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 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-560- 10.14% |
$71.4K - $81.4K
|
4.96K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-566- 4.82% |
$72.1K - $82.3K
|
11.2K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-566- 1.39% |
$72.1K - $82.3K
|
40K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-567- 2.15% |
$72.3K - $82.5K
|
25.8K
$6.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-568- 11.08% |
$72.4K - $82.6K
|
4.56K
$1.18M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-571- 2.78% |
$72.8K - $83K
|
19.9K
$5.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-576- 12.31% |
$73.4K - $83.8K
|
4.1K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-577- 0.61% |
$73.6K - $83.9K
|
94.3K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-577- 1.23% |
$73.6K - $83.9K
|
46.2K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-582- 0.48% |
$74.2K - $84.6K
|
120K
$31M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-582- 0.48% |
$74.2K - $84.6K
|
120K
$31M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-583- 10.67% |
$74.3K - $84.8K
|
4.88K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-590- 5.67% |
$75.2K - $85.8K
|
9.82K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-592- 9.15% |
$75.5K - $86.1K
|
5.88K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-593- 2.74% |
$75.6K - $86.2K
|
21.1K
$5.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-598- 1.89% |
$76.2K - $87K
|
31.1K
$8.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-599- 1.95% |
$76.4K - $87.1K
|
30.2K
$7.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-599- 14.59% |
$76.4K - $87.1K
|
3.51K
$907K
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-600- 5.99% |
$76.5K - $87.3K
|
9.42K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-607- 3.79% |
$77.4K - $88.3K
|
15.4K
$3.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-613- 14.75% |
$78.1K - $89.2K
|
3.54K
$917K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-614- 5.83% |
$78.3K - $89.3K
|
9.92K
$2.57M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-615- 7.37% |
$78.4K - $89.4K
|
7.73K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-620- 3.79% |
$79K - $90.2K
|
15.8K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-620- 0.36% |
$79K - $90.2K
|
170K
$44M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-621- 3.35% |
$79.2K - $90.3K
|
17.9K
$4.64M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-621- 9.64% |
$79.2K - $90.3K
|
5.82K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-622- 21.79% |
$79.3K - $90.5K
|
2.23K
$578K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-623- 7.77% |
$79.4K - $90.6K
|
7.4K
$1.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-632- 2.39% |
$80.6K - $91.9K
|
25.8K
$6.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-633- 2.66% |
$80.7K - $92.1K
|
23.2K
$6M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-635- 4.06% |
$80.9K - $92.4K
|
15K
$3.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-637- 0.8% |
$81.2K - $92.6K
|
78.7K
$20.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-637- 2.54% |
$81.2K - $92.6K
|
24.4K
$6.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-648- 1.79% |
$82.6K - $94.2K
|
35.7K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-648- 1.99% |
$82.6K - $94.2K
|
32K
$8.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-649- 1.7% |
$82.7K - $94.4K
|
37.5K
$9.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-651- 0.47% |
$83K - $94.7K
|
139K
$35.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-656- 1.55% |
$83.6K - $95.4K
|
41.7K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-657- 2.28% |
$83.7K - $95.6K
|
28.1K
$7.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-660- 5.97% |
$84.1K - $96K
|
10.4K
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-660- 4.56% |
$84.1K - $96K
|
13.8K
$3.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-676- 0.62% |
$86.2K - $98.3K
|
108K
$27.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-677- 4.23% |
$86.3K - $98.5K
|
15.3K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-677- 2.29% |
$86.3K - $98.5K
|
28.9K
$7.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-678- 5.88% |
$86.4K - $98.6K
|
10.8K
$2.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-679- 0.83% |
$86.6K - $98.8K
|
81.4K
$21.1M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-680- 3.08% |
$86.7K - $98.9K
|
21.4K
$5.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-681- 11.82% |
$86.8K - $99K
|
5.08K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-684- 1.3% |
$87.2K - $99.5K
|
51.7K
$13.4M
|