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 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-31- 0.38% |
$4.44K - $4.9K
|
8.21K
$2.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 0.74% |
$4.58K - $5.06K
|
4.31K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-32- 1.38% |
$4.58K - $5.06K
|
2.29K
$593K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-33- 1.91% |
$4.73K - $5.21K
|
1.7K
$439K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-33- 0.58% |
$4.73K - $5.21K
|
5.63K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-33- 0.38% |
$4.73K - $5.21K
|
8.55K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-33- 0.26% |
$4.73K - $5.21K
|
12.5K
$3.24M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-33- 0.3% |
$4.73K - $5.21K
|
10.8K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-35- 0.18% |
$5.01K - $5.53K
|
19.6K
$5.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 51.47% |
$5.01K - $5.53K
|
33
$8.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-35- 0.93% |
$5.01K - $5.53K
|
3.74K
$969K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-35- 0.78% |
$5.01K - $5.53K
|
4.46K
$1.15M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-36- 0.49% |
$5.16K - $5.69K
|
7.35K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-36- 0.54% |
$5.16K - $5.69K
|
6.58K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36- 1.31% |
$5.16K - $5.69K
|
2.71K
$701K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.01% |
$5.3K - $5.85K
|
3.64K
$942K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-38- 0.43% |
$5.44K - $6K
|
8.82K
$2.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-38- 0.72% |
$5.44K - $6K
|
5.23K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-38- 0.21% |
$5.44K - $6K
|
17.6K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-38- 0.22% |
$5.44K - $6K
|
17.1K
$4.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-39- 1.24% |
$5.59K - $6.16K
|
3.11K
$805K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-39- 3.7% |
$5.59K - $6.16K
|
1.02K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-40- 1.74% |
$5.73K - $6.32K
|
2.26K
$585K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-40- 0.56% |
$5.73K - $6.32K
|
7.15K
$1.85M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-40- 0.14% |
$5.73K - $6.32K
|
29.2K
$7.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-40- 0.35% |
$5.73K - $6.32K
|
11.3K
$2.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-40- 1.31% |
$5.73K - $6.32K
|
3.02K
$782K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-41- 0.11% |
$5.87K - $6.48K
|
37.3K
$9.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-41- 1.63% |
$5.87K - $6.48K
|
2.47K
$640K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-42- 0.12% |
$6.01K - $6.64K
|
33.8K
$8.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-42- 0.08% |
$6.01K - $6.64K
|
51.7K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-42- 0.22% |
$6.01K - $6.64K
|
19K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-43- 0.64% |
$6.16K - $6.79K
|
6.68K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-44- 0.24% |
$6.3K - $6.95K
|
18.1K
$4.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-44- 1.24% |
$6.3K - $6.95K
|
3.51K
$909K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-44- 0.77% |
$6.3K - $6.95K
|
5.65K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-44- 1.01% |
$6.3K - $6.95K
|
4.31K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-45- 0.46% |
$6.44K - $7.11K
|
9.82K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45- 1.66% |
$6.44K - $7.11K
|
2.66K
$689K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-45- 0.57% |
$6.44K - $7.11K
|
7.91K
$2.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-46- 0.56% |
$6.59K - $7.27K
|
8.19K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-46- 0.09% |
$6.59K - $7.27K
|
53.2K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-46- 0.18% |
$6.59K - $7.27K
|
25.9K
$6.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-47- 0.25% |
$6.73K - $7.43K
|
19.1K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-47- 0.61% |
$6.73K - $7.43K
|
7.64K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-48- 1.38% |
$6.87K - $7.58K
|
3.44K
$889K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-48- 0.54% |
$6.87K - $7.58K
|
8.84K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-48- 2.47% |
$6.87K - $7.58K
|
1.89K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-48- 2.71% |
$6.87K - $7.58K
|
1.72K
$446K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-49- 0.2% |
$7.02K - $7.74K
|
24.5K
$6.35M
|