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 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-380- 0.95% |
$48.4K - $55.3K
|
39.7K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-382- 0.71% |
$48.7K - $55.6K
|
53.4K
$15.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-382- 5.09% |
$48.7K - $55.6K
|
7.12K
$2.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-384- 1.29% |
$48.9K - $55.8K
|
29.3K
$8.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-384- 0.89% |
$48.9K - $55.8K
|
42.6K
$12.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-384- 1.68% |
$48.9K - $55.8K
|
22.5K
$6.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-388- 4.58% |
$49.5K - $56.4K
|
8.09K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-390- 5.85% |
$49.7K - $56.7K
|
6.28K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-390- 10.44% |
$49.7K - $56.7K
|
3.35K
$966K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-391- 3.36% |
$49.8K - $56.9K
|
11.2K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-391- 4.41% |
$49.8K - $56.9K
|
8.47K
$2.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-394- 3.39% |
$50.2K - $57.3K
|
11.2K
$3.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-394- 2.76% |
$50.2K - $57.3K
|
13.9K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-394- 1.97% |
$50.2K - $57.3K
|
19.6K
$5.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-396- 3.25% |
$50.5K - $57.6K
|
11.8K
$3.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-397- 8.41% |
$50.6K - $57.7K
|
4.32K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-399- 22.34% |
$50.9K - $58K
|
1.39K
$400K
|
|
|
May 19, 2025
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-399- 22.34% |
$50.9K - $58K
|
1.39K
$400K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-400- 3.17% |
$51K - $58.2K
|
12.2K
$3.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-400- 0.28% |
$51K - $58.2K
|
143K
$41.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-400- 10.05% |
$51K - $58.2K
|
3.58K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-400- 16.22% |
$51K - $58.2K
|
2.07K
$596K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-400- 1.41% |
$51K - $58.2K
|
27.9K
$8.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-400- 15.9% |
$51K - $58.2K
|
2.12K
$611K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-403- 16.46% |
$51.4K - $58.6K
|
2.05K
$591K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-403- 10.38% |
$51.4K - $58.6K
|
3.48K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-410- 4.63% |
$52.3K - $59.6K
|
8.45K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-410- 2.29% |
$52.3K - $59.6K
|
17.5K
$5.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-411- 0.67% |
$52.4K - $59.8K
|
60.8K
$17.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-412- 7.77% |
$52.5K - $59.9K
|
4.89K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-412- 3.15% |
$52.5K - $59.9K
|
12.7K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-414- 17.24% |
$52.8K - $60.2K
|
1.99K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-417- 24.78% |
$53.2K - $60.6K
|
1.27K
$365K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-420- 1.07% |
$53.5K - $61.1K
|
38.9K
$11.2M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-422- 4.34% |
$53.8K - $61.4K
|
9.3K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-423- 2.37% |
$53.9K - $61.5K
|
17.4K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-424- 9.36% |
$54K - $61.7K
|
4.11K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-425- 0.62% |
$54.2K - $61.8K
|
68.4K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-425- 1.46% |
$54.2K - $61.8K
|
28.6K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-425- 2.59% |
$54.2K - $61.8K
|
16K
$4.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-427- 5.19% |
$54.4K - $62.1K
|
7.81K
$2.25M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-429- 5.62% |
$54.7K - $62.4K
|
7.2K
$2.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-430- 1.7% |
$54.8K - $62.5K
|
24.9K
$7.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-430- 0.66% |
$54.8K - $62.5K
|
64.8K
$18.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-430- 0.42% |
$54.8K - $62.5K
|
103K
$29.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-432- 2.24% |
$55.1K - $62.8K
|
18.9K
$5.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-432- 7.54% |
$55.1K - $62.8K
|
5.3K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-434- 10.62% |
$55.3K - $63.1K
|
3.65K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-434- 0.59% |
$55.3K - $63.1K
|
73.4K
$21.2M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-434- 0.39% |
$55.3K - $63.1K
|
111K
$32.1M
|