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
|
Meitav Dash Investments LTD
|
BUY
|
- |
12.5K+ 5.11% |
$1.6M - $1.82M
|
258K
$73M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
12.4K+ 2.49% |
$1.58M - $1.8M
|
510K
$144M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.4K+ 2.85% |
$1.57M - $1.8M
|
446K
$126M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
12.2KNew |
$1.55M - $1.77M
|
12.2K
$3.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
12.1K+ 49.15% |
$1.55M - $1.77M
|
36.8K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 0.63% |
$1.55M - $1.76M
|
1.94M
$549M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.1K+ 1.2% |
$1.54M - $1.76M
|
1.03M
$290M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
12.1KNew |
$1.54M - $1.76M
|
12.1K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.1K+ 22.61% |
$1.54M - $1.75M
|
65.4K
$18.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12K+ 475.56% |
$1.53M - $1.75M
|
14.5K
$4.12M
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
12KNew |
$1.53M - $1.75M
|
12K
$3.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
12K+ 5.54% |
$1.53M - $1.75M
|
229K
$64.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
11.9K+ 47.64% |
$1.52M - $1.74M
|
37K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 1.67% |
$1.52M - $1.73M
|
725K
$205M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.9K+ 69747.06% |
$1.51M - $1.72M
|
11.9K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
11.8K+ 5.57% |
$1.5M - $1.71M
|
223K
$63.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
11.7K+ 27.52% |
$1.49M - $1.71M
|
54.3K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.4K+ 22.26% |
$1.45M - $1.66M
|
62.6K
$17.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2K+ 17.04% |
$1.42M - $1.62M
|
76.8K
$21.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$1.41M - $1.61M
|
11.1K
$3.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
11K+ 76.31% |
$1.4M - $1.59M
|
25.3K
$7.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.9K+ 2.38% |
$1.39M - $1.59M
|
470K
$133M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8K+ 3.35% |
$1.38M - $1.57M
|
334K
$94.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10.6K+ 14.61% |
$1.35M - $1.54M
|
83.2K
$23.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
10.4K+ 30.78% |
$1.33M - $1.52M
|
44.3K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.3KNew |
$1.32M - $1.5M
|
10.3K
$2.92M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.2KNew |
$1.3M - $1.48M
|
10.2K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$1.28M - $1.46M
|
10.1K
$2.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10K+ 33.78% |
$1.28M - $1.46M
|
39.8K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.28M - $1.46M
|
10K
$2.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.98K+ 4.56% |
$1.27M - $1.45M
|
229K
$64.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.88K+ 0.91% |
$1.26M - $1.44M
|
1.1M
$311M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.87K+ 12.06% |
$1.26M - $1.44M
|
91.7K
$26M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.83K+ 13.47% |
$1.25M - $1.43M
|
82.8K
$23.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
9.74K+ 11.74% |
$1.24M - $1.42M
|
92.7K
$26.2M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.71K+ 19.31% |
$1.24M - $1.41M
|
60K
$17M
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
9.58K+ 3.16% |
$1.22M - $1.39M
|
313K
$88.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.56K+ 18.1% |
$1.22M - $1.39M
|
62.4K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.49KNew |
$1.21M - $1.38M
|
9.49K
$2.69M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
9.48KNew |
$1.21M - $1.38M
|
9.48K
$2.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.37K+ 9.61% |
$1.19M - $1.36M
|
107K
$30.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.36K+ 14.65% |
$1.19M - $1.36M
|
73.2K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
9.34KNew |
$1.19M - $1.36M
|
9.34K
$2.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.32K+ 19.22% |
$1.19M - $1.36M
|
57.8K
$16.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.28K+ 13.16% |
$1.18M - $1.35M
|
79.8K
$22.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.17K+ 44.48% |
$1.17M - $1.33M
|
29.8K
$8.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.14K+ 7.05% |
$1.17M - $1.33M
|
139K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
9.12K+ 27.37% |
$1.16M - $1.33M
|
42.4K
$12M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.1K+ 2.24% |
$1.16M - $1.32M
|
415K
$118M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.06K+ 54.03% |
$1.15M - $1.32M
|
25.8K
$7.31M
|