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
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-677- 4.23% |
$86.3K - $98.5K
|
15.3K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-677- 2.29% |
$86.3K - $98.5K
|
28.9K
$8.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-678- 5.88% |
$86.4K - $98.6K
|
10.8K
$3.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-679- 0.83% |
$86.6K - $98.8K
|
81.4K
$23M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-680- 3.08% |
$86.7K - $98.9K
|
21.4K
$6.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-681- 11.82% |
$86.8K - $99K
|
5.08K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-684- 1.3% |
$87.2K - $99.5K
|
51.7K
$14.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-685- 25.41% |
$87.3K - $99.6K
|
2.01K
$569K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-686- 14.1% |
$87.4K - $99.8K
|
4.18K
$1.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-686- 5.62% |
$87.4K - $99.8K
|
11.5K
$3.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-687- 9.47% |
$87.6K - $99.9K
|
6.57K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-693- 3.7% |
$88.3K - $101K
|
18.1K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-694- 5.57% |
$88.5K - $101K
|
11.8K
$3.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-697- 0.47% |
$88.8K - $101K
|
148K
$41.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-697- 15.57% |
$88.8K - $101K
|
3.78K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-699- 3.86% |
$89.1K - $102K
|
17.4K
$4.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-700- 3.79% |
$89.2K - $102K
|
17.8K
$5.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-703- 0.67% |
$89.6K - $102K
|
104K
$29.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-706- 3.56% |
$90K - $103K
|
19.1K
$5.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-707- 6.42% |
$90.1K - $103K
|
10.3K
$2.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-713- 2.67% |
$90.9K - $104K
|
26K
$7.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-714- 8.99% |
$91K - $104K
|
7.23K
$2.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
SELL
|
- |
-715- 1.25% |
$91.1K - $104K
|
56.5K
$16M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-719- 2.61% |
$91.7K - $105K
|
26.8K
$7.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-720- 11.45% |
$91.8K - $105K
|
5.57K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-725- 14.38% |
$92.4K - $105K
|
4.32K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-726- 2.07% |
$92.5K - $106K
|
34.3K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-728- 32.9% |
$92.8K - $106K
|
1.49K
$420K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-734- 0.76% |
$93.6K - $107K
|
96K
$27.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-738- 1.67% |
$94.1K - $107K
|
43.3K
$12.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-744- 0.31% |
$94.8K - $108K
|
243K
$68.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-749- 1.38% |
$95.5K - $109K
|
53.4K
$15.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-750- 5.4% |
$95.6K - $109K
|
13.1K
$3.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-752- 13.42% |
$95.9K - $109K
|
4.85K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-754- 1.7% |
$96.1K - $110K
|
43.6K
$12.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-760- 3.76% |
$96.9K - $111K
|
19.5K
$5.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-761- 74.03% |
$97K - $111K
|
267
$75.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-761- 13.84% |
$97K - $111K
|
4.74K
$1.34M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-761- 74.03% |
$97K - $111K
|
267
$75.6K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-767- 12.93% |
$97.8K - $112K
|
5.17K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-768- 7.98% |
$97.9K - $112K
|
8.85K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-773- 0.32% |
$98.5K - $112K
|
237K
$67.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-775- 35.66% |
$98.8K - $113K
|
1.4K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-776- 4.02% |
$98.9K - $113K
|
18.5K
$5.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-782- 1.2% |
$99.7K - $114K
|
64.2K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-784- 3.35% |
$99.9K - $114K
|
22.6K
$6.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-794- 0.47% |
$101K - $115K
|
170K
$48.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-794- 3.65% |
$101K - $115K
|
21K
$5.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-797- 3.89% |
$102K - $116K
|
19.7K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-800- 13.69% |
$102K - $116K
|
5.05K
$1.43M
|