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 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-22- 0.19% |
$2.8K - $3.2K
|
11.3K
$2.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-22- 1.35% |
$2.8K - $3.2K
|
1.6K
$415K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-22- 1.21% |
$2.8K - $3.2K
|
1.79K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-22- 0.05% |
$2.8K - $3.2K
|
46.7K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-22- 0.94% |
$2.8K - $3.2K
|
2.32K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-22- 26.19% |
$2.8K - $3.2K
|
62
$16K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-23- 0.04% |
$2.93K - $3.35K
|
60K
$15.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-23- 4.38% |
$2.93K - $3.35K
|
502
$130K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-23- 1.15% |
$2.93K - $3.35K
|
1.97K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-23- 0.43% |
$2.93K - $3.35K
|
5.32K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-23- 0.02% |
$2.93K - $3.35K
|
92.2K
$23.9M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-23- 3.63% |
$2.93K - $3.35K
|
610
$158K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-23- 0.36% |
$2.93K - $3.35K
|
6.44K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-24- 0.39% |
$3.06K - $3.49K
|
6.1K
$1.58M
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-24- 0.19% |
$3.06K - $3.49K
|
12.8K
$3.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-25- 1.37% |
$3.19K - $3.64K
|
1.8K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.29% |
$3.19K - $3.64K
|
8.67K
$2.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-27- 0.3% |
$3.44K - $3.93K
|
8.89K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-28- 0.86% |
$3.57K - $4.07K
|
3.23K
$835K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-29- 0.51% |
$3.7K - $4.22K
|
5.64K
$1.46M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-29- 0.07% |
$3.7K - $4.22K
|
42.4K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-30- 1.02% |
$3.82K - $4.36K
|
2.92K
$754K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-30- 0.82% |
$3.82K - $4.36K
|
3.61K
$935K
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-30- 0.79% |
$3.82K - $4.36K
|
3.78K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 0.84% |
$3.82K - $4.36K
|
3.56K
$922K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-31- 0.23% |
$3.95K - $4.51K
|
13.4K
$3.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-31- 0.17% |
$3.95K - $4.51K
|
18.4K
$4.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-31- 0.1% |
$3.95K - $4.51K
|
29.5K
$7.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-32- 0.61% |
$4.08K - $4.65K
|
5.2K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-32- 0.36% |
$4.08K - $4.65K
|
8.98K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-32- 0.1% |
$4.08K - $4.65K
|
31.3K
$8.1M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-33- 0.48% |
$4.21K - $4.8K
|
6.9K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-34- 0.09% |
$4.33K - $4.94K
|
37.7K
$9.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-35- 2.21% |
$4.46K - $5.09K
|
1.55K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-35- 0.17% |
$4.46K - $5.09K
|
20.7K
$5.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-35- 0.95% |
$4.46K - $5.09K
|
3.63K
$939K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 0.98% |
$4.46K - $5.09K
|
3.54K
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-35- 9.07% |
$4.46K - $5.09K
|
351
$90.8K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 1.55% |
$4.46K - $5.09K
|
2.22K
$575K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-36- 0.02% |
$4.59K - $5.24K
|
216K
$56M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-36- 1.04% |
$4.59K - $5.24K
|
3.44K
$889K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-37- 0.39% |
$4.72K - $5.38K
|
9.51K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-37- 0.54% |
$4.72K - $5.38K
|
6.88K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-40- 0.05% |
$5.1K - $5.82K
|
74.6K
$19.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-40- 1.46% |
$5.1K - $5.82K
|
2.7K
$700K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-40- 0.43% |
$5.1K - $5.82K
|
9.2K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-40- 0.76% |
$5.1K - $5.82K
|
5.24K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-40- 0.95% |
$5.1K - $5.82K
|
4.17K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 0.12% |
$5.35K - $6.11K
|
33.8K
$8.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-42- 1.78% |
$5.35K - $6.11K
|
2.32K
$601K
|