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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
136+ 1.48% |
$17.3K - $19.8K
|
9.34K
$2.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
135+ 8.43% |
$17.2K - $19.6K
|
1.74K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
135+ 2.08% |
$17.2K - $19.6K
|
6.62K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
135+ 0.66% |
$17.2K - $19.6K
|
20.6K
$6.41M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
134+ 12.54% |
$17.1K - $19.5K
|
1.2K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
133+ 0.45% |
$17K - $19.3K
|
29.8K
$9.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
133+ 0.93% |
$17K - $19.3K
|
14.5K
$4.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
133+ 0.98% |
$17K - $19.3K
|
13.7K
$4.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
133+ 2.48% |
$17K - $19.3K
|
5.5K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
133+ 2.49% |
$17K - $19.3K
|
5.48K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
132+ 0.53% |
$16.8K - $19.2K
|
25.2K
$7.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
132+ 3.81% |
$16.8K - $19.2K
|
3.6K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
132+ 0.26% |
$16.8K - $19.2K
|
51.7K
$16.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
130+ 4.92% |
$16.6K - $18.9K
|
2.77K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
130+ 0.64% |
$16.6K - $18.9K
|
20.3K
$6.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
128+ 0.71% |
$16.3K - $18.6K
|
18.2K
$5.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
127+ 0.57% |
$16.2K - $18.5K
|
22.4K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
125+ 5.03% |
$15.9K - $18.2K
|
2.61K
$814K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
124+ 1.61% |
$15.8K - $18K
|
7.83K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
124+ 1.77% |
$15.8K - $18K
|
7.14K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
123+ 2.24% |
$15.7K - $17.9K
|
5.6K
$1.75M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
123+ 1.76% |
$15.7K - $17.9K
|
7.1K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
122+ 0.03% |
$15.6K - $17.7K
|
388K
$121M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
121+ 3.18% |
$15.4K - $17.6K
|
3.93K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
120+ 0.5% |
$15.3K - $17.5K
|
24.1K
$7.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
119+ 4.51% |
$15.2K - $17.3K
|
2.76K
$860K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
118+ 0.77% |
$15K - $17.2K
|
15.5K
$4.84M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
118+ 0.77% |
$15K - $17.2K
|
15.5K
$4.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
117+ 1.07% |
$14.9K - $17K
|
11.1K
$3.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 1.85% |
$14.9K - $17K
|
6.43K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
116+ 0.7% |
$14.8K - $16.9K
|
16.6K
$5.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
115+ 1.33% |
$14.7K - $16.7K
|
8.76K
$2.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
115+ 1.87% |
$14.7K - $16.7K
|
6.26K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
115+ 0.33% |
$14.7K - $16.7K
|
34.7K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
115+ 1.89% |
$14.7K - $16.7K
|
6.21K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
114+ 0.84% |
$14.5K - $16.6K
|
13.7K
$4.27M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
113+ 0.14% |
$14.4K - $16.4K
|
81.2K
$25.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
112+ 2.34% |
$14.3K - $16.3K
|
4.91K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
111+ 0.13% |
$14.1K - $16.1K
|
85.1K
$26.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
110+ 2.17% |
$14K - $16K
|
5.18K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
110+ 1.8% |
$14K - $16K
|
6.21K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
110+ 1.7% |
$14K - $16K
|
6.58K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
109+ 1.96% |
$13.9K - $15.9K
|
5.66K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
109+ 0.43% |
$13.9K - $15.9K
|
25.7K
$8.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
109+ 2.04% |
$13.9K - $15.9K
|
5.46K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
108+ 2.41% |
$13.8K - $15.7K
|
4.58K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
108+ 0.7% |
$13.8K - $15.7K
|
15.6K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
108+ 1.74% |
$13.8K - $15.7K
|
6.32K
$1.97M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
108+ 2.61% |
$13.8K - $15.7K
|
4.25K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
107+ 0.3% |
$13.6K - $15.6K
|
36.1K
$11.3M
|