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 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-578- 7.13% |
$82.8K - $91.3K
|
7.53K
$1.95M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-581- 2.23% |
$83.2K - $91.8K
|
25.4K
$6.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-582- 5.47% |
$83.3K - $92K
|
10.1K
$2.61M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-585- 5.5% |
$83.8K - $92.4K
|
10K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-594- 1.57% |
$85.1K - $93.9K
|
37.3K
$9.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-595- 4.55% |
$85.2K - $94K
|
12.5K
$3.23M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-600- 4.83% |
$85.9K - $94.8K
|
11.8K
$3.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-601- 1.1% |
$86.1K - $95K
|
54.2K
$14M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-603- 1.61% |
$86.4K - $95.3K
|
36.8K
$9.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-603- 0.25% |
$86.4K - $95.3K
|
242K
$62.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-606- 69.82% |
$86.8K - $95.7K
|
262
$67.9K
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-606- 28.25% |
$86.8K - $95.7K
|
1.54K
$399K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-608- 9.18% |
$87.1K - $96.1K
|
6.01K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-612- 0.46% |
$87.6K - $96.7K
|
134K
$34.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-623- 3.18% |
$89.2K - $98.4K
|
19K
$4.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-625- 2.86% |
$89.5K - $98.8K
|
21.2K
$5.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-627- 2.43% |
$89.8K - $99.1K
|
25.2K
$6.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-630- 10.81% |
$90.2K - $99.5K
|
5.2K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-632- 7.91% |
$90.5K - $99.9K
|
7.36K
$1.91M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-637- 0.98% |
$91.2K - $101K
|
64.6K
$16.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-637- 0.58% |
$91.2K - $101K
|
110K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-638- 8.37% |
$91.4K - $101K
|
6.98K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-639- 3.05% |
$91.5K - $101K
|
20.3K
$5.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-643- 2.9% |
$92.1K - $102K
|
21.6K
$5.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-652- 0.33% |
$93.4K - $103K
|
199K
$51.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-654- 1.73% |
$93.7K - $103K
|
37.1K
$9.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-655- 0.38% |
$93.8K - $103K
|
171K
$44.2M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-655- 0.61% |
$93.8K - $103K
|
107K
$27.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-656- 87.58% |
$93.9K - $104K
|
93
$24.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-660- 0.91% |
$94.5K - $104K
|
71.7K
$18.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-663- 5.87% |
$94.9K - $105K
|
10.6K
$2.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-670- 4.73% |
$96K - $106K
|
13.5K
$3.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-675- 17.09% |
$96.7K - $107K
|
3.27K
$848K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-678- 1.56% |
$97.1K - $107K
|
42.7K
$11.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-678- 1.06% |
$97.1K - $107K
|
63.5K
$16.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679- 6.53% |
$97.2K - $107K
|
9.72K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-680- 0.33% |
$97.4K - $107K
|
205K
$53.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-681- 1.71% |
$97.5K - $108K
|
39.1K
$10.1M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-686- 6.08% |
$98.2K - $108K
|
10.6K
$2.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-688- 3.35% |
$98.5K - $109K
|
19.9K
$5.15M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-694- 0.79% |
$99.4K - $110K
|
87.7K
$22.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-695- 3.21% |
$99.5K - $110K
|
21K
$5.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-696- 0.8% |
$99.7K - $110K
|
85.8K
$22.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-697- 1.74% |
$99.8K - $110K
|
39.4K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-699- 1.1% |
$100K - $110K
|
62.8K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-699- 0.92% |
$100K - $110K
|
75.5K
$19.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-700- 8.4% |
$100K - $111K
|
7.63K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.39% |
$100K - $111K
|
180K
$46.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-700- 4.56% |
$100K - $111K
|
14.7K
$3.8M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-700- 39.82% |
$100K - $111K
|
1.06K
$274K
|