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 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-260- 0.93% |
$33.1K - $37.8K
|
27.7K
$7.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-262- 1.89% |
$33.4K - $38.1K
|
13.6K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-264- 4.33% |
$33.7K - $38.4K
|
5.84K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-266- 5.09% |
$33.9K - $38.7K
|
4.96K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-268- 1.18% |
$34.2K - $39K
|
22.4K
$6.45M
|
|
|
Jan 17, 2024
Q2 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-268- 0.18% |
$34.2K - $39K
|
152K
$43.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-270- 1.98% |
$34.4K - $39.3K
|
13.3K
$3.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-270- 5.83% |
$34.4K - $39.3K
|
4.36K
$1.26M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-274- 7.91% |
$34.9K - $39.9K
|
3.19K
$922K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-275- 0.31% |
$35.1K - $40K
|
89.7K
$25.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-275- 13.05% |
$35.1K - $40K
|
1.83K
$529K
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-276- 3.58% |
$35.2K - $40.1K
|
7.43K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-285- 3.66% |
$36.3K - $41.5K
|
7.5K
$2.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-286- 1.41% |
$36.5K - $41.6K
|
20K
$5.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-288- 1.63% |
$36.7K - $41.9K
|
17.4K
$5.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-289- 4.71% |
$36.8K - $42K
|
5.85K
$1.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-289- 1.03% |
$36.8K - $42K
|
27.8K
$8.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-290- 12.96% |
$37K - $42.2K
|
1.95K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-291- 3.45% |
$37.1K - $42.3K
|
8.13K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-293- 2.18% |
$37.3K - $42.6K
|
13.2K
$3.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-296- 1.89% |
$37.7K - $43.1K
|
15.4K
$4.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-299- 0.71% |
$38.1K - $43.5K
|
41.7K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-299- 4.73% |
$38.1K - $43.5K
|
6.02K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-299- 2.47% |
$38.1K - $43.5K
|
11.8K
$3.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-299- 13.82% |
$38.1K - $43.5K
|
1.86K
$538K
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-300- 17.84% |
$38.2K - $43.6K
|
1.38K
$399K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-301- 1.22% |
$38.4K - $43.8K
|
24.5K
$7.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-301- 1.76% |
$38.4K - $43.8K
|
16.8K
$4.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-304- 2.3% |
$38.8K - $44.2K
|
12.9K
$3.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-305- 5.51% |
$38.9K - $44.4K
|
5.23K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-308- 0.68% |
$39.3K - $44.8K
|
45.2K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-309- 8.06% |
$39.4K - $44.9K
|
3.53K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-310- 1.31% |
$39.5K - $45.1K
|
23.3K
$6.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-312- 2.44% |
$39.8K - $45.4K
|
12.5K
$3.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-316- 0.6% |
$40.3K - $46K
|
52.4K
$15.1M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-316- 1.84% |
$40.3K - $46K
|
16.8K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-316- 0.61% |
$40.3K - $46K
|
51.3K
$14.8M
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-316- 3.46% |
$40.3K - $46K
|
8.82K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-318- 4.74% |
$40.5K - $46.2K
|
6.4K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-319- 4.51% |
$40.7K - $46.4K
|
6.76K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-319- 1.39% |
$40.7K - $46.4K
|
22.6K
$6.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-320- 1.24% |
$40.8K - $46.5K
|
25.4K
$7.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-320- 2.22% |
$40.8K - $46.5K
|
14.1K
$4.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-320- 1.33% |
$40.8K - $46.5K
|
23.7K
$6.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-320- 1.74% |
$40.8K - $46.5K
|
18K
$5.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-321- 1.14% |
$40.9K - $46.7K
|
27.9K
$8.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-322- 5.02% |
$41K - $46.8K
|
6.1K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-323- 2.09% |
$41.2K - $47K
|
15.1K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-323- 7.18% |
$41.2K - $47K
|
4.17K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-325- 0.72% |
$41.4K - $47.3K
|
44.6K
$12.9M
|