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 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6+ 0.11% |
$765 - $873
|
5.66K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$765 - $873
|
11.4K
$3.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6+ 0.13% |
$765 - $873
|
4.6K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$765 - $873
|
7.07K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6+ 0.08% |
$765 - $873
|
7.69K
$2.4M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$765 - $873
|
7.07K
$2.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.06% |
$637 - $727
|
8.33K
$2.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5+ 0.23% |
$637 - $727
|
2.21K
$688K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
5+ 4.9% |
$637 - $727
|
107
$33.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.07% |
$637 - $727
|
7.44K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5+ 0.1% |
$637 - $727
|
4.96K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.71% |
$637 - $727
|
711
$222K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.63% |
$637 - $727
|
793
$247K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.05% |
$637 - $727
|
9.18K
$2.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$510 - $582
|
6.01K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$510 - $582
|
29.3K
$9.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.56% |
$510 - $582
|
719
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.22% |
$510 - $582
|
1.81K
$563K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
4+ 0.19% |
$510 - $582
|
2.13K
$665K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.59% |
$510 - $582
|
681
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.03% |
$510 - $582
|
14.1K
$4.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$382 - $436
|
109K
$33.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$382 - $436
|
3
$935
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3+ 0.09% |
$382 - $436
|
3.35K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.14% |
$382 - $436
|
2.19K
$682K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.28% |
$382 - $436
|
1.09K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.05% |
$382 - $436
|
5.51K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$382 - $436
|
2.18K
$681K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.08% |
$382 - $436
|
3.95K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.07% |
$382 - $436
|
4.1K
$1.28M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3+ 0.03% |
$382 - $436
|
11.6K
$3.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$255 - $291
|
21K
$6.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$255 - $291
|
2.92K
$910K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.12% |
$255 - $291
|
1.67K
$521K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$255 - $291
|
277
$86.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
2+ 0.08% |
$255 - $291
|
2.63K
$819K
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$255 - $291
|
11.3K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.09% |
$255 - $291
|
2.35K
$732K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 0.01% |
$255 - $291
|
16.1K
$5.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$255 - $291
|
31.1K
$9.71M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.17% |
$255 - $291
|
1.18K
$368K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$255 - $291
|
2.68K
$836K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.04% |
$255 - $291
|
4.95K
$1.54M
|
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.05% |
$255 - $291
|
3.96K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.01% |
$127 - $145
|
7.93K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $145
|
5.84K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $145
|
2.42K
$754K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$127 - $145
|
1
$312
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$127 - $145
|
418
$130K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1+ 0.02% |
$127 - $145
|
6.44K
$2.01M
|