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 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
216+ 2.18% |
$27.5K - $31.4K
|
10.1K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
216+ 2.68% |
$27.5K - $31.4K
|
8.26K
$2.14M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
215+ 5.03% |
$27.4K - $31.3K
|
4.49K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
214+ 7.28% |
$27.3K - $31.1K
|
3.15K
$816K
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
BUY
|
- |
214+ 2.62% |
$27.3K - $31.1K
|
8.38K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
213+ 9.78% |
$27.2K - $31K
|
2.39K
$619K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
212+ 1.54% |
$27K - $30.8K
|
13.9K
$3.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
211+ 0.46% |
$26.9K - $30.7K
|
46K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
211+ 0.82% |
$26.9K - $30.7K
|
25.9K
$6.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
210+ 0.73% |
$26.8K - $30.5K
|
29K
$7.52M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
208+ 6.09% |
$26.5K - $30.3K
|
3.62K
$937K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
208+ 1.87% |
$26.5K - $30.3K
|
11.3K
$2.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
207+ 1.25% |
$26.4K - $30.1K
|
16.7K
$4.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
207+ 2.27% |
$26.4K - $30.1K
|
9.34K
$2.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
207+ 4.17% |
$26.4K - $30.1K
|
5.17K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
206+ 4.34% |
$26.3K - $30K
|
4.96K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
206+ 2.88% |
$26.3K - $30K
|
7.37K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
206+ 2.61% |
$26.3K - $30K
|
8.11K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
205+ 0.83% |
$26.1K - $29.8K
|
25K
$6.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
205+ 0.32% |
$26.1K - $29.8K
|
64.1K
$16.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
201+ 2.68% |
$25.6K - $29.2K
|
7.71K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
201+ 1.86% |
$25.6K - $29.2K
|
11K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.12% |
$25.5K - $29.1K
|
9.61K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
199+ 3.29% |
$25.4K - $28.9K
|
6.26K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
198+ 0.37% |
$25.2K - $28.8K
|
53.7K
$13.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
198+ 4.58% |
$25.2K - $28.8K
|
4.52K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
196+ 1.87% |
$25K - $28.5K
|
10.7K
$2.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
194+ 6.21% |
$24.7K - $28.2K
|
3.32K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
194+ 0.5% |
$24.7K - $28.2K
|
39.3K
$10.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
191+ 9.06% |
$24.3K - $27.8K
|
2.3K
$595K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 1.25% |
$24.2K - $27.6K
|
15.4K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
190+ 2.42% |
$24.2K - $27.6K
|
8.03K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
190+ 1.36% |
$24.2K - $27.6K
|
14.2K
$3.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
188+ 3.72% |
$24K - $27.3K
|
5.24K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
188+ 1.12% |
$24K - $27.3K
|
17K
$4.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
187+ 1.97% |
$23.8K - $27.2K
|
9.7K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
187+ 8.9% |
$23.8K - $27.2K
|
2.29K
$592K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
186+ 0.63% |
$23.7K - $27.1K
|
29.7K
$7.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
186+ 0.28% |
$23.7K - $27.1K
|
67.6K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
186+ 1.92% |
$23.7K - $27.1K
|
9.85K
$2.55M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
186+ 10.21% |
$23.7K - $27.1K
|
2.01K
$520K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
183+ 5.62% |
$23.3K - $26.6K
|
3.44K
$891K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
182+ 1.82% |
$23.2K - $26.5K
|
10.2K
$2.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
180+ 0.69% |
$22.9K - $26.2K
|
26.4K
$6.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
180+ 0.33% |
$22.9K - $26.2K
|
54.8K
$14.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
179+ 2.73% |
$22.8K - $26K
|
6.75K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
179+ 0.63% |
$22.8K - $26K
|
28.5K
$7.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
179+ 0.19% |
$22.8K - $26K
|
92.9K
$24M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
179+ 8.75% |
$22.8K - $26K
|
2.23K
$576K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
177+ 1.56% |
$22.6K - $25.7K
|
11.5K
$2.98M
|