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 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
421+ 2.16% |
$53.7K - $61.2K
|
19.9K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
420+ 5.98% |
$53.5K - $61.1K
|
7.44K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
417+ 0.75% |
$53.2K - $60.6K
|
55.9K
$14.5M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
417+ 0.99% |
$53.2K - $60.6K
|
42.7K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
416+ 7.63% |
$53K - $60.5K
|
5.87K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
414+ 5.29% |
$52.8K - $60.2K
|
8.24K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
412+ 0.62% |
$52.5K - $59.9K
|
66.8K
$17.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
410+ 4.7% |
$52.3K - $59.6K
|
9.13K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
410+ 0.22% |
$52.3K - $59.6K
|
184K
$47.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
409+ 0.15% |
$52.1K - $59.5K
|
278K
$71.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
408+ 3.75% |
$52K - $59.3K
|
11.3K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
407+ 2.63% |
$51.9K - $59.2K
|
15.9K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
406+ 4.09% |
$51.8K - $59K
|
10.3K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
406+ 5.54% |
$51.8K - $59K
|
7.73K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
404+ 2.72% |
$51.5K - $58.8K
|
15.3K
$3.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
404+ 63.13% |
$51.5K - $58.8K
|
1.04K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
403+ 7.6% |
$51.4K - $58.6K
|
5.71K
$1.48M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
400+ 0.57% |
$51K - $58.2K
|
70.9K
$18.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
398+ 14.46% |
$50.7K - $57.9K
|
3.15K
$815K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
397+ 5.22% |
$50.6K - $57.7K
|
8K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
396+ 4.98% |
$50.5K - $57.6K
|
8.34K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
396+ 6.24% |
$50.5K - $57.6K
|
6.74K
$1.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
395+ 0.54% |
$50.4K - $57.4K
|
73.9K
$19.1M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
395+ 15.38% |
$50.4K - $57.4K
|
2.96K
$767K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
392+ 2.63% |
$50K - $57K
|
15.3K
$3.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
392+ 1.76% |
$50K - $57K
|
22.7K
$5.86M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
390+ 13.45% |
$49.7K - $56.7K
|
3.29K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
390+ 3.77% |
$49.7K - $56.7K
|
10.7K
$2.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
387+ 1.31% |
$49.3K - $56.3K
|
29.9K
$7.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
387+ 9.74% |
$49.3K - $56.3K
|
4.36K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
377+ 18.08% |
$48.1K - $54.8K
|
2.46K
$637K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
376+ 0.43% |
$47.9K - $54.7K
|
87.9K
$22.8M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
374+ 1.93% |
$47.7K - $54.4K
|
19.8K
$5.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
373+ 4.9% |
$47.5K - $54.2K
|
7.99K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
373+ 1.07% |
$47.5K - $54.2K
|
35.3K
$9.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
368+ 2.51% |
$46.9K - $53.5K
|
15K
$3.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
367+ 3.42% |
$46.8K - $53.4K
|
11.1K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
367+ 2.6% |
$46.8K - $53.4K
|
14.5K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
367+ 2.44% |
$46.8K - $53.4K
|
15.4K
$3.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
365+ 3.49% |
$46.5K - $53.1K
|
10.8K
$2.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
363+ 0.73% |
$46.3K - $52.8K
|
50.2K
$13M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
363+ 1.29% |
$46.3K - $52.8K
|
28.4K
$7.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
362+ 0.47% |
$46.1K - $52.6K
|
77.7K
$20.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
356+ 5.31% |
$45.4K - $51.8K
|
7.06K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
355+ 13.2% |
$45.3K - $51.6K
|
3.04K
$788K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
355+ 1.25% |
$45.3K - $51.6K
|
28.9K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
354+ 0.93% |
$45.1K - $51.5K
|
38.4K
$9.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
353+ 7.28% |
$45K - $51.3K
|
5.2K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
351+ 0.84% |
$44.7K - $51K
|
42.4K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
351+ 0.07% |
$44.7K - $51K
|
475K
$123M
|