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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
725+ 27.8% |
$92.4K - $105K
|
3.33K
$863K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
723+ 10.5% |
$92.2K - $105K
|
7.61K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
717+ 2.72% |
$91.4K - $104K
|
27.1K
$7.01M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
716+ 28.46% |
$91.3K - $104K
|
3.23K
$836K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
714+ 1.56% |
$91K - $104K
|
46.5K
$12M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
712+ 43.41% |
$90.8K - $104K
|
2.35K
$609K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
710+ 17.82% |
$90.5K - $103K
|
4.69K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
708+ 1.63% |
$90.2K - $103K
|
44.3K
$11.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
708+ 0.3% |
$90.2K - $103K
|
240K
$62.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
708+ 1.97% |
$90.2K - $103K
|
36.6K
$9.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
705+ 18.11% |
$89.9K - $103K
|
4.6K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
703+ 5.25% |
$89.6K - $102K
|
14.1K
$3.65M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
702+ 2.57% |
$89.5K - $102K
|
28.1K
$7.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
702+ 16.15% |
$89.5K - $102K
|
5.05K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
702+ 0.69% |
$89.5K - $102K
|
102K
$26.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
700+ 20.14% |
$89.2K - $102K
|
4.18K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
700+ 1.68% |
$89.2K - $102K
|
42.4K
$11M
|
|
|
Feb 05, 2025
Q2 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
700+ 14.0% |
$89.2K - $102K
|
5.7K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
696+ 9.21% |
$88.7K - $101K
|
8.26K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
694+ 2.39% |
$88.5K - $101K
|
29.7K
$7.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
688+ 0.81% |
$87.7K - $100K
|
86.1K
$22.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
681+ 36.57% |
$86.8K - $99K
|
2.54K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
681+ 2.44% |
$86.8K - $99K
|
28.6K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
678+ 11.92% |
$86.4K - $98.6K
|
6.37K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
675+ 0.79% |
$86K - $98.2K
|
86.5K
$22.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
674+ 3.59% |
$85.9K - $98K
|
19.4K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
672+ 2.82% |
$85.7K - $97.7K
|
24.5K
$6.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
671+ 1.7% |
$85.5K - $97.6K
|
40.1K
$10.4M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
663+ 1.19% |
$84.5K - $96.4K
|
56.6K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
662+ 7.53% |
$84.4K - $96.3K
|
9.45K
$2.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
660+ 29.68% |
$84.1K - $96K
|
2.88K
$746K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
656+ 2.4% |
$83.6K - $95.4K
|
28K
$7.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
653+ 0.67% |
$83.2K - $95K
|
97.7K
$25.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
651+ 2.38% |
$83K - $94.7K
|
27.9K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
647+ 1.7% |
$82.5K - $94.1K
|
38.7K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
645+ 4.74% |
$82.2K - $93.8K
|
14.3K
$3.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
641+ 3.19% |
$81.7K - $93.2K
|
20.7K
$5.37M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
639+ 2.61% |
$81.5K - $92.9K
|
25.2K
$6.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
639+ 25.3% |
$81.5K - $92.9K
|
3.17K
$819K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
634+ 2.49% |
$80.8K - $92.2K
|
26.1K
$6.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
633+ 2.41% |
$80.7K - $92.1K
|
26.8K
$6.95M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
632+ 4.38% |
$80.6K - $91.9K
|
15K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
627+ 2.71% |
$79.9K - $91.2K
|
23.8K
$6.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
627+ 13.15% |
$79.9K - $91.2K
|
5.4K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
624+ 21.33% |
$79.5K - $90.8K
|
3.55K
$919K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
621+ 8.01% |
$79.2K - $90.3K
|
8.37K
$2.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
615+ 1.9% |
$78.4K - $89.4K
|
32.9K
$8.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
611+ 26.85% |
$77.9K - $88.9K
|
2.89K
$747K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
611+ 7.02% |
$77.9K - $88.9K
|
9.32K
$2.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 1.54% |
$77.8K - $88.7K
|
40.2K
$10.4M
|