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 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
133+ 0.45% |
$17K - $19.3K
|
29.8K
$7.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
133+ 0.93% |
$17K - $19.3K
|
14.5K
$3.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
133+ 0.98% |
$17K - $19.3K
|
13.7K
$3.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
133+ 2.48% |
$17K - $19.3K
|
5.5K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
133+ 2.49% |
$17K - $19.3K
|
5.48K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
132+ 0.53% |
$16.8K - $19.2K
|
25.2K
$6.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
132+ 3.81% |
$16.8K - $19.2K
|
3.6K
$932K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
132+ 0.26% |
$16.8K - $19.2K
|
51.7K
$13.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
130+ 4.92% |
$16.6K - $18.9K
|
2.77K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
130+ 0.64% |
$16.6K - $18.9K
|
20.3K
$5.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
128+ 0.71% |
$16.3K - $18.6K
|
18.2K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
127+ 0.57% |
$16.2K - $18.5K
|
22.4K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
125+ 5.03% |
$15.9K - $18.2K
|
2.61K
$676K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
124+ 1.61% |
$15.8K - $18K
|
7.83K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
124+ 1.77% |
$15.8K - $18K
|
7.14K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
123+ 2.24% |
$15.7K - $17.9K
|
5.6K
$1.45M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
123+ 1.76% |
$15.7K - $17.9K
|
7.1K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
122+ 0.03% |
$15.6K - $17.7K
|
388K
$100M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
121+ 3.18% |
$15.4K - $17.6K
|
3.93K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
120+ 0.5% |
$15.3K - $17.5K
|
24.1K
$6.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
119+ 4.51% |
$15.2K - $17.3K
|
2.76K
$714K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
118+ 0.77% |
$15K - $17.2K
|
15.5K
$4.02M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
118+ 0.77% |
$15K - $17.2K
|
15.5K
$4.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
117+ 1.07% |
$14.9K - $17K
|
11.1K
$2.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 1.85% |
$14.9K - $17K
|
6.43K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
116+ 0.7% |
$14.8K - $16.9K
|
16.6K
$4.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
115+ 1.33% |
$14.7K - $16.7K
|
8.76K
$2.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
115+ 1.87% |
$14.7K - $16.7K
|
6.26K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
115+ 0.33% |
$14.7K - $16.7K
|
34.7K
$8.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
115+ 1.89% |
$14.7K - $16.7K
|
6.21K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
114+ 0.84% |
$14.5K - $16.6K
|
13.7K
$3.54M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
113+ 0.14% |
$14.4K - $16.4K
|
81.2K
$21M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
112+ 2.34% |
$14.3K - $16.3K
|
4.91K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
111+ 0.13% |
$14.1K - $16.1K
|
85.1K
$22M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
110+ 2.17% |
$14K - $16K
|
5.18K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
110+ 1.8% |
$14K - $16K
|
6.21K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
110+ 1.7% |
$14K - $16K
|
6.58K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
109+ 1.96% |
$13.9K - $15.9K
|
5.66K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
109+ 0.43% |
$13.9K - $15.9K
|
25.7K
$6.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
109+ 2.04% |
$13.9K - $15.9K
|
5.46K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
108+ 2.41% |
$13.8K - $15.7K
|
4.58K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
108+ 0.7% |
$13.8K - $15.7K
|
15.6K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
108+ 1.74% |
$13.8K - $15.7K
|
6.32K
$1.64M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
108+ 2.61% |
$13.8K - $15.7K
|
4.25K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
107+ 0.3% |
$13.6K - $15.6K
|
36.1K
$9.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
107+ 0.02% |
$13.6K - $15.6K
|
439K
$114M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
106+ 5.86% |
$13.5K - $15.4K
|
1.92K
$496K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
105+ 1.21% |
$13.4K - $15.3K
|
8.78K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
105+ 3.72% |
$13.4K - $15.3K
|
2.92K
$757K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
104+ 0.53% |
$13.3K - $15.1K
|
19.6K
$5.07M
|