Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
3.12K
+ 16.83%
$398K - $454K
21.7K $5.58M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
3.12K
+ 1.84%
$397K - $453K
173K $44.4M
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
3.11K
+ 1.82%
$396K - $452K
174K $44.8M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
3.11K
New
$396K - $452K
3.11K $800K
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
3.1K
+ 13.51%
$395K - $451K
26K $6.7M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
3.1K
+ 2.07%
$395K - $450K
153K $39.3M
Jul 26, 2023 Q2 2023
Close Asset Management LTD

BUY
 -
3.1K
+ 9.44%
$395K - $450K
35.9K $9.24M
Aug 14, 2023 Q2 2023
Sassicaia Capital Advisers LLC

Jericho, NY
BUY
 -
3.08K
New
$393K - $448K
3.08K $793K
Feb 13, 2025 Q2 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
3.08K
+ 18.28%
$393K - $448K
19.9K $5.13M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.08K
+ 14.12%
$392K - $447K
24.9K $6.4M
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
3.06K
New
$390K - $445K
3.06K $787K
Dec 09, 2024 Q2 2023
Swedbank Ab

Stockholm, V7
BUY
 -
3.06K
+ 0.09%
$389K - $444K
3.53M $908M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
3.04K
+ 1.31%
$387K - $442K
235K $60.5M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
3.04K
+ 4.06%
$387K - $442K
77.8K $20M
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
3K
+ 41.98%
$382K - $436K
10.1K $2.61M
Jul 20, 2023 Q2 2023
Viking Fund Management LLC

BUY
 -
3K
+ 3.33%
$382K - $436K
93K $23.9M
Aug 11, 2023 Q2 2023
Quinn Opportunity Partners LLC

Charlottesville, VA
BUY
 -
3K
New
$382K - $436K
3K $772K
Aug 22, 2023 Q2 2023
Union Heritage Capital, LLC

Bloomfield Hills, MI
BUY
 -
3K
+ 13.27%
$382K - $436K
25.6K $6.59M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3K
+ 9.01%
$382K - $436K
36.2K $9.33M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2.98K
+ 2.0%
$379K - $433K
152K $39.1M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
2.97K
+ 9.99%
$378K - $432K
32.7K $8.41M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
2.95K
+ 6.39%
$376K - $429K
49.1K $12.6M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.94K
+ 28.76%
$374K - $427K
13.1K $3.38M
Jul 17, 2023 Q2 2023
Dubuque Bank & Trust CO

BUY
 -
2.92K
+ 5.12%
$373K - $425K
60K $15.4M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.92K
+ 4.78%
$372K - $425K
64.1K $16.5M
Jul 25, 2023 Q2 2023
Jb Capital LLC

BUY
 -
2.89K
+ 3.7%
$368K - $420K
81K $20.8M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.88K
+ 4.38%
$367K - $419K
68.7K $17.7M
Aug 11, 2023 Q2 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
2.88K
+ 21.36%
$367K - $419K
16.4K $4.21M
Aug 11, 2023 Q2 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
2.88K
+ 1.1%
$367K - $418K
265K $68.3M
Jul 13, 2023 Q2 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
2.88K
+ 71.27%
$366K - $418K
6.91K $1.78M
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
2.87K
+ 72.09%
$366K - $417K
6.85K $1.76M
Jul 07, 2023 Q2 2023
Radnor Capital Management, LLC

BUY
 -
2.86K
+ 5.07%
$365K - $416K
59.3K $15.3M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
2.83K
+ 11.68%
$361K - $412K
27.1K $6.98M
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2.83K
+ 14.38%
$361K - $412K
22.5K $5.79M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.8K
+ 9.21%
$357K - $408K
33.3K $8.56M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.79K
+ 14.88%
$356K - $406K
21.5K $5.54M
Jul 19, 2023 Q2 2023
Granite Bay Wealth Management, LLC

BUY
 -
2.77K
+ 31.66%
$353K - $403K
11.5K $2.97M
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
2.75K
+ 47.0%
$351K - $400K
8.6K $2.21M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.73K
+ 3.16%
$347K - $396K
88.9K $22.9M
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2.72K
+ 0.69%
$346K - $395K
396K $102M
Aug 14, 2023 Q2 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
2.7K
New
$345K - $393K
2.7K $696K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
2.69K
+ 82.37%
$343K - $391K
5.95K $1.53M
Aug 14, 2023 Q2 2023
Advisory Research Inc

Chicago, IL
BUY
 -
2.69K
+ 21.55%
$343K - $391K
15.2K $3.9M
Aug 14, 2023 Q2 2023
Interval Partners, LP

New York, NY
BUY
 -
2.68K
+ 10.6%
$342K - $390K
28K $7.21M
Jul 13, 2023 Q2 2023
Sawgrass Asset Management LLC

BUY
 -
2.67K
+ 14.42%
$341K - $389K
21.2K $5.46M
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
2.64K
New
$337K - $384K
2.64K $680K
Aug 14, 2023 Q2 2023
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
2.64K
+ 19.11%
$336K - $383K
16.4K $4.23M
Aug 14, 2023 Q2 2023
Ethic Inc.

New York, NY
BUY
 -
2.62K
+ 15.64%
$334K - $381K
19.4K $4.99M
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
2.62K
+ 23.71%
$334K - $381K
13.7K $3.52M

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