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 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
309+ 7.4% |
$44.3K - $48.8K
|
4.49K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
308+ 7.35% |
$44.1K - $48.7K
|
4.5K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
307+ 4.89% |
$44K - $48.5K
|
6.59K
$1.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
306+ 0.42% |
$43.8K - $48.3K
|
73K
$18.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
305+ 2.6% |
$43.7K - $48.2K
|
12.1K
$3.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
303+ 0.74% |
$43.4K - $47.9K
|
41.5K
$10.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
302+ 1.19% |
$43.2K - $47.7K
|
25.7K
$6.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
301+ 0.35% |
$43.1K - $47.6K
|
86.8K
$22.5M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
301+ 9.0% |
$43.1K - $47.6K
|
3.65K
$944K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
300+ 1.48% |
$43K - $47.4K
|
20.6K
$5.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 5.12% |
$43K - $47.4K
|
6.16K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 3.9% |
$43K - $47.4K
|
8K
$2.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 5.74% |
$43K - $47.4K
|
5.53K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
299+ 1.47% |
$42.8K - $47.2K
|
20.7K
$5.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
298+ 6.98% |
$42.7K - $47.1K
|
4.57K
$1.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
295+ 1.67% |
$42.2K - $46.6K
|
18K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
295+ 0.05% |
$42.2K - $46.6K
|
565K
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
295+ 10.77% |
$42.2K - $46.6K
|
3.03K
$785K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
293+ 1.22% |
$42K - $46.3K
|
24.3K
$6.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
292+ 1.16% |
$41.8K - $46.1K
|
25.5K
$6.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
291+ 4.3% |
$41.7K - $46K
|
7.07K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
290+ 5.57% |
$41.5K - $45.8K
|
5.5K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
289+ 0.83% |
$41.4K - $45.7K
|
35.1K
$9.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
288+ 290.91% |
$41.2K - $45.5K
|
387
$100K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
284+ 0.88% |
$40.7K - $44.9K
|
32.4K
$8.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
282+ 0.33% |
$40.4K - $44.6K
|
86.4K
$22.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
279+ 1.54% |
$40K - $44.1K
|
18.3K
$4.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
278+ 0.55% |
$39.8K - $43.9K
|
51.1K
$13.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
278+ 7.99% |
$39.8K - $43.9K
|
3.76K
$973K
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
278+ 10.04% |
$39.8K - $43.9K
|
3.05K
$789K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
277New |
$39.7K - $43.8K
|
277
$71.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
277+ 1.89% |
$39.7K - $43.8K
|
14.9K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
276+ 1.3% |
$39.5K - $43.6K
|
21.5K
$5.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
275+ 0.65% |
$39.4K - $43.5K
|
42.6K
$11M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
275+ 3.37% |
$39.4K - $43.5K
|
8.43K
$2.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
273+ 7.99% |
$39.1K - $43.1K
|
3.69K
$955K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
273+ 12.31% |
$39.1K - $43.1K
|
2.49K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
271+ 1.3% |
$38.8K - $42.8K
|
21.1K
$5.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
268+ 1.5% |
$38.4K - $42.3K
|
18.2K
$4.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
267+ 3.05% |
$38.2K - $42.2K
|
9.03K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
267+ 10.69% |
$38.2K - $42.2K
|
2.76K
$715K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
266+ 0.89% |
$38.1K - $42K
|
30.1K
$7.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
266+ 2.19% |
$38.1K - $42K
|
12.4K
$3.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
265+ 10.61% |
$38K - $41.9K
|
2.76K
$715K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
265+ 0.49% |
$38K - $41.9K
|
54.7K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
265+ 4.41% |
$38K - $41.9K
|
6.27K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
264+ 13.0% |
$37.8K - $41.7K
|
2.29K
$594K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
263+ 2.67% |
$37.7K - $41.6K
|
10.1K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
263+ 3.0% |
$37.7K - $41.6K
|
9.04K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
263+ 10.01% |
$37.7K - $41.6K
|
2.89K
$748K
|