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 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-105- 6.72% |
$13.4K - $15.3K
|
1.46K
$421K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-106- 6.6% |
$13.5K - $15.4K
|
1.5K
$433K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-106- 1.53% |
$13.5K - $15.4K
|
6.81K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-107- 4.35% |
$13.6K - $15.6K
|
2.35K
$678K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-107- 0.91% |
$13.6K - $15.6K
|
11.6K
$3.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-108- 3.49% |
$13.8K - $15.7K
|
2.99K
$862K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-109- 2.5% |
$13.9K - $15.9K
|
4.24K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-110- 0.34% |
$14K - $16K
|
32.7K
$9.43M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-110- 4.51% |
$14K - $16K
|
2.33K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-110- 1.02% |
$14K - $16K
|
10.7K
$3.08M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-110- 7.69% |
$14K - $16K
|
1.32K
$381K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-112- 0.14% |
$14.3K - $16.3K
|
79.2K
$22.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-113- 0.21% |
$14.4K - $16.4K
|
52.5K
$15.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-115- 0.66% |
$14.7K - $16.7K
|
17.4K
$5.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-115- 2.26% |
$14.7K - $16.7K
|
4.98K
$1.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-115- 0.52% |
$14.7K - $16.7K
|
22K
$6.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-115- 0.97% |
$14.7K - $16.7K
|
11.8K
$3.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-115- 0.64% |
$14.7K - $16.7K
|
17.9K
$5.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-115- 5.3% |
$14.7K - $16.7K
|
2.05K
$593K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-116- 1.25% |
$14.8K - $16.9K
|
9.16K
$2.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-116- 1.37% |
$14.8K - $16.9K
|
8.37K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-118- 5.5% |
$15K - $17.2K
|
2.03K
$585K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 0.32% |
$15.2K - $17.3K
|
37.1K
$10.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-119- 3.24% |
$15.2K - $17.3K
|
3.56K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-119- 0.28% |
$15.2K - $17.3K
|
42.6K
$12.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-120- 1.81% |
$15.3K - $17.5K
|
6.5K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-120- 6.97% |
$15.3K - $17.5K
|
1.6K
$462K
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-120- 0.27% |
$15.3K - $17.5K
|
44.4K
$12.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-120- 3.04% |
$15.3K - $17.5K
|
3.83K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-120- 1.26% |
$15.3K - $17.5K
|
9.38K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-122- 0.76% |
$15.6K - $17.7K
|
15.9K
$4.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-124- 1.39% |
$15.8K - $18K
|
8.77K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-124- 2.96% |
$15.8K - $18K
|
4.07K
$1.17M
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-125- 0.2% |
$15.9K - $18.2K
|
63.3K
$18.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 1.58% |
$15.9K - $18.2K
|
7.8K
$2.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-125- 0.17% |
$15.9K - $18.2K
|
71.7K
$20.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-125- 0.46% |
$15.9K - $18.2K
|
27.1K
$7.83M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-125- 3.62% |
$15.9K - $18.2K
|
3.33K
$961K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-126- 7.64% |
$16.1K - $18.3K
|
1.52K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-126- 6.09% |
$16.1K - $18.3K
|
1.94K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-126- 1.01% |
$16.1K - $18.3K
|
12.3K
$3.55M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-126- 6.22% |
$16.1K - $18.3K
|
1.9K
$549K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-127- 1.6% |
$16.2K - $18.5K
|
7.79K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-128- 0.31% |
$16.3K - $18.6K
|
41.7K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-130- 5.54% |
$16.6K - $18.9K
|
2.22K
$640K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-130- 1.25% |
$16.6K - $18.9K
|
10.3K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-130- 11.82% |
$16.6K - $18.9K
|
970
$280K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-131- 1.22% |
$16.7K - $19.1K
|
10.6K
$3.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-132- 5.22% |
$16.8K - $19.2K
|
2.4K
$692K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-132- 0.53% |
$16.8K - $19.2K
|
24.9K
$7.2M
|