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 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
21+ 1.16% |
$3.01K - $3.32K
|
1.84K
$475K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21+ 0.38% |
$3.01K - $3.32K
|
5.59K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
21+ 0.05% |
$3.01K - $3.32K
|
43.6K
$11.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
20+ 0.18% |
$2.86K - $3.16K
|
11.3K
$2.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
20+ 1.22% |
$2.86K - $3.16K
|
1.66K
$430K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
20+ 0.38% |
$2.86K - $3.16K
|
5.22K
$1.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 0.3% |
$2.72K - $3K
|
6.31K
$1.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
19+ 0.4% |
$2.72K - $3K
|
4.76K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 0.28% |
$2.72K - $3K
|
6.86K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.2% |
$2.72K - $3K
|
9.66K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
19+ 0.11% |
$2.72K - $3K
|
18.1K
$4.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
19+ 0.02% |
$2.72K - $3K
|
111K
$28.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
18+ 0.95% |
$2.58K - $2.84K
|
1.92K
$497K
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
18+ 2.2% |
$2.58K - $2.84K
|
836
$216K
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
18+ 0.99% |
$2.58K - $2.84K
|
1.83K
$475K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
18+ 0.13% |
$2.58K - $2.84K
|
14.4K
$3.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.39% |
$2.43K - $2.69K
|
4.37K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
17+ 0.55% |
$2.43K - $2.69K
|
3.11K
$805K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
17+ 0.15% |
$2.43K - $2.69K
|
11.3K
$2.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
16+ 0.19% |
$2.29K - $2.53K
|
8.48K
$2.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
16+ 0.17% |
$2.29K - $2.53K
|
9.52K
$2.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.61% |
$2.29K - $2.53K
|
2.64K
$683K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
15+ 0.73% |
$2.15K - $2.37K
|
2.07K
$536K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.41% |
$2.15K - $2.37K
|
3.67K
$950K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
15+ 0.56% |
$2.15K - $2.37K
|
2.68K
$694K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
15+ 0.63% |
$2.15K - $2.37K
|
2.39K
$619K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
15+ 0.21% |
$2.15K - $2.37K
|
7.14K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.02% |
$2.15K - $2.37K
|
62.3K
$16.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 0.07% |
$2K - $2.21K
|
19.3K
$4.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
14+ 0.58% |
$2K - $2.21K
|
2.41K
$623K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
14+ 0.61% |
$2K - $2.21K
|
2.29K
$594K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.64% |
$2K - $2.21K
|
2.21K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14+ 0.18% |
$2K - $2.21K
|
7.75K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 0.36% |
$1.86K - $2.05K
|
3.6K
$933K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
13+ 0.11% |
$1.86K - $2.05K
|
11.7K
$3.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
13+ 0.24% |
$1.86K - $2.05K
|
5.41K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.42% |
$1.86K - $2.05K
|
3.09K
$800K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.92% |
$1.86K - $2.05K
|
1.43K
$369K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.41% |
$1.72K - $1.9K
|
2.91K
$753K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12+ 1.97% |
$1.72K - $1.9K
|
622
$161K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.12% |
$1.72K - $1.9K
|
9.91K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
12+ 0.27% |
$1.72K - $1.9K
|
4.49K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
11+ 0.03% |
$1.58K - $1.74K
|
34K
$8.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
11+ 0.11% |
$1.58K - $1.74K
|
10.2K
$2.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 13.92% |
$1.58K - $1.74K
|
90
$23.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.29% |
$1.58K - $1.74K
|
3.77K
$976K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.01% |
$1.58K - $1.74K
|
89.4K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.07% |
$1.58K - $1.74K
|
15.9K
$4.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.61% |
$1.58K - $1.74K
|
1.81K
$468K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
10+ 0.36% |
$1.43K - $1.58K
|
2.75K
$712K
|