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 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-213- 1.88% |
$27.2K - $31K
|
11.1K
$2.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-213- 3.78% |
$27.2K - $31K
|
5.43K
$1.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-214- 1.78% |
$27.3K - $31.1K
|
11.8K
$3.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-215- 0.6% |
$27.4K - $31.3K
|
35.3K
$9.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-216- 3.16% |
$27.5K - $31.4K
|
6.62K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-218- 0.35% |
$27.8K - $31.7K
|
62.3K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-219- 3.92% |
$27.9K - $31.9K
|
5.37K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-220- 0.89% |
$28K - $32K
|
24.5K
$6.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-221- 1.26% |
$28.2K - $32.1K
|
17.3K
$4.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-223- 0.52% |
$28.4K - $32.4K
|
42.4K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-224- 0.34% |
$28.6K - $32.6K
|
64.9K
$16.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-225- 0.68% |
$28.7K - $32.7K
|
32.8K
$8.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-227- 0.5% |
$28.9K - $33K
|
45.2K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-228- 0.18% |
$29.1K - $33.2K
|
126K
$32.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-229- 3.76% |
$29.2K - $33.3K
|
5.86K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-231- 3.4% |
$29.4K - $33.6K
|
6.57K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-231- 1.9% |
$29.4K - $33.6K
|
11.9K
$3.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-232- 1.96% |
$29.6K - $33.7K
|
11.6K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-232- 0.71% |
$29.6K - $33.7K
|
32.7K
$8.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-233- 0.55% |
$29.7K - $33.9K
|
42K
$10.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-235- 10.2% |
$30K - $34.2K
|
2.07K
$535K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-236- 1.26% |
$30.1K - $34.3K
|
18.6K
$4.8M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-236- 2.03% |
$30.1K - $34.3K
|
11.4K
$2.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-240- 2.25% |
$30.6K - $34.9K
|
10.4K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-240- 5.04% |
$30.6K - $34.9K
|
4.53K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-241- 5.42% |
$30.7K - $35.1K
|
4.2K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-241- 0.19% |
$30.7K - $35.1K
|
126K
$32.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-241- 2.09% |
$30.7K - $35.1K
|
11.3K
$2.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-244- 2.58% |
$31.1K - $35.5K
|
9.23K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-244- 2.36% |
$31.1K - $35.5K
|
10.1K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-245- 3.11% |
$31.2K - $35.6K
|
7.65K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-247- 1.21% |
$31.5K - $35.9K
|
20.1K
$5.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-248- 3.27% |
$31.6K - $36.1K
|
7.34K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-248- 32.8% |
$31.6K - $36.1K
|
508
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-248- 3.39% |
$31.6K - $36.1K
|
7.07K
$1.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-249- 1.0% |
$31.7K - $36.2K
|
24.6K
$6.36M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-250- 1.97% |
$31.9K - $36.4K
|
12.4K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-250- 0.89% |
$31.9K - $36.4K
|
27.9K
$7.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-251- 0.36% |
$32K - $36.5K
|
69.5K
$18M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-251- 0.47% |
$32K - $36.5K
|
53.2K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-251- 4.79% |
$32K - $36.5K
|
4.99K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-255- 13.34% |
$32.5K - $37.1K
|
1.66K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-257- 2.53% |
$32.8K - $37.4K
|
9.89K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-257- 1.43% |
$32.8K - $37.4K
|
17.7K
$4.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-257- 8.74% |
$32.8K - $37.4K
|
2.68K
$695K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-260- 4.29% |
$33.1K - $37.8K
|
5.81K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-260- 0.93% |
$33.1K - $37.8K
|
27.7K
$7.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-262- 1.89% |
$33.4K - $38.1K
|
13.6K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-264- 4.33% |
$33.7K - $38.4K
|
5.84K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-266- 5.09% |
$33.9K - $38.7K
|
4.96K
$1.28M
|