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 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.75K+ 0.71% |
$223K - $255K
|
249K
$64.6M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 13.66% |
$222K - $254K
|
14.5K
$3.76M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 13.66% |
$222K - $254K
|
14.5K
$3.76M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.74K+ 0.38% |
$222K - $254K
|
459K
$119M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.73KNew |
$220K - $251K
|
1.73K
$447K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.72K+ 3.8% |
$219K - $250K
|
46.9K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.71K+ 3.72% |
$218K - $249K
|
47.8K
$12.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71K+ 7.47% |
$218K - $249K
|
24.6K
$6.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.71K+ 7.94% |
$218K - $248K
|
23.2K
$6M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.7KNew |
$217K - $247K
|
1.7K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
1.7K+ 2.72% |
$217K - $247K
|
64.2K
$16.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.7K+ 51.28% |
$216K - $247K
|
5.01K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
1.69KNew |
$216K - $246K
|
1.69K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.69K+ 0.26% |
$216K - $246K
|
651K
$169M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.69K+ 5.31% |
$215K - $246K
|
33.5K
$8.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.69K+ 5.36% |
$215K - $246K
|
33.2K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.68KNew |
$214K - $244K
|
1.68K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.68K+ 84.55% |
$214K - $244K
|
3.66K
$946K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.67K+ 1.82% |
$213K - $243K
|
93.6K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.67KNew |
$212K - $242K
|
1.67K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.65K+ 4.37% |
$211K - $240K
|
39.4K
$10.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.65KNew |
$210K - $240K
|
1.65K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.63K+ 29.34% |
$208K - $238K
|
7.2K
$1.86M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.63K+ 29.34% |
$208K - $238K
|
7.2K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.63K+ 3.28% |
$208K - $237K
|
51.4K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
1.62K+ 1.29% |
$207K - $236K
|
127K
$32.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.62KNew |
$206K - $235K
|
1.62K
$419K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.62K+ 19.52% |
$206K - $235K
|
9.9K
$2.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$205K - $234K
|
1.61K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.6K+ 5.93% |
$204K - $233K
|
28.6K
$7.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.6K+ 4.47% |
$204K - $233K
|
37.4K
$9.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.6K+ 0.33% |
$204K - $233K
|
488K
$126M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.59K+ 4.57% |
$203K - $232K
|
36.5K
$9.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 99.87% |
$202K - $231K
|
3.17K
$821K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.58K+ 0.9% |
$202K - $230K
|
177K
$45.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.58K+ 4.64% |
$202K - $230K
|
35.6K
$9.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.58K+ 3.23% |
$202K - $230K
|
50.6K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.58KNew |
$201K - $229K
|
1.58K
$408K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.58KNew |
$201K - $229K
|
1.58K
$408K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.57KNew |
$200K - $228K
|
1.57K
$406K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.57K+ 2.9% |
$200K - $228K
|
55.7K
$14.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.57K+ 42.41% |
$200K - $228K
|
5.27K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.56K+ 1.7% |
$199K - $227K
|
93.3K
$24.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.55K+ 14.88% |
$198K - $226K
|
12K
$3.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$198K - $226K
|
1.55K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55K+ 1.36% |
$198K - $225K
|
116K
$30M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.54KNew |
$197K - $224K
|
1.54K
$399K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.54KNew |
$197K - $224K
|
1.54K
$399K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.54K+ 3.57% |
$197K - $224K
|
44.7K
$11.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.54KNew |
$196K - $224K
|
1.54K
$398K
|