
$228K - $251K
|
292K
$82.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.6K- 2.75% |
$230K - $253K
|
56.7K
$16.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.61K- 3.79% |
$230K - $254K
|
40.8K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.64K- 21.76% |
$234K - $258K
|
5.88K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.64K- 3.86% |
$234K - $258K
|
40.8K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.64K- 0.4% |
$234K - $259K
|
403K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.64K- 1.59% |
$235K - $259K
|
102K
$28.7M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.64K- 1.87% |
$235K - $259K
|
86.2K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-1.64K- 0.89% |
$235K - $260K
|
183K
$51.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.65K- 3.27% |
$236K - $260K
|
48.8K
$13.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.65K- 7.28% |
$236K - $261K
|
21K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.67K- 7.39% |
$240K - $264K
|
21K
$5.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.68K- 3.53% |
$240K - $265K
|
45.8K
$13M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.68K- 33.88% |
$241K - $265K
|
3.28K
$928K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.69K- 0.05% |
$242K - $267K
|
3.72M
$1.05B
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.7K- 2.32% |
$244K - $269K
|
71.7K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.72K- 4.11% |
$246K - $271K
|
40K
$11.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.75K- 1.14% |
$250K - $276K
|
151K
$42.7M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.77K- 3.05% |
$253K - $279K
|
56.1K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 2.84% |
$253K - $279K
|
60.5K
$17.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.78K- 27.86% |
$254K - $280K
|
4.6K
$1.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.8K- 9.51% |
$257K - $284K
|
17.1K
$4.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.8K- 3.92% |
$258K - $284K
|
44.1K
$12.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.81K- 2.81% |
$259K - $286K
|
62.6K
$17.7M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.82K- 1.77% |
$261K - $288K
|
101K
$28.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.82K- 78.48% |
$261K - $288K
|
500
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.85K- 0.72% |
$265K - $293K
|
254K
$72.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.87K- 19.09% |
$267K - $295K
|
7.92K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.88K- 2.17% |
$269K - $297K
|
84.6K
$23.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 3.23% |
$271K - $299K
|
56.6K
$16M
|