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 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-133- 5.83% |
$17K - $19.3K
|
2.15K
$621K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-133- 1.94% |
$17K - $19.3K
|
6.73K
$1.94M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-134- 1.23% |
$17.1K - $19.5K
|
10.7K
$3.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-135- 2.77% |
$17.2K - $19.6K
|
4.74K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-137- 0.24% |
$17.5K - $19.9K
|
58K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-137- 3.79% |
$17.5K - $19.9K
|
3.48K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-137- 1.11% |
$17.5K - $19.9K
|
12.3K
$3.54M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-137- 0.58% |
$17.5K - $19.9K
|
23.5K
$6.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-138- 1.78% |
$17.6K - $20.1K
|
7.62K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-138- 7.28% |
$17.6K - $20.1K
|
1.76K
$508K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-139- 0.14% |
$17.7K - $20.2K
|
103K
$29.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-139- 0.9% |
$17.7K - $20.2K
|
15.3K
$4.41M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-142- 0.38% |
$18.1K - $20.7K
|
37.4K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-142- 5.45% |
$18.1K - $20.7K
|
2.46K
$711K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-143- 0.27% |
$18.2K - $20.8K
|
53.6K
$15.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-143- 8.9% |
$18.2K - $20.8K
|
1.46K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-143- 0.71% |
$18.2K - $20.8K
|
20.1K
$5.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-145- 4.09% |
$18.5K - $21.1K
|
3.4K
$982K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-145- 0.68% |
$18.5K - $21.1K
|
21.3K
$6.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-148- 0.54% |
$18.9K - $21.5K
|
27.3K
$7.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-148- 0.11% |
$18.9K - $21.5K
|
136K
$39.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 1.65% |
$19.1K - $21.8K
|
8.96K
$2.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-150- 2.42% |
$19.1K - $21.8K
|
6.06K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-150- 2.86% |
$19.1K - $21.8K
|
5.09K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-150- 2.19% |
$19.1K - $21.8K
|
6.7K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-150- 31.58% |
$19.1K - $21.8K
|
325
$93.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-151- 0.18% |
$19.2K - $22K
|
83.4K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 2.63% |
$19.5K - $22.3K
|
5.66K
$1.63M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-154- 0.24% |
$19.6K - $22.4K
|
64.4K
$18.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-154- 1.22% |
$19.6K - $22.4K
|
12.5K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-154- 1.72% |
$19.6K - $22.4K
|
8.78K
$2.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.09% |
$19.8K - $22.5K
|
171K
$49.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-155- 0.76% |
$19.8K - $22.5K
|
20.3K
$5.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-157- 9.82% |
$20K - $22.8K
|
1.44K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-157- 1.07% |
$20K - $22.8K
|
14.5K
$4.18M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-157- 0.4% |
$20K - $22.8K
|
39.4K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-157- 1.79% |
$20K - $22.8K
|
8.61K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-158- 0.95% |
$20.1K - $23K
|
16.4K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-159- 6.61% |
$20.3K - $23.1K
|
2.25K
$649K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-160- 2.39% |
$20.4K - $23.3K
|
6.55K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-160- 0.11% |
$20.4K - $23.3K
|
151K
$43.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-160- 2.79% |
$20.4K - $23.3K
|
5.58K
$1.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-161- 3.33% |
$20.5K - $23.4K
|
4.68K
$1.35M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-162- 0.64% |
$20.7K - $23.6K
|
25.2K
$7.27M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-163- 2.39% |
$20.8K - $23.7K
|
6.64K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-163- 0.43% |
$20.8K - $23.7K
|
37.9K
$11M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-163- 8.59% |
$20.8K - $23.7K
|
1.73K
$501K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-164- 7.79% |
$20.9K - $23.9K
|
1.94K
$560K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-165- 1.12% |
$21K - $24K
|
14.6K
$4.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-167- 0.45% |
$21.3K - $24.3K
|
37.1K
$10.7M
|