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 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-170- 4.73% |
$21.7K - $24.7K
|
3.42K
$886K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-172- 10.6% |
$21.9K - $25K
|
1.45K
$375K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-172- 0.89% |
$21.9K - $25K
|
19.3K
$4.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-173- 3.46% |
$22.1K - $25.2K
|
4.82K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-175- 4.23% |
$22.3K - $25.5K
|
3.97K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-177- 6.13% |
$22.6K - $25.7K
|
2.71K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-177- 1.1% |
$22.6K - $25.7K
|
15.9K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-178- 4.93% |
$22.7K - $25.9K
|
3.43K
$888K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-179- 0.74% |
$22.8K - $26K
|
24K
$6.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-179- 5.4% |
$22.8K - $26K
|
3.14K
$811K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-179- 0.3% |
$22.8K - $26K
|
60.2K
$15.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-180- 2.27% |
$22.9K - $26.2K
|
7.76K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-180- 1.52% |
$22.9K - $26.2K
|
11.6K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-180- 0.91% |
$22.9K - $26.2K
|
19.6K
$5.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-181- 0.86% |
$23.1K - $26.3K
|
20.9K
$5.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-182- 11.26% |
$23.2K - $26.5K
|
1.43K
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-186- 2.86% |
$23.7K - $27.1K
|
6.32K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-187- 1.81% |
$23.8K - $27.2K
|
10.1K
$2.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-188- 3.35% |
$24K - $27.3K
|
5.43K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-189- 83.63% |
$24.1K - $27.5K
|
37
$9.58K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-190- 3.84% |
$24.2K - $27.6K
|
4.76K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-190- 0.71% |
$24.2K - $27.6K
|
26.5K
$6.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-193- 7.77% |
$24.6K - $28.1K
|
2.29K
$593K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-194- 5.05% |
$24.7K - $28.2K
|
3.65K
$944K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-194- 0.14% |
$24.7K - $28.2K
|
139K
$36M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-194- 1.01% |
$24.7K - $28.2K
|
19K
$4.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-195- 0.23% |
$24.9K - $28.4K
|
83.7K
$21.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-196- 0.94% |
$25K - $28.5K
|
20.6K
$5.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-197- 3.36% |
$25.1K - $28.7K
|
5.67K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-197- 4.45% |
$25.1K - $28.7K
|
4.23K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-198- 0.92% |
$25.2K - $28.8K
|
21.3K
$5.52M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-200- 3.14% |
$25.5K - $29.1K
|
6.17K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-200- 2.57% |
$25.5K - $29.1K
|
7.59K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 12.18% |
$25.5K - $29.1K
|
1.44K
$373K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 0.95% |
$25.5K - $29.1K
|
20.8K
$5.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.44% |
$25.5K - $29.1K
|
1.72K
$444K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.3% |
$25.5K - $29.1K
|
3.57K
$925K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 16.71% |
$25.5K - $29.1K
|
997
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-200- 1.39% |
$25.5K - $29.1K
|
14.2K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.74% |
$25.5K - $29.1K
|
11.3K
$2.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-202- 8.82% |
$25.7K - $29.4K
|
2.09K
$540K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-205- 11.95% |
$26.1K - $29.8K
|
1.51K
$391K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-207- 8.12% |
$26.4K - $30.1K
|
2.34K
$606K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-209- 2.7% |
$26.6K - $30.4K
|
7.52K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-211- 0.92% |
$26.9K - $30.7K
|
22.8K
$5.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-211- 4.65% |
$26.9K - $30.7K
|
4.33K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-211- 0.42% |
$26.9K - $30.7K
|
49.7K
$12.9M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-211- 4.65% |
$26.9K - $30.7K
|
4.33K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-212- 1.28% |
$27K - $30.8K
|
16.4K
$4.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-212- 0.62% |
$27K - $30.8K
|
33.7K
$8.73M
|