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 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$127 - $145
|
1.7K
$441K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$127 - $145
|
1.57K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$127 - $145
|
38.3K
$9.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$127 - $145
|
2.3K
$596K
|
|
|
Aug 07, 2023
Q2 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.04% |
$127 - $145
|
2.52K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.04% |
$127 - $145
|
2.41K
$623K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.03% |
$127 - $145
|
3.16K
$818K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$127 - $145
|
6.53K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$127 - $145
|
1.44K
$372K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.02% |
$127 - $145
|
4.5K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1- 0.05% |
$127 - $145
|
1.88K
$487K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1- -0.0% |
$127 - $145
|
20.4K
$5.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.05% |
$127 - $145
|
1.97K
$509K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2- 0.01% |
$255 - $291
|
16.7K
$4.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-2- 0.02% |
$255 - $291
|
12.4K
$3.2M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2- 0.01% |
$255 - $291
|
19K
$4.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3- 0.01% |
$382 - $436
|
29.5K
$7.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3- 0.09% |
$382 - $436
|
3.31K
$857K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3- 0.01% |
$382 - $436
|
34.4K
$8.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4- 0.05% |
$510 - $582
|
8.35K
$2.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-4- 0.01% |
$510 - $582
|
33.9K
$8.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-4- 0.01% |
$510 - $582
|
34.7K
$8.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.02% |
$510 - $582
|
19.2K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-5- 0.07% |
$637 - $727
|
7.52K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-5- 0.08% |
$637 - $727
|
5.9K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-5- 0.27% |
$637 - $727
|
1.87K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$637 - $727
|
22.6K
$5.85M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6- 0.33% |
$765 - $873
|
1.8K
$467K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-6- 0.23% |
$765 - $873
|
2.6K
$673K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-6- 0.08% |
$765 - $873
|
7.53K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-6- 0.01% |
$765 - $873
|
86.6K
$22.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-6- 0.05% |
$765 - $873
|
11K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.44% |
$765 - $873
|
1.37K
$354K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 0.14% |
$1.02K - $1.16K
|
5.88K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-8- 0.03% |
$1.02K - $1.16K
|
29.7K
$7.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8- 0.07% |
$1.02K - $1.16K
|
11.3K
$2.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9- 0.11% |
$1.15K - $1.31K
|
8.16K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9- 0.19% |
$1.15K - $1.31K
|
4.65K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 2.47% |
$1.15K - $1.31K
|
356
$92.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-9- 0.23% |
$1.15K - $1.31K
|
3.94K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-10- 0.07% |
$1.27K - $1.45K
|
14.2K
$3.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-10- 0.41% |
$1.27K - $1.45K
|
2.45K
$633K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-10- 0.09% |
$1.27K - $1.45K
|
11.1K
$2.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-10- 0.17% |
$1.27K - $1.45K
|
5.78K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.18% |
$1.27K - $1.45K
|
5.57K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.62% |
$1.27K - $1.45K
|
1.61K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-11- 0.19% |
$1.4K - $1.6K
|
5.9K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-11- 0.23% |
$1.4K - $1.6K
|
4.68K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-11- 0.04% |
$1.4K - $1.6K
|
31.3K
$8.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-11- 0.19% |
$1.4K - $1.6K
|
5.74K
$1.49M
|