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 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-211- 0.42% |
$26.9K - $30.7K
|
49.7K
$14.3M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-211- 4.65% |
$26.9K - $30.7K
|
4.33K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-212- 1.28% |
$27K - $30.8K
|
16.4K
$4.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-212- 0.62% |
$27K - $30.8K
|
33.7K
$9.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-213- 1.88% |
$27.2K - $31K
|
11.1K
$3.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-213- 3.78% |
$27.2K - $31K
|
5.43K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-214- 1.78% |
$27.3K - $31.1K
|
11.8K
$3.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-215- 0.6% |
$27.4K - $31.3K
|
35.3K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-216- 3.16% |
$27.5K - $31.4K
|
6.62K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-218- 0.35% |
$27.8K - $31.7K
|
62.3K
$18M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-219- 3.92% |
$27.9K - $31.9K
|
5.37K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-220- 0.89% |
$28K - $32K
|
24.5K
$7.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-221- 1.26% |
$28.2K - $32.1K
|
17.3K
$5M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-223- 0.52% |
$28.4K - $32.4K
|
42.4K
$12.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-224- 0.34% |
$28.6K - $32.6K
|
64.9K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-225- 0.68% |
$28.7K - $32.7K
|
32.8K
$9.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-227- 0.5% |
$28.9K - $33K
|
45.2K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-228- 0.18% |
$29.1K - $33.2K
|
126K
$36.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-229- 3.76% |
$29.2K - $33.3K
|
5.86K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-231- 3.4% |
$29.4K - $33.6K
|
6.57K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-231- 1.9% |
$29.4K - $33.6K
|
11.9K
$3.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-232- 1.96% |
$29.6K - $33.7K
|
11.6K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-232- 0.71% |
$29.6K - $33.7K
|
32.7K
$9.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-233- 0.55% |
$29.7K - $33.9K
|
42K
$12.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-235- 10.2% |
$30K - $34.2K
|
2.07K
$597K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-236- 1.26% |
$30.1K - $34.3K
|
18.6K
$5.36M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-236- 2.03% |
$30.1K - $34.3K
|
11.4K
$3.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-240- 2.25% |
$30.6K - $34.9K
|
10.4K
$3M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-240- 5.04% |
$30.6K - $34.9K
|
4.53K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-241- 5.42% |
$30.7K - $35.1K
|
4.2K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-241- 0.19% |
$30.7K - $35.1K
|
126K
$36.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-241- 2.09% |
$30.7K - $35.1K
|
11.3K
$3.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-244- 2.58% |
$31.1K - $35.5K
|
9.23K
$2.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-244- 2.36% |
$31.1K - $35.5K
|
10.1K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-245- 3.11% |
$31.2K - $35.6K
|
7.65K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-247- 1.21% |
$31.5K - $35.9K
|
20.1K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-248- 3.27% |
$31.6K - $36.1K
|
7.34K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-248- 32.8% |
$31.6K - $36.1K
|
508
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-248- 3.39% |
$31.6K - $36.1K
|
7.07K
$2.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-249- 1.0% |
$31.7K - $36.2K
|
24.6K
$7.09M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-250- 1.97% |
$31.9K - $36.4K
|
12.4K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-250- 0.89% |
$31.9K - $36.4K
|
27.9K
$8.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-251- 0.36% |
$32K - $36.5K
|
69.5K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-251- 0.47% |
$32K - $36.5K
|
53.2K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-251- 4.79% |
$32K - $36.5K
|
4.99K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-255- 13.34% |
$32.5K - $37.1K
|
1.66K
$478K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-257- 2.53% |
$32.8K - $37.4K
|
9.89K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-257- 1.43% |
$32.8K - $37.4K
|
17.7K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-257- 8.74% |
$32.8K - $37.4K
|
2.68K
$775K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-260- 4.29% |
$33.1K - $37.8K
|
5.81K
$1.68M
|