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 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.39K+ 1.3% |
$177K - $202K
|
108K
$27.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
BUY
|
- |
1.39KNew |
$177K - $201K
|
1.39K
$358K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.38KNew |
$176K - $201K
|
1.38K
$357K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.38KNew |
$176K - $200K
|
1.38K
$356K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.38K+ 8.24% |
$175K - $200K
|
18.1K
$4.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.37K+ 11.76% |
$175K - $200K
|
13K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.36K+ 3.58% |
$174K - $198K
|
39.5K
$10.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.36K+ 3.21% |
$173K - $198K
|
43.7K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 7.95% |
$173K - $198K
|
18.5K
$4.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
1.35K+ 13.66% |
$171K - $196K
|
11.2K
$2.9M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.34KNew |
$171K - $195K
|
1.34K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.34KNew |
$171K - $195K
|
1.34K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.33K+ 22.38% |
$170K - $194K
|
7.3K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.33K+ 14.64% |
$169K - $193K
|
10.4K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$168K - $192K
|
1.32K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.31KNew |
$167K - $191K
|
1.31K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.31K+ 0.36% |
$167K - $191K
|
370K
$95.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.31K+ 7.18% |
$167K - $190K
|
19.5K
$5.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.3KNew |
$166K - $190K
|
1.3K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 17.37% |
$166K - $189K
|
8.8K
$2.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.3KNew |
$165K - $189K
|
1.3K
$336K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.29K+ 13.59% |
$165K - $188K
|
10.8K
$2.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.29K+ 106.19% |
$164K - $187K
|
2.5K
$646K
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 73.64% |
$163K - $186K
|
3.02K
$782K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.27K+ 6.16% |
$161K - $184K
|
21.8K
$5.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.27K+ 0.73% |
$161K - $184K
|
175K
$45.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.27K+ 23.4% |
$161K - $184K
|
6.67K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.26K+ 7.41% |
$161K - $183K
|
18.3K
$4.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 4.3% |
$161K - $183K
|
30.6K
$7.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.26K+ 2.38% |
$160K - $183K
|
54K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.26K+ 0.21% |
$160K - $183K
|
613K
$159M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.25K+ 6.5% |
$160K - $182K
|
20.5K
$5.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.25K+ 12.67% |
$159K - $182K
|
11.1K
$2.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.25K+ 14.48% |
$159K - $182K
|
9.86K
$2.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25K+ 3.35% |
$159K - $181K
|
38.5K
$9.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.25K+ 14.78% |
$159K - $181K
|
9.68K
$2.5M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.25K+ 0.67% |
$159K - $181K
|
187K
$48.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.24K+ 5.13% |
$157K - $180K
|
25.3K
$6.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.23K+ 2.52% |
$157K - $179K
|
50.2K
$13M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.23K+ 13.13% |
$157K - $179K
|
10.6K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.23K+ 14.68% |
$157K - $179K
|
9.59K
$2.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.23K+ 1168.57% |
$156K - $178K
|
1.33K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.23KNew |
$156K - $178K
|
1.23K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.22K+ 0.93% |
$156K - $178K
|
133K
$34.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.22KNew |
$155K - $177K
|
1.22K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.22K+ 3.2% |
$155K - $177K
|
39.2K
$10.2M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
1.21K+ 0.49% |
$155K - $176K
|
250K
$64.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
1.21K+ 3.99% |
$155K - $176K
|
31.6K
$8.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21K+ 5.93% |
$154K - $176K
|
21.6K
$5.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
1.21K+ 3.77% |
$154K - $176K
|
33.3K
$8.62M
|