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
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
351+ 3.07% |
$44.7K - $51K
|
11.8K
$3.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
350+ 4.24% |
$44.6K - $50.9K
|
8.6K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
350+ 2.67% |
$44.6K - $50.9K
|
13.5K
$3.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
348+ 10.52% |
$44.4K - $50.6K
|
3.66K
$946K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
348+ 0.26% |
$44.4K - $50.6K
|
133K
$34.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
348+ 2.48% |
$44.4K - $50.6K
|
14.4K
$3.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
346+ 1.68% |
$44.1K - $50.3K
|
20.9K
$5.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
343+ 4.07% |
$43.7K - $49.9K
|
8.78K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
342+ 1.27% |
$43.6K - $49.7K
|
27.2K
$7.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
342+ 1.67% |
$43.6K - $49.7K
|
20.8K
$5.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
339+ 3.14% |
$43.2K - $49.3K
|
11.1K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
338+ 0.82% |
$43.1K - $49.2K
|
41.8K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
337+ 1.51% |
$43K - $49K
|
22.6K
$5.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
337+ 0.15% |
$43K - $49K
|
220K
$57M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
337+ 17.53% |
$43K - $49K
|
2.26K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
336+ 0.45% |
$42.8K - $48.9K
|
75.3K
$19.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
333+ 0.41% |
$42.4K - $48.4K
|
81.7K
$21.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
333+ 21.14% |
$42.4K - $48.4K
|
1.91K
$494K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
332+ 1.08% |
$42.3K - $48.3K
|
31.1K
$8.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
331+ 1.06% |
$42.2K - $48.1K
|
31.6K
$8.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
331+ 4.63% |
$42.2K - $48.1K
|
7.49K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
331+ 1.47% |
$42.2K - $48.1K
|
22.9K
$5.93M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
330+ 3.52% |
$42.1K - $48K
|
9.69K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
329+ 0.85% |
$41.9K - $47.8K
|
38.9K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
325+ 7.58% |
$41.4K - $47.3K
|
4.61K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
323+ 0.35% |
$41.2K - $47K
|
93.9K
$24.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
322+ 4.06% |
$41K - $46.8K
|
8.25K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
322+ 12.63% |
$41K - $46.8K
|
2.87K
$743K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
321+ 34.55% |
$40.9K - $46.7K
|
1.25K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
321+ 9.78% |
$40.9K - $46.7K
|
3.6K
$932K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
320+ 2.17% |
$40.8K - $46.5K
|
15.1K
$3.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
319+ 17.85% |
$40.7K - $46.4K
|
2.11K
$545K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
318+ 4.98% |
$40.5K - $46.2K
|
6.7K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
317+ 1.02% |
$40.4K - $46.1K
|
31.3K
$8.11M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
317+ 6.34% |
$40.4K - $46.1K
|
5.32K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
315+ 0.39% |
$40.2K - $45.8K
|
81.7K
$21.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
315+ 0.58% |
$40.2K - $45.8K
|
54.5K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
314+ 2.31% |
$40K - $45.7K
|
13.9K
$3.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
314+ 4.72% |
$40K - $45.7K
|
6.97K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
313+ 8.71% |
$39.9K - $45.5K
|
3.91K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
311+ 0.61% |
$39.6K - $45.2K
|
51K
$13.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
311+ 0.84% |
$39.6K - $45.2K
|
37.3K
$9.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
310+ 11.45% |
$39.5K - $45.1K
|
3.02K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
309+ 0.41% |
$39.4K - $44.9K
|
75.5K
$19.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
306+ 1.26% |
$39K - $44.5K
|
24.6K
$6.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
306+ 6.77% |
$39K - $44.5K
|
4.83K
$1.25M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
306+ 6.96% |
$39K - $44.5K
|
4.7K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
303+ 6.15% |
$38.6K - $44.1K
|
5.23K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
303+ 4.63% |
$38.6K - $44.1K
|
6.84K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
302+ 11.19% |
$38.5K - $43.9K
|
3K
$777K
|