Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 07, 2023 Q3 2023
Pekin Hardy Strauss, Inc.

SELL
 -
-2K
- 15.07%
$286K - $316K
11.3K $2.92M
Nov 09, 2023 Q3 2023
Jackson Hole Capital Partners, LLC

SELL
 -
-2K
- 12.13%
$286K - $316K
14.5K $3.75M
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

SELL
 -
-2.02K
- 0.59%
$289K - $319K
339K $87.8M
Oct 12, 2023 Q3 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-2.03K
- 39.77%
$290K - $320K
3.07K $795K
Oct 30, 2023 Q3 2023
Thompson Investment Management, Inc.

SELL
 -
-2.04K
- 2.49%
$291K - $322K
79.6K $20.6M
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
SELL
 -
-2.05K
- 33.8%
$293K - $323K
4.01K $1.04M
Oct 18, 2023 Q3 2023
Avity Investment Management Inc.

SELL
 -
-2.07K
- 1.96%
$296K - $327K
103K $26.8M
Nov 01, 2023 Q3 2023
Principal Street Partners, LLC

Memphis, TN
SELL
 -
-2.07K
- 4.98%
$297K - $328K
39.6K $10.3M
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
SELL
 -
-2.08K
- 6.35%
$297K - $328K
30.6K $7.93M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-2.09K
- 36.49%
$299K - $330K
3.64K $943K
Oct 16, 2023 Q3 2023
Trust CO Of Oklahoma

SELL
 -
-2.11K
- 40.34%
$302K - $333K
3.12K $808K
Oct 17, 2023 Q3 2023
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-2.13K
- 4.22%
$305K - $337K
48.4K $12.5M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-2.2K
- 0.34%
$315K - $348K
649K $168M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

SELL
 -
-2.2K
- 0.57%
$316K - $348K
384K $99.5M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
SELL
 -
-2.27K
- 0.89%
$324K - $358K
252K $65.2M
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
SELL
 -
-2.27K
- 8.18%
$325K - $359K
25.5K $6.61M
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
SELL
 -
-2.29K
- 1.69%
$328K - $361K
133K $34.4M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

SELL
 -
-2.29K
- 27.42%
$328K - $362K
6.06K $1.57M
Nov 14, 2023 Q3 2023
Palisade Capital Management LLC

Fort Lee, NJ
SELL
 -
-2.29K
- 1.31%
$328K - $362K
172K $44.6M
Oct 30, 2023 Q3 2023
Deroy & Devereaux Private Investment Counsel Inc

SELL
 -
-2.3K
- 1.29%
$330K - $364K
177K $45.8M
Nov 16, 2023 Q3 2023
Seelaus Asset Management LLC

SELL
 -
-2.33K
- 53.45%
$334K - $368K
2.03K $526K
Nov 09, 2023 Q3 2023
Capital Square, LLC

SELL
 -
-2.34K
- 22.5%
$336K - $370K
8.07K $2.09M
Nov 07, 2023 Q3 2023
Motco

SELL
 -
-2.35K
- 1.96%
$336K - $371K
117K $30.4M
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-2.35K
- 4.98%
$337K - $372K
44.9K $11.6M
Feb 12, 2025 Q3 2023
Bit Capital Gmb H

Berlin, 2M
SELL
 -
-2.36K
Closed
$338K - $373K
0 $0
Nov 13, 2023 Q3 2023
Addison Capital CO

SELL
 -
-2.38K
- 9.74%
$341K - $376K
22.1K $5.72M
Nov 03, 2023 Q3 2023
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-2.41K
- 12.38%
$345K - $381K
17.1K $4.42M
Oct 19, 2023 Q3 2023
Mason & Associates Inc

SELL
 -
-2.41K
- 27.67%
$345K - $381K
6.3K $1.63M
Oct 18, 2023 Q3 2023
Welch Group, LLC

SELL
 -
-2.42K
- 0.73%
$347K - $383K
328K $84.9M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-2.46K
- 11.23%
$352K - $388K
19.4K $5.03M
Nov 14, 2023 Q3 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
SELL
 -
-2.46K
- 7.89%
$352K - $388K
28.7K $7.43M
Oct 26, 2023 Q3 2023
Simmons Bank

SELL
 -
-2.47K
- 3.15%
$354K - $390K
76K $19.7M
Nov 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-2.48K
- 9.1%
$355K - $391K
24.7K $6.41M
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-2.48K
- 9.1%
$355K - $391K
24.7K $6.41M
Oct 12, 2023 Q3 2023
David Katz Matrix Asset Advisors Inc
SELL
 -
-2.49K
- 1.16%
$356K - $393K
213K $55.1M
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

SELL
 -
-2.49K
- 28.7%
$356K - $393K
6.18K $1.6M
Nov 13, 2023 Q3 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-2.5K
- 3.74%
$357K - $394K
64.2K $16.6M
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
SELL
 -
-2.5K
- 34.9%
$357K - $394K
4.66K $1.21M
Oct 31, 2023 Q3 2023
Sierra Capital LLC

SELL
 -
-2.52K
- 35.11%
$361K - $398K
4.66K $1.21M
Nov 14, 2023 Q3 2023
Wasatch Advisors Inc

Salt Lake City, UT
SELL
 -
-2.53K
- 7.86%
$362K - $400K
29.6K $7.68M
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

SELL
 -
-2.54K
- 14.37%
$364K - $401K
15.1K $3.92M
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

SELL
 -
-2.56K
- 1.47%
$367K - $405K
171K $44.3M
Nov 09, 2023 Q3 2023
Foundry Partners, LLC

SELL
 -
-2.56K
- 0.85%
$367K - $405K
300K $77.6M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-2.58K
- 8.21%
$369K - $407K
28.8K $7.46M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
SELL
 -
-2.58K
- 14.01%
$370K - $408K
15.9K $4.11M
Oct 12, 2023 Q3 2023
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-2.59K
- 2.63%
$371K - $409K
95.9K $24.8M
Nov 13, 2023 Q3 2023
Clear Street Markets LLC

SELL
 -
-2.61K
- 63.48%
$373K - $412K
1.5K $389K
Nov 03, 2023 Q3 2023
Bahl & Gaynor Inc

SELL
 -
-2.63K
- 0.22%
$377K - $416K
1.21M $313M
Oct 27, 2023 Q3 2023
Klingenstein Fields & CO LP

SELL
 -
-2.64K
- 1.21%
$379K - $418K
216K $56.1M

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