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 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
503
+ 1.87%
$64.1K - $73.2K
27.4K $7.09M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
501
+ 22.4%
$63.9K - $72.9K
2.74K $709K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
500
+ 3.74%
$63.7K - $72.7K
13.9K $3.59M
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

BUY
 -
500
+ 4.55%
$63.7K - $72.7K
11.5K $2.97M
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
500
+ 23.87%
$63.7K - $72.7K
2.6K $672K
Aug 14, 2023 Q2 2023
Alethea Capital Management, LLC

San Diego, CA
BUY
 -
500
+ 20.0%
$63.7K - $72.7K
3K $776K
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
496
+ 1.45%
$63.2K - $72.1K
34.8K $8.99M
Jul 31, 2023 Q2 2023
West Bancorporation Inc

BUY
 -
493
+ 9.62%
$62.8K - $71.7K
5.62K $1.45M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
492
+ 8.01%
$62.7K - $71.6K
6.63K $1.72M
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
488
+ 2.47%
$62.2K - $71K
20.2K $5.24M
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
485
+ 2.32%
$61.8K - $70.5K
21.4K $5.54M
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
484
+ 30.89%
$61.7K - $70.4K
2.05K $531K
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
484
+ 3.98%
$61.7K - $70.4K
12.7K $3.28M
Aug 14, 2023 Q2 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
480
+ 2.15%
$61.2K - $69.8K
22.8K $5.89M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
480
+ 4.18%
$61.2K - $69.8K
12K $3.1M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
477
+ 5.37%
$60.8K - $69.4K
9.36K $2.42M
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
474
+ 0.92%
$60.4K - $68.9K
51.9K $13.4M
Jul 13, 2023 Q2 2023
Central Bank & Trust CO

BUY
 -
473
+ 4.79%
$60.3K - $68.8K
10.4K $2.68M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
472
+ 4.85%
$60.2K - $68.6K
10.2K $2.64M
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
468
+ 4.92%
$59.7K - $68.1K
9.99K $2.58M
Jul 31, 2023 Q2 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
467
+ 2.9%
$59.5K - $67.9K
16.5K $4.28M
Jul 20, 2023 Q2 2023
Uncommon Cents Investing LLC

BUY
 -
465
+ 1.84%
$59.3K - $67.6K
25.7K $6.65M
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
465
+ 0.85%
$59.3K - $67.6K
55.2K $14.3M
Jul 24, 2023 Q2 2023
Signature Wealth Management Partners, LLC

BUY
 -
464
+ 2.41%
$59.1K - $67.5K
19.7K $5.1M
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
464
+ 27.07%
$59.1K - $67.5K
2.18K $564K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
463
+ 46300.0%
$59K - $67.3K
464 $120K
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
460
New
$58.6K - $66.9K
460 $119K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
460
+ 2.31%
$58.6K - $66.9K
20.4K $5.27M
Aug 11, 2023 Q2 2023
Hemenway Trust CO LLC

BUY
 -
457
+ 4.99%
$58.3K - $66.5K
9.61K $2.49M
Aug 14, 2023 Q2 2023
De Burlo Group Inc

Boston, MA
BUY
 -
456
+ 4.42%
$58.1K - $66.3K
10.8K $2.79M
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
455
+ 0.9%
$58K - $66.2K
50.9K $13.2M
Aug 01, 2023 Q2 2023
Eukles Asset Management

BUY
 -
455
+ 6.1%
$58K - $66.2K
7.91K $2.05M
Nov 16, 2023 Q2 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
452
+ 207.34%
$57.6K - $65.7K
670 $173K
Jul 19, 2023 Q2 2023
Wallington Asset Management, LLC

BUY
 -
450
+ 11.89%
$57.4K - $65.4K
4.23K $1.1M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
450
+ 6.0%
$57.4K - $65.4K
7.95K $2.06M
Aug 02, 2023 Q2 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
448
+ 4.87%
$57.1K - $65.2K
9.65K $2.5M
Jul 11, 2023 Q2 2023
Czech National Bank

Prague, 2N
BUY
 -
447
+ 0.13%
$57K - $65K
346K $89.5M
Jul 31, 2023 Q2 2023
Bank Of Stockton

BUY
 -
447
+ 2.14%
$57K - $65K
21.4K $5.53M
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
446
+ 8.86%
$56.9K - $64.9K
5.48K $1.42M
Aug 03, 2023 Q2 2023
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
445
+ 10.7%
$56.7K - $64.7K
4.6K $1.19M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
444
+ 4.52%
$56.6K - $64.6K
10.3K $2.66M
Jul 18, 2023 Q2 2023
Intelligence Driven Advisers, LLC

BUY
 -
441
+ 25.83%
$56.2K - $64.1K
2.15K $556K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
439
+ 3.63%
$56K - $63.8K
12.5K $3.25M
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
428
+ 16.24%
$54.6K - $62.2K
3.06K $793K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
427
+ 9.67%
$54.4K - $62.1K
4.84K $1.25M
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
426
+ 26.73%
$54.3K - $62K
2.02K $523K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
424
+ 41.86%
$54K - $61.7K
1.44K $372K
Jul 28, 2023 Q2 2023
Manchester Financial Inc

BUY
 -
422
+ 24.02%
$53.8K - $61.4K
2.18K $564K
Aug 14, 2023 Q2 2023
Pacific Global Investment Management CO

BUY
 -
422
+ 0.81%
$53.8K - $61.4K
52.7K $13.6M

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