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
|
Whelan Financial
|
BUY
|
- |
104+ 4.35% |
$13.3K - $15.1K
|
2.5K
$646K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
103+ 17.91% |
$13.1K - $15K
|
678
$175K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
103+ 3.43% |
$13.1K - $15K
|
3.11K
$804K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
102+ 1.83% |
$13K - $14.8K
|
5.68K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
101+ 0.37% |
$12.9K - $14.7K
|
27.3K
$7.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 1.3% |
$12.7K - $14.5K
|
7.79K
$2.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
100+ 2.89% |
$12.7K - $14.5K
|
3.57K
$923K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
100+ 1.43% |
$12.7K - $14.5K
|
7.1K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
100+ 11.21% |
$12.7K - $14.5K
|
992
$257K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
100+ 4.71% |
$12.7K - $14.5K
|
2.23K
$576K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 200.0% |
$12.7K - $14.5K
|
150
$38.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
100+ 3.49% |
$12.7K - $14.5K
|
2.97K
$768K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
99+ 0.45% |
$12.6K - $14.4K
|
22.2K
$5.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
99+ 0.63% |
$12.6K - $14.4K
|
15.9K
$4.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 7.9% |
$12.4K - $14.1K
|
1.33K
$343K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
97+ 0.72% |
$12.4K - $14.1K
|
13.6K
$3.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
96+ 2.1% |
$12.2K - $14K
|
4.68K
$1.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
96+ 2.79% |
$12.2K - $14K
|
3.54K
$915K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
96+ 1.18% |
$12.2K - $14K
|
8.26K
$2.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
95+ 1.49% |
$12.1K - $13.8K
|
6.46K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
95+ 4.7% |
$12.1K - $13.8K
|
2.12K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
95+ 8.8% |
$12.1K - $13.8K
|
1.17K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 2.11% |
$11.9K - $13.5K
|
4.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
93+ 0.15% |
$11.9K - $13.5K
|
61.5K
$15.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
92+ 0.15% |
$11.7K - $13.4K
|
60.6K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
92+ 0.84% |
$11.7K - $13.4K
|
11.1K
$2.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
91+ 0.28% |
$11.6K - $13.2K
|
32.8K
$8.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
91+ 1.06% |
$11.6K - $13.2K
|
8.71K
$2.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
90+ 2.54% |
$11.5K - $13.1K
|
3.63K
$940K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
BUY
|
- |
90+ 0.39% |
$11.5K - $13.1K
|
23K
$5.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
89+ 4.23% |
$11.3K - $12.9K
|
2.19K
$568K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
89+ 0.32% |
$11.3K - $12.9K
|
28K
$7.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
89+ 1.76% |
$11.3K - $12.9K
|
5.14K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
88+ 2.29% |
$11.2K - $12.8K
|
3.93K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88+ 0.5% |
$11.2K - $12.8K
|
17.5K
$4.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
87+ 0.52% |
$11.1K - $12.7K
|
16.8K
$4.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
87+ 3.95% |
$11.1K - $12.7K
|
2.29K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
85+ 0.44% |
$10.8K - $12.4K
|
19.5K
$5.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
84+ 0.4% |
$10.7K - $12.2K
|
21K
$5.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
83+ 1.45% |
$10.6K - $12.1K
|
5.83K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
82+ 0.32% |
$10.5K - $11.9K
|
25.8K
$6.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
82+ 0.06% |
$10.5K - $11.9K
|
134K
$34.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
81+ 1.24% |
$10.3K - $11.8K
|
6.61K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
81+ 4.16% |
$10.3K - $11.8K
|
2.03K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
81+ 8.89% |
$10.3K - $11.8K
|
992
$257K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
81+ 0.2% |
$10.3K - $11.8K
|
41.1K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
80+ 1.0% |
$10.2K - $11.6K
|
8.1K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
80+ 0.28% |
$10.2K - $11.6K
|
29K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
80+ 0.87% |
$10.2K - $11.6K
|
9.3K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
79+ 0.34% |
$10.1K - $11.5K
|
23.5K
$6.09M
|