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 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 7.92% |
$145K - $160K
|
11.8K
$3.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.02K- 0.38% |
$145K - $160K
|
264K
$68.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.02K- 14.7% |
$146K - $161K
|
5.93K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.05K- 1.41% |
$150K - $166K
|
73.5K
$19M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.07K- 6.24% |
$153K - $169K
|
16K
$4.16M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.07K- 15.69% |
$153K - $169K
|
5.74K
$1.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.07K- 2.04% |
$154K - $170K
|
51.5K
$13.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.08K- 4.76% |
$154K - $170K
|
21.5K
$5.58M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.38% |
$156K - $172K
|
6.5K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.09K- 1.17% |
$156K - $172K
|
92.2K
$23.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.09K- 11.13% |
$157K - $173K
|
8.73K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.1K- 6.2% |
$158K - $174K
|
16.7K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.1K- 6.71% |
$158K - $174K
|
15.3K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.11K- 26.06% |
$158K - $175K
|
3.14K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.11K- 4.22% |
$158K - $175K
|
25.1K
$6.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.15% |
$159K - $176K
|
95.2K
$24.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 2.54% |
$159K - $176K
|
42.6K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.11K- 0.42% |
$159K - $176K
|
261K
$67.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.12K- 2.36% |
$160K - $176K
|
46.1K
$11.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.12K- 3.41% |
$160K - $176K
|
31.6K
$8.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.12K- 0.45% |
$160K - $176K
|
245K
$63.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.13K- 5.41% |
$162K - $179K
|
19.8K
$5.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.13K- 2.73% |
$162K - $179K
|
40.4K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.14K- 9.86% |
$163K - $179K
|
10.4K
$2.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 8.88% |
$163K - $180K
|
11.7K
$3.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.14K- 3.37% |
$163K - $180K
|
32.7K
$8.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.16K- 13.49% |
$166K - $183K
|
7.43K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.16K- 93.55% |
$166K - $183K
|
80
$20.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.16K- 0.54% |
$166K - $184K
|
215K
$55.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.17K- 11.6% |
$167K - $184K
|
8.87K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.17K- 2.97% |
$168K - $185K
|
38.2K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.18K- 3.43% |
$168K - $186K
|
33.1K
$8.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.18K- 7.79% |
$169K - $186K
|
14K
$3.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 3.91% |
$171K - $188K
|
29.3K
$7.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.2K- 10.0% |
$171K - $189K
|
10.8K
$2.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.2K- 3.19% |
$171K - $189K
|
36.3K
$9.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 10.47% |
$173K - $190K
|
10.3K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.21K- 3.64% |
$173K - $191K
|
32K
$8.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.22K- 46.73% |
$174K - $192K
|
1.39K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-1.24K- 0.29% |
$178K - $196K
|
432K
$112M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.24K- 5.83% |
$178K - $196K
|
20.1K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.24K- 2.8% |
$178K - $196K
|
43.2K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-1.24K- 41.0% |
$178K - $197K
|
1.79K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.25K- 1.19% |
$178K - $197K
|
104K
$26.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.25K- 9.76% |
$179K - $198K
|
11.6K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-1.25K- 4.01% |
$179K - $198K
|
30K
$7.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 18.26% |
$180K - $199K
|
5.63K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.26K- 0.71% |
$180K - $199K
|
175K
$45.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.26K- 1.68% |
$181K - $200K
|
73.8K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.27K- 0.74% |
$181K - $200K
|
170K
$44.1M
|