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 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-153- 0.98% |
$21.9K - $24.2K
|
15.4K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-153- 0.67% |
$21.9K - $24.2K
|
22.8K
$5.9M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153- 0.75% |
$21.9K - $24.2K
|
20.4K
$5.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-154- 2.75% |
$22.1K - $24.3K
|
5.44K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-155- 4.55% |
$22.2K - $24.5K
|
3.25K
$842K
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-155- 0.54% |
$22.2K - $24.5K
|
28.8K
$7.46M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-155- 12.37% |
$22.2K - $24.5K
|
1.1K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-156- 0.19% |
$22.3K - $24.6K
|
81.1K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-158- 0.61% |
$22.6K - $25K
|
25.8K
$6.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-159- 1.02% |
$22.8K - $25.1K
|
15.4K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-159- 2.63% |
$22.8K - $25.1K
|
5.89K
$1.53M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-159- 1.02% |
$22.8K - $25.1K
|
15.4K
$3.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-160- 0.66% |
$22.9K - $25.3K
|
24.1K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-163- 2.14% |
$23.3K - $25.8K
|
7.44K
$1.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-164- 0.39% |
$23.5K - $25.9K
|
41.9K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-164- 0.22% |
$23.5K - $25.9K
|
74.2K
$19.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-165- 7.87% |
$23.6K - $26.1K
|
1.93K
$500K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-166- 0.42% |
$23.8K - $26.2K
|
39.2K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-168- 11.65% |
$24.1K - $26.5K
|
1.27K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-168- 1.51% |
$24.1K - $26.5K
|
11K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-169- 0.48% |
$24.2K - $26.7K
|
35.2K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-169- 6.3% |
$24.2K - $26.7K
|
2.52K
$652K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-170- 7.61% |
$24.3K - $26.9K
|
2.06K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-170- 0.3% |
$24.3K - $26.9K
|
57.3K
$14.8M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-170- 0.3% |
$24.3K - $26.9K
|
57.3K
$14.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-171- 1.84% |
$24.5K - $27K
|
9.1K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-171- 0.68% |
$24.5K - $27K
|
25K
$6.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-174- 1.08% |
$24.9K - $27.5K
|
15.9K
$4.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-174- 5.06% |
$24.9K - $27.5K
|
3.27K
$847K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-174- 0.78% |
$24.9K - $27.5K
|
22.2K
$5.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-175- 0.68% |
$25.1K - $27.7K
|
25.6K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-175- 0.05% |
$25.1K - $27.7K
|
382K
$99M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-175- 0.38% |
$25.1K - $27.7K
|
46.4K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-175- 5.8% |
$25.1K - $27.7K
|
2.84K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-175- 0.71% |
$25.1K - $27.7K
|
24.4K
$6.31M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 1.16% |
$25.1K - $27.7K
|
14.8K
$3.85M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-175- 0.05% |
$25.1K - $27.7K
|
382K
$99M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-176- 2.65% |
$25.2K - $27.8K
|
6.46K
$1.67M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-176- 3.09% |
$25.2K - $27.8K
|
5.51K
$1.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-178- 0.81% |
$25.5K - $28.1K
|
21.9K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 2.92% |
$25.5K - $28.1K
|
5.92K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-179- 0.65% |
$25.6K - $28.3K
|
27.5K
$7.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-180- 2.17% |
$25.8K - $28.4K
|
8.11K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-180- 4.25% |
$25.8K - $28.4K
|
4.05K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-180- 1.85% |
$25.8K - $28.4K
|
9.57K
$2.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-181- 2.08% |
$25.9K - $28.6K
|
8.52K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-183- 4.17% |
$26.2K - $28.9K
|
4.21K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-183- 2.08% |
$26.2K - $28.9K
|
8.6K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-184- 0.67% |
$26.4K - $29.1K
|
27.5K
$7.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-185- 0.5% |
$26.5K - $29.2K
|
36.9K
$9.55M
|