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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.1K+ 187.13% |
$650K - $742K
|
7.83K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.09K+ 146.88% |
$649K - $740K
|
8.56K
$2.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
5.08K+ 26.53% |
$647K - $738K
|
24.2K
$6.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 45.45% |
$637K - $727K
|
16K
$4.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.99K+ 1.62% |
$636K - $726K
|
313K
$81.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.99K+ 14.97% |
$636K - $726K
|
38.3K
$9.92M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
4.98K+ 33.54% |
$635K - $725K
|
19.8K
$5.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.95K+ 1.34% |
$631K - $720K
|
376K
$97.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.91K+ 45.17% |
$626K - $714K
|
15.8K
$4.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.91K+ 69.58% |
$625K - $713K
|
12K
$3.09M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.9K+ 38.77% |
$624K - $712K
|
17.5K
$4.54M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.89K+ 8.56% |
$624K - $712K
|
62.1K
$16.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.87K+ 2.9% |
$621K - $709K
|
173K
$44.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.87K+ 33.34% |
$621K - $708K
|
19.5K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.86K+ 7.11% |
$619K - $706K
|
73.2K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.83K+ 78.91% |
$615K - $702K
|
10.9K
$2.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
4.8K+ 0.51% |
$612K - $698K
|
940K
$243M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.72K+ 9.87% |
$602K - $687K
|
52.6K
$13.6M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.7K+ 6.31% |
$599K - $683K
|
79.2K
$20.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.68K+ 5.42% |
$596K - $680K
|
91K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.65KNew |
$593K - $677K
|
4.65K
$1.2M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.61K+ 21.84% |
$588K - $671K
|
25.7K
$6.66M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.58K+ 28.15% |
$584K - $667K
|
20.9K
$5.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
4.57K+ 3.44% |
$582K - $665K
|
137K
$35.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.56K+ 0.64% |
$582K - $664K
|
718K
$186M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.51K+ 251.53% |
$575K - $656K
|
6.3K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.5KNew |
$574K - $654K
|
4.5K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.45K+ 3.76% |
$568K - $648K
|
123K
$31.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.4K+ 6.11% |
$561K - $640K
|
76.5K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
4.34KNew |
$553K - $631K
|
4.34K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
4.33K+ 26.34% |
$552K - $630K
|
20.8K
$5.37M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.29K+ 7.48% |
$547K - $624K
|
61.6K
$15.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4.28K+ 2.23% |
$545K - $622K
|
196K
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4.27K+ 8.75% |
$544K - $620K
|
53K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
4.27KNew |
$544K - $620K
|
4.27K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.19K+ 4.83% |
$534K - $609K
|
90.8K
$23.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
4.18K+ 16.29% |
$533K - $608K
|
29.8K
$7.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.17K+ 18.91% |
$531K - $606K
|
26.2K
$6.78M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.15KNew |
$529K - $604K
|
4.15K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.14K+ 15.93% |
$527K - $602K
|
30.1K
$7.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.09K+ 7.35% |
$521K - $594K
|
59.7K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.06K+ 153.21% |
$517K - $590K
|
6.71K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
4.06K+ 9.4% |
$517K - $590K
|
47.2K
$12.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.04KNew |
$515K - $588K
|
4.04K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.02K+ 5.85% |
$512K - $584K
|
72.7K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4K+ 62.57% |
$509K - $581K
|
10.4K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.96K+ 31.95% |
$504K - $575K
|
16.3K
$4.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.94KNew |
$502K - $573K
|
3.94K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.9K+ 12.21% |
$497K - $567K
|
35.8K
$9.27M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 14.38% |
$496K - $565K
|
30.9K
$8M
|