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 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.9% |
$2.15K - $2.37K
|
1.65K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-15- 0.3% |
$2.15K - $2.37K
|
5.03K
$1.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-16- 0.05% |
$2.29K - $2.53K
|
32.9K
$8.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-17- 0.21% |
$2.43K - $2.69K
|
7.92K
$2.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.15% |
$2.43K - $2.69K
|
11.3K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-17- 1.13% |
$2.43K - $2.69K
|
1.49K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-17- 0.88% |
$2.43K - $2.69K
|
1.91K
$493K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-17- 0.19% |
$2.43K - $2.69K
|
9.16K
$2.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-18- 0.32% |
$2.58K - $2.84K
|
5.64K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-18- 1.22% |
$2.58K - $2.84K
|
1.46K
$377K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-19- 0.18% |
$2.72K - $3K
|
10.4K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-19- 0.7% |
$2.72K - $3K
|
2.69K
$696K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-20- 0.09% |
$2.86K - $3.16K
|
22K
$5.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 11.76% |
$2.86K - $3.16K
|
150
$38.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-20- 1.13% |
$2.86K - $3.16K
|
1.75K
$454K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-20- 0.07% |
$2.86K - $3.16K
|
30.3K
$7.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-20- 1.04% |
$2.86K - $3.16K
|
1.91K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-20- 5.7% |
$2.86K - $3.16K
|
331
$85.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21- 0.06% |
$3.01K - $3.32K
|
33.8K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-21- 0.71% |
$3.01K - $3.32K
|
2.95K
$762K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-22- 0.18% |
$3.15K - $3.48K
|
11.9K
$3.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-23- 0.51% |
$3.29K - $3.63K
|
4.48K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-23- 0.15% |
$3.29K - $3.63K
|
15.3K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.17% |
$3.29K - $3.63K
|
13.1K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-23- 0.53% |
$3.29K - $3.63K
|
4.28K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-24- 0.06% |
$3.44K - $3.79K
|
41K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-25- 0.16% |
$3.58K - $3.95K
|
15.9K
$4.12M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-25- 1.43% |
$3.58K - $3.95K
|
1.72K
$445K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-25- 0.97% |
$3.58K - $3.95K
|
2.56K
$661K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-25- 1.66% |
$3.58K - $3.95K
|
1.48K
$383K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 0.32% |
$3.58K - $3.95K
|
7.78K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 0.28% |
$3.58K - $3.95K
|
8.94K
$2.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-25- 0.11% |
$3.58K - $3.95K
|
23.5K
$6.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-25- 0.17% |
$3.58K - $3.95K
|
14.8K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 0.01% |
$3.58K - $3.95K
|
193K
$49.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25- 0.81% |
$3.58K - $3.95K
|
3.05K
$789K
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-25- 0.28% |
$3.58K - $3.95K
|
8.81K
$2.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-26- 0.7% |
$3.72K - $4.11K
|
3.67K
$949K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-26- 0.09% |
$3.72K - $4.11K
|
29.3K
$7.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.43% |
$3.72K - $4.11K
|
5.99K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-26- 0.96% |
$3.72K - $4.11K
|
2.68K
$693K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-27- 0.31% |
$3.87K - $4.27K
|
8.71K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-27- 1.54% |
$3.87K - $4.27K
|
1.73K
$448K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-28- 1.47% |
$4.01K - $4.42K
|
1.88K
$487K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-28- 0.46% |
$4.01K - $4.42K
|
6.03K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-28- 0.64% |
$4.01K - $4.42K
|
4.38K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-30- 0.99% |
$4.3K - $4.74K
|
3.01K
$780K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-30- 0.76% |
$4.3K - $4.74K
|
3.9K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-30- 0.24% |
$4.3K - $4.74K
|
12.7K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-30- 0.58% |
$4.3K - $4.74K
|
5.17K
$1.34M
|