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 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-11.9K- 36.36% |
$1.52M - $1.73M
|
20.8K
$6.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-12K- 1.82% |
$1.53M - $1.74M
|
647K
$200M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-12K- 18.72% |
$1.53M - $1.75M
|
52.1K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12K- 13.35% |
$1.53M - $1.75M
|
78.1K
$24.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-12.3K- 17.3% |
$1.57M - $1.79M
|
58.9K
$18.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 6.22% |
$1.59M - $1.81M
|
188K
$58M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.6K- 32.14% |
$1.6M - $1.83M
|
26.5K
$8.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.7K- 26.53% |
$1.61M - $1.84M
|
35K
$10.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-12.7K- 3.68% |
$1.62M - $1.85M
|
333K
$103M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-12.7K- 63.88% |
$1.62M - $1.85M
|
7.2K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-12.8K- 38.42% |
$1.63M - $1.86M
|
20.5K
$6.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-12.9K- 1.61% |
$1.64M - $1.87M
|
787K
$243M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-13K- 1.38% |
$1.65M - $1.88M
|
923K
$285M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-13K- 1.06% |
$1.66M - $1.89M
|
1.21M
$374M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-13K- 2.44% |
$1.66M - $1.89M
|
519K
$160M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-13K- 43.7% |
$1.66M - $1.89M
|
16.8K
$5.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-13.1K- 27.23% |
$1.66M - $1.9M
|
34.9K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-13.1K- 1.56% |
$1.67M - $1.91M
|
831K
$257M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-13.2K- 8.2% |
$1.68M - $1.92M
|
148K
$45.6M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-13.3K- 56.3% |
$1.7M - $1.93M
|
10.3K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13.3K- 10.41% |
$1.7M - $1.93M
|
114K
$35.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-13.3K- 80.51% |
$1.7M - $1.94M
|
3.22K
$996K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.4K- 7.18% |
$1.7M - $1.94M
|
173K
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-13.4K- 13.19% |
$1.71M - $1.95M
|
88.5K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.6K- 1.79% |
$1.74M - $1.98M
|
749K
$231M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-13.8K- 0.73% |
$1.76M - $2M
|
1.88M
$582M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.9K- 2.64% |
$1.78M - $2.03M
|
513K
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-14K- 39.55% |
$1.78M - $2.03M
|
21.4K
$6.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-14.2K- 2.25% |
$1.81M - $2.06M
|
615K
$190M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-14.2K- 52.56% |
$1.81M - $2.07M
|
12.8K
$3.97M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-14.3K- 5.15% |
$1.83M - $2.08M
|
264K
$81.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-14.4K- 10.81% |
$1.84M - $2.09M
|
119K
$36.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.4K- 3.09% |
$1.84M - $2.09M
|
452K
$140M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-14.5K- 1.79% |
$1.85M - $2.11M
|
798K
$246M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-14.6K- 62.22% |
$1.86M - $2.12M
|
8.84K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.6K- 47.27% |
$1.87M - $2.13M
|
16.3K
$5.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-14.8K- 32.36% |
$1.89M - $2.16M
|
31K
$9.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-14.9K- 16.71% |
$1.89M - $2.16M
|
74.1K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.9K- 1.97% |
$1.9M - $2.17M
|
742K
$229M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15.5K- 12.34% |
$1.97M - $2.25M
|
110K
$33.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.5K- 82.55% |
$1.98M - $2.26M
|
3.28K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.7K- 39.32% |
$2M - $2.28M
|
24.2K
$7.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Pm Capital LTD
|
SELL
|
- |
-15.7K- 5.52% |
$2.01M - $2.29M
|
269K
$83.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16K- 6.83% |
$2.03M - $2.32M
|
218K
$67.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-16.3K- 12.68% |
$2.08M - $2.37M
|
112K
$34.6M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-16.3K- 58.17% |
$2.08M - $2.37M
|
11.7K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-16.4K- 4.52% |
$2.09M - $2.39M
|
346K
$107M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-16.7K- 8.31% |
$2.13M - $2.43M
|
184K
$57M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-16.8K- 68.22% |
$2.14M - $2.44M
|
7.83K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 37.18% |
$2.15M - $2.45M
|
28.5K
$8.79M
|