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 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-10.3K- 0.82% |
$1.31M - $1.5M
|
1.25M
$274M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-10.3K- 17.45% |
$1.32M - $1.5M
|
48.8K
$10.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 41.55% |
$1.32M - $1.5M
|
14.5K
$3.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 4.71% |
$1.32M - $1.51M
|
210K
$46.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-10.4K- 18.38% |
$1.33M - $1.51M
|
46.2K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.6K- 25.47% |
$1.36M - $1.55M
|
31.1K
$6.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-10.8K- 5.18% |
$1.38M - $1.57M
|
198K
$43.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-10.9K- 79.94% |
$1.39M - $1.59M
|
2.75K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-11K- 88.66% |
$1.4M - $1.59M
|
1.4K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-11K- 5.44% |
$1.41M - $1.61M
|
192K
$42.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-11.3K- 5.02% |
$1.44M - $1.64M
|
213K
$46.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.3K- 2.46% |
$1.44M - $1.65M
|
449K
$98.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 32.6% |
$1.45M - $1.65M
|
23.5K
$5.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-11.5K- 0.98% |
$1.47M - $1.67M
|
1.16M
$254M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-11.5K- 0.98% |
$1.47M - $1.67M
|
1.16M
$254M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.5K- 0.51% |
$1.47M - $1.67M
|
2.27M
$498M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 1.76% |
$1.49M - $1.7M
|
650K
$143M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-11.9K- 36.36% |
$1.52M - $1.73M
|
20.8K
$4.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-12K- 1.82% |
$1.53M - $1.74M
|
647K
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-12K- 18.72% |
$1.53M - $1.75M
|
52.1K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12K- 13.35% |
$1.53M - $1.75M
|
78.1K
$17.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-12.3K- 17.3% |
$1.57M - $1.79M
|
58.9K
$12.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 6.22% |
$1.59M - $1.81M
|
188K
$41.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.6K- 32.14% |
$1.6M - $1.83M
|
26.5K
$5.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.7K- 26.53% |
$1.61M - $1.84M
|
35K
$7.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-12.7K- 3.68% |
$1.62M - $1.85M
|
333K
$73.2M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-12.7K- 63.88% |
$1.62M - $1.85M
|
7.2K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-12.8K- 38.42% |
$1.63M - $1.86M
|
20.5K
$4.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-12.9K- 1.61% |
$1.64M - $1.87M
|
787K
$173M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-13K- 1.38% |
$1.65M - $1.88M
|
923K
$203M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-13K- 1.06% |
$1.66M - $1.89M
|
1.21M
$266M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-13K- 2.44% |
$1.66M - $1.89M
|
519K
$114M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-13K- 43.7% |
$1.66M - $1.89M
|
16.8K
$3.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-13.1K- 27.23% |
$1.66M - $1.9M
|
34.9K
$7.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-13.1K- 1.56% |
$1.67M - $1.91M
|
831K
$183M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-13.2K- 8.2% |
$1.68M - $1.92M
|
148K
$32.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13.3K- 10.41% |
$1.7M - $1.93M
|
114K
$25.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-13.3K- 80.51% |
$1.7M - $1.94M
|
3.22K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.4K- 7.18% |
$1.7M - $1.94M
|
173K
$38M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-13.4K- 13.19% |
$1.71M - $1.95M
|
88.5K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.6K- 1.79% |
$1.74M - $1.98M
|
749K
$165M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-13.8K- 0.73% |
$1.76M - $2M
|
1.88M
$414M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.9K- 2.64% |
$1.78M - $2.03M
|
513K
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-14K- 39.55% |
$1.78M - $2.03M
|
21.4K
$4.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-14.2K- 2.25% |
$1.81M - $2.06M
|
615K
$135M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-14.2K- 52.56% |
$1.81M - $2.07M
|
12.8K
$2.82M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-14.3K- 5.15% |
$1.83M - $2.08M
|
264K
$58M
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-14.4K- 10.81% |
$1.84M - $2.09M
|
119K
$26.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.4K- 3.09% |
$1.84M - $2.09M
|
452K
$99.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-14.5K- 1.79% |
$1.85M - $2.11M
|
798K
$175M
|