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 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.01K+ 242.7% |
$1.15M - $1.31M
|
12.7K
$3.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9K+ 15.36% |
$1.15M - $1.31M
|
67.6K
$19.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.92K+ 8.85% |
$1.14M - $1.3M
|
110K
$31.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
8.91KNew |
$1.14M - $1.3M
|
8.91K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.88K+ 6.7% |
$1.13M - $1.29M
|
142K
$40.1M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.83K+ 9.0% |
$1.12M - $1.28M
|
107K
$30.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.73K+ 1.44% |
$1.11M - $1.27M
|
614K
$174M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.7K+ 34.59% |
$1.11M - $1.27M
|
33.9K
$9.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.62K+ 5.11% |
$1.1M - $1.25M
|
177K
$50.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8.55K+ 5.86% |
$1.09M - $1.24M
|
154K
$43.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.49K+ 4.7% |
$1.08M - $1.23M
|
189K
$53.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.31K+ 2.11% |
$1.06M - $1.21M
|
401K
$114M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8.29K+ 21.27% |
$1.06M - $1.21M
|
47.3K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$1.05M - $1.2M
|
8.22K
$2.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.21K+ 11.52% |
$1.05M - $1.19M
|
79.4K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.2K+ 212.38% |
$1.05M - $1.19M
|
12.1K
$3.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
8.17K+ 2.13% |
$1.04M - $1.19M
|
392K
$111M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.16K+ 5.38% |
$1.04M - $1.19M
|
160K
$45.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.15KNew |
$1.04M - $1.18M
|
8.15K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
8.09K+ 2.96% |
$1.03M - $1.18M
|
281K
$79.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
7.92K+ 249.73% |
$1.01M - $1.15M
|
11.1K
$3.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
7.86K+ 7.32% |
$1M - $1.14M
|
115K
$32.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.81K+ 4.89% |
$995K - $1.14M
|
168K
$47.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.76K+ 6.95% |
$989K - $1.13M
|
119K
$33.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.75K+ 9.92% |
$988K - $1.13M
|
85.8K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.75K+ 5.26% |
$988K - $1.13M
|
155K
$43.9M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.75K+ 5.26% |
$988K - $1.13M
|
155K
$43.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.74K+ 0.45% |
$987K - $1.13M
|
1.73M
$490M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7.67K+ 14.68% |
$978K - $1.12M
|
59.9K
$17M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.65K+ 68.32% |
$975K - $1.11M
|
18.9K
$5.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.55K+ 51.41% |
$962K - $1.1M
|
22.2K
$6.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
7.5K+ 16.3% |
$957K - $1.09M
|
53.5K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7.49K+ 285.88% |
$955K - $1.09M
|
10.1K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
7.45K+ 11.41% |
$949K - $1.08M
|
72.7K
$20.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.44K+ 57.62% |
$948K - $1.08M
|
20.3K
$5.76M
|
|
|
Mar 13, 2025
Q2 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
7.4KNew |
$944K - $1.08M
|
7.4K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7.32K+ 22.01% |
$933K - $1.06M
|
40.6K
$11.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
7.23KNew |
$922K - $1.05M
|
7.23K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
7.19KNew |
$916K - $1.05M
|
7.19K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.14K+ 5.09% |
$911K - $1.04M
|
148K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.13K+ 0.28% |
$909K - $1.04M
|
2.53M
$717M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.09K+ 8.24% |
$904K - $1.03M
|
93.2K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.04K+ 87.34% |
$898K - $1.02M
|
15.1K
$4.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.04K+ 5.87% |
$897K - $1.02M
|
127K
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
6.88K+ 98.1% |
$877K - $1M
|
13.9K
$3.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 11.06% |
$867K - $989K
|
68.3K
$19.3M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6.8K+ 5.01% |
$867K - $989K
|
143K
$40.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.78K+ 25.76% |
$864K - $986K
|
33.1K
$9.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.78K+ 487.63% |
$864K - $986K
|
8.17K
$2.31M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6.78K+ 45.29% |
$864K - $986K
|
21.7K
$6.16M
|