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 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
77+ 1.42% |
$9.82K - $11.2K
|
5.5K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
76+ 2.62% |
$9.69K - $11.1K
|
2.98K
$770K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
75+ 2.17% |
$9.56K - $10.9K
|
3.54K
$916K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
BUY
|
- |
75+ 1.0% |
$9.56K - $10.9K
|
7.56K
$1.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
74+ 0.75% |
$9.43K - $10.8K
|
9.97K
$2.58M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
74+ 0.75% |
$9.43K - $10.8K
|
9.97K
$2.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
73+ 1.57% |
$9.31K - $10.6K
|
4.72K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
73+ 3.67% |
$9.31K - $10.6K
|
2.06K
$534K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
73+ 0.02% |
$9.31K - $10.6K
|
401K
$104M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
73+ 1.16% |
$9.31K - $10.6K
|
6.39K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
72+ 0.46% |
$9.18K - $10.5K
|
15.8K
$4.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
72+ 1.85% |
$9.18K - $10.5K
|
3.97K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
72+ 2.2% |
$9.18K - $10.5K
|
3.35K
$867K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
71+ 186.84% |
$9.05K - $10.3K
|
109
$28.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
70+ 2.58% |
$8.92K - $10.2K
|
2.78K
$720K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
70+ 6.27% |
$8.92K - $10.2K
|
1.19K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
68+ 0.83% |
$8.67K - $9.89K
|
8.29K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
68+ 1.47% |
$8.67K - $9.89K
|
4.7K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
68+ 0.11% |
$8.67K - $9.89K
|
62.2K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
68+ 0.36% |
$8.67K - $9.89K
|
19.1K
$4.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 1.65% |
$8.54K - $9.74K
|
4.13K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
67+ 2.83% |
$8.54K - $9.74K
|
2.43K
$630K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
66+ 0.16% |
$8.41K - $9.6K
|
41.6K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
66+ 4.16% |
$8.41K - $9.6K
|
1.65K
$428K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
65+ 0.61% |
$8.29K - $9.45K
|
10.7K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
65+ 1.4% |
$8.29K - $9.45K
|
4.72K
$1.22M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
65+ 0.67% |
$8.29K - $9.45K
|
9.76K
$2.52M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 0.69% |
$8.29K - $9.45K
|
9.54K
$2.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
64+ 3.16% |
$8.16K - $9.31K
|
2.09K
$541K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
63+ 3.12% |
$8.03K - $9.16K
|
2.08K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
63+ 0.03% |
$8.03K - $9.16K
|
251K
$64.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
62+ 0.15% |
$7.9K - $9.02K
|
40.2K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
62+ 1.76% |
$7.9K - $9.02K
|
3.58K
$926K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
61+ 0.81% |
$7.78K - $8.87K
|
7.61K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
61+ 0.04% |
$7.78K - $8.87K
|
161K
$41.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
61+ 1.22% |
$7.78K - $8.87K
|
5.06K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
60+ 1.7% |
$7.65K - $8.73K
|
3.59K
$930K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
60+ 1.13% |
$7.65K - $8.73K
|
5.35K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
59+ 1.21% |
$7.52K - $8.58K
|
4.92K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
59+ 0.43% |
$7.52K - $8.58K
|
13.9K
$3.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
59+ 0.35% |
$7.52K - $8.58K
|
16.7K
$4.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
58+ 0.93% |
$7.39K - $8.44K
|
6.29K
$1.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
58+ 1.82% |
$7.39K - $8.44K
|
3.25K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
58+ 3.33% |
$7.39K - $8.44K
|
1.8K
$465K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
58+ 3.63% |
$7.39K - $8.44K
|
1.66K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
57+ 1.71% |
$7.27K - $8.29K
|
3.4K
$879K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
56+ 0.05% |
$7.14K - $8.14K
|
116K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
56+ 1.26% |
$7.14K - $8.14K
|
4.5K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
55+ 3.26% |
$7.01K - $8K
|
1.74K
$451K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
55+ 0.56% |
$7.01K - $8K
|
9.87K
$2.55M
|