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 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 0.88% |
$22.6K - $25.7K
|
20.2K
$5.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
175+ 3.22% |
$22.3K - $25.5K
|
5.61K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
175+ 0.77% |
$22.3K - $25.5K
|
23K
$5.96M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
175+ 14.93% |
$22.3K - $25.5K
|
1.35K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
174+ 10.54% |
$22.2K - $25.3K
|
1.83K
$472K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
174+ 5.59% |
$22.2K - $25.3K
|
3.29K
$850K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
172+ 3.78% |
$21.9K - $25K
|
4.72K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
172+ 0.89% |
$21.9K - $25K
|
19.6K
$5.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
171+ 0.76% |
$21.8K - $24.9K
|
22.8K
$5.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
171+ 0.73% |
$21.8K - $24.9K
|
23.5K
$6.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
169+ 1.61% |
$21.5K - $24.6K
|
10.6K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
167+ 2.08% |
$21.3K - $24.3K
|
8.2K
$2.12M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
167+ 5.89% |
$21.3K - $24.3K
|
3K
$777K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
165+ 8.54% |
$21K - $24K
|
2.1K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
164+ 8.96% |
$20.9K - $23.9K
|
1.99K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
163+ 2.16% |
$20.8K - $23.7K
|
7.7K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
162+ 9.53% |
$20.7K - $23.6K
|
1.86K
$482K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
158+ 1.58% |
$20.1K - $23K
|
10.1K
$2.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
158+ 8.79% |
$20.1K - $23K
|
1.96K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
158+ 1.59% |
$20.1K - $23K
|
10.1K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
158+ 0.85% |
$20.1K - $23K
|
18.6K
$4.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
157+ 9.09% |
$20K - $22.8K
|
1.88K
$488K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
155+ 1.85% |
$19.8K - $22.5K
|
8.51K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
150+ 0.35% |
$19.1K - $21.8K
|
43.1K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
150+ 0.47% |
$19.1K - $21.8K
|
32.1K
$8.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
149+ 0.63% |
$19K - $21.7K
|
23.6K
$6.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
149+ 1.97% |
$19K - $21.7K
|
7.71K
$1.99M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
148+ 0.07% |
$18.9K - $21.5K
|
215K
$55.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
147+ 1.71% |
$18.7K - $21.4K
|
8.73K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
147+ 2.31% |
$18.7K - $21.4K
|
6.52K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
147+ 0.53% |
$18.7K - $21.4K
|
27.8K
$7.19M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
146+ 0.74% |
$18.6K - $21.2K
|
19.9K
$5.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
145+ 0.28% |
$18.5K - $21.1K
|
51.4K
$13.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
144+ 8.51% |
$18.4K - $20.9K
|
1.84K
$475K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
142+ 1.5% |
$18.1K - $20.7K
|
9.6K
$2.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
142+ 1.08% |
$18.1K - $20.7K
|
13.3K
$3.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
141+ 2.58% |
$18K - $20.5K
|
5.6K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
141+ 5.85% |
$18K - $20.5K
|
2.55K
$661K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
140+ 1.25% |
$17.8K - $20.4K
|
11.3K
$2.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
140+ 1.15% |
$17.8K - $20.4K
|
12.3K
$3.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
140+ 0.37% |
$17.8K - $20.4K
|
37.5K
$9.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
140+ 0.77% |
$17.8K - $20.4K
|
18.4K
$4.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
137+ 3.23% |
$17.5K - $19.9K
|
4.37K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
136+ 1.73% |
$17.3K - $19.8K
|
7.99K
$2.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
136+ 2.28% |
$17.3K - $19.8K
|
6.11K
$1.58M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
136+ 1.48% |
$17.3K - $19.8K
|
9.34K
$2.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
135+ 8.43% |
$17.2K - $19.6K
|
1.74K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
135+ 2.08% |
$17.2K - $19.6K
|
6.62K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
135+ 0.66% |
$17.2K - $19.6K
|
20.6K
$5.32M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
134+ 12.54% |
$17.1K - $19.5K
|
1.2K
$311K
|