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
|
High Mark Wealth Management LLC
|
SELL
|
- |
-49- 44.95% |
$7.02K - $7.74K
|
60
$15.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-49- 0.12% |
$7.02K - $7.74K
|
41.5K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-49- 0.27% |
$7.02K - $7.74K
|
18.1K
$4.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-49- 1.07% |
$7.02K - $7.74K
|
4.55K
$1.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 0.58% |
$7.16K - $7.9K
|
8.55K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 2.07% |
$7.16K - $7.9K
|
2.37K
$613K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-50- 0.2% |
$7.16K - $7.9K
|
25.4K
$6.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-50- 0.04% |
$7.16K - $7.9K
|
134K
$34.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-50- 1.85% |
$7.16K - $7.9K
|
2.66K
$688K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 7.36% |
$7.16K - $7.9K
|
629
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-50- 2.52% |
$7.16K - $7.9K
|
1.94K
$501K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-51- 0.2% |
$7.3K - $8.06K
|
24.9K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51- 0.5% |
$7.3K - $8.06K
|
10.1K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-52- 0.02% |
$7.45K - $8.22K
|
307K
$79.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-52- 0.32% |
$7.45K - $8.22K
|
16.3K
$4.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52- 0.05% |
$7.45K - $8.22K
|
95.9K
$24.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-55- 0.85% |
$7.88K - $8.69K
|
6.4K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.27% |
$7.88K - $8.69K
|
4.28K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-55- 0.64% |
$7.88K - $8.69K
|
8.54K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-55- 1.49% |
$7.88K - $8.69K
|
3.64K
$941K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-56- 0.23% |
$8.02K - $8.85K
|
24.5K
$6.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-57- 1.12% |
$8.16K - $9.01K
|
5.04K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-57- 0.47% |
$8.16K - $9.01K
|
12.2K
$3.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-58- 0.14% |
$8.31K - $9.16K
|
42.5K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-58- 2.35% |
$8.31K - $9.16K
|
2.41K
$623K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-59- 3.01% |
$8.45K - $9.32K
|
1.9K
$492K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-60- 0.31% |
$8.59K - $9.48K
|
19.4K
$5.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-60- 0.14% |
$8.59K - $9.48K
|
43.7K
$11.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-60- 2.92% |
$8.59K - $9.48K
|
1.99K
$516K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-61- 0.24% |
$8.74K - $9.64K
|
25.8K
$6.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-63- 15.4% |
$9.02K - $9.95K
|
346
$89.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-63- 2.82% |
$9.02K - $9.95K
|
2.17K
$562K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-63- 0.26% |
$9.02K - $9.95K
|
24.5K
$6.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-64- 0.17% |
$9.17K - $10.1K
|
36.7K
$9.51M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-64- 0.02% |
$9.17K - $10.1K
|
415K
$107M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-66- 1.19% |
$9.45K - $10.4K
|
5.5K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-67- 2.28% |
$9.6K - $10.6K
|
2.87K
$744K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-67- 4.35% |
$9.6K - $10.6K
|
1.47K
$381K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-69- 0.61% |
$9.88K - $10.9K
|
11.2K
$2.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-69- 2.77% |
$9.88K - $10.9K
|
2.42K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-69- 1.04% |
$9.88K - $10.9K
|
6.55K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-69- 0.61% |
$9.88K - $10.9K
|
11.2K
$2.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 20.11% |
$10K - $11.1K
|
278
$71.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-70- 0.51% |
$10K - $11.1K
|
13.7K
$3.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-71- 66.36% |
$10.2K - $11.2K
|
36
$9.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-72- 2.63% |
$10.3K - $11.4K
|
2.67K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-72- 2.06% |
$10.3K - $11.4K
|
3.43K
$887K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-73- 2.15% |
$10.5K - $11.5K
|
3.32K
$859K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-74- 0.79% |
$10.6K - $11.7K
|
9.33K
$2.41M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-74- 0.49% |
$10.6K - $11.7K
|
15.1K
$3.92M
|