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 09, 2023 Q2 2023
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
836
+ 36.73%
$107K - $122K
3.11K $805K
Jul 24, 2023 Q2 2023
Dohj, LLC

Seattle, WA
BUY
 -
834
+ 9.69%
$106K - $121K
9.44K $2.44M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
822
+ 10.64%
$105K - $120K
8.55K $2.21M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
819
+ 10.78%
$104K - $119K
8.42K $2.18M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
816
+ 3.59%
$104K - $119K
23.5K $6.09M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
815
+ 1.31%
$104K - $119K
63.2K $16.4M
Aug 01, 2023 Q2 2023
Cookson Peirce & CO Inc

BUY
 -
814
+ 45.2%
$104K - $118K
2.62K $677K
Aug 14, 2023 Q2 2023
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
813
+ 1.03%
$104K - $118K
79.5K $20.6M
Aug 14, 2023 Q2 2023
Bowen Hanes & CO Inc

Atlanta, GA
BUY
 -
807
+ 2.23%
$103K - $117K
36.9K $9.56M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
804
+ 17.45%
$102K - $117K
5.41K $1.4M
Jul 17, 2023 Q2 2023
Mcdonald Partners LLC

BUY
 -
796
+ 1.83%
$101K - $116K
44.2K $11.4M
Jul 20, 2023 Q2 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
795
+ 7.35%
$101K - $116K
11.6K $3M
Jul 31, 2023 Q2 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
793
+ 4.07%
$101K - $115K
20.3K $5.24M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
789
+ 4.28%
$101K - $115K
19.2K $4.97M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
784
+ 0.89%
$99.9K - $114K
88.5K $22.9M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
783
+ 1.36%
$99.8K - $114K
58.5K $15.1M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
781
+ 4.77%
$99.6K - $114K
17.2K $4.44M
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
780
+ 8.49%
$99.4K - $113K
9.97K $2.58M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
776
+ 47.78%
$98.9K - $113K
2.4K $621K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
775
+ 0.46%
$98.8K - $113K
169K $43.7M
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
770
+ 12.47%
$98.2K - $112K
6.95K $1.8M
Aug 01, 2023 Q2 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
768
+ 1.01%
$97.9K - $112K
76.8K $19.9M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
763
+ 12.69%
$97.3K - $111K
6.78K $1.75M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
763
+ 1.73%
$97.3K - $111K
44.9K $11.6M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
761
New
$97K - $111K
761 $197K
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
760
+ 3.6%
$96.9K - $111K
21.8K $5.65M
Aug 11, 2023 Q2 2023
Unison Asset Management LLC

BUY
 -
759
+ 1.89%
$96.7K - $110K
41K $10.6M
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
757
+ 2.29%
$96.5K - $110K
33.8K $8.75M
Aug 03, 2023 Q2 2023
Garrison Asset Management, LLC

BUY
 -
755
+ 37.49%
$96.2K - $110K
2.77K $717K
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
754
+ 4.02%
$96.1K - $110K
19.5K $5.04M
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
753
+ 41.86%
$96K - $110K
2.55K $660K
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
750
+ 4.35%
$95.6K - $109K
18K $4.66M
Aug 04, 2023 Q2 2023
Liberty One Investment Management, LLC

BUY
 -
749
+ 3.94%
$95.5K - $109K
19.7K $5.11M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
748
+ 2.82%
$95.3K - $109K
27.3K $7.06M
Jul 25, 2023 Q2 2023
Iq Eq Fund Management (Ireland) LTD

BUY
 -
747
+ 1.65%
$95.2K - $109K
46.1K $11.9M
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
742
+ 566.41%
$94.6K - $108K
873 $226K
Aug 02, 2023 Q2 2023
Fusion Capital, LLC

BUY
 -
742
+ 1.9%
$94.6K - $108K
39.7K $10.3M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
741
+ 15.06%
$94.5K - $108K
5.66K $1.46M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
741
New
$94.5K - $108K
741 $192K
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

BUY
 -
740
+ 3.92%
$94.3K - $108K
19.6K $5.08M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
739
+ 2.41%
$94.2K - $107K
31.4K $8.12M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
735
+ 24.65%
$93.7K - $107K
3.72K $962K
Jul 27, 2023 Q2 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
735
+ 24.99%
$93.7K - $107K
3.68K $951K
Aug 08, 2023 Q2 2023
Mengis Capital Management, Inc.

BUY
 -
734
+ 1.29%
$93.6K - $107K
57.8K $15M
Aug 07, 2023 Q2 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
733
+ 3.71%
$93.4K - $107K
20.5K $5.3M
Aug 15, 2023 Q2 2023
Bell & Brown Wealth Advisors, LLC

BUY
 -
731
+ 2.23%
$93.2K - $106K
33.4K $8.65M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
730
+ 2.11%
$93.1K - $106K
35.4K $9.15M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
728
+ 2.52%
$92.8K - $106K
29.7K $7.68M
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
726
+ 0.5%
$92.5K - $106K
147K $38M

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