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 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.52% |
$1.91K - $2.18K
|
2.9K
$749K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
15+ 0.43% |
$1.91K - $2.18K
|
3.49K
$904K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.3% |
$1.91K - $2.18K
|
5K
$1.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 0.64% |
$1.78K - $2.04K
|
2.19K
$567K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 0.29% |
$1.78K - $2.04K
|
4.76K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
14+ 0.3% |
$1.78K - $2.04K
|
4.68K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.67% |
$1.66K - $1.89K
|
1.97K
$509K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
13+ 0.19% |
$1.66K - $1.89K
|
7.03K
$1.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.17% |
$1.66K - $1.89K
|
7.61K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13+ 0.29% |
$1.66K - $1.89K
|
4.45K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
13+ 0.35% |
$1.66K - $1.89K
|
3.76K
$973K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
13+ 0.27% |
$1.66K - $1.89K
|
4.78K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
12+ 0.12% |
$1.53K - $1.75K
|
10.1K
$2.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$1.53K - $1.75K
|
12
$3.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12+ 0.2% |
$1.53K - $1.75K
|
6.14K
$1.59M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.71% |
$1.4K - $1.6K
|
1.55K
$401K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
11+ 0.03% |
$1.4K - $1.6K
|
34.8K
$9.01M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11+ 0.07% |
$1.4K - $1.6K
|
16.5K
$4.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
11+ 0.42% |
$1.4K - $1.6K
|
2.63K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
11+ 0.7% |
$1.4K - $1.6K
|
1.58K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.68% |
$1.4K - $1.6K
|
1.63K
$422K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
10+ 0.14% |
$1.27K - $1.45K
|
6.93K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.37% |
$1.27K - $1.45K
|
2.73K
$706K
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
10+ 0.37% |
$1.27K - $1.45K
|
2.73K
$707K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10+ 0.37% |
$1.27K - $1.45K
|
2.7K
$698K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.15% |
$1.27K - $1.45K
|
6.72K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10+ 0.08% |
$1.27K - $1.45K
|
13.1K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
10+ 0.22% |
$1.27K - $1.45K
|
4.6K
$1.19M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
10+ 0.16% |
$1.27K - $1.45K
|
6.34K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9+ 0.41% |
$1.15K - $1.31K
|
2.23K
$577K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.03% |
$1.15K - $1.31K
|
26.3K
$6.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
9+ 0.04% |
$1.15K - $1.31K
|
23.5K
$6.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$1.02K - $1.16K
|
4.19K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
BUY
|
- |
8+ 0.43% |
$1.02K - $1.16K
|
1.86K
$481K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8+ 0.9% |
$1.02K - $1.16K
|
897
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
8+ 0.84% |
$1.02K - $1.16K
|
958
$248K
|
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
8+ 0.03% |
$1.02K - $1.16K
|
24.6K
$6.37M
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
8+ 0.22% |
$1.02K - $1.16K
|
3.71K
$959K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8+ 0.11% |
$1.02K - $1.16K
|
7K
$1.81M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.03% |
$892 - $1.02K
|
21.8K
$5.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
7+ 0.69% |
$892 - $1.02K
|
1.03K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.0% |
$892 - $1.02K
|
228K
$58.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
7+ 0.09% |
$892 - $1.02K
|
7.95K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.27% |
$892 - $1.02K
|
2.62K
$678K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6+ 0.11% |
$765 - $873
|
5.7K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6+ 0.11% |
$765 - $873
|
5.66K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$765 - $873
|
11.4K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6+ 0.13% |
$765 - $873
|
4.6K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$765 - $873
|
7.07K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6+ 0.08% |
$765 - $873
|
7.69K
$1.99M
|