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 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 1.54% |
$77.8K - $88.7K
|
40.2K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
610+ 36.09% |
$77.8K - $88.7K
|
2.3K
$651K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
606+ 29.15% |
$77.2K - $88.1K
|
2.69K
$760K
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
604+ 1.36% |
$77K - $87.8K
|
45.1K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
602+ 0.36% |
$76.7K - $87.6K
|
166K
$46.9M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
600+ 4.01% |
$76.5K - $87.3K
|
15.5K
$4.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
600+ 0.97% |
$76.5K - $87.3K
|
62.4K
$17.7M
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
596+ 15.29% |
$76K - $86.7K
|
4.49K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
595+ 15.32% |
$75.8K - $86.5K
|
4.48K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
594+ 0.86% |
$75.7K - $86.4K
|
69.5K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
594+ 2.8% |
$75.7K - $86.4K
|
21.8K
$6.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
592+ 24.46% |
$75.5K - $86.1K
|
3.01K
$853K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
590+ 3.38% |
$75.2K - $85.8K
|
18.1K
$5.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
586+ 5.54% |
$74.7K - $85.2K
|
11.2K
$3.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
586+ 0.1% |
$74.7K - $85.2K
|
569K
$161M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
584+ 0.98% |
$74.4K - $84.9K
|
60K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
584+ 2.92% |
$74.4K - $84.9K
|
20.6K
$5.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
579+ 1.02% |
$73.8K - $84.2K
|
57.2K
$16.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
577+ 0.55% |
$73.6K - $83.9K
|
105K
$29.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
577+ 0.82% |
$73.6K - $83.9K
|
71K
$20.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
572+ 4.72% |
$72.9K - $83.2K
|
12.7K
$3.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
571+ 4.01% |
$72.8K - $83K
|
14.8K
$4.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
571+ 0.12% |
$72.8K - $83K
|
492K
$139M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
569+ 0.47% |
$72.5K - $82.8K
|
122K
$34.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
568+ 0.64% |
$72.4K - $82.6K
|
89.4K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
563+ 1.03% |
$71.8K - $81.9K
|
55K
$15.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
561+ 1.36% |
$71.5K - $81.6K
|
41.9K
$11.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
558+ 10.44% |
$71.1K - $81.2K
|
5.9K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
558+ 0.07% |
$71.1K - $81.2K
|
825K
$234M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
556+ 1.53% |
$70.9K - $80.9K
|
36.8K
$10.4M
|
|
|
Apr 10, 2025
Q2 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
554+ 10.45% |
$70.6K - $80.6K
|
5.86K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
551+ 6.18% |
$70.2K - $80.1K
|
9.47K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
550+ 15.79% |
$70.1K - $80K
|
4.03K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
545+ 5.08% |
$69.5K - $79.3K
|
11.3K
$3.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
543+ 8.2% |
$69.2K - $79K
|
7.16K
$2.03M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
542+ 2.62% |
$69.1K - $78.8K
|
21.2K
$6.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
532+ 0.51% |
$67.8K - $77.4K
|
105K
$29.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
528+ 16.05% |
$67.3K - $76.8K
|
3.82K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
527+ 6.98% |
$67.2K - $76.6K
|
8.07K
$2.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
525+ 0.3% |
$66.9K - $76.4K
|
175K
$49.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
524+ 7.67% |
$66.8K - $76.2K
|
7.36K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
523+ 0.79% |
$66.7K - $76.1K
|
66.5K
$18.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
522+ 9.14% |
$66.5K - $75.9K
|
6.24K
$1.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
521+ 1.7% |
$66.4K - $75.8K
|
31.2K
$8.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
520+ 2.22% |
$66.3K - $75.6K
|
24K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
519+ 5.79% |
$66.2K - $75.5K
|
9.48K
$2.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
517+ 6.7% |
$65.9K - $75.2K
|
8.24K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
516+ 4.74% |
$65.8K - $75K
|
11.4K
$3.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
515+ 11.24% |
$65.6K - $74.9K
|
5.1K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
513+ 16.58% |
$65.4K - $74.6K
|
3.61K
$1.02M
|