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 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-384- 1.68% |
$48.9K - $55.8K
|
22.5K
$5.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-388- 4.58% |
$49.5K - $56.4K
|
8.09K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-390- 5.85% |
$49.7K - $56.7K
|
6.28K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-390- 10.44% |
$49.7K - $56.7K
|
3.35K
$866K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-391- 3.36% |
$49.8K - $56.9K
|
11.2K
$2.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-391- 4.41% |
$49.8K - $56.9K
|
8.47K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-394- 3.39% |
$50.2K - $57.3K
|
11.2K
$2.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-394- 2.76% |
$50.2K - $57.3K
|
13.9K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-394- 1.97% |
$50.2K - $57.3K
|
19.6K
$5.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-396- 3.25% |
$50.5K - $57.6K
|
11.8K
$3.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-397- 8.41% |
$50.6K - $57.7K
|
4.32K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-399- 22.34% |
$50.9K - $58K
|
1.39K
$359K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-400- 3.17% |
$51K - $58.2K
|
12.2K
$3.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-400- 0.28% |
$51K - $58.2K
|
143K
$37M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-400- 10.05% |
$51K - $58.2K
|
3.58K
$926K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-400- 16.22% |
$51K - $58.2K
|
2.07K
$535K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-400- 1.41% |
$51K - $58.2K
|
27.9K
$7.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-400- 15.9% |
$51K - $58.2K
|
2.12K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-403- 16.46% |
$51.4K - $58.6K
|
2.05K
$529K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-403- 10.38% |
$51.4K - $58.6K
|
3.48K
$900K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-410- 4.63% |
$52.3K - $59.6K
|
8.45K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-410- 2.29% |
$52.3K - $59.6K
|
17.5K
$4.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-411- 0.67% |
$52.4K - $59.8K
|
60.8K
$15.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-412- 7.77% |
$52.5K - $59.9K
|
4.89K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-412- 3.15% |
$52.5K - $59.9K
|
12.7K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-414- 17.24% |
$52.8K - $60.2K
|
1.99K
$514K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-417- 24.78% |
$53.2K - $60.6K
|
1.27K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-420- 1.07% |
$53.5K - $61.1K
|
38.9K
$10.1M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-422- 4.34% |
$53.8K - $61.4K
|
9.3K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-423- 2.37% |
$53.9K - $61.5K
|
17.4K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-424- 9.36% |
$54K - $61.7K
|
4.11K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-425- 0.62% |
$54.2K - $61.8K
|
68.4K
$17.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-425- 1.46% |
$54.2K - $61.8K
|
28.6K
$7.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-425- 2.59% |
$54.2K - $61.8K
|
16K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-427- 5.19% |
$54.4K - $62.1K
|
7.81K
$2.02M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-429- 5.62% |
$54.7K - $62.4K
|
7.2K
$1.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-430- 1.7% |
$54.8K - $62.5K
|
24.9K
$6.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-430- 0.66% |
$54.8K - $62.5K
|
64.8K
$16.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-430- 0.42% |
$54.8K - $62.5K
|
103K
$26.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-432- 2.24% |
$55.1K - $62.8K
|
18.9K
$4.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-432- 7.54% |
$55.1K - $62.8K
|
5.3K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-434- 10.62% |
$55.3K - $63.1K
|
3.65K
$945K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-434- 0.59% |
$55.3K - $63.1K
|
73.4K
$19M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-434- 0.39% |
$55.3K - $63.1K
|
111K
$28.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-436- 3.01% |
$55.6K - $63.4K
|
14.1K
$3.64M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-436- 3.01% |
$55.6K - $63.4K
|
14.1K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-439- 10.42% |
$56K - $63.8K
|
3.78K
$977K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-443- 20.35% |
$56.5K - $64.4K
|
1.73K
$449K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-446- 0.59% |
$56.9K - $64.9K
|
74.6K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-447- 0.78% |
$57K - $65K
|
57.1K
$14.8M
|