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 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
50.2K+ 3.73% |
$6.39M - $7.3M
|
1.4M
$395M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
49.9KNew |
$6.37M - $7.26M
|
49.9K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49.8KNew |
$6.35M - $7.25M
|
49.8K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
49.2K+ 1870.21% |
$6.27M - $7.16M
|
51.9K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.1K+ 14.32% |
$6.26M - $7.14M
|
392K
$111M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
49K+ 17.1% |
$6.24M - $7.12M
|
335K
$95M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47.9K+ 1.43% |
$6.11M - $6.97M
|
3.39M
$960M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
47.8K+ 1.58% |
$6.09M - $6.95M
|
3.08M
$872M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
47.7K+ 2385.0% |
$6.08M - $6.94M
|
49.7K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
47.7KNew |
$6.08M - $6.94M
|
47.7K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
47.6KNew |
$6.06M - $6.92M
|
47.6K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
47.3K+ 9.14% |
$6.02M - $6.87M
|
564K
$160M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
46.4K+ 12.0% |
$5.92M - $6.75M
|
433K
$123M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
46.2K+ 1261.58% |
$5.89M - $6.72M
|
49.9K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
46.1K+ 4.05% |
$5.88M - $6.71M
|
1.19M
$336M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
45.9K+ 0.11% |
$5.85M - $6.68M
|
41.1M
$11.6B
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
44.7KNew |
$5.69M - $6.5M
|
44.7K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
44.3KNew |
$5.64M - $6.44M
|
44.3K
$12.5M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
44.1K+ 2391.06% |
$5.62M - $6.42M
|
46K
$13M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.1K+ 4.48% |
$5.49M - $6.26M
|
1M
$285M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
42.8K+ 33.12% |
$5.46M - $6.23M
|
172K
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
42.8K+ 0.95% |
$5.45M - $6.22M
|
4.55M
$1.29B
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
42.8K+ 0.95% |
$5.45M - $6.22M
|
4.55M
$1.29B
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
42.4K+ 0.94% |
$5.4M - $6.16M
|
4.55M
$1.29B
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
42.1KNew |
$5.36M - $6.12M
|
42.1K
$11.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
41.2K+ 60.83% |
$5.25M - $5.98M
|
109K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
41.1KNew |
$5.24M - $5.98M
|
41.1K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
38K+ 22.38% |
$4.85M - $5.53M
|
208K
$58.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
38K+ 46.23% |
$4.85M - $5.53M
|
120K
$34M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
37.8KNew |
$4.81M - $5.49M
|
37.8K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
37.1K+ 4.63% |
$4.72M - $5.39M
|
838K
$237M
|
|
|
Aug 11, 2023
Q2 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
35.8KNew |
$4.56M - $5.21M
|
35.8K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
35K+ 6.56% |
$4.46M - $5.09M
|
568K
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
34.7KNew |
$4.43M - $5.05M
|
34.7K
$9.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
34.4K+ 46.82% |
$4.38M - $5M
|
108K
$30.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
34.3K+ 58.56% |
$4.38M - $4.99M
|
93K
$26.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
34K+ 42.36% |
$4.34M - $4.95M
|
114K
$32.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
33.9K+ 11.04% |
$4.32M - $4.93M
|
341K
$96.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
32.6K+ 37.5% |
$4.16M - $4.75M
|
120K
$33.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32.5K+ 3.21% |
$4.14M - $4.72M
|
1.04M
$295M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.1K+ 7.42% |
$3.97M - $4.53M
|
450K
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.9K+ 6.73% |
$3.94M - $4.5M
|
490K
$139M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.8K+ 855.97% |
$3.93M - $4.48M
|
34.4K
$9.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
30.8K+ 2.66% |
$3.92M - $4.48M
|
1.19M
$337M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
30.3KNew |
$3.87M - $4.41M
|
30.3K
$8.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 12.61% |
$3.84M - $4.38M
|
269K
$76.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.6K+ 338.91% |
$3.77M - $4.3M
|
38.3K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5K+ 0.7% |
$3.76M - $4.29M
|
4.25M
$1.2B
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.1K+ 244.54% |
$3.58M - $4.09M
|
39.6K
$11.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
27.9K+ 260.18% |
$3.56M - $4.06M
|
38.6K
$10.9M
|