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 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-333- 1.9% |
$47.7K - $52.6K
|
17.2K
$4.45M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-333- 1.9% |
$47.7K - $52.6K
|
17.2K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-334- 1.05% |
$47.8K - $52.8K
|
31.6K
$8.19M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-335- 1.69% |
$48K - $52.9K
|
19.5K
$5.06M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-336- 5.33% |
$48.1K - $53.1K
|
5.97K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-337- 5.39% |
$48.3K - $53.2K
|
5.92K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-340- 2.03% |
$48.7K - $53.7K
|
16.4K
$4.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-340- 0.44% |
$48.7K - $53.7K
|
76.2K
$19.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-341- 9.39% |
$48.8K - $53.9K
|
3.29K
$852K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-342- 4.68% |
$49K - $54K
|
6.97K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-342- 7.51% |
$49K - $54K
|
4.21K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-344- 0.25% |
$49.3K - $54.4K
|
139K
$35.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-344- 1.16% |
$49.3K - $54.4K
|
29.3K
$7.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-345- 1.49% |
$49.4K - $54.5K
|
22.8K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-345- 7.07% |
$49.4K - $54.5K
|
4.54K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-348- 9.53% |
$49.8K - $55K
|
3.3K
$855K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-348- 4.91% |
$49.8K - $55K
|
6.74K
$1.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-349- 1.82% |
$50K - $55.1K
|
18.9K
$4.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-351- 3.66% |
$50.3K - $55.5K
|
9.24K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-352- 1.08% |
$50.4K - $55.6K
|
32.3K
$8.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-352- 1.06% |
$50.4K - $55.6K
|
32.9K
$8.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-353- 0.31% |
$50.6K - $55.8K
|
112K
$29M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-354- 0.46% |
$50.7K - $55.9K
|
76.3K
$19.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-358- 0.68% |
$51.3K - $56.6K
|
52.6K
$13.6M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-359- 9.93% |
$51.4K - $56.7K
|
3.26K
$843K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-360- 1.78% |
$51.6K - $56.9K
|
19.9K
$5.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-360- 7.95% |
$51.6K - $56.9K
|
4.17K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-360- 0.91% |
$51.6K - $56.9K
|
39.2K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Salzhauer Michael
|
SELL
|
- |
-362- 4.18% |
$51.8K - $57.2K
|
8.3K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-368- 2.33% |
$52.7K - $58.1K
|
15.4K
$3.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-370- 0.62% |
$53K - $58.5K
|
59.6K
$15.4M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-372- 10.14% |
$53.3K - $58.8K
|
3.3K
$854K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-372- 2.01% |
$53.3K - $58.8K
|
18.2K
$4.71M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-373- 2.97% |
$53.4K - $58.9K
|
12.2K
$3.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-375- 13.61% |
$53.7K - $59.3K
|
2.38K
$617K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-375- 7.49% |
$53.7K - $59.3K
|
4.63K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-375- 3.47% |
$53.7K - $59.3K
|
10.4K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-376- 5.32% |
$53.8K - $59.4K
|
6.7K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-376- 2.44% |
$53.8K - $59.4K
|
15.1K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-376- 11.65% |
$53.8K - $59.4K
|
2.85K
$739K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-376- 5.32% |
$53.8K - $59.4K
|
6.7K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-377- 1.46% |
$54K - $59.6K
|
25.5K
$6.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-378- 0.99% |
$54.1K - $59.7K
|
37.8K
$9.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-379- 1.55% |
$54.3K - $59.9K
|
24.1K
$6.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-383- 3.98% |
$54.8K - $60.5K
|
9.24K
$2.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-383- 3.23% |
$54.8K - $60.5K
|
11.5K
$2.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-384- 17.38% |
$55K - $60.7K
|
1.83K
$473K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-384- 0.25% |
$55K - $60.7K
|
153K
$39.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-386- 0.85% |
$55.3K - $61K
|
44.8K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-386- 1.88% |
$55.3K - $61K
|
20.2K
$5.23M
|