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
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9.23K+ 137.64% |
$1.32M - $1.46M
|
15.9K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.19K+ 8.14% |
$1.32M - $1.45M
|
122K
$29.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.16K+ 40.35% |
$1.31M - $1.45M
|
31.9K
$7.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9.14K+ 5.15% |
$1.31M - $1.44M
|
186K
$45.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
9.14K+ 37.85% |
$1.31M - $1.44M
|
33.3K
$8.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
9.08KNew |
$1.3M - $1.44M
|
9.08K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.81K+ 3.36% |
$1.26M - $1.39M
|
271K
$65.9M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
8.71K+ 79.12% |
$1.25M - $1.38M
|
19.7K
$4.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.63K+ 325.39% |
$1.24M - $1.36M
|
11.3K
$2.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.63K+ 7.23% |
$1.24M - $1.36M
|
128K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
8.63KNew |
$1.24M - $1.36M
|
8.63K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.51K+ 24.47% |
$1.22M - $1.34M
|
43.3K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.47K+ 4.74% |
$1.21M - $1.34M
|
187K
$45.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.45K+ 12.92% |
$1.21M - $1.34M
|
73.9K
$18M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
8.28K+ 10.98% |
$1.19M - $1.31M
|
83.7K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
8.2K+ 64.0% |
$1.17M - $1.3M
|
21K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8.13KNew |
$1.16M - $1.29M
|
8.13K
$1.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.03K+ 76.07% |
$1.15M - $1.27M
|
18.6K
$4.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8K+ 18.71% |
$1.15M - $1.26M
|
50.8K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.98K+ 56.73% |
$1.14M - $1.26M
|
22.1K
$5.37M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.98K+ 56.73% |
$1.14M - $1.26M
|
22.1K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.98K+ 34.06% |
$1.14M - $1.26M
|
31.4K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
7.92K+ 55.44% |
$1.13M - $1.25M
|
22.2K
$5.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.91K+ 4.66% |
$1.13M - $1.25M
|
178K
$43.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
BUY
|
- |
7.79K+ 23.26% |
$1.11M - $1.23M
|
41.3K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.77K+ 4.87% |
$1.11M - $1.23M
|
167K
$40.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.61K+ 39.26% |
$1.09M - $1.2M
|
27K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.61K+ 6.45% |
$1.09M - $1.2M
|
126K
$30.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.56K+ 21.77% |
$1.08M - $1.19M
|
42.3K
$10.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
7.53K+ 8.1% |
$1.08M - $1.19M
|
101K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.48K+ 3.34% |
$1.07M - $1.18M
|
232K
$56.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.41K+ 29.63% |
$1.06M - $1.17M
|
32.4K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.34K+ 42.86% |
$1.05M - $1.16M
|
24.5K
$5.96M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.29K+ 729300.0% |
$1.04M - $1.15M
|
7.29K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.26K+ 4.38% |
$1.04M - $1.15M
|
173K
$42.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
7.21KNew |
$1.03M - $1.14M
|
7.21K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.19K+ 1.83% |
$1.03M - $1.14M
|
399K
$97.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
7.16K+ 2.67% |
$1.03M - $1.13M
|
276K
$67.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.15K+ 6.18% |
$1.02M - $1.13M
|
123K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.15K+ 25.43% |
$1.02M - $1.13M
|
35.2K
$8.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
7.13K+ 16.07% |
$1.02M - $1.13M
|
51.5K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7.08K+ 7.95% |
$1.01M - $1.12M
|
96.2K
$23.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.06K+ 415.29% |
$1.01M - $1.12M
|
8.76K
$2.13M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.02KNew |
$1.01M - $1.11M
|
7.02K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$1M - $1.11M
|
6.99K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$989K - $1.09M
|
6.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.9K+ 153.33% |
$988K - $1.09M
|
11.4K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.85K+ 12.8% |
$981K - $1.08M
|
60.4K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.81KNew |
$975K - $1.08M
|
6.81K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.78K+ 246.83% |
$971K - $1.07M
|
9.52K
$2.32M
|