Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
997
+ 9.65%
$127K - $145K
11.3K $2.93M
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
997
+ 74.4%
$127K - $145K
2.34K $605K
Oct 04, 2023 Q2 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
994
+ 4.07%
$127K - $145K
25.4K $6.58M
Jul 24, 2023 Q2 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
993
+ 2.46%
$127K - $144K
41.3K $10.7M
Aug 09, 2023 Q2 2023
Rock Creek Group, LP

BUY
 -
993
+ 27.3%
$127K - $144K
4.63K $1.2M
Aug 08, 2023 Q2 2023
Hyman Charles D

BUY
 -
980
+ 0.53%
$125K - $143K
185K $47.8M
Jul 17, 2023 Q2 2023
J2 Capital Management Inc

BUY
 -
979
+ 40.77%
$125K - $142K
3.38K $875K
Aug 11, 2023 Q2 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
978
+ 3.17%
$125K - $142K
31.8K $8.24M
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
976
+ 7.17%
$124K - $142K
14.6K $3.77M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
972
+ 16.87%
$124K - $141K
6.73K $1.74M
Aug 11, 2023 Q2 2023
Nisa Investment Advisors, LLC

BUY
 -
964
+ 0.1%
$123K - $140K
990K $256M
Aug 14, 2023 Q2 2023
Mirador Capital Partners LP

BUY
 -
956
+ 1.96%
$122K - $139K
49.8K $12.9M
Jul 24, 2023 Q2 2023
Vantage Investment Partners, LLC

BUY
 -
954
+ 1.1%
$122K - $139K
87.5K $22.6M
Aug 14, 2023 Q2 2023
Spears Abacus Advisors LLC

BUY
 -
954
+ 0.43%
$122K - $139K
221K $57.1M
Aug 15, 2023 Q2 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
953
+ 1.13%
$121K - $139K
85.4K $22.1M
Aug 10, 2023 Q2 2023
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
939
New
$120K - $137K
939 $243K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
939
+ 3.29%
$120K - $137K
29.5K $7.64M
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
931
+ 3.6%
$119K - $135K
26.8K $6.93M
Jul 11, 2023 Q2 2023
Rempart Asset Management Inc.

Montreal, Z4
BUY
 -
928
+ 0.71%
$118K - $135K
132K $34.1M
Jul 07, 2023 Q2 2023
Nexus Investment Management Ulc

BUY
 -
925
+ 0.35%
$118K - $135K
265K $68.6M
Jul 18, 2023 Q2 2023
Culbertson A N & CO Inc

BUY
 -
924
+ 0.74%
$118K - $134K
125K $32.4M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
923
+ 5.13%
$118K - $134K
18.9K $4.89M
Jul 10, 2023 Q2 2023
Appleton Partners Inc

BUY
 -
918
+ 0.53%
$117K - $134K
175K $45.4M
Aug 11, 2023 Q2 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
917
+ 1.91%
$117K - $133K
49K $12.7M
Aug 10, 2023 Q2 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
916
+ 7.61%
$117K - $133K
13K $3.35M
Jul 18, 2023 Q2 2023
Little House Capital LLC

Braintree, MA
BUY
 -
914
+ 3.53%
$117K - $133K
26.8K $6.94M
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
914
+ 7.4%
$117K - $133K
13.3K $3.43M
Jul 18, 2023 Q2 2023
Tandem Investment Advisors, Inc.

Charleston, SC
BUY
 -
912
+ 33.38%
$116K - $133K
3.64K $943K
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
908
+ 5.42%
$116K - $132K
17.7K $4.57M
Jul 18, 2023 Q2 2023
Absher Wealth Management, LLC

BUY
 -
908
+ 0.61%
$116K - $132K
150K $38.8M
Jul 06, 2023 Q2 2023
Centre Asset Management, LLC

BUY
 -
896
+ 2.72%
$114K - $130K
33.8K $8.76M
Jul 17, 2023 Q2 2023
Steigerwald, Gordon & Koch Inc.

BUY
 -
892
+ 0.7%
$114K - $130K
129K $33.3M
Aug 08, 2023 Q2 2023
Ironwood Investment Counsel, LLC

BUY
 -
885
+ 3.8%
$113K - $129K
24.1K $6.25M
Aug 02, 2023 Q2 2023
Meridian Wealth Advisors, LLC

BUY
 -
882
+ 1.76%
$112K - $128K
51.1K $13.2M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
882
+ 4.08%
$112K - $128K
22.5K $5.82M
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
880
+ 3.1%
$112K - $128K
29.3K $7.58M
Aug 11, 2023 Q2 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
880
+ 1.1%
$112K - $128K
81.2K $21M
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
875
+ 5.08%
$112K - $127K
18.1K $4.69M
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
875
+ 0.41%
$112K - $127K
215K $55.6M
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
868
+ 0.71%
$111K - $126K
124K $32.1M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
860
+ 13.78%
$110K - $125K
7.1K $1.84M
Aug 10, 2023 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
859
+ 4.23%
$109K - $125K
21.2K $5.48M
Jun 25, 2024 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
859
+ 4.23%
$109K - $125K
21.2K $5.48M
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
852
+ 5.59%
$109K - $124K
16.1K $4.16M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
851
+ 4.2%
$108K - $124K
21.1K $5.47M
Aug 14, 2023 Q2 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
849
+ 5.3%
$108K - $123K
16.9K $4.36M
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
848
+ 4.82%
$108K - $123K
18.4K $4.77M
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
846
+ 4.92%
$108K - $123K
18K $4.67M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
844
+ 5.77%
$108K - $123K
15.5K $4M

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