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 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 2.55% |
$129K - $147K
|
38.7K
$11M
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.02K- 0.78% |
$129K - $148K
|
129K
$36.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.02K- 2.48% |
$130K - $148K
|
39.9K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.02K- 0.89% |
$130K - $148K
|
113K
$31.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 19.04% |
$130K - $148K
|
4.33K
$1.23M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.02K- 9.44% |
$130K - $148K
|
9.8K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.04K- 0.99% |
$132K - $151K
|
104K
$29.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.04K- 5.14% |
$133K - $151K
|
19.2K
$5.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.05K- 1.51% |
$133K - $152K
|
68.3K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-1.05K- 8.68% |
$134K - $153K
|
11.1K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.05K- 23.1% |
$134K - $153K
|
3.5K
$990K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.05K- 9.35% |
$134K - $153K
|
10.2K
$2.89M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.05K- 7.04% |
$134K - $153K
|
13.9K
$3.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-1.07K- 2.89% |
$137K - $156K
|
36K
$10.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.09K- 1.89% |
$138K - $158K
|
56.2K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.09K- 1.39% |
$138K - $158K
|
76.8K
$21.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.09K- 1.37% |
$139K - $159K
|
78.3K
$22.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.09K- 3.23% |
$139K - $159K
|
32.8K
$9.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.1K- 14.72% |
$140K - $160K
|
6.37K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.1K- 0.87% |
$141K - $161K
|
126K
$35.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.11K- 0.28% |
$141K - $161K
|
396K
$112M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.11K- 1.12% |
$142K - $162K
|
97.9K
$27.7M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-1.12K- 6.87% |
$142K - $162K
|
15.1K
$4.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.12K- 5.06% |
$143K - $163K
|
21K
$5.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.12K- 6.8% |
$143K - $163K
|
15.4K
$4.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.14K- 2.93% |
$145K - $166K
|
37.7K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.14K- 6.35% |
$146K - $166K
|
16.8K
$4.77M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.15K- 2.84% |
$146K - $167K
|
39.1K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 1.09% |
$146K - $167K
|
104K
$29.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.15K- 0.26% |
$147K - $167K
|
443K
$125M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.16K- 3.07% |
$148K - $168K
|
36.6K
$10.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.16K- 1.03% |
$148K - $169K
|
111K
$31.5M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.17K- 20.8% |
$149K - $169K
|
4.44K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.17K- 0.49% |
$149K - $170K
|
238K
$67.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-1.18K- 2.57% |
$150K - $171K
|
44.5K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.18K- 1.73% |
$150K - $171K
|
66.7K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.18K- 31.51% |
$150K - $172K
|
2.57K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.18K- 5.24% |
$151K - $172K
|
21.4K
$6.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.18K- 1.22% |
$151K - $172K
|
96K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.19K- 10.1% |
$151K - $173K
|
10.6K
$2.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.2K- 37.99% |
$153K - $175K
|
1.96K
$555K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.21K- 3.29% |
$154K - $176K
|
35.6K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.21K- 3.15% |
$155K - $177K
|
37.3K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.22K- 0.98% |
$155K - $177K
|
122K
$34.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.22K- 9.94% |
$155K - $177K
|
11K
$3.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-1.23K- 0.33% |
$156K - $178K
|
371K
$105M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.24K- 3.48% |
$158K - $180K
|
34.3K
$9.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.25K- 3.61% |
$159K - $181K
|
33.2K
$9.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.25K- 11.03% |
$159K - $181K
|
10K
$2.84M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.25K- 0.3% |
$159K - $182K
|
415K
$118M
|