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 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
18.4KNew |
$2.35M - $2.68M
|
18.4K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.2K+ 13.46% |
$2.32M - $2.65M
|
153K
$43.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
18.1K+ 141.98% |
$2.31M - $2.63M
|
30.8K
$8.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18K+ 88.5% |
$2.29M - $2.61M
|
38.3K
$10.8M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
17.8KNew |
$2.26M - $2.58M
|
17.8K
$5.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
17.7K+ 61.16% |
$2.26M - $2.57M
|
46.6K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.5K+ 9.09% |
$2.23M - $2.55M
|
210K
$59.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
17K+ 4.63% |
$2.17M - $2.47M
|
384K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
17K+ 7.26% |
$2.17M - $2.47M
|
251K
$71.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.9K+ 8.71% |
$2.15M - $2.46M
|
211K
$59.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
16.5KNew |
$2.1M - $2.4M
|
16.5K
$4.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
16.3KNew |
$2.07M - $2.36M
|
16.3K
$4.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.3KNew |
$2.07M - $2.36M
|
16.3K
$4.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.9K+ 344.04% |
$2.03M - $2.32M
|
20.6K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.9K+ 97.91% |
$2.03M - $2.31M
|
32.2K
$9.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
15.8K+ 218.13% |
$2.02M - $2.3M
|
23.1K
$6.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.8K+ 28.07% |
$2.02M - $2.3M
|
72.2K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
15.8K+ 3.56% |
$2.01M - $2.3M
|
460K
$130M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.8KNew |
$2.01M - $2.3M
|
15.8K
$4.47M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.7K+ 9.63% |
$2.01M - $2.29M
|
179K
$50.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
15.6K+ 2.29% |
$1.99M - $2.27M
|
698K
$198M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.5K+ 15.47% |
$1.98M - $2.25M
|
116K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
15.3K+ 388.79% |
$1.95M - $2.22M
|
19.2K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$1.91M - $2.18M
|
15K
$4.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
14.6K+ 26.87% |
$1.86M - $2.13M
|
69.1K
$19.6M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 79.26% |
$1.86M - $2.12M
|
33K
$9.34M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
14.5K+ 92.51% |
$1.85M - $2.11M
|
30.2K
$8.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.4K+ 137.02% |
$1.84M - $2.1M
|
25K
$7.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
14.4K+ 8.39% |
$1.83M - $2.09M
|
186K
$52.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
14.3K+ 1.92% |
$1.82M - $2.08M
|
758K
$215M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 0.81% |
$1.81M - $2.07M
|
1.77M
$500M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.1KNew |
$1.8M - $2.05M
|
14.1K
$3.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14K+ 27.24% |
$1.79M - $2.04M
|
65.6K
$18.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
13.9KNew |
$1.77M - $2.02M
|
13.9K
$3.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
13.7K+ 35.56% |
$1.74M - $1.99M
|
52.1K
$14.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
13.4K+ 27.43% |
$1.71M - $1.95M
|
62.3K
$17.6M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
13.3KNew |
$1.7M - $1.94M
|
13.3K
$3.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.3K+ 10.96% |
$1.69M - $1.93M
|
134K
$38.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$1.69M - $1.93M
|
13.3K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.2K+ 32.94% |
$1.68M - $1.91M
|
53.1K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1K+ 22.38% |
$1.67M - $1.91M
|
71.7K
$20.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
13K+ 8.59% |
$1.66M - $1.89M
|
164K
$46.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13K+ 9.22% |
$1.65M - $1.89M
|
154K
$43.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
13KNew |
$1.65M - $1.88M
|
13K
$3.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
12.9K+ 174.91% |
$1.65M - $1.88M
|
20.3K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.8KNew |
$1.64M - $1.87M
|
12.8K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
12.8K+ 0.31% |
$1.63M - $1.86M
|
4.21M
$1.19B
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.8K+ 12.6% |
$1.63M - $1.86M
|
114K
$32.3M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
12.7K+ 176.88% |
$1.62M - $1.85M
|
19.9K
$5.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
12.6K+ 2.43% |
$1.6M - $1.83M
|
530K
$150M
|