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 |
|---|---|---|---|---|---|---|---|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.61K- 40.9% |
$206K - $235K
|
2.33K
$603K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.63K- 0.42% |
$207K - $236K
|
382K
$98.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 6.8% |
$208K - $238K
|
22.4K
$5.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.65K- 14.65% |
$210K - $240K
|
9.61K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.66K- 50.73% |
$212K - $242K
|
1.61K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 2.5% |
$213K - $243K
|
65.4K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.68K- 0.65% |
$214K - $244K
|
257K
$66.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-1.7K- 11.94% |
$216K - $247K
|
12.5K
$3.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.7K- 1.86% |
$216K - $247K
|
89.3K
$23.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.7K- 21.77% |
$217K - $247K
|
6.11K
$1.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.71K- 0.82% |
$217K - $248K
|
206K
$53.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.71K- 0.84% |
$218K - $249K
|
202K
$52.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.72K- 5.96% |
$219K - $249K
|
27.1K
$7M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.72K- 2.97% |
$219K - $250K
|
56.2K
$14.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.72K- 1.83% |
$219K - $250K
|
92.4K
$23.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 3.88% |
$223K - $254K
|
43.3K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 4.14% |
$224K - $256K
|
40.7K
$10.5M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 4.14% |
$224K - $256K
|
40.7K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.76K- 0.64% |
$224K - $256K
|
271K
$70.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.78K- 11.79% |
$226K - $258K
|
13.3K
$3.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.83K- 4.21% |
$234K - $266K
|
41.7K
$10.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.84K- 1.38% |
$234K - $267K
|
131K
$33.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.84K- 14.55% |
$235K - $268K
|
10.8K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.85K- 2.36% |
$236K - $269K
|
76.5K
$19.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.86K- 1.02% |
$237K - $270K
|
181K
$46.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.86K- 21.76% |
$237K - $270K
|
6.68K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.87K- 17.9% |
$238K - $272K
|
8.57K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.88K- 8.15% |
$239K - $273K
|
21.1K
$5.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.9K- 1.48% |
$242K - $276K
|
126K
$32.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.91K- 4.33% |
$243K - $278K
|
42.2K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.91K- 4.13% |
$243K - $278K
|
44.3K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.92K- 0.17% |
$244K - $279K
|
1.1M
$284M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.92K- 2.63% |
$244K - $279K
|
71.1K
$18.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.92K- 3.17% |
$245K - $279K
|
58.7K
$15.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.93K- 3.24% |
$246K - $281K
|
57.7K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.94K- 19.12% |
$247K - $282K
|
8.2K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.94K- 5.57% |
$247K - $282K
|
32.9K
$8.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.95K- 13.84% |
$248K - $283K
|
12.1K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.96K- 4.57% |
$249K - $284K
|
40.9K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.96K- 15.14% |
$250K - $286K
|
11K
$2.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-1.97K- 10.76% |
$251K - $286K
|
16.3K
$4.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.97K- 1.49% |
$251K - $286K
|
130K
$33.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.97K- 18.22% |
$251K - $287K
|
8.85K
$2.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.98K- 2.22% |
$252K - $287K
|
86.8K
$22.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2K- 22.63% |
$254K - $290K
|
6.82K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-2K- 5.28% |
$255K - $291K
|
35.9K
$9.29M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 0.25% |
$255K - $291K
|
804K
$208M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2K- 37.74% |
$255K - $291K
|
3.3K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2K- 6.67% |
$255K - $291K
|
28K
$7.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-2K- 7.53% |
$255K - $291K
|
24.5K
$6.35M
|