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
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-448- 0.43% |
$57.1K - $65.2K
|
104K
$27M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-453- 1.01% |
$57.7K - $65.9K
|
44.3K
$11.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-454- 2.5% |
$57.9K - $66K
|
17.7K
$4.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-460- 0.56% |
$58.6K - $66.9K
|
81.8K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-460- 0.43% |
$58.6K - $66.9K
|
106K
$27.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-461- 8.26% |
$58.8K - $67K
|
5.12K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-463- 3.23% |
$59K - $67.3K
|
13.9K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-467- 1.7% |
$59.5K - $67.9K
|
27K
$6.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-469- 0.75% |
$59.8K - $68.2K
|
62K
$16M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-469- 5.32% |
$59.8K - $68.2K
|
8.35K
$2.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-471- 5.67% |
$60K - $68.5K
|
7.83K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-472- 4.2% |
$60.2K - $68.6K
|
10.8K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-475- 0.81% |
$60.5K - $69.1K
|
58.5K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-475- 2.63% |
$60.5K - $69.1K
|
17.6K
$4.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-487- 8.58% |
$62.1K - $70.8K
|
5.19K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-488- 1.22% |
$62.2K - $71K
|
39.6K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-490- 13.9% |
$62.5K - $71.3K
|
3.03K
$785K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 3.62% |
$62.6K - $71.4K
|
13.1K
$3.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-493- 2.16% |
$62.8K - $71.7K
|
22.3K
$5.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-494- 2.65% |
$63K - $71.8K
|
18.2K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-496- 3.29% |
$63.2K - $72.1K
|
14.6K
$3.77M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.51% |
$63.7K - $72.7K
|
32.5K
$8.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500- 15.58% |
$63.7K - $72.7K
|
2.71K
$701K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-502- 6.4% |
$64K - $73K
|
7.34K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-504- 1.84% |
$64.2K - $73.3K
|
26.9K
$6.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-505- 0.83% |
$64.4K - $73.4K
|
60.7K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-511- 0.87% |
$65.1K - $74.3K
|
58.3K
$15.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
SELL
|
- |
-512- 12.56% |
$65.3K - $74.5K
|
3.57K
$923K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-513- 0.19% |
$65.4K - $74.6K
|
275K
$71.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-513- 0.44% |
$65.4K - $74.6K
|
117K
$30.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-514- 0.65% |
$65.5K - $74.8K
|
78.5K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-515- 0.67% |
$65.6K - $74.9K
|
76.7K
$19.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-516- 15.83% |
$65.8K - $75K
|
2.74K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-517- 1.45% |
$65.9K - $75.2K
|
35.2K
$9.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-519- 20.21% |
$66.2K - $75.5K
|
2.05K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-524- 1.56% |
$66.8K - $76.2K
|
33.1K
$8.57M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-530- 13.47% |
$67.6K - $77.1K
|
3.41K
$881K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-534- 20.85% |
$68.1K - $77.7K
|
2.03K
$525K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-537- 4.16% |
$68.5K - $78.1K
|
12.4K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-537- 4.39% |
$68.5K - $78.1K
|
11.7K
$3.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-538- 1.1% |
$68.6K - $78.2K
|
48.2K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-540- 0.86% |
$68.8K - $78.5K
|
62.6K
$16.2M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-542- 4.95% |
$69.1K - $78.8K
|
10.4K
$2.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-542- 42.98% |
$69.1K - $78.8K
|
719
$186K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-542- 4.56% |
$69.1K - $78.8K
|
11.4K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-543- 1.09% |
$69.2K - $79K
|
49.1K
$12.7M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-544- 0.26% |
$69.3K - $79.1K
|
208K
$53.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-549- 1.8% |
$70K - $79.8K
|
29.9K
$7.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-550- 4.66% |
$70.1K - $80K
|
11.3K
$2.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-559- 3.3% |
$71.3K - $81.3K
|
16.4K
$4.24M
|