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 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
88.6K+ 59.97% |
$11.3M - $12.9M
|
236K
$66.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
88.6KNew |
$11.3M - $12.9M
|
88.6K
$25.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
88.5K+ 5.81% |
$11.3M - $12.9M
|
1.61M
$456M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
88.4KNew |
$11.3M - $12.9M
|
88.4K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
88.3K+ 54.02% |
$11.3M - $12.8M
|
252K
$71.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
84K+ 24.03% |
$10.7M - $12.2M
|
433K
$123M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
83.8K+ 6.61% |
$10.7M - $12.2M
|
1.35M
$383M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
83.8KNew |
$10.7M - $12.2M
|
83.8K
$23.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
83.5KNew |
$10.6M - $12.2M
|
83.5K
$23.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
82.8K+ 52.18% |
$10.6M - $12M
|
242K
$68.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
81.4K+ 7.56% |
$10.4M - $11.8M
|
1.16M
$328M
|
|
|
Aug 10, 2023
Q2 2023
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
80.5K+ 38.35% |
$10.3M - $11.7M
|
290K
$82.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
78.6K+ 12.74% |
$10M - $11.4M
|
695K
$197M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
78.2K+ 104.16% |
$9.97M - $11.4M
|
153K
$43.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
77.3K+ 10.5% |
$9.86M - $11.2M
|
814K
$230M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
77.3K+ 10.5% |
$9.86M - $11.2M
|
814K
$230M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76.4K+ 6.57% |
$9.74M - $11.1M
|
1.24M
$351M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
75.9K+ 8.62% |
$9.68M - $11M
|
956K
$271M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
74.5K+ 42.71% |
$9.5M - $10.8M
|
249K
$70.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73.6K+ 39.53% |
$9.39M - $10.7M
|
260K
$73.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
73K+ 11042.06% |
$9.3M - $10.6M
|
73.6K
$20.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
72.5K+ 19.35% |
$9.24M - $10.5M
|
447K
$127M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
71.1K+ 1.86% |
$9.06M - $10.3M
|
3.9M
$1.1B
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
70.7K+ 50.49% |
$9.01M - $10.3M
|
211K
$59.7M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
70.3K+ 61.82% |
$8.95M - $10.2M
|
184K
$52.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
70KNew |
$8.92M - $10.2M
|
70K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
68.2K+ 25.0% |
$8.7M - $9.92M
|
341K
$96.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Greenhaven Associates Inc
|
BUY
|
- |
68.1K+ 1.44% |
$8.68M - $9.91M
|
4.81M
$1.36B
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
67.3K+ 6.47% |
$8.58M - $9.79M
|
1.11M
$314M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
67K+ 674.7% |
$8.54M - $9.75M
|
76.9K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
64.9K+ 76.35% |
$8.28M - $9.45M
|
150K
$42.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
63.4K+ 13.45% |
$8.08M - $9.22M
|
534K
$151M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
62.5K+ 12.32% |
$7.96M - $9.09M
|
570K
$161M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
61.5K+ 11.71% |
$7.84M - $8.95M
|
587K
$166M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
61.1K+ 3.75% |
$7.79M - $8.89M
|
1.69M
$479M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
61.1K+ 3.75% |
$7.79M - $8.89M
|
1.69M
$479M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
61K+ 14.48% |
$7.77M - $8.87M
|
482K
$136M
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
58.2K+ 7.81% |
$7.42M - $8.46M
|
803K
$227M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
56.6K+ 6.25% |
$7.21M - $8.23M
|
962K
$272M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
56.5K+ 16.31% |
$7.2M - $8.21M
|
403K
$114M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56K+ 73.26% |
$7.14M - $8.14M
|
132K
$37.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
55.9K+ 3.6% |
$7.13M - $8.14M
|
1.61M
$455M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
55.9KNew |
$7.13M - $8.13M
|
55.9K
$15.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
54.7K+ 11.93% |
$6.97M - $7.96M
|
513K
$145M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
52.5K+ 304.01% |
$6.69M - $7.63M
|
69.7K
$19.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.2K+ 2.51% |
$6.66M - $7.59M
|
2.13M
$603M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
51.7KNew |
$6.59M - $7.52M
|
51.7K
$14.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 69.68% |
$6.55M - $7.48M
|
125K
$35.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
50.8KNew |
$6.48M - $7.39M
|
50.8K
$14.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
50.8K+ 1.93% |
$6.47M - $7.38M
|
2.68M
$760M
|