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 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-801- 31.59% |
$102K - $116K
|
1.74K
$491K
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-805- 32.23% |
$103K - $117K
|
1.69K
$479K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-805- 2.6% |
$103K - $117K
|
30.1K
$8.54M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-809- 20.53% |
$103K - $118K
|
3.13K
$887K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-813- 6.21% |
$104K - $118K
|
12.3K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-817- 7.45% |
$104K - $119K
|
10.1K
$2.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-826- 8.28% |
$105K - $120K
|
9.15K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-830- 12.06% |
$106K - $121K
|
6.05K
$1.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-836- 2.72% |
$107K - $122K
|
29.9K
$8.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-836- 2.51% |
$107K - $122K
|
32.4K
$9.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-837- 2.54% |
$107K - $122K
|
32.1K
$9.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-850- 18.28% |
$108K - $124K
|
3.8K
$1.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-852- 23.71% |
$109K - $124K
|
2.74K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-852- 14.49% |
$109K - $124K
|
5.03K
$1.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-853- 3.79% |
$109K - $124K
|
21.7K
$6.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-875- 1.38% |
$112K - $127K
|
62.3K
$17.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-882- 2.08% |
$112K - $128K
|
41.5K
$11.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-887- 2.18% |
$113K - $129K
|
39.8K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-888- 1.35% |
$113K - $129K
|
64.8K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-889- 11.0% |
$113K - $129K
|
7.2K
$2.04M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-893- 6.81% |
$114K - $130K
|
12.2K
$3.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-895- 11.2% |
$114K - $130K
|
7.1K
$2.01M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-899- 1.36% |
$115K - $131K
|
65.2K
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-906- 0.33% |
$115K - $132K
|
274K
$77.6M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-908- 3.3% |
$116K - $132K
|
26.6K
$7.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-912- 3.65% |
$116K - $133K
|
24.1K
$6.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-912- 0.97% |
$116K - $133K
|
93.2K
$26.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-925- 1.06% |
$118K - $135K
|
86.4K
$24.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-928- 19.48% |
$118K - $135K
|
3.84K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-932- 2.2% |
$119K - $136K
|
41.5K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-932- 7.29% |
$119K - $136K
|
11.8K
$3.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-938- 7.82% |
$120K - $136K
|
11.1K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-950- 17.98% |
$121K - $138K
|
4.33K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-963- 6.26% |
$123K - $140K
|
14.4K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-965- 1.59% |
$123K - $140K
|
59.7K
$16.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-966- 1.93% |
$123K - $140K
|
49.2K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-969- 10.44% |
$124K - $141K
|
8.32K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-974- 5.44% |
$124K - $142K
|
16.9K
$4.8M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-979- 9.65% |
$125K - $142K
|
9.17K
$2.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-980- 1.7% |
$125K - $143K
|
56.6K
$16M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-984- 1.82% |
$125K - $143K
|
53K
$15M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-990- 0.34% |
$126K - $144K
|
294K
$83.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-991- 4.93% |
$126K - $144K
|
19.1K
$5.41M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-994- 8.95% |
$127K - $145K
|
10.1K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-996- 4.79% |
$127K - $145K
|
19.8K
$5.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-999- 2.96% |
$127K - $145K
|
32.7K
$9.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 19.6% |
$127K - $145K
|
4.1K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1K- 69.27% |
$128K - $146K
|
445
$126K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.01K- 8.6% |
$128K - $146K
|
10.7K
$3.02M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.01K- 16.47% |
$129K - $147K
|
5.12K
$1.45M
|