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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.14K- 39.79% |
$450K - $497K
|
4.76K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.15K- 4.82% |
$451K - $498K
|
62.2K
$19.2M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.15K- 3.08% |
$451K - $498K
|
99.1K
$30.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 18.26% |
$454K - $501K
|
14.2K
$4.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-3.18K- 7.19% |
$456K - $503K
|
41.1K
$12.7M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-3.19K- 29.67% |
$456K - $503K
|
7.55K
$2.33M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.2K- 1.83% |
$458K - $506K
|
172K
$53.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.2K- 2.29% |
$458K - $506K
|
137K
$42.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.2K- 52.4% |
$458K - $506K
|
2.91K
$898K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.22K- 22.42% |
$461K - $509K
|
11.1K
$3.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.23K- 24.31% |
$462K - $510K
|
10K
$3.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.23K- 25.6% |
$463K - $511K
|
9.4K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-3.28K- 9.73% |
$470K - $519K
|
30.5K
$9.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.32K- 0.69% |
$475K - $524K
|
479K
$148M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.32K- 9.4% |
$475K - $524K
|
32K
$9.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.32K- 2.25% |
$475K - $525K
|
144K
$44.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.34K- 2.4% |
$478K - $527K
|
136K
$42M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.34K- 14.89% |
$478K - $527K
|
19.1K
$5.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.34K- 3.39% |
$479K - $528K
|
95.3K
$29.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-3.37K- 17.08% |
$482K - $532K
|
16.4K
$5.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.37K- 2.7% |
$483K - $533K
|
121K
$37.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.4K- 0.28% |
$486K - $537K
|
1.21M
$373M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.41K- 1.78% |
$489K - $539K
|
189K
$58.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.42K- 24.2% |
$490K - $540K
|
10.7K
$3.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.43K- 27.47% |
$491K - $542K
|
9.06K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.44K- 0.69% |
$492K - $543K
|
496K
$153M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.47K- 20.94% |
$496K - $547K
|
13.1K
$4.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 5.33% |
$497K - $548K
|
61.6K
$19M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.48K- 5.08% |
$498K - $549K
|
64.9K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.5K- 30.86% |
$502K - $553K
|
7.85K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.51K- 5.41% |
$503K - $554K
|
61.4K
$19M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.52K- 5.12% |
$504K - $556K
|
65.1K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.53K- 11.33% |
$505K - $557K
|
27.6K
$8.53M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.54K- 30.31% |
$507K - $560K
|
8.14K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.55K- 6.62% |
$508K - $561K
|
50K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.6K- 11.91% |
$516K - $569K
|
26.6K
$8.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.6K- 7.81% |
$516K - $569K
|
42.5K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.6K- 51.0% |
$516K - $569K
|
3.46K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.61K- 1.83% |
$516K - $570K
|
194K
$59.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-3.62K- 1.11% |
$518K - $571K
|
321K
$99.2M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-3.69K- 2.97% |
$528K - $582K
|
121K
$37.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.69K- 47.6% |
$529K - $583K
|
4.07K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.69K- 10.76% |
$529K - $583K
|
30.6K
$9.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.7K- 6.7% |
$530K - $585K
|
51.5K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.73K- 47.49% |
$534K - $589K
|
4.12K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-3.74K- 1.12% |
$536K - $591K
|
329K
$102M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-3.75K- 49.59% |
$537K - $593K
|
3.81K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.76K- 10.57% |
$538K - $594K
|
31.8K
$9.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.78K- 1.47% |
$541K - $596K
|
253K
$78.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.79K- 22.83% |
$543K - $599K
|
12.8K
$3.96M
|