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 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
27.9K+ 924.38% |
$3.55M - $4.05M
|
30.9K
$8.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
27.7K+ 16.72% |
$3.53M - $4.02M
|
193K
$54.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27.6K+ 130.14% |
$3.52M - $4.02M
|
48.8K
$13.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
27.5K+ 5.02% |
$3.5M - $3.99M
|
574K
$163M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27.3K+ 21.95% |
$3.47M - $3.96M
|
151K
$42.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
27KNew |
$3.44M - $3.93M
|
27K
$7.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
26.7K+ 72.45% |
$3.4M - $3.88M
|
63.5K
$18M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
26.6K+ 17.45% |
$3.39M - $3.86M
|
179K
$50.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
26.5K+ 18.55% |
$3.38M - $3.85M
|
169K
$47.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
26.4K+ 22.46% |
$3.36M - $3.83M
|
144K
$40.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
25.5KNew |
$3.25M - $3.7M
|
25.5K
$7.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
25.1K+ 13.76% |
$3.19M - $3.64M
|
207K
$58.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
25KNew |
$3.19M - $3.64M
|
25K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
25K+ 12.5% |
$3.19M - $3.64M
|
225K
$63.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 6.94% |
$3.17M - $3.61M
|
383K
$108M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
24.7K+ 243.66% |
$3.14M - $3.59M
|
34.8K
$9.85M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
24.6K+ 53.77% |
$3.13M - $3.57M
|
70.2K
$19.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24.4K+ 0.85% |
$3.11M - $3.55M
|
2.88M
$816M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.4K+ 5.27% |
$3.1M - $3.54M
|
486K
$138M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
24.3KNew |
$3.1M - $3.54M
|
24.3K
$6.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
24.1KNew |
$3.08M - $3.51M
|
24.1K
$6.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
24K+ 96.84% |
$3.06M - $3.49M
|
48.8K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
23.7K+ 837.38% |
$3.03M - $3.45M
|
26.6K
$7.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23.6K+ 501.34% |
$3M - $3.43M
|
28.3K
$8M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
23.5K+ 12.08% |
$3M - $3.42M
|
218K
$61.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
23.4K+ 612.55% |
$2.99M - $3.41M
|
27.2K
$7.72M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
23.3KNew |
$2.96M - $3.38M
|
23.3K
$6.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22.7K+ 22.27% |
$2.9M - $3.31M
|
125K
$35.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
22.4K+ 0.78% |
$2.86M - $3.26M
|
2.9M
$821M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
22.1KNew |
$2.81M - $3.21M
|
22.1K
$6.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
21.9K+ 8.33% |
$2.79M - $3.18M
|
284K
$80.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.4K+ 11.86% |
$2.73M - $3.12M
|
202K
$57.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
21.2K+ 8.81% |
$2.7M - $3.08M
|
262K
$74.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.1K+ 5.31% |
$2.68M - $3.06M
|
418K
$118M
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
21K+ 9.32% |
$2.68M - $3.06M
|
246K
$69.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
20.9K+ 54.33% |
$2.66M - $3.03M
|
59.2K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.6KNew |
$2.63M - $3M
|
20.6K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
20.4K+ 1.58% |
$2.6M - $2.97M
|
1.31M
$372M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
20.4K+ 1.07% |
$2.6M - $2.96M
|
1.93M
$545M
|
|
|
Aug 10, 2023
Q2 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
- |
20K+ 38.39% |
$2.55M - $2.91M
|
72.1K
$20.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 31.0% |
$2.53M - $2.88M
|
83.8K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
19.8K+ 16.07% |
$2.52M - $2.88M
|
143K
$40.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
19.4K+ 24.4% |
$2.47M - $2.81M
|
98.7K
$27.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Hosking Partners LLP
|
BUY
|
- |
19.3K+ 9.71% |
$2.46M - $2.8M
|
218K
$61.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.1K+ 886.53% |
$2.44M - $2.79M
|
21.3K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19K+ 8.29% |
$2.42M - $2.77M
|
249K
$70.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$2.38M - $2.72M
|
18.7K
$5.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
18.5K+ 795.67% |
$2.36M - $2.7M
|
20.9K
$5.91M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.5K+ 456.94% |
$2.36M - $2.69M
|
22.5K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
18.5K+ 1845.65% |
$2.36M - $2.69M
|
19.5K
$5.51M
|