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 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
55+ 1.51% |
$7.01K - $8K
|
3.69K
$955K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
54+ 0.13% |
$6.88K - $7.85K
|
41.5K
$10.7M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
52+ 3.05% |
$6.63K - $7.56K
|
1.76K
$455K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
52+ 0.73% |
$6.63K - $7.56K
|
7.19K
$1.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
52+ 2.79% |
$6.63K - $7.56K
|
1.91K
$495K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
52+ 0.91% |
$6.63K - $7.56K
|
5.76K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
52+ 3.24% |
$6.63K - $7.56K
|
1.66K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
52+ 0.79% |
$6.63K - $7.56K
|
6.66K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
51+ 0.15% |
$6.5K - $7.42K
|
33.9K
$8.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
51+ 0.74% |
$6.5K - $7.42K
|
6.95K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
51+ 0.06% |
$6.5K - $7.42K
|
90.4K
$23.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.33% |
$6.37K - $7.27K
|
15.4K
$3.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
50+ 2.23% |
$6.37K - $7.27K
|
2.3K
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
50+ 0.26% |
$6.37K - $7.27K
|
19.6K
$5.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
50+ 0.93% |
$6.37K - $7.27K
|
5.41K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
50+ 0.23% |
$6.37K - $7.27K
|
22.1K
$5.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
49+ 0.25% |
$6.25K - $7.13K
|
19.3K
$5M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
48+ 1.12% |
$6.12K - $6.98K
|
4.34K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
47+ 6.1% |
$5.99K - $6.84K
|
818
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
47+ 0.4% |
$5.99K - $6.84K
|
11.9K
$3.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
46+ 2.52% |
$5.86K - $6.69K
|
1.87K
$484K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
46+ 0.1% |
$5.86K - $6.69K
|
46.6K
$12.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
45+ 1.72% |
$5.74K - $6.54K
|
2.67K
$690K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
45+ 0.47% |
$5.74K - $6.54K
|
9.64K
$2.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45+ 0.08% |
$5.74K - $6.54K
|
55.2K
$14.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
45+ 1.69% |
$5.74K - $6.54K
|
2.71K
$701K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
45+ 0.22% |
$5.74K - $6.54K
|
20.2K
$5.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
44+ 1.65% |
$5.61K - $6.4K
|
2.7K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
43+ 1.53% |
$5.48K - $6.25K
|
2.85K
$737K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
42+ 0.31% |
$5.35K - $6.11K
|
13.4K
$3.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.24% |
$5.35K - $6.11K
|
17.4K
$4.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
42+ 0.91% |
$5.35K - $6.11K
|
4.65K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42+ 32.31% |
$5.35K - $6.11K
|
172
$44.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
41+ 1.22% |
$5.23K - $5.96K
|
3.39K
$878K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
41+ 0.54% |
$5.23K - $5.96K
|
7.61K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.28% |
$5.23K - $5.96K
|
3.24K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41+ 0.07% |
$5.23K - $5.96K
|
62.4K
$16.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
40+ 0.35% |
$5.1K - $5.82K
|
11.3K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.34% |
$5.1K - $5.82K
|
11.8K
$3.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
39+ 1.13% |
$4.97K - $5.67K
|
3.5K
$905K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
39+ 0.35% |
$4.97K - $5.67K
|
11.3K
$2.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
38+ 0.43% |
$4.84K - $5.53K
|
8.93K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
38+ 12.5% |
$4.84K - $5.53K
|
342
$88.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
37+ 0.08% |
$4.72K - $5.38K
|
45.5K
$11.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 1.98% |
$4.72K - $5.38K
|
1.9K
$493K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
37+ 0.74% |
$4.72K - $5.38K
|
5.06K
$1.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 1.55% |
$4.59K - $5.24K
|
2.37K
$612K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 1.17% |
$4.59K - $5.24K
|
3.11K
$806K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
36+ 0.6% |
$4.59K - $5.24K
|
6.06K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36+ 1.05% |
$4.59K - $5.24K
|
3.45K
$893K
|