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 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.66K+ 5.91% |
$848K - $968K
|
119K
$30.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.66K+ 13.09% |
$848K - $968K
|
57.5K
$14.8M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.66K+ 13.09% |
$848K - $968K
|
57.5K
$14.8M
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
BUY
|
- |
6.59K+ 0.89% |
$840K - $958K
|
749K
$193M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.56K+ 23.23% |
$836K - $954K
|
34.8K
$8.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
6.52K+ 10.39% |
$831K - $948K
|
69.3K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.5KNew |
$828K - $945K
|
6.5K
$1.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.49K+ 0.86% |
$827K - $944K
|
762K
$196M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.49K+ 18.77% |
$827K - $944K
|
41.1K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.45K+ 2.81% |
$822K - $938K
|
236K
$60.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.43K+ 24.45% |
$819K - $935K
|
32.7K
$8.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
6.37K+ 1.53% |
$812K - $927K
|
422K
$109M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.36K+ 5.8% |
$810K - $925K
|
116K
$29.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.34K+ 2.91% |
$808K - $922K
|
224K
$57.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.26K+ 14.0% |
$798K - $911K
|
51K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.25K+ 22.45% |
$797K - $909K
|
34.1K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
6.18K+ 0.67% |
$788K - $899K
|
924K
$238M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6.17K+ 7.14% |
$787K - $898K
|
92.6K
$23.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.17K+ 24.0% |
$787K - $898K
|
31.9K
$8.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.17K+ 2.99% |
$786K - $897K
|
212K
$54.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.15K+ 5.43% |
$783K - $894K
|
119K
$30.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
6.12K+ 16.91% |
$781K - $891K
|
42.3K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.1K+ 5.62% |
$778K - $887K
|
115K
$29.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
6.06K+ 105.25% |
$772K - $881K
|
11.8K
$3.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.96K+ 54.14% |
$759K - $866K
|
17K
$4.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.93K+ 9.45% |
$756K - $862K
|
68.6K
$17.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.9K+ 3.38% |
$752K - $858K
|
180K
$46.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
5.89K+ 1.82% |
$751K - $857K
|
330K
$85M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.77K+ 6.99% |
$736K - $840K
|
88.4K
$22.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.75KNew |
$733K - $836K
|
5.75K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.63K+ 126.69% |
$718K - $819K
|
10.1K
$2.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
BUY
|
- |
5.61K+ 33.31% |
$716K - $817K
|
22.5K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.6K+ 12.53% |
$714K - $814K
|
50.3K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.6KNew |
$713K - $814K
|
5.6K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.57K+ 19.43% |
$709K - $810K
|
34.2K
$8.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.56K+ 22.06% |
$709K - $809K
|
30.8K
$7.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5.56K+ 19.32% |
$709K - $809K
|
34.3K
$8.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
5.54KNew |
$707K - $806K
|
5.54K
$1.43M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5.46KNew |
$695K - $794K
|
5.46K
$1.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.44KNew |
$694K - $791K
|
5.44K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5.39K+ 90.32% |
$686K - $783K
|
11.3K
$2.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
5.38K+ 2.85% |
$686K - $783K
|
194K
$50M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.33K+ 19.19% |
$679K - $775K
|
33.1K
$8.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
5.27K+ 33.51% |
$672K - $767K
|
21K
$5.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.27K+ 0.8% |
$672K - $766K
|
664K
$171M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
5.27K+ 8.15% |
$671K - $766K
|
69.9K
$18M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.24K+ 6.68% |
$668K - $763K
|
83.7K
$21.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.2K+ 69.43% |
$663K - $756K
|
12.7K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
5.15K+ 1.09% |
$656K - $749K
|
476K
$123M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5.11K+ 7.2% |
$651K - $743K
|
76K
$19.6M
|