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 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-74- 0.12% |
$10.6K - $11.7K
|
59.8K
$15.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-75- 1.6% |
$10.7K - $11.9K
|
4.63K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-76- 0.26% |
$10.9K - $12K
|
29.3K
$7.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-78- 0.18% |
$11.2K - $12.3K
|
44.2K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-78- 0.02% |
$11.2K - $12.3K
|
388K
$100M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-79- 0.79% |
$11.3K - $12.5K
|
9.89K
$2.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-79- 0.24% |
$11.3K - $12.5K
|
32.6K
$8.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.25% |
$11.5K - $12.6K
|
6.32K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-80- 1.5% |
$11.5K - $12.6K
|
5.24K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-80- 0.77% |
$11.5K - $12.6K
|
10.3K
$2.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-81- 3.51% |
$11.6K - $12.8K
|
2.23K
$576K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-81- 1.25% |
$11.6K - $12.8K
|
6.38K
$1.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-82- 0.63% |
$11.7K - $13K
|
13K
$3.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-83- 1.4% |
$11.9K - $13.1K
|
5.83K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-83- 0.46% |
$11.9K - $13.1K
|
17.8K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-83- 0.45% |
$11.9K - $13.1K
|
18.2K
$4.71M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-84- 0.11% |
$12K - $13.3K
|
75.9K
$19.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-85- 1.71% |
$12.2K - $13.4K
|
4.87K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-86- 24.57% |
$12.3K - $13.6K
|
264
$68.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-87- 1.82% |
$12.5K - $13.7K
|
4.7K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-87- 4.45% |
$12.5K - $13.7K
|
1.87K
$484K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-87- 1.54% |
$12.5K - $13.7K
|
5.58K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-87- 0.49% |
$12.5K - $13.7K
|
17.7K
$4.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-87- 3.8% |
$12.5K - $13.7K
|
2.2K
$570K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-88- 1.13% |
$12.6K - $13.9K
|
7.7K
$1.99M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-89- 0.78% |
$12.7K - $14.1K
|
11.3K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-89- 0.16% |
$12.7K - $14.1K
|
57K
$14.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-90- 4.99% |
$12.9K - $14.2K
|
1.71K
$443K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-90- 0.72% |
$12.9K - $14.2K
|
12.4K
$3.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-90- 0.84% |
$12.9K - $14.2K
|
10.7K
$2.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-91- 2.55% |
$13K - $14.4K
|
3.48K
$899K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-91- 0.4% |
$13K - $14.4K
|
22.7K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-91- 2.22% |
$13K - $14.4K
|
4K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-92- 3.59% |
$13.2K - $14.5K
|
2.47K
$640K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-93- 0.34% |
$13.3K - $14.7K
|
27.3K
$7.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 0.67% |
$13.6K - $15K
|
14K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-96- 0.25% |
$13.7K - $15.2K
|
38.3K
$9.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-97- 0.93% |
$13.9K - $15.3K
|
10.4K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-97- 0.75% |
$13.9K - $15.3K
|
12.8K
$3.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-98- 4.38% |
$14K - $15.5K
|
2.14K
$554K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-99- 11.22% |
$14.2K - $15.6K
|
783
$203K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-100- 1.3% |
$14.3K - $15.8K
|
7.61K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 0.36% |
$14.3K - $15.8K
|
27.5K
$7.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-100- 2.18% |
$14.3K - $15.8K
|
4.48K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-100- 3.19% |
$14.3K - $15.8K
|
3.04K
$785K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 5.76% |
$14.3K - $15.8K
|
1.64K
$423K
|
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-100- 3.75% |
$14.3K - $15.8K
|
2.57K
$665K
|
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-100- 0.28% |
$14.3K - $15.8K
|
35.7K
$9.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-100- 2.69% |
$14.3K - $15.8K
|
3.61K
$935K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$14.3K - $15.8K
|
50
$12.9K
|