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 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-11- 0.16% |
$1.4K - $1.6K
|
6.97K
$1.8M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-11- 0.61% |
$1.4K - $1.6K
|
1.8K
$465K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-12- 0.14% |
$1.53K - $1.75K
|
8.86K
$2.29M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-12- 0.27% |
$1.53K - $1.75K
|
4.35K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-12- 0.16% |
$1.53K - $1.75K
|
7.69K
$1.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-12- 1.25% |
$1.53K - $1.75K
|
950
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-12- 0.01% |
$1.53K - $1.75K
|
94.5K
$24.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-13- 0.31% |
$1.66K - $1.89K
|
4.17K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-13- 0.15% |
$1.66K - $1.89K
|
8.58K
$2.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-13- 0.22% |
$1.66K - $1.89K
|
6K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-13- 0.37% |
$1.66K - $1.89K
|
3.48K
$899K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-14- 0.31% |
$1.78K - $2.04K
|
4.5K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-15- 0.08% |
$1.91K - $2.18K
|
17.9K
$4.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-15- 0.28% |
$1.91K - $2.18K
|
5.42K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.09% |
$1.91K - $2.18K
|
16.7K
$4.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-16- 0.11% |
$2.04K - $2.33K
|
14.4K
$3.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-16- 0.57% |
$2.04K - $2.33K
|
2.8K
$724K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-16- 0.17% |
$2.04K - $2.33K
|
9.4K
$2.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 3.21% |
$2.04K - $2.33K
|
483
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 0.16% |
$2.04K - $2.33K
|
9.9K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-16- 0.45% |
$2.04K - $2.33K
|
3.54K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-16- 0.3% |
$2.04K - $2.33K
|
5.27K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-17- 0.03% |
$2.17K - $2.47K
|
50.4K
$13M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17- 0.05% |
$2.17K - $2.47K
|
35.5K
$9.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-17- 0.08% |
$2.17K - $2.47K
|
20.9K
$5.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17- 0.06% |
$2.17K - $2.47K
|
27.5K
$7.12M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-17- 1.34% |
$2.17K - $2.47K
|
1.25K
$324K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-18- 0.57% |
$2.29K - $2.62K
|
3.15K
$814K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-18- 0.22% |
$2.29K - $2.62K
|
8.04K
$2.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 0.95% |
$2.29K - $2.62K
|
1.88K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-18- 0.47% |
$2.29K - $2.62K
|
3.78K
$979K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-19- 0.34% |
$2.42K - $2.76K
|
5.59K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-19- 0.09% |
$2.42K - $2.76K
|
20K
$5.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-19- 19.39% |
$2.42K - $2.76K
|
79
$20.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-19- 0.1% |
$2.42K - $2.76K
|
19K
$4.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-19- 0.06% |
$2.42K - $2.76K
|
31.2K
$8.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-19- 0.32% |
$2.42K - $2.76K
|
5.83K
$1.51M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 3.74% |
$2.55K - $2.91K
|
515
$133K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.48% |
$2.55K - $2.91K
|
4.18K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$2.55K - $2.91K
|
18.5K
$4.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 0.07% |
$2.55K - $2.91K
|
28.6K
$7.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-20- 0.88% |
$2.55K - $2.91K
|
2.24K
$580K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 0.66% |
$2.55K - $2.91K
|
3.03K
$784K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-20- 0.05% |
$2.55K - $2.91K
|
37.6K
$9.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.12% |
$2.55K - $2.91K
|
16.9K
$4.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 0.17% |
$2.55K - $2.91K
|
11.9K
$3.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-20- 0.28% |
$2.55K - $2.91K
|
7.09K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-20- 0.06% |
$2.55K - $2.91K
|
32.1K
$8.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-21- 0.36% |
$2.68K - $3.05K
|
5.81K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-21- 0.68% |
$2.68K - $3.05K
|
3.07K
$794K
|