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
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
258+ 0.96% |
$32.9K - $37.5K
|
27.2K
$7.04M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
258+ 0.96% |
$32.9K - $37.5K
|
27.2K
$7.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
257+ 3.15% |
$32.8K - $37.4K
|
8.41K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
257+ 9.31% |
$32.8K - $37.4K
|
3.02K
$781K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
256+ 1.24% |
$32.6K - $37.2K
|
20.8K
$5.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
254+ 2.26% |
$32.4K - $36.9K
|
11.5K
$2.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
253+ 1.18% |
$32.2K - $36.8K
|
21.6K
$5.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
253+ 0.74% |
$32.2K - $36.8K
|
34.4K
$8.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
253+ 17.16% |
$32.2K - $36.8K
|
1.73K
$447K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
252+ 9.12% |
$32.1K - $36.7K
|
3.02K
$780K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
252+ 0.66% |
$32.1K - $36.7K
|
38.3K
$9.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 2.43% |
$31.9K - $36.4K
|
10.5K
$2.72M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
250+ 1.88% |
$31.9K - $36.4K
|
13.6K
$3.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
244+ 0.41% |
$31.1K - $35.5K
|
60.1K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
244+ 4.48% |
$31.1K - $35.5K
|
5.69K
$1.47M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
244+ 0.41% |
$31.1K - $35.5K
|
60.1K
$15.5M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
243+ 4.59% |
$31K - $35.3K
|
5.53K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
240+ 3.88% |
$30.6K - $34.9K
|
6.42K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
240+ 1.28% |
$30.6K - $34.9K
|
19K
$4.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
240+ 6.0% |
$30.6K - $34.9K
|
4.24K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
240+ 24.0% |
$30.6K - $34.9K
|
1.24K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
238+ 1.03% |
$30.3K - $34.6K
|
23.4K
$6.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
238+ 11.54% |
$30.3K - $34.6K
|
2.3K
$595K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
236+ 4.25% |
$30.1K - $34.3K
|
5.79K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
235+ 9.08% |
$30K - $34.2K
|
2.82K
$731K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
234+ 13.15% |
$29.8K - $34K
|
2.01K
$521K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
234+ 0.93% |
$29.8K - $34K
|
25.4K
$6.56M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
233+ 2.81% |
$29.7K - $33.9K
|
8.52K
$2.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
232+ 3.36% |
$29.6K - $33.7K
|
7.13K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
232+ 0.63% |
$29.6K - $33.7K
|
37.2K
$9.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
231+ 1.41% |
$29.4K - $33.6K
|
16.6K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
230+ 7.69% |
$29.3K - $33.5K
|
3.22K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
230+ 2.17% |
$29.3K - $33.5K
|
10.8K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
229+ 12.51% |
$29.2K - $33.3K
|
2.06K
$533K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
227+ 0.51% |
$28.9K - $33K
|
44.4K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
226+ 9.88% |
$28.8K - $32.9K
|
2.51K
$650K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
226+ 4.34% |
$28.8K - $32.9K
|
5.43K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
225+ 5.72% |
$28.7K - $32.7K
|
4.16K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
224+ 3.94% |
$28.6K - $32.6K
|
5.91K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
223+ 3.11% |
$28.4K - $32.4K
|
7.39K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
223+ 1.02% |
$28.4K - $32.4K
|
22K
$5.69M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
223+ 3.08% |
$28.4K - $32.4K
|
7.46K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
220+ 5.07% |
$28K - $32K
|
4.56K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
220+ 6.39% |
$28K - $32K
|
3.66K
$948K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
219+ 6.86% |
$27.9K - $31.9K
|
3.41K
$883K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
219+ 2.43% |
$27.9K - $31.9K
|
9.24K
$2.39M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$1.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
218+ 4.26% |
$27.8K - $31.7K
|
5.34K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
217+ 1.13% |
$27.7K - $31.6K
|
19.5K
$5.04M
|