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 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-137- 0.24% |
$17.5K - $19.9K
|
58K
$15M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-137- 3.79% |
$17.5K - $19.9K
|
3.48K
$901K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-137- 1.11% |
$17.5K - $19.9K
|
12.3K
$3.17M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-137- 0.58% |
$17.5K - $19.9K
|
23.5K
$6.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-138- 1.78% |
$17.6K - $20.1K
|
7.62K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-138- 7.28% |
$17.6K - $20.1K
|
1.76K
$455K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-139- 0.14% |
$17.7K - $20.2K
|
103K
$26.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-139- 0.9% |
$17.7K - $20.2K
|
15.3K
$3.95M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-142- 0.38% |
$18.1K - $20.7K
|
37.4K
$9.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-142- 5.45% |
$18.1K - $20.7K
|
2.46K
$638K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-143- 0.27% |
$18.2K - $20.8K
|
53.6K
$13.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-143- 8.9% |
$18.2K - $20.8K
|
1.46K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-143- 0.71% |
$18.2K - $20.8K
|
20.1K
$5.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-145- 4.09% |
$18.5K - $21.1K
|
3.4K
$880K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-145- 0.68% |
$18.5K - $21.1K
|
21.3K
$5.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-148- 0.54% |
$18.9K - $21.5K
|
27.3K
$7.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-148- 0.11% |
$18.9K - $21.5K
|
136K
$35.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 1.65% |
$19.1K - $21.8K
|
8.96K
$2.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-150- 2.42% |
$19.1K - $21.8K
|
6.06K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-150- 2.86% |
$19.1K - $21.8K
|
5.09K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-150- 2.19% |
$19.1K - $21.8K
|
6.7K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-150- 31.58% |
$19.1K - $21.8K
|
325
$84.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-151- 0.18% |
$19.2K - $22K
|
83.4K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 2.63% |
$19.5K - $22.3K
|
5.66K
$1.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-154- 0.24% |
$19.6K - $22.4K
|
64.4K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-154- 1.22% |
$19.6K - $22.4K
|
12.5K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-154- 1.72% |
$19.6K - $22.4K
|
8.78K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.09% |
$19.8K - $22.5K
|
171K
$44.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-155- 0.76% |
$19.8K - $22.5K
|
20.3K
$5.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-157- 9.82% |
$20K - $22.8K
|
1.44K
$373K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-157- 1.07% |
$20K - $22.8K
|
14.5K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-157- 0.4% |
$20K - $22.8K
|
39.4K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-157- 1.79% |
$20K - $22.8K
|
8.61K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-158- 0.95% |
$20.1K - $23K
|
16.4K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-159- 6.61% |
$20.3K - $23.1K
|
2.25K
$582K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-160- 2.39% |
$20.4K - $23.3K
|
6.55K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-160- 0.11% |
$20.4K - $23.3K
|
151K
$39M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-160- 2.79% |
$20.4K - $23.3K
|
5.58K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-161- 3.33% |
$20.5K - $23.4K
|
4.68K
$1.21M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-162- 0.64% |
$20.7K - $23.6K
|
25.2K
$6.52M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-163- 2.39% |
$20.8K - $23.7K
|
6.64K
$1.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-163- 0.43% |
$20.8K - $23.7K
|
37.9K
$9.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-163- 8.59% |
$20.8K - $23.7K
|
1.73K
$449K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-164- 7.79% |
$20.9K - $23.9K
|
1.94K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-165- 1.12% |
$21K - $24K
|
14.6K
$3.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-167- 0.45% |
$21.3K - $24.3K
|
37.1K
$9.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-168- 1.72% |
$21.4K - $24.4K
|
9.6K
$2.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-168- 0.68% |
$21.4K - $24.4K
|
24.6K
$6.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-168- 1.6% |
$21.4K - $24.4K
|
10.3K
$2.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-169- 2.08% |
$21.5K - $24.6K
|
7.94K
$2.05M
|