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 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 2.2% |
$1.43K - $1.58K
|
465
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
10+ 0.04% |
$1.43K - $1.58K
|
22.5K
$5.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10+ 0.11% |
$1.43K - $1.58K
|
9.23K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
9+ 0.58% |
$1.29K - $1.42K
|
1.56K
$403K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
9+ 0.01% |
$1.29K - $1.42K
|
75.9K
$19.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.33% |
$1.29K - $1.42K
|
2.74K
$708K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.04% |
$1.29K - $1.42K
|
20.2K
$5.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$1.15K - $1.26K
|
3.12K
$808K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
8+ 0.29% |
$1.15K - $1.26K
|
2.78K
$719K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8+ 0.04% |
$1.15K - $1.26K
|
18.1K
$4.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$1.15K - $1.26K
|
1.47K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.53% |
$1.15K - $1.26K
|
1.51K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.22% |
$1.15K - $1.26K
|
3.62K
$937K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.15K - $1.26K
|
2.41K
$622K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
7+ 0.31% |
$1K - $1.11K
|
2.24K
$579K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.68% |
$1K - $1.11K
|
1.03K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.29% |
$1K - $1.11K
|
2.4K
$621K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.36% |
$1K - $1.11K
|
1.95K
$505K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
7+ 0.02% |
$1K - $1.11K
|
39.3K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
7+ 0.02% |
$1K - $1.11K
|
32.1K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7+ 0.11% |
$1K - $1.11K
|
6.26K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.11% |
$859 - $948
|
5.62K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$859 - $948
|
11.4K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 0.13% |
$859 - $948
|
4.52K
$1.17M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.13% |
$716 - $790
|
3.93K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.25% |
$716 - $790
|
1.97K
$510K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$716 - $790
|
3.11K
$805K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.63% |
$716 - $790
|
798
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5+ 0.1% |
$716 - $790
|
4.96K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 0.08% |
$716 - $790
|
6.21K
$1.61M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5+ 0.36% |
$716 - $790
|
1.38K
$358K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.02% |
$573 - $632
|
21K
$5.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$573 - $632
|
1.56K
$402K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4+ 0.03% |
$573 - $632
|
11.8K
$3.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
4+ 0.19% |
$573 - $632
|
2.14K
$553K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.56% |
$573 - $632
|
715
$185K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
4+ 0.1% |
$573 - $632
|
3.95K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.38% |
$573 - $632
|
1.05K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.08% |
$430 - $474
|
3.83K
$990K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.04% |
$430 - $474
|
7.49K
$1.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.17% |
$430 - $474
|
1.73K
$448K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.28% |
$430 - $474
|
1.07K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 2.17% |
$430 - $474
|
141
$36.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$430 - $474
|
5.68K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.25% |
$430 - $474
|
1.18K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3+ 0.07% |
$430 - $474
|
4.23K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$430 - $474
|
10.6K
$2.73M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.14% |
$430 - $474
|
2.22K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.12K
$548K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.03% |
$286 - $316
|
7.03K
$1.82M
|