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 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-131- 1.22% |
$16.7K - $19.1K
|
10.6K
$3.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-132- 5.22% |
$16.8K - $19.2K
|
2.4K
$747K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-132- 0.53% |
$16.8K - $19.2K
|
24.9K
$7.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-133- 5.83% |
$17K - $19.3K
|
2.15K
$670K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-133- 1.94% |
$17K - $19.3K
|
6.73K
$2.1M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-134- 1.23% |
$17.1K - $19.5K
|
10.7K
$3.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-135- 2.77% |
$17.2K - $19.6K
|
4.74K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-137- 0.24% |
$17.5K - $19.9K
|
58K
$18.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-137- 3.79% |
$17.5K - $19.9K
|
3.48K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-137- 1.11% |
$17.5K - $19.9K
|
12.3K
$3.82M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-137- 0.58% |
$17.5K - $19.9K
|
23.5K
$7.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-138- 1.78% |
$17.6K - $20.1K
|
7.62K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-138- 7.28% |
$17.6K - $20.1K
|
1.76K
$548K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-139- 0.14% |
$17.7K - $20.2K
|
103K
$32M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-139- 0.9% |
$17.7K - $20.2K
|
15.3K
$4.76M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-142- 0.38% |
$18.1K - $20.7K
|
37.4K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-142- 5.45% |
$18.1K - $20.7K
|
2.46K
$768K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-143- 0.27% |
$18.2K - $20.8K
|
53.6K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-143- 8.9% |
$18.2K - $20.8K
|
1.46K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-143- 0.71% |
$18.2K - $20.8K
|
20.1K
$6.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-145- 4.09% |
$18.5K - $21.1K
|
3.4K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-145- 0.68% |
$18.5K - $21.1K
|
21.3K
$6.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-148- 0.54% |
$18.9K - $21.5K
|
27.3K
$8.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-148- 0.11% |
$18.9K - $21.5K
|
136K
$42.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 1.65% |
$19.1K - $21.8K
|
8.96K
$2.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-150- 2.42% |
$19.1K - $21.8K
|
6.06K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-150- 2.86% |
$19.1K - $21.8K
|
5.09K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-150- 2.19% |
$19.1K - $21.8K
|
6.7K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-150- 31.58% |
$19.1K - $21.8K
|
325
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-151- 0.18% |
$19.2K - $22K
|
83.4K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 2.63% |
$19.5K - $22.3K
|
5.66K
$1.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-154- 0.24% |
$19.6K - $22.4K
|
64.4K
$20.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-154- 1.22% |
$19.6K - $22.4K
|
12.5K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-154- 1.72% |
$19.6K - $22.4K
|
8.78K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.09% |
$19.8K - $22.5K
|
171K
$53.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-155- 0.76% |
$19.8K - $22.5K
|
20.3K
$6.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-157- 9.82% |
$20K - $22.8K
|
1.44K
$450K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-157- 1.07% |
$20K - $22.8K
|
14.5K
$4.52M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-157- 0.4% |
$20K - $22.8K
|
39.4K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-157- 1.79% |
$20K - $22.8K
|
8.61K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-158- 0.95% |
$20.1K - $23K
|
16.4K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-159- 6.61% |
$20.3K - $23.1K
|
2.25K
$701K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-160- 2.39% |
$20.4K - $23.3K
|
6.55K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-160- 0.11% |
$20.4K - $23.3K
|
151K
$47M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-160- 2.79% |
$20.4K - $23.3K
|
5.58K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-161- 3.33% |
$20.5K - $23.4K
|
4.68K
$1.46M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-162- 0.64% |
$20.7K - $23.6K
|
25.2K
$7.85M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-163- 2.39% |
$20.8K - $23.7K
|
6.64K
$2.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-163- 0.43% |
$20.8K - $23.7K
|
37.9K
$11.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-163- 8.59% |
$20.8K - $23.7K
|
1.73K
$541K
|