Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.88KNew |
$495K - $564K
|
3.88K
$999K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.88K+ 73.42% |
$494K - $564K
|
9.16K
$2.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$486K - $554K
|
3.81K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.81KNew |
$486K - $554K
|
3.81K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.79K+ 73.24% |
$483K - $551K
|
8.97K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.78K+ 9.98% |
$482K - $550K
|
41.7K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.78K+ 4.42% |
$482K - $550K
|
89.4K
$23M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
3.71KNew |
$473K - $540K
|
3.71K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.71KNew |
$473K - $539K
|
3.71K
$954K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.68K+ 1.06% |
$469K - $535K
|
350K
$90M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.67K+ 3.19% |
$468K - $534K
|
119K
$30.6M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.67KNew |
$468K - $534K
|
3.67K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.66K+ 10.3% |
$466K - $532K
|
39.2K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 6.94% |
$463K - $528K
|
56K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.63KNew |
$462K - $528K
|
3.63K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.63KNew |
$462K - $528K
|
3.63K
$934K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$459K - $524K
|
3.6K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.59K+ 4.01% |
$458K - $522K
|
93.2K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.56K+ 11.08% |
$454K - $518K
|
35.7K
$9.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.56K+ 76.41% |
$454K - $518K
|
8.22K
$2.12M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.5K+ 95.86% |
$446K - $509K
|
7.15K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.5KNew |
$446K - $508K
|
3.5K
$900K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.47K+ 41.4% |
$442K - $504K
|
11.8K
$3.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.45K+ 1.45% |
$440K - $502K
|
241K
$62M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.45K+ 29.33% |
$440K - $502K
|
15.2K
$3.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.44K+ 0.69% |
$438K - $500K
|
500K
$129M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.42KNew |
$436K - $497K
|
3.42K
$880K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 2.83% |
$434K - $496K
|
124K
$31.8M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.4KNew |
$433K - $494K
|
3.4K
$874K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.39K+ 18.53% |
$432K - $493K
|
21.7K
$5.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.38K+ 104.51% |
$431K - $492K
|
6.62K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
3.38K+ 360.68% |
$430K - $491K
|
4.31K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.33K+ 53.19% |
$425K - $484K
|
9.59K
$2.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.31K+ 1.93% |
$421K - $481K
|
175K
$44.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.3K+ 1.05% |
$421K - $481K
|
317K
$81.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.3K+ 0.24% |
$420K - $480K
|
1.39M
$357M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.3K+ 53.19% |
$420K - $479K
|
9.49K
$2.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.29K+ 3.32% |
$419K - $478K
|
102K
$26.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.23K+ 3.38% |
$411K - $469K
|
98.7K
$25.4M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.23K+ 69.68% |
$411K - $469K
|
7.85K
$2.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.21K+ 5.91% |
$409K - $467K
|
57.6K
$14.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.21K+ 4.88% |
$409K - $466K
|
69K
$17.8M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.19K+ 21.48% |
$406K - $464K
|
18K
$4.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
3.18K+ 1.59% |
$405K - $462K
|
203K
$52.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.18K+ 14.96% |
$405K - $462K
|
24.4K
$6.28M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.17K+ 6.51% |
$404K - $461K
|
51.9K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.17K+ 21.03% |
$403K - $460K
|
18.2K
$4.69M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.16K+ 5.68% |
$402K - $459K
|
58.7K
$15.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.15K+ 108.2% |
$402K - $458K
|
6.07K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.13K+ 34.98% |
$398K - $455K
|
12.1K
$3.1M
|