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 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-8K- 12.38% |
$1.02M - $1.16M
|
56.6K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.14K- 4.68% |
$1.04M - $1.18M
|
166K
$46.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-8.21K- 14.25% |
$1.05M - $1.19M
|
49.4K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8.23K- 1.28% |
$1.05M - $1.2M
|
636K
$180M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.28K- 8.05% |
$1.06M - $1.2M
|
94.6K
$26.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.61K- 5.9% |
$1.1M - $1.25M
|
137K
$38.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.63K- 9.06% |
$1.1M - $1.26M
|
86.7K
$24.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-8.72K- 4.33% |
$1.11M - $1.27M
|
193K
$54.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-8.79K- 16.02% |
$1.12M - $1.28M
|
46.1K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.84K- 1.68% |
$1.13M - $1.29M
|
517K
$146M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.87K- 2.57% |
$1.13M - $1.29M
|
336K
$95M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-8.98K- 4.89% |
$1.15M - $1.31M
|
175K
$49.4M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-9K- 0.42% |
$1.15M - $1.31M
|
2.12M
$599M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-9K- 3.05% |
$1.15M - $1.31M
|
286K
$81M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-9.1K- 8.98% |
$1.16M - $1.32M
|
92.3K
$26.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.17K- 24.54% |
$1.17M - $1.33M
|
28.2K
$7.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-9.29K- 4.63% |
$1.18M - $1.35M
|
191K
$54.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9.39K- 13.17% |
$1.2M - $1.37M
|
61.9K
$17.5M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.42K- 8.44% |
$1.2M - $1.37M
|
102K
$29M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-9.63K- 0.6% |
$1.23M - $1.4M
|
1.59M
$450M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-9.77K- 28.35% |
$1.25M - $1.42M
|
24.7K
$6.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.83K- 16.56% |
$1.25M - $1.43M
|
49.5K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-9.88K- 8.82% |
$1.26M - $1.44M
|
102K
$28.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-9.9K- 5.19% |
$1.26M - $1.44M
|
181K
$51.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-9.96K- 5.08% |
$1.27M - $1.45M
|
186K
$52.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-9.96K- 1.82% |
$1.27M - $1.45M
|
538K
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-10K- 0.59% |
$1.28M - $1.46M
|
1.69M
$478M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10.2K- 33.85% |
$1.3M - $1.48M
|
19.9K
$5.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-10.3K- 42.0% |
$1.31M - $1.49M
|
14.2K
$4.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-10.3K- 0.82% |
$1.31M - $1.5M
|
1.25M
$353M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-10.3K- 17.45% |
$1.32M - $1.5M
|
48.8K
$13.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 41.55% |
$1.32M - $1.5M
|
14.5K
$4.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 4.71% |
$1.32M - $1.51M
|
210K
$59.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-10.4K- 18.38% |
$1.33M - $1.51M
|
46.2K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10.6K- 25.47% |
$1.36M - $1.55M
|
31.1K
$8.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-10.8K- 5.18% |
$1.38M - $1.57M
|
198K
$56M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-10.9K- 79.94% |
$1.39M - $1.59M
|
2.75K
$778K
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-11K- 88.66% |
$1.4M - $1.59M
|
1.4K
$396K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-11K- 5.44% |
$1.41M - $1.61M
|
192K
$54.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-11.3K- 5.02% |
$1.44M - $1.64M
|
213K
$60.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.3K- 2.46% |
$1.44M - $1.65M
|
449K
$127M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 32.6% |
$1.45M - $1.65M
|
23.5K
$6.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-11.5K- 0.98% |
$1.47M - $1.67M
|
1.16M
$328M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-11.5K- 0.98% |
$1.47M - $1.67M
|
1.16M
$328M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.5K- 0.51% |
$1.47M - $1.67M
|
2.27M
$641M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 1.76% |
$1.49M - $1.7M
|
650K
$184M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-11.9K- 36.36% |
$1.52M - $1.73M
|
20.8K
$5.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-12K- 1.82% |
$1.53M - $1.74M
|
647K
$183M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-12K- 18.72% |
$1.53M - $1.75M
|
52.1K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12K- 13.35% |
$1.53M - $1.75M
|
78.1K
$22.1M
|