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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
301+ 3.51% |
$38.4K - $43.8K
|
8.88K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
301+ 4.49% |
$38.4K - $43.8K
|
7K
$1.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
298+ 6.34% |
$38K - $43.3K
|
5K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
298+ 0.58% |
$38K - $43.3K
|
51.3K
$13.3M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
298+ 0.58% |
$38K - $43.3K
|
51.3K
$13.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
297+ 0.46% |
$37.9K - $43.2K
|
64.4K
$16.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
296+ 30.99% |
$37.7K - $43.1K
|
1.25K
$324K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
296+ 11.19% |
$37.7K - $43.1K
|
2.94K
$761K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
296+ 0.26% |
$37.7K - $43.1K
|
112K
$29.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
294+ 5.46% |
$37.5K - $42.8K
|
5.67K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
292+ 1.01% |
$37.2K - $42.5K
|
29.2K
$7.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
292+ 0.64% |
$37.2K - $42.5K
|
46.2K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
291+ 1.63% |
$37.1K - $42.3K
|
18.1K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
291+ 1.21% |
$37.1K - $42.3K
|
24.2K
$6.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
290+ 0.87% |
$37K - $42.2K
|
33.5K
$8.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
290+ 0.58% |
$37K - $42.2K
|
50.5K
$13.1M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
289+ 0.88% |
$36.8K - $42K
|
33.2K
$8.6M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
287+ 1.94% |
$36.6K - $41.7K
|
15.1K
$3.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
286+ 0.33% |
$36.5K - $41.6K
|
88K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
286+ 3.9% |
$36.5K - $41.6K
|
7.62K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
284+ 6.78% |
$36.2K - $41.3K
|
4.48K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
284+ 3.33% |
$36.2K - $41.3K
|
8.81K
$2.28M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
282+ 0.97% |
$35.9K - $41K
|
29.3K
$7.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
282+ 7.24% |
$35.9K - $41K
|
4.18K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
279+ 1.84% |
$35.6K - $40.6K
|
15.4K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
279+ 3.92% |
$35.6K - $40.6K
|
7.39K
$1.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
278+ 1.66% |
$35.4K - $40.4K
|
17.1K
$4.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
277+ 0.33% |
$35.3K - $40.3K
|
83.8K
$21.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
275+ 0.57% |
$35.1K - $40K
|
48.5K
$12.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
275+ 4.85% |
$35.1K - $40K
|
5.95K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
275+ 1.73% |
$35.1K - $40K
|
16.1K
$4.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
272+ 6.73% |
$34.7K - $39.6K
|
4.31K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
272+ 0.85% |
$34.7K - $39.6K
|
32.3K
$8.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
272+ 2.67% |
$34.7K - $39.6K
|
10.5K
$2.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
272+ 2.04% |
$34.7K - $39.6K
|
13.6K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
272+ 1.14% |
$34.7K - $39.6K
|
24.2K
$6.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
270+ 1.08% |
$34.4K - $39.3K
|
25.2K
$6.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
269+ 3.97% |
$34.3K - $39.1K
|
7.04K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
269+ 3.7% |
$34.3K - $39.1K
|
7.53K
$1.95M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
269+ 9.69% |
$34.3K - $39.1K
|
3.05K
$788K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
268+ 0.62% |
$34.2K - $39K
|
43.5K
$11.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
268+ 2.24% |
$34.2K - $39K
|
12.2K
$3.16M
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
268+ 0.62% |
$34.2K - $39K
|
43.5K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
267+ 2.0% |
$34K - $38.8K
|
13.6K
$3.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
265+ 0.13% |
$33.8K - $38.5K
|
200K
$51.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
265+ 9.54% |
$33.8K - $38.5K
|
3.04K
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
264+ 12.04% |
$33.7K - $38.4K
|
2.46K
$636K
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
262+ 0.96% |
$33.4K - $38.1K
|
27.6K
$7.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
260+ 3.09% |
$33.1K - $37.8K
|
8.67K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
260+ 2.31% |
$33.1K - $37.8K
|
11.5K
$2.99M
|