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 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.9K- 4.38% |
$753K - $859K
|
129K
$36.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.94K- 4.38% |
$758K - $864K
|
130K
$36.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6K- 26.67% |
$765K - $873K
|
16.5K
$4.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.02K- 9.46% |
$767K - $875K
|
57.6K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.03K- 1.46% |
$768K - $876K
|
406K
$115M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.06K- 20.33% |
$772K - $881K
|
23.7K
$6.72M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.08K- 46.5% |
$775K - $884K
|
6.99K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-6.1K- 6.05% |
$778K - $887K
|
94.7K
$26.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.12K- 2.65% |
$781K - $891K
|
225K
$63.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.32K- 2.72% |
$805K - $919K
|
226K
$63.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-6.33K- 0.86% |
$807K - $920K
|
730K
$207M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.42K- 13.83% |
$818K - $934K
|
40K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-6.43K- 10.93% |
$819K - $935K
|
52.4K
$14.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-6.43K- 14.37% |
$820K - $935K
|
38.3K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.47K- 3.16% |
$825K - $941K
|
198K
$56.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.48K- 26.02% |
$827K - $943K
|
18.4K
$5.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.5K- 7.03% |
$829K - $946K
|
86.1K
$24.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-6.51K- 12.19% |
$830K - $947K
|
46.9K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-6.51K- 5.11% |
$830K - $947K
|
121K
$34.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-6.59K- 12.84% |
$840K - $958K
|
44.7K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6.6K- 6.09% |
$842K - $960K
|
102K
$28.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.65K- 6.27% |
$847K - $966K
|
99.4K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-6.7K- 8.85% |
$853K - $974K
|
69K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.72K- 74.45% |
$857K - $977K
|
2.31K
$653K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6.76K- 4.12% |
$862K - $983K
|
157K
$44.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-6.82K- 2.06% |
$869K - $991K
|
325K
$91.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.85K- 0.53% |
$873K - $996K
|
1.29M
$365M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.9K- 1.1% |
$879K - $1M
|
619K
$175M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.95K- 7.69% |
$886K - $1.01M
|
83.5K
$23.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.97K- 3.02% |
$888K - $1.01M
|
224K
$63.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-6.97K- 1.38% |
$889K - $1.01M
|
499K
$141M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-7.1K- 1.64% |
$905K - $1.03M
|
426K
$121M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.16K- 2.51% |
$912K - $1.04M
|
278K
$78.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.17K- 0.4% |
$914K - $1.04M
|
1.78M
$505M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.29K- 4.38% |
$930K - $1.06M
|
159K
$45.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-7.3K- 41.6% |
$931K - $1.06M
|
10.3K
$2.9M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.3KClosed |
$931K - $1.06M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-7.5K- 21.34% |
$956K - $1.09M
|
27.7K
$7.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.51K- 24.87% |
$958K - $1.09M
|
22.7K
$6.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-7.53K- 3.57% |
$960K - $1.1M
|
204K
$57.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.54K- 3.19% |
$961K - $1.1M
|
229K
$64.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-7.62K- 9.82% |
$971K - $1.11M
|
70K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.73K- 20.93% |
$985K - $1.12M
|
29.2K
$8.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-7.75K- 4.04% |
$988K - $1.13M
|
184K
$52.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-7.75K- 4.04% |
$988K - $1.13M
|
184K
$52.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.8K- 0.55% |
$994K - $1.13M
|
1.41M
$398M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-7.83K- 39.06% |
$998K - $1.14M
|
12.2K
$3.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-7.88K- 19.79% |
$1M - $1.15M
|
31.9K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.9K- 17.96% |
$1.01M - $1.15M
|
36.1K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-7.98K- 0.76% |
$1.02M - $1.16M
|
1.05M
$296M
|