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 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.25K- 3.07% |
$159K - $182K
|
39.4K
$11.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.25K- 34.48% |
$159K - $182K
|
2.38K
$689K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.26K- 4.83% |
$161K - $184K
|
24.9K
$7.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.27K- 2.01% |
$162K - $184K
|
61.9K
$17.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.27K- 0.15% |
$162K - $185K
|
850K
$247M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.27K- 2.06% |
$162K - $185K
|
60.5K
$17.5M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.29K- 6.85% |
$165K - $188K
|
17.6K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-1.3K- 20.08% |
$166K - $189K
|
5.18K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.3K- 0.82% |
$166K - $189K
|
158K
$45.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.3K- 2.96% |
$166K - $190K
|
42.8K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.31K- 1.27% |
$167K - $191K
|
103K
$29.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.32K- 5.29% |
$168K - $191K
|
23.6K
$6.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.32K- 3.6% |
$168K - $192K
|
35.3K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.32K- 0.55% |
$168K - $192K
|
238K
$69.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.33K- 3.2% |
$169K - $193K
|
40.1K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.34K- 2.8% |
$171K - $195K
|
46.6K
$13.5M
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.34K- 2.8% |
$171K - $195K
|
46.6K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.34K- 3.16% |
$171K - $195K
|
41.2K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.36K- 38.34% |
$173K - $197K
|
2.18K
$632K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 1.65% |
$173K - $197K
|
80.6K
$23.4M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.36K- 2.29% |
$173K - $198K
|
57.9K
$16.8M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.36K- 7.34% |
$173K - $198K
|
17.2K
$4.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.37K- 0.39% |
$175K - $199K
|
353K
$102M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.38K- 3.73% |
$176K - $200K
|
35.6K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-1.38K- 5.6% |
$176K - $201K
|
23.3K
$6.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.38K- 0.63% |
$176K - $201K
|
219K
$63.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-1.4K- 11.86% |
$178K - $204K
|
10.4K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.4K- 40.0% |
$178K - $204K
|
2.1K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.4K- 0.18% |
$179K - $204K
|
765K
$222M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-1.41K- 0.46% |
$180K - $205K
|
302K
$87.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.41K- 4.68% |
$180K - $205K
|
28.8K
$8.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.42K- 1.85% |
$180K - $206K
|
75.1K
$21.8M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.42K- 4.01% |
$180K - $206K
|
33.9K
$9.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.42K- 0.54% |
$181K - $206K
|
259K
$75.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.42K- 1.53% |
$181K - $207K
|
91.5K
$26.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-1.42K- 2.61% |
$181K - $207K
|
53.1K
$15.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.45K- 43.05% |
$185K - $211K
|
1.92K
$557K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.47K- 0.81% |
$187K - $213K
|
178K
$51.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.48K- 98.33% |
$188K - $215K
|
25
$7.25K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.5K- 3.34% |
$191K - $218K
|
43.4K
$12.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.5K- 4.46% |
$191K - $218K
|
32.2K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.5K- 75.0% |
$191K - $218K
|
500
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1.5K- 8.27% |
$191K - $218K
|
16.6K
$4.82M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.5K- 10.56% |
$191K - $218K
|
12.7K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.51K- 32.96% |
$193K - $220K
|
3.08K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.52K- 48.33% |
$193K - $220K
|
1.62K
$470K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.52K- 0.18% |
$194K - $221K
|
839K
$243M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.53K- 24.32% |
$195K - $222K
|
4.75K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.53K- 5.33% |
$195K - $223K
|
27.2K
$7.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.55K- 3.61% |
$198K - $225K
|
41.3K
$12M
|