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
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.21K+ 1.14% |
$154K - $175K
|
107K
$27.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.2K+ 2.79% |
$153K - $174K
|
44.1K
$11.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.2K+ 5.85% |
$152K - $174K
|
21.6K
$5.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 11.67% |
$151K - $172K
|
11.3K
$2.92M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
1.18K+ 20.95% |
$150K - $172K
|
6.81K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.17K+ 1.26% |
$149K - $170K
|
93.7K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.17K+ 9.84% |
$149K - $170K
|
13K
$3.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.16K+ 2.58% |
$148K - $169K
|
46.3K
$12M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 2.01% |
$148K - $169K
|
59.1K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.15K+ 3.44% |
$147K - $167K
|
34.6K
$8.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.14K+ 11.27% |
$145K - $166K
|
11.2K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.14K+ 38.31% |
$145K - $166K
|
4.11K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.14K+ 1.32% |
$145K - $165K
|
87K
$22.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.13K+ 23.12% |
$144K - $165K
|
6.03K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.13K+ 1.29% |
$144K - $164K
|
88.8K
$23M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.13K+ 0.34% |
$144K - $164K
|
334K
$86.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.12K+ 0.36% |
$143K - $163K
|
314K
$81.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.12K+ 0.63% |
$142K - $162K
|
179K
$46.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.1K+ 17.43% |
$140K - $159K
|
7.39K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.1K+ 2.6% |
$140K - $159K
|
43.2K
$11.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
1.09K+ 4.81% |
$138K - $158K
|
23.7K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.08K+ 0.12% |
$138K - $158K
|
924K
$239M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.08K+ 2.08% |
$138K - $157K
|
53K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.08K+ 9.83% |
$137K - $157K
|
12K
$3.11M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.08K+ 7.8% |
$137K - $156K
|
14.9K
$3.85M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.07KNew |
$137K - $156K
|
1.07K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.07K+ 3.24% |
$136K - $155K
|
34.1K
$8.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.07K+ 2.61% |
$136K - $155K
|
41.9K
$10.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.06K+ 3.76% |
$136K - $155K
|
29.4K
$7.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.06K+ 2.51% |
$134K - $153K
|
43K
$11.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.06K+ 0.79% |
$134K - $153K
|
134K
$34.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.06K+ 5275.0% |
$134K - $153K
|
1.08K
$278K
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.05KNew |
$134K - $153K
|
1.05K
$273K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.04K+ 7.11% |
$132K - $151K
|
15.6K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.04K+ 1.82% |
$132K - $151K
|
58.1K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.04K+ 6.91% |
$132K - $151K
|
16K
$4.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.04K+ 5.02% |
$132K - $151K
|
21.7K
$5.61M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.03KNew |
$132K - $150K
|
1.03K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 44.62% |
$132K - $150K
|
3.35K
$866K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.03K+ 3.4% |
$132K - $150K
|
31.4K
$8.12M
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.03K+ 0.49% |
$132K - $150K
|
210K
$54.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.51% |
$131K - $150K
|
23.9K
$6.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.03K+ 26.23% |
$131K - $150K
|
4.96K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.03K+ 6.13% |
$131K - $150K
|
17.8K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 6.16% |
$131K - $149K
|
17.7K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.02K+ 0.69% |
$130K - $148K
|
148K
$38.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 2.33% |
$128K - $147K
|
44.3K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.01K+ 2.79% |
$128K - $146K
|
37.1K
$9.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1K+ 3.03% |
$127K - $145K
|
34K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 7.53% |
$127K - $145K
|
14.3K
$3.7M
|