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 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
70New |
$10K - $11.1K
|
70
$18.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
70+ 0.75% |
$10K - $11.1K
|
9.43K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
69+ 0.85% |
$9.88K - $10.9K
|
8.14K
$2.11M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
68+ 3.26% |
$9.74K - $10.7K
|
2.15K
$557K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
67+ 0.24% |
$9.6K - $10.6K
|
28.5K
$7.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
67+ 0.32% |
$9.6K - $10.6K
|
21.1K
$5.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
66+ 0.4% |
$9.45K - $10.4K
|
16.4K
$4.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
66+ 4.03% |
$9.45K - $10.4K
|
1.71K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
65+ 4.11% |
$9.31K - $10.3K
|
1.65K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
64+ 3.16% |
$9.17K - $10.1K
|
2.09K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
64+ 3.93% |
$9.17K - $10.1K
|
1.69K
$438K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 0.79% |
$9.17K - $10.1K
|
8.15K
$2.11M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
64+ 0.55% |
$9.17K - $10.1K
|
11.6K
$3.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
63+ 1.27% |
$9.02K - $9.95K
|
5.04K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
63+ 0.77% |
$9.02K - $9.95K
|
8.21K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
63+ 2.05% |
$9.02K - $9.95K
|
3.13K
$811K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
62+ 1.71% |
$8.88K - $9.8K
|
3.68K
$953K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
62+ 1.91% |
$8.88K - $9.8K
|
3.31K
$855K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.33% |
$8.74K - $9.64K
|
18.5K
$4.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
61+ 0.19% |
$8.74K - $9.64K
|
32.3K
$8.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
61New |
$8.74K - $9.64K
|
61
$15.8K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
60+ 1.78% |
$8.59K - $9.48K
|
3.44K
$890K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
60+ 2.61% |
$8.59K - $9.48K
|
2.36K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$8.45K - $9.32K
|
19.7K
$5.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.3% |
$8.45K - $9.32K
|
20K
$5.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
58+ 0.09% |
$8.31K - $9.16K
|
65.6K
$17M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
58+ 1.49% |
$8.31K - $9.16K
|
3.94K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
57+ 3.77% |
$8.16K - $9.01K
|
1.57K
$406K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
57+ 0.41% |
$8.16K - $9.01K
|
13.9K
$3.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
56+ 1.8% |
$8.02K - $8.85K
|
3.16K
$819K
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
BUY
|
- |
56+ 0.17% |
$8.02K - $8.85K
|
33.4K
$8.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.3% |
$8.02K - $8.85K
|
18.7K
$4.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
56+ 0.88% |
$8.02K - $8.85K
|
6.44K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
55+ 0.08% |
$7.88K - $8.69K
|
65.6K
$17M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
55+ 1.49% |
$7.88K - $8.69K
|
3.75K
$970K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
55+ 0.2% |
$7.88K - $8.69K
|
27.3K
$7.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
55+ 1.32% |
$7.88K - $8.69K
|
4.22K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
54+ 70.13% |
$7.73K - $8.53K
|
131
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
53+ 0.13% |
$7.59K - $8.37K
|
41.5K
$10.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
52+ 1.92% |
$7.45K - $8.22K
|
2.76K
$713K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
52+ 1.08% |
$7.45K - $8.22K
|
4.87K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
51+ 0.07% |
$7.3K - $8.06K
|
69.3K
$17.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
51+ 1.43% |
$7.3K - $8.06K
|
3.62K
$936K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
51+ 0.64% |
$7.3K - $8.06K
|
8.04K
$2.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
51+ 0.51% |
$7.3K - $8.06K
|
10.1K
$2.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 0.45% |
$7.16K - $7.9K
|
11.2K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.26% |
$7.16K - $7.9K
|
19.6K
$5.07M
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50New |
$7.16K - $7.9K
|
50
$12.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.31% |
$7.02K - $7.74K
|
15.8K
$4.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
49+ 0.64% |
$7.02K - $7.74K
|
7.75K
$2M
|