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
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
2.08K
+ 5.47%
$265K - $302K
40.1K $10.3M
Aug 14, 2023 Q2 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
2.07K
+ 41.5%
$264K - $302K
7.07K $1.82M
Aug 09, 2023 Q2 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
2.07K
+ 2.95%
$264K - $301K
72.2K $18.6M
Aug 14, 2023 Q2 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
BUY
 -
2.05K
+ 117.84%
$262K - $299K
3.8K $977K
Jul 28, 2023 Q2 2023
Fort Pitt Capital Group, LLC

BUY
 -
2.04K
+ 1.02%
$259K - $296K
201K $51.8M
Aug 09, 2023 Q2 2023
Journey Advisory Group, LLC

BUY
 -
2.04K
+ 3.01%
$259K - $296K
69.6K $17.9M
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
2.03K
+ 18.34%
$259K - $295K
13.1K $3.37M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
2.02K
+ 26.88%
$258K - $294K
9.55K $2.46M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.02K
+ 54.31%
$257K - $293K
5.73K $1.48M
Jan 15, 2025 Q2 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
2.02K
+ 12.19%
$257K - $293K
18.5K $4.77M
Jul 18, 2023 Q2 2023
Hanson & Doremus Investment Management

BUY
 -
2.01K
+ 12.28%
$256K - $292K
18.4K $4.72M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
2K
New
$255K - $291K
2K $515K
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

BUY
 -
2K
+ 18.9%
$254K - $290K
12.6K $3.23M
Jul 31, 2023 Q2 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
2K
+ 6.56%
$254K - $290K
32.4K $8.34M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
1.99K
+ 0.84%
$254K - $289K
239K $61.5M
Jul 10, 2023 Q2 2023
Allied Investment Advisors, LLC

BUY
 -
1.97K
+ 2.78%
$251K - $287K
72.9K $18.8M
Aug 02, 2023 Q2 2023
Hudson Canyon Capital Management

New York, NY
BUY
 -
1.97K
+ 13.41%
$250K - $286K
16.6K $4.28M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
1.95K
+ 3.02%
$249K - $284K
66.6K $17.1M
Jul 25, 2023 Q2 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
1.93K
+ 9.58%
$246K - $281K
22.1K $5.68M
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.93K
+ 57.07%
$245K - $280K
5.3K $1.36M
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
1.92K
New
$244K - $279K
1.92K $493K
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
1.91K
+ 83.54%
$243K - $277K
4.19K $1.08M
Aug 10, 2023 Q2 2023
Mqs Management LLC

BUY
 -
1.91K
+ 98.3%
$243K - $277K
3.84K $989K
Aug 10, 2023 Q2 2023
Qtron Investments LLC

Boston, MA
BUY
 -
1.89K
+ 6.12%
$241K - $275K
32.8K $8.45M
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.88K
+ 163.04%
$239K - $273K
3.03K $779K
Jul 18, 2023 Q2 2023
Monument Capital Management

BUY
 -
1.87K
+ 93.02%
$238K - $272K
3.87K $997K
Aug 11, 2023 Q2 2023
Fairhaven Wealth Management, LLC

BUY
 -
1.87K
+ 6.57%
$238K - $272K
30.3K $7.8M
Jul 24, 2023 Q2 2023
Acr Alpine Capital Research, LLC

BUY
 -
1.86K
+ 0.14%
$237K - $271K
1.38M $355M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.86K
+ 100.76%
$237K - $270K
3.7K $953K
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
1.86K
+ 7.5%
$237K - $270K
26.6K $6.85M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.85K
+ 3.02%
$235K - $269K
63.1K $16.2M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
1.83K
+ 13.08%
$233K - $266K
15.8K $4.07M
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
BUY
 -
1.83K
+ 2.4%
$233K - $266K
78.1K $20.1M
Jul 26, 2023 Q2 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
1.82K
+ 0.26%
$232K - $265K
710K $183M
Jul 24, 2023 Q2 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
1.82K
+ 3.99%
$232K - $265K
47.4K $12.2M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.82K
+ 2.83%
$231K - $264K
66K $17M
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
1.81K
+ 12.93%
$231K - $264K
15.8K $4.08M
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
1.8K
+ 3.71%
$230K - $262K
50.4K $13M
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
1.8K
+ 4.94%
$230K - $262K
38.3K $9.86M
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
1.8K
+ 3.31%
$230K - $262K
56.3K $14.5M
Jul 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
1.8K
+ 3.81%
$229K - $262K
49K $12.6M
Aug 14, 2023 Q2 2023
Weaver C. Barksdale & Associates, Inc.

Nashville, TN
BUY
 -
1.8K
+ 15.36%
$229K - $262K
13.5K $3.48M
Aug 03, 2023 Q2 2023
Riverstone Advisors, LLC

BUY
 -
1.79K
New
$228K - $261K
1.79K $461K
Feb 12, 2025 Q2 2023
Bit Capital Gmb H

Berlin, 2M
BUY
 -
1.79K
+ 313.68%
$228K - $260K
2.36K $607K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.78K
+ 18.87%
$227K - $259K
11.2K $2.89M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.76K
+ 30.1%
$225K - $257K
7.62K $1.96M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.76K
+ 22.92%
$224K - $256K
9.44K $2.43M
Aug 09, 2023 Q2 2023
North Star Asset Management Inc

BUY
 -
1.75K
+ 2.36%
$224K - $255K
76K $19.6M
Aug 04, 2023 Q2 2023
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
1.75K
+ 7.93%
$223K - $255K
23.8K $6.14M

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