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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.4K- 50.15% |
$2.22M - $2.54M
|
17.3K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-17.7K- 3.41% |
$2.26M - $2.57M
|
502K
$142M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-17.7K- 58.57% |
$2.26M - $2.58M
|
12.5K
$3.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.8K- 10.31% |
$2.27M - $2.59M
|
155K
$43.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18.1K- 74.9% |
$2.3M - $2.63M
|
6.05K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-18.1K- 10.56% |
$2.31M - $2.63M
|
153K
$43.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.2K- 3.52% |
$2.32M - $2.65M
|
500K
$141M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-18.3K- 6.67% |
$2.34M - $2.67M
|
256K
$72.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-18.5K- 80.91% |
$2.35M - $2.69M
|
4.36K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.6K- 59.17% |
$2.37M - $2.71M
|
12.8K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 5.77% |
$2.38M - $2.71M
|
305K
$86.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-18.7K- 40.71% |
$2.39M - $2.72M
|
27.3K
$7.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 0.64% |
$2.41M - $2.75M
|
2.92M
$827M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-19.1K- 4.9% |
$2.44M - $2.78M
|
371K
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-19.5K- 7.96% |
$2.49M - $2.84M
|
226K
$63.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-19.6K- 2.7% |
$2.5M - $2.85M
|
705K
$200M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-19.8K- 7.21% |
$2.52M - $2.88M
|
255K
$72.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 1.41% |
$2.61M - $2.97M
|
1.43M
$404M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-20.4K- 1.09% |
$2.61M - $2.97M
|
1.85M
$525M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.6K- 99.92% |
$2.62M - $2.99M
|
17
$4.81K
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-20.8K- 89.48% |
$2.65M - $3.03M
|
2.45K
$693K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-21K- 39.15% |
$2.67M - $3.05M
|
32.6K
$9.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 3.25% |
$2.68M - $3.05M
|
624K
$177M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-22.3K- 28.28% |
$2.84M - $3.24M
|
56.5K
$16M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-22.3K- 56.19% |
$2.84M - $3.24M
|
17.4K
$4.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23K- 25.34% |
$2.93M - $3.35M
|
67.8K
$19.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-23.1K- 78.11% |
$2.94M - $3.36M
|
6.47K
$1.83M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-23.1K- 17.13% |
$2.95M - $3.37M
|
112K
$31.7M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-23.3K- 4.7% |
$2.96M - $3.38M
|
471K
$133M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-23.3K- 36.5% |
$2.96M - $3.38M
|
40.5K
$11.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-23.5K- 80.96% |
$2.99M - $3.41M
|
5.52K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23.5K- 1.22% |
$2.99M - $3.42M
|
1.91M
$540M
|
|
|
Aug 14, 2023
Q2 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-24.2K- 13.17% |
$3.09M - $3.52M
|
160K
$45.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-24.7K- 5.76% |
$3.15M - $3.6M
|
405K
$115M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25K- 3.89% |
$3.18M - $3.63M
|
617K
$175M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-25.1K- 14.04% |
$3.2M - $3.65M
|
154K
$43.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-25.3K- 1.86% |
$3.22M - $3.67M
|
1.33M
$377M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.4K- 85.83% |
$3.24M - $3.7M
|
4.2K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-25.7K- 2.06% |
$3.27M - $3.74M
|
1.22M
$346M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-25.8K- 48.23% |
$3.29M - $3.75M
|
27.7K
$7.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-26.1K- 30.37% |
$3.33M - $3.8M
|
59.9K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-26.6K- 18.95% |
$3.4M - $3.87M
|
114K
$32.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-27.4K- 3.82% |
$3.5M - $3.99M
|
690K
$195M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-27.7K- 20.56% |
$3.54M - $4.03M
|
107K
$30.3M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-27.7K- 20.56% |
$3.54M - $4.03M
|
107K
$30.3M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-27.8K- 6.87% |
$3.54M - $4.04M
|
377K
$107M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-28K- 26.88% |
$3.57M - $4.08M
|
76.2K
$21.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-28.5K- 74.41% |
$3.63M - $4.14M
|
9.8K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29.8K- 10.5% |
$3.8M - $4.34M
|
254K
$72M
|
|
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-30K- 54.05% |
$3.82M - $4.36M
|
25.5K
$7.22M
|