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 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.6K- 59.17% |
$2.37M - $2.71M
|
12.8K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 5.77% |
$2.38M - $2.71M
|
305K
$78.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-18.7K- 40.71% |
$2.39M - $2.72M
|
27.3K
$7.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 0.64% |
$2.41M - $2.75M
|
2.92M
$752M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-19.1K- 4.9% |
$2.44M - $2.78M
|
371K
$95.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-19.5K- 7.96% |
$2.49M - $2.84M
|
226K
$58.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-19.6K- 2.7% |
$2.5M - $2.85M
|
705K
$182M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-19.8K- 7.21% |
$2.52M - $2.88M
|
255K
$65.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 1.41% |
$2.61M - $2.97M
|
1.43M
$367M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-20.4K- 1.09% |
$2.61M - $2.97M
|
1.85M
$477M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.6K- 99.92% |
$2.62M - $2.99M
|
17
$4.38K
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-20.8K- 89.48% |
$2.65M - $3.03M
|
2.45K
$630K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-21K- 39.15% |
$2.67M - $3.05M
|
32.6K
$8.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 3.25% |
$2.68M - $3.05M
|
624K
$161M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-22.3K- 28.28% |
$2.84M - $3.24M
|
56.5K
$14.5M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-22.3K- 56.19% |
$2.84M - $3.24M
|
17.4K
$4.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23K- 25.34% |
$2.93M - $3.35M
|
67.8K
$17.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-23.1K- 78.11% |
$2.94M - $3.36M
|
6.47K
$1.66M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-23.1K- 17.13% |
$2.95M - $3.37M
|
112K
$28.8M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-23.3K- 4.7% |
$2.96M - $3.38M
|
471K
$121M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-23.3K- 36.5% |
$2.96M - $3.38M
|
40.5K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-23.5K- 80.96% |
$2.99M - $3.41M
|
5.52K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23.5K- 1.22% |
$2.99M - $3.42M
|
1.91M
$491M
|
|
|
Aug 14, 2023
Q2 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-24.2K- 13.17% |
$3.09M - $3.52M
|
160K
$41.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-24.7K- 5.76% |
$3.15M - $3.6M
|
405K
$104M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25K- 3.89% |
$3.18M - $3.63M
|
617K
$159M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-25.1K- 14.04% |
$3.2M - $3.65M
|
154K
$39.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-25.3K- 1.86% |
$3.22M - $3.67M
|
1.33M
$342M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.4K- 85.83% |
$3.24M - $3.7M
|
4.2K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-25.7K- 2.06% |
$3.27M - $3.74M
|
1.22M
$315M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-25.8K- 48.23% |
$3.29M - $3.75M
|
27.7K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-26.1K- 30.37% |
$3.33M - $3.8M
|
59.9K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-26.6K- 18.95% |
$3.4M - $3.87M
|
114K
$29.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-27.4K- 3.82% |
$3.5M - $3.99M
|
690K
$178M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-27.7K- 20.56% |
$3.54M - $4.03M
|
107K
$27.6M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-27.7K- 20.56% |
$3.54M - $4.03M
|
107K
$27.6M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-27.8K- 6.87% |
$3.54M - $4.04M
|
377K
$96.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-28K- 26.88% |
$3.57M - $4.08M
|
76.2K
$19.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-28.5K- 74.41% |
$3.63M - $4.14M
|
9.8K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29.8K- 10.5% |
$3.8M - $4.34M
|
254K
$65.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-30K- 54.05% |
$3.82M - $4.36M
|
25.5K
$6.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30.1K- 88.9% |
$3.83M - $4.38M
|
3.76K
$967K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-30.1K- 7.24% |
$3.84M - $4.38M
|
386K
$99.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.4K- 32.27% |
$3.87M - $4.41M
|
63.7K
$16.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-31K- 9.81% |
$3.95M - $4.5M
|
285K
$73.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31.8K- 2.45% |
$4.06M - $4.63M
|
1.27M
$326M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-32K- 94.51% |
$4.08M - $4.66M
|
1.86K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-32.5K- 62.2% |
$4.14M - $4.73M
|
19.8K
$5.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-32.9K- 30.22% |
$4.19M - $4.78M
|
75.9K
$19.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-33.4K- 4.77% |
$4.26M - $4.86M
|
666K
$172M
|