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 10, 2023 Q2 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
2.61K
+ 70.53%
$333K - $380K
6.31K $1.62M
Aug 07, 2023 Q2 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
2.6K
New
$331K - $378K
2.6K $669K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.6K
+ 19.19%
$331K - $377K
16.1K $4.15M
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
2.59K
+ 9.47%
$331K - $377K
30K $7.71M
Aug 14, 2023 Q2 2023
Essex Investment Management CO LLC

Boston, MA
BUY
 -
2.58K
+ 25.22%
$329K - $375K
12.8K $3.3M
Aug 15, 2023 Q2 2023
Pya Waltman Capital, LLC

Knoxville, TN
BUY
 -
2.58K
+ 36.45%
$329K - $375K
9.65K $2.48M
Jul 17, 2023 Q2 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
2.57K
+ 52.01%
$328K - $374K
7.52K $1.93M
Aug 07, 2023 Q2 2023
Twin Capital Management Inc

BUY
 -
2.54K
+ 3.54%
$324K - $370K
74.4K $19.1M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.51K
+ 3.71%
$320K - $365K
70.2K $18.1M
Jul 07, 2023 Q2 2023
Indiana Trust & Investment Management CO

BUY
 -
2.5K
+ 10.57%
$318K - $363K
26.1K $6.72M
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
2.49K
+ 20.52%
$317K - $362K
14.6K $3.76M
Aug 10, 2023 Q2 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
2.47K
+ 125.97%
$315K - $360K
4.44K $1.14M
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
2.47K
+ 1.32%
$314K - $359K
189K $48.6M
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
2.47K
+ 6.93%
$314K - $359K
38K $9.79M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
2.45K
+ 13.77%
$312K - $356K
20.2K $5.21M
Jul 20, 2023 Q2 2023
La Fleur & Godfrey LLC

BUY
 -
2.44K
+ 1.43%
$311K - $355K
174K $44.7M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.41K
+ 2.34%
$307K - $350K
105K $27.1M
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
2.4K
+ 2.21%
$306K - $349K
111K $28.6M
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
2.38K
+ 26.29%
$303K - $346K
11.4K $2.94M
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
2.35K
+ 5.94%
$300K - $342K
42K $10.8M
Jul 13, 2023 Q2 2023
Veriti Management LLC

BUY
 -
2.35K
+ 4.05%
$300K - $342K
60.3K $15.5M
Jul 20, 2023 Q2 2023
Trinity Financial Advisors LLC

BUY
 -
2.35K
+ 12.47%
$300K - $342K
21.2K $5.46M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
2.34K
+ 27.18%
$298K - $340K
10.9K $2.82M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2.34K
+ 9.29%
$298K - $340K
27.5K $7.08M
Aug 08, 2023 Q2 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
2.31K
+ 44.41%
$295K - $336K
7.52K $1.94M
Aug 02, 2023 Q2 2023
Gratus Capital LLC

BUY
 -
2.31K
+ 1.55%
$295K - $336K
151K $39M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
2.31K
+ 28.02%
$294K - $336K
10.6K $2.72M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
2.3K
+ 4.61%
$293K - $334K
52.1K $13.4M
Jul 26, 2023 Q2 2023
Janney Capital Management LLC

BUY
 -
2.29K
+ 1.16%
$292K - $333K
199K $51.2M
Jul 17, 2023 Q2 2023
Wedge Capital Management L L P

BUY
 -
2.29K
+ 93.89%
$292K - $333K
4.73K $1.22M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
2.2K
+ 60.42%
$280K - $319K
5.83K $1.5M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
2.2K
+ 46.8%
$280K - $319K
6.89K $1.77M
Jul 28, 2023 Q2 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
2.19K
+ 4.0%
$280K - $319K
57K $14.7M
Aug 11, 2023 Q2 2023
Alerus Financial Na

Grand Forks, ND
BUY
 -
2.19K
+ 3.54%
$279K - $319K
64.1K $16.5M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.18K
+ 2.18%
$278K - $317K
102K $26.3M
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
2.18K
+ 30.28%
$277K - $316K
9.36K $2.41M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2.18K
+ 9.42%
$277K - $316K
25.3K $6.51M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

BUY
 -
2.17K
New
$277K - $316K
2.17K $559K
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
2.15K
+ 3.48%
$274K - $313K
64K $16.5M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
2.15K
+ 2.55%
$274K - $313K
86.5K $22.3M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

BUY
 -
2.14K
+ 2.27%
$273K - $311K
96.4K $24.8M
Aug 09, 2023 Q2 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
2.13K
+ 9.47%
$272K - $310K
24.7K $6.35M
Aug 11, 2023 Q2 2023
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
2.13K
+ 25.46%
$271K - $310K
10.5K $2.7M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
2.11K
+ 9.67%
$268K - $306K
23.9K $6.14M
Jul 28, 2023 Q2 2023
Wood Trust Financial Corp

BUY
 -
2.1K
+ 2.84%
$268K - $305K
75.9K $19.5M
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
2.09K
+ 4.41%
$266K - $304K
49.4K $12.7M
Aug 14, 2023 Q2 2023
Kensington Investment Counsel, LLC

BUY
 -
2.08K
+ 15.15%
$265K - $303K
15.8K $4.07M
Aug 07, 2023 Q2 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
2.08K
+ 9.78%
$265K - $303K
23.3K $6.01M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
2.08K
+ 8.51%
$265K - $303K
26.5K $6.82M

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