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 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.53KNew |
$196K - $223K
|
1.53K
$395K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.53KNew |
$196K - $223K
|
1.53K
$395K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.53KNew |
$195K - $223K
|
1.53K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.53K+ 7.58% |
$195K - $223K
|
21.8K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.53K+ 29.52% |
$195K - $223K
|
6.72K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.53KNew |
$195K - $223K
|
1.53K
$394K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$195K - $223K
|
1.53K
$394K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.53K+ 0.87% |
$195K - $222K
|
178K
$45.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$195K - $222K
|
1.53K
$393K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.52KNew |
$194K - $221K
|
1.52K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.52K+ 6.2% |
$193K - $221K
|
26K
$6.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$193K - $220K
|
1.52K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.52KNew |
$193K - $220K
|
1.52K
$390K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.51KNew |
$193K - $220K
|
1.51K
$389K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.51KNew |
$192K - $220K
|
1.51K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 11.98% |
$192K - $220K
|
14.1K
$3.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.51K+ 10.51% |
$192K - $219K
|
15.9K
$4.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.51KNew |
$192K - $219K
|
1.51K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.51KNew |
$192K - $219K
|
1.51K
$388K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.5KNew |
$192K - $219K
|
1.5K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$386K
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1.5K+ 75.0% |
$191K - $218K
|
3.5K
$901K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$385K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.48K+ 7.9% |
$189K - $216K
|
20.2K
$5.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.48KNew |
$188K - $215K
|
1.48K
$380K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.47KNew |
$188K - $214K
|
1.47K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.47K+ 4.11% |
$187K - $213K
|
37.1K
$9.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.47K+ 19.0% |
$187K - $213K
|
9.18K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.46K+ 0.91% |
$186K - $212K
|
162K
$41.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
BUY
|
- |
1.46KNew |
$186K - $212K
|
1.46K
$376K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.45K+ 8.05% |
$185K - $211K
|
19.5K
$5.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.45KNew |
$185K - $211K
|
1.45K
$374K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.45K+ 18.35% |
$185K - $211K
|
9.36K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.45KNew |
$185K - $211K
|
1.45K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.45K+ 15.3% |
$185K - $211K
|
10.9K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.44K+ 4.41% |
$183K - $209K
|
34.1K
$8.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.44KNew |
$183K - $209K
|
1.44K
$369K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.43KNew |
$183K - $209K
|
1.43K
$369K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.43KNew |
$183K - $208K
|
1.43K
$369K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.43K+ 4.66% |
$182K - $207K
|
32K
$8.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.42KNew |
$181K - $207K
|
1.42K
$366K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.42K+ 1.37% |
$181K - $207K
|
105K
$27M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.41KNew |
$180K - $206K
|
1.41K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 5.32% |
$180K - $205K
|
27.9K
$7.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.4K+ 0.2% |
$179K - $204K
|
690K
$178M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$178K - $204K
|
1.4K
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.4KNew |
$178K - $203K
|
1.4K
$359K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.39K+ 3.27% |
$177K - $202K
|
43.8K
$11.3M
|