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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
37+ 0.74% |
$4.72K - $5.38K
|
5.06K
$1.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 1.55% |
$4.59K - $5.24K
|
2.37K
$738K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
36+ 1.17% |
$4.59K - $5.24K
|
3.11K
$971K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
36+ 0.6% |
$4.59K - $5.24K
|
6.06K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36+ 1.05% |
$4.59K - $5.24K
|
3.45K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
35+ 0.22% |
$4.46K - $5.09K
|
15.9K
$4.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
35+ 0.07% |
$4.46K - $5.09K
|
50.7K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34+ 0.11% |
$4.33K - $4.94K
|
31.1K
$9.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
33+ 0.3% |
$4.21K - $4.8K
|
11K
$3.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
33+ 0.24% |
$4.21K - $4.8K
|
13.9K
$4.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
33+ 0.26% |
$4.21K - $4.8K
|
12.9K
$4.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
32+ 0.11% |
$4.08K - $4.65K
|
30.5K
$9.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
32+ 0.97% |
$4.08K - $4.65K
|
3.33K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
32+ 0.65% |
$4.08K - $4.65K
|
4.93K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
31+ 1.09% |
$3.95K - $4.51K
|
2.88K
$897K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
31+ 1.96% |
$3.95K - $4.51K
|
1.61K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
31+ 0.29% |
$3.95K - $4.51K
|
10.8K
$3.35M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
30+ 9.43% |
$3.82K - $4.36K
|
348
$108K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 0.5% |
$3.82K - $4.36K
|
6.01K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30+ 0.67% |
$3.82K - $4.36K
|
4.51K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
29+ 1.06% |
$3.7K - $4.22K
|
2.77K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
28+ 0.24% |
$3.57K - $4.07K
|
11.6K
$3.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
26+ 0.24% |
$3.31K - $3.78K
|
10.8K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26+ 0.07% |
$3.31K - $3.78K
|
38.1K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
26+ 0.84% |
$3.31K - $3.78K
|
3.11K
$971K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
25+ 0.13% |
$3.19K - $3.64K
|
18.9K
$5.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
24+ 0.34% |
$3.06K - $3.49K
|
7.18K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
24+ 0.05% |
$3.06K - $3.49K
|
50.7K
$15.8M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
23+ 0.06% |
$2.93K - $3.35K
|
37.6K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
23+ 0.15% |
$2.93K - $3.35K
|
15.1K
$4.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
21+ 0.24% |
$2.68K - $3.05K
|
8.7K
$2.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21+ 0.17% |
$2.68K - $3.05K
|
12.6K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
21+ 0.23% |
$2.68K - $3.05K
|
9.22K
$2.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.11% |
$2.55K - $2.91K
|
17.9K
$5.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
20+ 0.65% |
$2.55K - $2.91K
|
3.1K
$965K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
20+ 0.15% |
$2.55K - $2.91K
|
13.1K
$4.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
20+ 1.11% |
$2.55K - $2.91K
|
1.82K
$566K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
19+ 0.24% |
$2.42K - $2.76K
|
7.94K
$2.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.82% |
$2.42K - $2.76K
|
2.33K
$725K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.44% |
$2.42K - $2.76K
|
4.35K
$1.36M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 0.19% |
$2.29K - $2.62K
|
9.62K
$3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18+ 0.08% |
$2.29K - $2.62K
|
22.3K
$6.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 4.6% |
$2.29K - $2.62K
|
409
$128K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
18+ 0.8% |
$2.29K - $2.62K
|
2.28K
$710K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.65% |
$2.17K - $2.47K
|
2.62K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
17+ 0.01% |
$2.17K - $2.47K
|
261K
$81.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
17+ 0.4% |
$2.17K - $2.47K
|
4.26K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17+ 0.31% |
$2.17K - $2.47K
|
5.46K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16+ 0.31% |
$2.04K - $2.33K
|
5.21K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
16+ 13.11% |
$2.04K - $2.33K
|
138
$43K
|