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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.96K- 15.14% |
$250K - $286K
|
11K
$3.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-1.97K- 10.76% |
$251K - $286K
|
16.3K
$5.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.97K- 1.49% |
$251K - $286K
|
130K
$40.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.97K- 18.22% |
$251K - $287K
|
8.85K
$2.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.98K- 2.22% |
$252K - $287K
|
86.8K
$26.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2K- 22.63% |
$254K - $290K
|
6.82K
$2.11M
|
|
|
Jul 25, 2023
Q2 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-2K- 5.28% |
$255K - $291K
|
35.9K
$11.1M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 0.25% |
$255K - $291K
|
804K
$248M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2K- 37.74% |
$255K - $291K
|
3.3K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2K- 6.67% |
$255K - $291K
|
28K
$8.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-2K- 7.53% |
$255K - $291K
|
24.5K
$7.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-2K- 42.18% |
$255K - $291K
|
2.74K
$848K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.02K- 1.88% |
$258K - $294K
|
105K
$32.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.02K- 2.55% |
$258K - $294K
|
77.4K
$23.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.08K- 3.74% |
$266K - $303K
|
53.6K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.13K- 25.74% |
$272K - $310K
|
6.16K
$1.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.17K- 4.0% |
$276K - $315K
|
52.1K
$16.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.18K- 1.03% |
$278K - $317K
|
211K
$65.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.19K- 7.9% |
$279K - $318K
|
25.5K
$7.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.2K- 0.51% |
$280K - $320K
|
432K
$134M
|
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-2.2K- 3.26% |
$280K - $320K
|
65.2K
$20.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.21K- 2.06% |
$281K - $321K
|
105K
$32.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.21K- 2.12% |
$282K - $321K
|
102K
$31.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.21K- 18.58% |
$282K - $322K
|
9.69K
$2.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.22K- 5.31% |
$282K - $322K
|
39.5K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-2.22K- 4.64% |
$283K - $323K
|
45.7K
$14.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-2.22K- 0.82% |
$283K - $323K
|
270K
$83.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.23K- 37.69% |
$285K - $325K
|
3.69K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.25K- 2.62% |
$287K - $327K
|
83.6K
$25.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-2.25K- 1.85% |
$287K - $327K
|
120K
$36.9M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-2.26K- 7.98% |
$288K - $328K
|
26K
$8.04M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-2.26K- 4.33% |
$288K - $329K
|
50K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 23.47% |
$288K - $329K
|
7.38K
$2.28M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.26K- 19.83% |
$289K - $329K
|
9.15K
$2.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.28K- 1.01% |
$290K - $331K
|
224K
$69.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.28K- 22.51% |
$291K - $332K
|
7.85K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.29K- 13.44% |
$292K - $333K
|
14.8K
$4.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-2.3K- 1.27% |
$293K - $334K
|
178K
$55.1M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.3K- 45.64% |
$293K - $334K
|
2.74K
$845K
|
|
|
Jul 24, 2023
Q2 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-2.3K- 26.41% |
$293K - $335K
|
6.41K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.3K- 14.66% |
$293K - $335K
|
13.4K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.32K- 51.47% |
$296K - $338K
|
2.19K
$677K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.35K- 15.22% |
$299K - $341K
|
13.1K
$4.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.35K- 2.07% |
$300K - $342K
|
111K
$34.4M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.36K- 0.14% |
$300K - $343K
|
1.72M
$532M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.36K- 1.21% |
$301K - $344K
|
192K
$59.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.38K- 0.73% |
$303K - $346K
|
322K
$99.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.38K- 21.73% |
$303K - $346K
|
8.57K
$2.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.4K- 19.55% |
$306K - $349K
|
9.86K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.4K- 2.69% |
$306K - $349K
|
87K
$26.9M
|