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 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-329- 3.29% |
$41.9K - $47.8K
|
9.68K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-331- 1.53% |
$42.2K - $48.1K
|
21.3K
$5.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-332- 1.48% |
$42.3K - $48.3K
|
22.2K
$5.74M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-332- 9.74% |
$42.3K - $48.3K
|
3.08K
$797K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-333- 8.49% |
$42.4K - $48.4K
|
3.59K
$929K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-333- 3.61% |
$42.4K - $48.4K
|
8.9K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-335- 0.08% |
$42.7K - $48.7K
|
401K
$104M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-336- 0.71% |
$42.8K - $48.9K
|
46.9K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-336- 0.21% |
$42.8K - $48.9K
|
161K
$41.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-337- 0.73% |
$43K - $49K
|
46.1K
$11.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-337- 0.15% |
$43K - $49K
|
218K
$56.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-338- 1.68% |
$43.1K - $49.2K
|
19.7K
$5.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-339- 1.03% |
$43.2K - $49.3K
|
32.6K
$8.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-339- 0.35% |
$43.2K - $49.3K
|
95.5K
$24.7M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-341- 8.65% |
$43.5K - $49.6K
|
3.6K
$932K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
SELL
|
- |
-345- 11.13% |
$44K - $50.2K
|
2.76K
$713K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-345- 1.45% |
$44K - $50.2K
|
23.5K
$6.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-347- 3.06% |
$44.2K - $50.5K
|
11K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
SELL
|
- |
-347- 7.08% |
$44.2K - $50.5K
|
4.55K
$1.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-350- 10.22% |
$44.6K - $50.9K
|
3.07K
$796K
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-350- 2.45% |
$44.6K - $50.9K
|
14K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-350- 2.24% |
$44.6K - $50.9K
|
15.3K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-351- 0.18% |
$44.7K - $51K
|
193K
$49.9M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-352- 1.76% |
$44.9K - $51.2K
|
19.7K
$5.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-354- 12.1% |
$45.1K - $51.5K
|
2.57K
$665K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-356- 29.08% |
$45.4K - $51.8K
|
868
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-356- 3.0% |
$45.4K - $51.8K
|
11.5K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-358- 1.01% |
$45.6K - $52.1K
|
35.2K
$9.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-359- 2.99% |
$45.8K - $52.2K
|
11.6K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 3.64% |
$45.9K - $52.4K
|
9.53K
$2.46M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-361- 0.36% |
$46K - $52.5K
|
101K
$26.1M
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-361- 0.74% |
$46K - $52.5K
|
48.3K
$12.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-363- 19.87% |
$46.3K - $52.8K
|
1.46K
$379K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-363- 1.12% |
$46.3K - $52.8K
|
32.2K
$8.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-363- 2.8% |
$46.3K - $52.8K
|
12.6K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-365- 2.1% |
$46.5K - $53.1K
|
17K
$4.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-366- 2.78% |
$46.7K - $53.2K
|
12.8K
$3.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-366- 2.63% |
$46.7K - $53.2K
|
13.6K
$3.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-368- 19.9% |
$46.9K - $53.5K
|
1.48K
$383K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-369- 0.6% |
$47K - $53.7K
|
61.4K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-372- 0.45% |
$47.4K - $54.1K
|
82.1K
$21.2M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-375- 2.13% |
$47.8K - $54.5K
|
17.2K
$4.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-375- 1.23% |
$47.8K - $54.5K
|
30.1K
$7.78M
|
|
|
Jul 26, 2023
Q2 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-375- 8.17% |
$47.8K - $54.5K
|
4.22K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-379- 3.03% |
$48.3K - $55.1K
|
12.1K
$3.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-380- 0.95% |
$48.4K - $55.3K
|
39.7K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-382- 0.71% |
$48.7K - $55.6K
|
53.4K
$13.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-382- 5.09% |
$48.7K - $55.6K
|
7.12K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-384- 1.29% |
$48.9K - $55.8K
|
29.3K
$7.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-384- 0.89% |
$48.9K - $55.8K
|
42.6K
$11M
|