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 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30.1K- 88.9% |
$3.83M - $4.38M
|
3.76K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-30.1K- 7.24% |
$3.84M - $4.38M
|
386K
$109M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.4K- 32.27% |
$3.87M - $4.41M
|
63.7K
$18M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-31K- 9.81% |
$3.95M - $4.5M
|
285K
$80.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31.8K- 2.45% |
$4.06M - $4.63M
|
1.27M
$359M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-32K- 94.51% |
$4.08M - $4.66M
|
1.86K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-32.5K- 62.2% |
$4.14M - $4.73M
|
19.8K
$5.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-32.9K- 30.22% |
$4.19M - $4.78M
|
75.9K
$21.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-33.4K- 4.77% |
$4.26M - $4.86M
|
666K
$189M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-34K- 61.26% |
$4.33M - $4.94M
|
21.5K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-34.6K- 77.92% |
$4.42M - $5.04M
|
9.82K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-36K- 23.39% |
$4.59M - $5.24M
|
118K
$33.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-36.3K- 30.72% |
$4.62M - $5.28M
|
81.8K
$23.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-36.4K- 4.67% |
$4.64M - $5.3M
|
744K
$211M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-37.4K- 46.06% |
$4.76M - $5.43M
|
43.7K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-38.6K- 36.42% |
$4.92M - $5.61M
|
67.4K
$19.1M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-38.7K- 17.61% |
$4.94M - $5.63M
|
181K
$51.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-39.5K- 4.74% |
$5.03M - $5.74M
|
793K
$225M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-40K- 11.1% |
$5.1M - $5.82M
|
320K
$90.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-40.1K- 57.94% |
$5.11M - $5.83M
|
29.1K
$8.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-40.1K- 98.17% |
$5.11M - $5.83M
|
749
$212K
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-42K- 16.93% |
$5.36M - $6.11M
|
206K
$58.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42.9K- 56.77% |
$5.47M - $6.25M
|
32.7K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-43.2K- 92.18% |
$5.51M - $6.29M
|
3.67K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-44.6K- 18.74% |
$5.69M - $6.49M
|
193K
$54.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-44.8K- 1.82% |
$5.71M - $6.51M
|
2.41M
$682M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-46.2K- 14.57% |
$5.89M - $6.72M
|
271K
$76.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-46.3K- 18.85% |
$5.91M - $6.74M
|
199K
$56.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-46.8K- 8.46% |
$5.96M - $6.8M
|
506K
$143M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48.1K- 6.66% |
$6.14M - $7M
|
675K
$191M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-48.2K- 14.05% |
$6.14M - $7.01M
|
295K
$83.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-49K- 62.99% |
$6.25M - $7.13M
|
28.8K
$8.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-49.5K- 3.21% |
$6.31M - $7.2M
|
1.49M
$423M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-50.5K- 20.18% |
$6.44M - $7.34M
|
200K
$56.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-50.7K- 22.86% |
$6.46M - $7.38M
|
171K
$48.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-51K- 5.15% |
$6.5M - $7.41M
|
938K
$265M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-51.1K- 42.37% |
$6.51M - $7.43M
|
69.5K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-51.2K- 8.88% |
$6.53M - $7.45M
|
526K
$149M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-52K- 19.94% |
$6.62M - $7.56M
|
209K
$59.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-52.2K- 24.35% |
$6.66M - $7.6M
|
162K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-52.8K- 71.95% |
$6.72M - $7.67M
|
20.6K
$5.82M
|
|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-54.2K- 10.48% |
$6.9M - $7.88M
|
463K
$131M
|
|
|
Oct 01, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-54.2K- 10.48% |
$6.9M - $7.88M
|
463K
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-55.1K- 17.36% |
$7.03M - $8.02M
|
262K
$74.3M
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-55.1K- 17.36% |
$7.03M - $8.02M
|
262K
$74.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-57.4K- 9.69% |
$7.32M - $8.35M
|
535K
$151M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-58.8K- 3.6% |
$7.49M - $8.55M
|
1.57M
$445M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-59.6K- 1.58% |
$7.6M - $8.67M
|
3.72M
$1.05B
|
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-59.6K- 3.21% |
$7.6M - $8.67M
|
1.8M
$509M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-61.4K- 9.17% |
$7.83M - $8.93M
|
608K
$172M
|