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 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-86- 0.2% |
$11K - $12.5K
|
42.3K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-87- 0.04% |
$11.1K - $12.7K
|
248K
$71.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-88- 5.09% |
$11.2K - $12.8K
|
1.64K
$474K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-90- 4.9% |
$11.5K - $13.1K
|
1.75K
$505K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-90- 5.52% |
$11.5K - $13.1K
|
1.54K
$445K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-90- 1.73% |
$11.5K - $13.1K
|
5.11K
$1.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-90- 0.18% |
$11.5K - $13.1K
|
50.5K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-90- 0.22% |
$11.5K - $13.1K
|
40.1K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-91- 3.34% |
$11.6K - $13.2K
|
2.64K
$761K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-91- 1.39% |
$11.6K - $13.2K
|
6.48K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-92- 2.48% |
$11.7K - $13.4K
|
3.61K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-93- 4.01% |
$11.9K - $13.5K
|
2.23K
$643K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-94- 1.16% |
$12K - $13.7K
|
8.02K
$2.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-94- 0.36% |
$12K - $13.7K
|
25.9K
$7.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-94- 0.1% |
$12K - $13.7K
|
90.7K
$26.2M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-94- 0.38% |
$12K - $13.7K
|
24.5K
$7.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-95- 3.0% |
$12.1K - $13.8K
|
3.07K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-95- 0.41% |
$12.1K - $13.8K
|
23.1K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-97- 1.01% |
$12.4K - $14.1K
|
9.53K
$2.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-97- 1.34% |
$12.4K - $14.1K
|
7.15K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-97- 0.95% |
$12.4K - $14.1K
|
10.1K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-98- 1.17% |
$12.5K - $14.3K
|
8.28K
$2.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-98- 6.11% |
$12.5K - $14.3K
|
1.51K
$434K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-98- 5.61% |
$12.5K - $14.3K
|
1.65K
$476K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-98- 0.35% |
$12.5K - $14.3K
|
28.3K
$8.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-98- 0.57% |
$12.5K - $14.3K
|
17.1K
$4.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-98- 0.82% |
$12.5K - $14.3K
|
11.9K
$3.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.72% |
$12.6K - $14.4K
|
13.7K
$3.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-99- 5.29% |
$12.6K - $14.4K
|
1.77K
$512K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-99- 3.01% |
$12.6K - $14.4K
|
3.19K
$922K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-99- 0.62% |
$12.6K - $14.4K
|
15.9K
$4.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-100- 1.46% |
$12.7K - $14.5K
|
6.75K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 0.16% |
$12.7K - $14.5K
|
63.1K
$18.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-100- 2.96% |
$12.7K - $14.5K
|
3.28K
$946K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-100- 5.08% |
$12.7K - $14.5K
|
1.87K
$539K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-100- 3.95% |
$12.7K - $14.5K
|
2.43K
$702K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-100- 1.58% |
$12.7K - $14.5K
|
6.25K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-100- 1.47% |
$12.7K - $14.5K
|
6.68K
$1.93M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 4.21% |
$12.7K - $14.5K
|
2.27K
$656K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-101- 4.93% |
$12.9K - $14.7K
|
1.95K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-101- 0.37% |
$12.9K - $14.7K
|
27.4K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-101- 2.45% |
$12.9K - $14.7K
|
4.02K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-102- 4.94% |
$13K - $14.8K
|
1.96K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-102- 0.44% |
$13K - $14.8K
|
23.2K
$6.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-103- 6.65% |
$13.1K - $15K
|
1.45K
$417K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-103- 0.39% |
$13.1K - $15K
|
26.3K
$7.59M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-104- 0.25% |
$13.3K - $15.1K
|
42K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.88% |
$13.3K - $15.1K
|
11.7K
$3.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-105- 2.67% |
$13.4K - $15.3K
|
3.82K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-105- 0.18% |
$13.4K - $15.3K
|
57.7K
$16.6M
|