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
|
Davenport & CO LLC
|
SELL
|
- |
-13K- 1.06% |
$1.66M - $1.89M
|
1.21M
$312M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-13K- 2.44% |
$1.66M - $1.89M
|
519K
$134M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-13K- 43.7% |
$1.66M - $1.89M
|
16.8K
$4.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-13.1K- 27.23% |
$1.66M - $1.9M
|
34.9K
$8.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-13.1K- 1.56% |
$1.67M - $1.91M
|
831K
$214M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-13.2K- 8.2% |
$1.68M - $1.92M
|
148K
$38M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-13.3K- 56.3% |
$1.7M - $1.93M
|
10.3K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13.3K- 10.41% |
$1.7M - $1.93M
|
114K
$29.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-13.3K- 80.51% |
$1.7M - $1.94M
|
3.22K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.4K- 7.18% |
$1.7M - $1.94M
|
173K
$44.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-13.4K- 13.19% |
$1.71M - $1.95M
|
88.5K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.6K- 1.79% |
$1.74M - $1.98M
|
749K
$193M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-13.8K- 0.73% |
$1.76M - $2M
|
1.88M
$485M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.9K- 2.64% |
$1.78M - $2.03M
|
513K
$132M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-14K- 39.55% |
$1.78M - $2.03M
|
21.4K
$5.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-14.2K- 2.25% |
$1.81M - $2.06M
|
615K
$158M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-14.2K- 52.56% |
$1.81M - $2.07M
|
12.8K
$3.31M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-14.3K- 5.15% |
$1.83M - $2.08M
|
264K
$68M
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-14.4K- 10.81% |
$1.84M - $2.09M
|
119K
$30.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.4K- 3.09% |
$1.84M - $2.09M
|
452K
$116M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-14.5K- 1.79% |
$1.85M - $2.11M
|
798K
$205M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-14.6K- 62.22% |
$1.86M - $2.12M
|
8.84K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.6K- 47.27% |
$1.87M - $2.13M
|
16.3K
$4.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-14.8K- 32.36% |
$1.89M - $2.16M
|
31K
$7.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-14.9K- 16.71% |
$1.89M - $2.16M
|
74.1K
$19.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.9K- 1.97% |
$1.9M - $2.17M
|
742K
$191M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15.5K- 12.34% |
$1.97M - $2.25M
|
110K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.5K- 82.55% |
$1.98M - $2.26M
|
3.28K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.7K- 39.32% |
$2M - $2.28M
|
24.2K
$6.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Pm Capital LTD
|
SELL
|
- |
-15.7K- 5.52% |
$2.01M - $2.29M
|
269K
$69.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16K- 6.83% |
$2.03M - $2.32M
|
218K
$56M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-16.3K- 12.68% |
$2.08M - $2.37M
|
112K
$28.9M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-16.3K- 58.17% |
$2.08M - $2.37M
|
11.7K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-16.4K- 4.52% |
$2.09M - $2.39M
|
346K
$89.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-16.7K- 8.31% |
$2.13M - $2.43M
|
184K
$47.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-16.8K- 68.22% |
$2.14M - $2.44M
|
7.83K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 37.18% |
$2.15M - $2.45M
|
28.5K
$7.33M
|
|
|
Aug 08, 2023
Q2 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-17K- 42.5% |
$2.17M - $2.47M
|
23K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.1K- 17.84% |
$2.17M - $2.48M
|
78.5K
$20.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.3K- 1.93% |
$2.2M - $2.52M
|
878K
$226M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.3K- 16.83% |
$2.21M - $2.52M
|
85.7K
$22.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.4K- 50.15% |
$2.22M - $2.54M
|
17.3K
$4.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-17.7K- 3.41% |
$2.26M - $2.57M
|
502K
$129M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-17.7K- 58.57% |
$2.26M - $2.58M
|
12.5K
$3.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.8K- 10.31% |
$2.27M - $2.59M
|
155K
$39.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18.1K- 74.9% |
$2.3M - $2.63M
|
6.05K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-18.1K- 10.56% |
$2.31M - $2.63M
|
153K
$39.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.2K- 3.52% |
$2.32M - $2.65M
|
500K
$129M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-18.3K- 6.67% |
$2.34M - $2.67M
|
256K
$66M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-18.5K- 80.91% |
$2.35M - $2.69M
|
4.36K
$1.12M
|