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
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.74K+ 34.22% |
$965K - $1.06M
|
26.4K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.69K+ 135.64% |
$958K - $1.06M
|
11.6K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
6.64K+ 62.52% |
$951K - $1.05M
|
17.3K
$4.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.59K+ 63.78% |
$943K - $1.04M
|
16.9K
$4.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
6.57K+ 238.07% |
$941K - $1.04M
|
9.33K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.56K+ 5.16% |
$939K - $1.04M
|
134K
$32.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.52K+ 299.36% |
$934K - $1.03M
|
8.7K
$2.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
6.52K+ 97.56% |
$934K - $1.03M
|
13.2K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.41K+ 0.8% |
$917K - $1.01M
|
808K
$196M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.4K+ 9.57% |
$917K - $1.01M
|
73.3K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.38KNew |
$914K - $1.01M
|
6.38K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
6.32K+ 11.91% |
$904K - $998K
|
59.4K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.31K+ 0.95% |
$904K - $997K
|
673K
$164M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
6.26K+ 6.39% |
$896K - $989K
|
104K
$25.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 0.32% |
$896K - $989K
|
1.94M
$473M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.25K+ 9.13% |
$895K - $988K
|
74.7K
$18.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
6.25K+ 2.91% |
$894K - $987K
|
221K
$53.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
6.16K+ 10.0% |
$883K - $974K
|
67.8K
$16.5M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
6.02K+ 29.05% |
$862K - $951K
|
26.7K
$6.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
6K+ 70.85% |
$859K - $948K
|
14.5K
$3.52M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.96K+ 3.0% |
$854K - $942K
|
205K
$49.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.92K+ 13.99% |
$848K - $936K
|
48.3K
$11.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.88K+ 112.29% |
$842K - $929K
|
11.1K
$2.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.88KNew |
$842K - $929K
|
5.88K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
5.83K+ 1.56% |
$835K - $921K
|
379K
$92.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.83KNew |
$834K - $921K
|
5.83K
$1.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.82K+ 18.46% |
$834K - $920K
|
37.4K
$9.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.78K+ 1.23% |
$828K - $913K
|
475K
$116M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.78K+ 1.28% |
$827K - $912K
|
456K
$111M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.77K+ 0.73% |
$827K - $912K
|
793K
$193M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
5.76K+ 8.25% |
$825K - $911K
|
75.6K
$18.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
5.74K+ 7.08% |
$821K - $906K
|
86.7K
$21.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5.72K+ 56.55% |
$819K - $903K
|
15.8K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.7K+ 1.07% |
$816K - $901K
|
538K
$131M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.7K+ 1.58% |
$816K - $900K
|
366K
$89M
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
5.69K+ 6.5% |
$814K - $898K
|
93.2K
$22.7M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.68K+ 1.49% |
$813K - $897K
|
387K
$94.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.63K+ 1.65% |
$807K - $890K
|
347K
$84.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.62K+ 17.0% |
$805K - $889K
|
38.7K
$9.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.62K+ 6.47% |
$805K - $888K
|
92.4K
$22.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.61K+ 8.96% |
$803K - $886K
|
68.2K
$16.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.61K+ 2.33% |
$803K - $886K
|
246K
$59.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.54K+ 12.5% |
$793K - $875K
|
49.8K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.5K+ 46.6% |
$788K - $870K
|
17.3K
$4.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.47KNew |
$784K - $865K
|
5.47K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.46K+ 5.53% |
$782K - $863K
|
104K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
5.42K+ 4.26% |
$776K - $856K
|
133K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.4K+ 20.33% |
$773K - $852K
|
31.9K
$7.77M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
5.35K+ 19.69% |
$767K - $846K
|
32.5K
$7.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.33K+ 5.62% |
$764K - $843K
|
100K
$24.4M
|