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 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-40- 1.46% |
$5.1K - $5.82K
|
2.7K
$843K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-40- 0.43% |
$5.1K - $5.82K
|
9.2K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-40- 0.76% |
$5.1K - $5.82K
|
5.24K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-40- 0.95% |
$5.1K - $5.82K
|
4.17K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 0.12% |
$5.35K - $6.11K
|
33.8K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-42- 1.78% |
$5.35K - $6.11K
|
2.32K
$724K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-43- 2.33% |
$5.48K - $6.25K
|
1.8K
$562K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-43- 2.78% |
$5.48K - $6.25K
|
1.51K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-44- 2.83% |
$5.61K - $6.4K
|
1.51K
$471K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-44- 0.13% |
$5.61K - $6.4K
|
34.2K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.05% |
$5.61K - $6.4K
|
4.13K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-44- 0.19% |
$5.61K - $6.4K
|
23.1K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-44- 0.94% |
$5.61K - $6.4K
|
4.63K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-45- 0.61% |
$5.74K - $6.54K
|
7.31K
$2.28M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-45- 1.82% |
$5.74K - $6.54K
|
2.43K
$756K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-46- 0.1% |
$5.86K - $6.69K
|
45.9K
$14.3M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-47- 1.61% |
$5.99K - $6.84K
|
2.88K
$898K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-47- 0.7% |
$5.99K - $6.84K
|
6.67K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 4.26% |
$5.99K - $6.84K
|
1.06K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-48- 1.75% |
$6.12K - $6.98K
|
2.7K
$842K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-49- 0.47% |
$6.25K - $7.13K
|
10.4K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 2.92% |
$6.25K - $7.13K
|
1.63K
$508K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-50- 0.28% |
$6.37K - $7.27K
|
18K
$5.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-50- 0.2% |
$6.37K - $7.27K
|
25.5K
$7.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-50- 0.58% |
$6.37K - $7.27K
|
8.59K
$2.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-50- 0.64% |
$6.37K - $7.27K
|
7.81K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 0.93% |
$6.37K - $7.27K
|
5.35K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-50- 2.64% |
$6.37K - $7.27K
|
1.85K
$576K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-50- 0.56% |
$6.37K - $7.27K
|
8.8K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-50- 2.96% |
$6.37K - $7.27K
|
1.64K
$511K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-51- 0.43% |
$6.5K - $7.42K
|
11.8K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-51- 0.17% |
$6.5K - $7.42K
|
30.1K
$9.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-53- 0.18% |
$6.76K - $7.71K
|
29.7K
$9.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-53- 0.06% |
$6.76K - $7.71K
|
91.6K
$28.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-54- 2.89% |
$6.88K - $7.85K
|
1.82K
$566K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-54- 0.71% |
$6.88K - $7.85K
|
7.6K
$2.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-55- 0.28% |
$7.01K - $8K
|
19.5K
$6.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-55- 0.14% |
$7.01K - $8K
|
39.6K
$12.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-55- 0.29% |
$7.01K - $8K
|
18.9K
$5.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-55- 0.18% |
$7.01K - $8K
|
31K
$9.68M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-55- 2.73% |
$7.01K - $8K
|
1.96K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-57- 0.09% |
$7.27K - $8.29K
|
63.4K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-57- 0.95% |
$7.27K - $8.29K
|
5.91K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-58- 2.93% |
$7.39K - $8.44K
|
1.92K
$599K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-58- 3.22% |
$7.39K - $8.44K
|
1.75K
$544K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-58- 1.19% |
$7.39K - $8.44K
|
4.81K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-58- 3.94% |
$7.39K - $8.44K
|
1.41K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-58- 0.66% |
$7.39K - $8.44K
|
8.78K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-59- 0.1% |
$7.52K - $8.58K
|
60K
$18.7M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-59- 0.52% |
$7.52K - $8.58K
|
11.2K
$3.49M
|