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 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-62- 0.33% |
$7.9K - $9.02K
|
18.5K
$4.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-63- 0.06% |
$8.03K - $9.16K
|
110K
$28.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-64- 1.31% |
$8.16K - $9.31K
|
4.84K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-64- 2.8% |
$8.16K - $9.31K
|
2.22K
$574K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-64- 1.12% |
$8.16K - $9.31K
|
5.64K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-64- 0.18% |
$8.16K - $9.31K
|
35.8K
$9.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-64- 1.64% |
$8.16K - $9.31K
|
3.84K
$994K
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-64- 0.6% |
$8.16K - $9.31K
|
10.6K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruffer LLP
|
SELL
|
- |
-65- 0.46% |
$8.29K - $9.45K
|
14.1K
$3.64M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-65- 0.42% |
$8.29K - $9.45K
|
15.6K
$4.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-66- 2.03% |
$8.41K - $9.6K
|
3.19K
$825K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-66- 3.29% |
$8.41K - $9.6K
|
1.94K
$502K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-66- 2.58% |
$8.41K - $9.6K
|
2.49K
$644K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-66- 8.86% |
$8.41K - $9.6K
|
679
$176K
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-66- 2.44% |
$8.41K - $9.6K
|
2.64K
$684K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-66- 4.28% |
$8.41K - $9.6K
|
1.48K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-68- 1.81% |
$8.67K - $9.89K
|
3.69K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-68- 10.74% |
$8.67K - $9.89K
|
565
$146K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-69- 2.98% |
$8.8K - $10K
|
2.25K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-69- 4.28% |
$8.8K - $10K
|
1.54K
$400K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-70- 0.34% |
$8.92K - $10.2K
|
20.5K
$5.31M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-70- 7.35% |
$8.92K - $10.2K
|
882
$228K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-71- 0.42% |
$9.05K - $10.3K
|
17K
$4.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-73- 0.37% |
$9.31K - $10.6K
|
19.4K
$5.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-73- 0.16% |
$9.31K - $10.6K
|
45K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-74- 1.9% |
$9.43K - $10.8K
|
3.81K
$987K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-74- 3.2% |
$9.43K - $10.8K
|
2.24K
$579K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-75- 3.06% |
$9.56K - $10.9K
|
2.38K
$615K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-75- 1.54% |
$9.56K - $10.9K
|
4.8K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-75- 0.78% |
$9.56K - $10.9K
|
9.49K
$2.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 1.38% |
$9.56K - $10.9K
|
5.35K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.22% |
$9.56K - $10.9K
|
34.3K
$8.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-75- 0.12% |
$9.56K - $10.9K
|
62.2K
$16.1M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-75- 0.54% |
$9.56K - $10.9K
|
13.7K
$3.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-76- 1.03% |
$9.69K - $11.1K
|
7.3K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-77- 0.14% |
$9.82K - $11.2K
|
56.6K
$14.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-78- 0.28% |
$9.94K - $11.3K
|
27.5K
$7.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-79- 1.37% |
$10.1K - $11.5K
|
5.67K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-80- 0.21% |
$10.2K - $11.6K
|
38.7K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80- 0.78% |
$10.2K - $11.6K
|
10.2K
$2.63M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-82- 1.3% |
$10.5K - $11.9K
|
6.2K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-83- 2.09% |
$10.6K - $12.1K
|
3.88K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-85- 5.26% |
$10.8K - $12.4K
|
1.53K
$396K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-86- 1.1% |
$11K - $12.5K
|
7.76K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-86- 0.87% |
$11K - $12.5K
|
9.78K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-86- 0.09% |
$11K - $12.5K
|
93.3K
$24.1M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-86- 0.2% |
$11K - $12.5K
|
42.3K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-87- 0.04% |
$11.1K - $12.7K
|
248K
$64.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-88- 5.09% |
$11.2K - $12.8K
|
1.64K
$425K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-90- 4.9% |
$11.5K - $13.1K
|
1.75K
$452K
|