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 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-186- 3.59% |
$26.6K - $29.4K
|
4.99K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-186- 1.09% |
$26.6K - $29.4K
|
16.8K
$4.36M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-186- 4.13% |
$26.6K - $29.4K
|
4.31K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-189- 1.1% |
$27.1K - $29.9K
|
17K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-189- 3.19% |
$27.1K - $29.9K
|
5.74K
$1.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-190- 0.27% |
$27.2K - $30K
|
69.8K
$18.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-190- 0.37% |
$27.2K - $30K
|
51.2K
$13.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-190- 2.96% |
$27.2K - $30K
|
6.23K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-190- 1.31% |
$27.2K - $30K
|
14.3K
$3.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-190- 0.08% |
$27.2K - $30K
|
238K
$61.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-191- 6.83% |
$27.4K - $30.2K
|
2.61K
$675K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-191- 2.43% |
$27.4K - $30.2K
|
7.66K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-194- 2.05% |
$27.8K - $30.7K
|
9.28K
$2.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-195- 0.5% |
$27.9K - $30.8K
|
38.5K
$9.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-196- 0.7% |
$28.1K - $31K
|
27.9K
$7.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-196- 8.97% |
$28.1K - $31K
|
1.99K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-196- 0.94% |
$28.1K - $31K
|
20.6K
$5.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-198- 6.21% |
$28.4K - $31.3K
|
2.99K
$775K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-198- 1.67% |
$28.4K - $31.3K
|
11.7K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-199- 0.15% |
$28.5K - $31.4K
|
130K
$33.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-200- 8.33% |
$28.6K - $31.6K
|
2.2K
$570K
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.93% |
$28.6K - $31.6K
|
21.2K
$5.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-200- 0.03% |
$28.6K - $31.6K
|
698K
$181M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 0.64% |
$28.6K - $31.6K
|
30.8K
$7.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 0.35% |
$28.6K - $31.6K
|
57.2K
$14.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-200- 3.37% |
$28.6K - $31.6K
|
5.73K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-200- 3.87% |
$28.6K - $31.6K
|
4.97K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-200- 2.91% |
$28.6K - $31.6K
|
6.68K
$1.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-201- 1.32% |
$28.8K - $31.8K
|
15.1K
$3.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-203- 1.89% |
$29.1K - $32.1K
|
10.5K
$2.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-203- 0.74% |
$29.1K - $32.1K
|
27.4K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-203- 0.39% |
$29.1K - $32.1K
|
51.7K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-204- 3.77% |
$29.2K - $32.2K
|
5.21K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-206- 1.09% |
$29.5K - $32.5K
|
18.7K
$4.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-207- 7.83% |
$29.6K - $32.7K
|
2.44K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-207- 1.64% |
$29.6K - $32.7K
|
12.4K
$3.21M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-210- 12.4% |
$30.1K - $33.2K
|
1.48K
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-210- 3.49% |
$30.1K - $33.2K
|
5.81K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-210- 17.71% |
$30.1K - $33.2K
|
976
$253K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 3.72% |
$30.2K - $33.3K
|
5.46K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-211- 37.35% |
$30.2K - $33.3K
|
354
$91.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-211- 45.47% |
$30.2K - $33.3K
|
253
$65.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-213- 2.25% |
$30.5K - $33.7K
|
9.24K
$2.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-213- 1.89% |
$30.5K - $33.7K
|
11.1K
$2.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-213- 11.89% |
$30.5K - $33.7K
|
1.58K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-214- 2.93% |
$30.6K - $33.8K
|
7.08K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-214- 6.24% |
$30.6K - $33.8K
|
3.22K
$833K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-215- 0.21% |
$30.8K - $34K
|
102K
$26.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-216- 4.27% |
$30.9K - $34.1K
|
4.85K
$1.26M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-219- 3.35% |
$31.4K - $34.6K
|
6.33K
$1.64M
|