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 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.9K- 9.39% |
$272K - $300K
|
18.3K
$5.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.9K- 5.26% |
$272K - $300K
|
34.2K
$9.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.92K- 1.46% |
$275K - $303K
|
129K
$36.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.93K- 4.58% |
$276K - $304K
|
40.1K
$11.4M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.94K- 3.91% |
$278K - $307K
|
47.7K
$13.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 2.86% |
$279K - $307K
|
66.1K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 24.99% |
$279K - $308K
|
5.86K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2K- 4.02% |
$286K - $316K
|
47.7K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2K- 15.07% |
$286K - $316K
|
11.3K
$3.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2K- 12.13% |
$286K - $316K
|
14.5K
$4.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.02K- 0.59% |
$289K - $319K
|
339K
$96M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.03K- 39.77% |
$290K - $320K
|
3.07K
$869K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.04K- 2.49% |
$291K - $322K
|
79.6K
$22.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 33.8% |
$293K - $323K
|
4.01K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.07K- 1.96% |
$296K - $327K
|
103K
$29.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.07K- 4.98% |
$297K - $328K
|
39.6K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.08K- 6.35% |
$297K - $328K
|
30.6K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.09K- 36.49% |
$299K - $330K
|
3.64K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.1K- 3.01% |
$300K - $331K
|
67.4K
$19.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.11K- 40.34% |
$302K - $333K
|
3.12K
$884K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.13K- 4.22% |
$305K - $337K
|
48.4K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.2K- 0.34% |
$315K - $348K
|
649K
$184M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.2K- 0.57% |
$316K - $348K
|
384K
$109M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.27K- 0.89% |
$324K - $358K
|
252K
$71.3M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.27K- 8.18% |
$325K - $359K
|
25.5K
$7.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.29K- 1.69% |
$328K - $361K
|
133K
$37.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.29K- 27.42% |
$328K - $362K
|
6.06K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.29K- 1.31% |
$328K - $362K
|
172K
$48.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.3K- 1.29% |
$330K - $364K
|
177K
$50M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.33K- 53.45% |
$334K - $368K
|
2.03K
$575K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-2.34K- 22.5% |
$336K - $370K
|
8.07K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2.35K- 1.96% |
$336K - $371K
|
117K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.35K- 4.98% |
$337K - $372K
|
44.9K
$12.7M
|
|
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-2.36KClosed |
$338K - $373K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-2.38K- 9.74% |
$341K - $376K
|
22.1K
$6.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.41K- 12.38% |
$345K - $381K
|
17.1K
$4.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.41K- 27.67% |
$345K - $381K
|
6.3K
$1.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.42K- 0.73% |
$347K - $383K
|
328K
$92.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.46K- 11.23% |
$352K - $388K
|
19.4K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.46K- 7.89% |
$352K - $388K
|
28.7K
$8.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-2.47K- 3.15% |
$354K - $390K
|
76K
$21.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.48K- 9.1% |
$355K - $391K
|
24.7K
$7.01M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.48K- 9.1% |
$355K - $391K
|
24.7K
$7.01M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.49K- 1.16% |
$356K - $393K
|
213K
$60.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-2.49K- 28.7% |
$356K - $393K
|
6.18K
$1.75M
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.49K- 43.44% |
$357K - $394K
|
3.25K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.5K- 3.74% |
$357K - $394K
|
64.2K
$18.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.5K- 34.9% |
$357K - $394K
|
4.66K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-2.52K- 35.11% |
$361K - $398K
|
4.66K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2.53K- 7.86% |
$362K - $400K
|
29.6K
$8.39M
|