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 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.37K- 10.6% |
$430K - $491K
|
28.4K
$8.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.39K- 1.14% |
$432K - $493K
|
293K
$83.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.41K- 28.7% |
$434K - $495K
|
8.46K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.42K- 26.17% |
$436K - $498K
|
9.65K
$2.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.43K- 16.66% |
$437K - $498K
|
17.1K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.44K- 2.48% |
$438K - $500K
|
135K
$38.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.45K- 16.49% |
$439K - $501K
|
17.5K
$4.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.48K- 22.91% |
$443K - $506K
|
11.7K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.49K- 49.43% |
$444K - $507K
|
3.57K
$1.01M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.5K- 62.39% |
$446K - $509K
|
2.11K
$597K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.53K- 6.51% |
$449K - $513K
|
50.6K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54K- 1.07% |
$451K - $515K
|
329K
$93.1M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-3.55K- 2.41% |
$452K - $516K
|
143K
$40.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.55K- 5.14% |
$453K - $516K
|
65.5K
$18.6M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.56K- 35.75% |
$453K - $517K
|
6.39K
$1.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.58K- 6.16% |
$456K - $520K
|
54.4K
$15.4M
|
|
|
May 17, 2024
Q2 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-3.58K- 78.35% |
$456K - $521K
|
989
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.59K- 3.26% |
$458K - $522K
|
106K
$30.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-3.59K- 23.51% |
$458K - $523K
|
11.7K
$3.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.6K- 65.66% |
$458K - $523K
|
1.88K
$533K
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.67K- 23.64% |
$468K - $534K
|
11.9K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-3.67K- 69.66% |
$468K - $534K
|
1.6K
$453K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.68K- 2.3% |
$469K - $536K
|
157K
$44.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.71K- 1.2% |
$473K - $540K
|
305K
$86.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.71K- 4.05% |
$473K - $540K
|
87.9K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.73K- 58.58% |
$475K - $542K
|
2.63K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-3.75K- 23.44% |
$478K - $545K
|
12.3K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-3.76K- 3.6% |
$479K - $547K
|
101K
$28.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-3.76K- 1.22% |
$479K - $547K
|
304K
$86.1M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.77K- 7.01% |
$480K - $548K
|
49.9K
$14.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.78K- 4.88% |
$482K - $549K
|
73.7K
$20.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.8K- 4.99% |
$484K - $553K
|
72.3K
$20.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.84K- 20.24% |
$489K - $558K
|
15.1K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.84K- 2.93% |
$490K - $559K
|
127K
$36.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.85K- 5.35% |
$491K - $560K
|
68.1K
$19.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.88K- 1.8% |
$494K - $564K
|
212K
$60.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3.9K- 51.62% |
$497K - $567K
|
3.66K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-3.96K- 12.96% |
$504K - $576K
|
26.6K
$7.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.99K- 8.77% |
$509K - $580K
|
41.5K
$11.8M
|
|
|
Apr 25, 2025
Q2 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-4KClosed |
$510K - $582K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.04K- 42.64% |
$515K - $587K
|
5.43K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.09K- 11.88% |
$521K - $594K
|
30.3K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.1K- 1.64% |
$522K - $596K
|
245K
$69.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.11K- 5.93% |
$523K - $597K
|
65.1K
$18.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.11K- 16.64% |
$524K - $598K
|
20.6K
$5.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.11K- 2.13% |
$524K - $598K
|
189K
$53.5M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.11K- 3.2% |
$524K - $598K
|
124K
$35.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-4.13K- 4.17% |
$526K - $600K
|
94.8K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.14K- 3.86% |
$528K - $602K
|
103K
$29.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.16K- 4.47% |
$531K - $606K
|
89.1K
$25.2M
|