Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Titleist Asset Management, LLC

San Antonio, TX
SELL
 -
-1.04K
- 5.14%
$133K - $151K
19.2K $4.97M
Aug 15, 2023 Q2 2023
Vestcor Inc

Fredericton, A3
SELL
 -
-1.05K
- 1.51%
$133K - $152K
68.3K $17.7M
Aug 14, 2023 Q2 2023
Shay Capital LLC

New York, NY
SELL
 -
-1.05K
- 8.68%
$134K - $153K
11.1K $2.86M
Aug 04, 2023 Q2 2023
Insight 2811, Inc.

Chicago, IL
SELL
 -
-1.05K
- 23.1%
$134K - $153K
3.5K $905K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.05K
- 9.35%
$134K - $153K
10.2K $2.64M
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
SELL
 -
-1.05K
- 7.04%
$134K - $153K
13.9K $3.6M
Jul 24, 2023 Q2 2023
Redwood Investments, LLC

SELL
 -
-1.07K
- 2.89%
$137K - $156K
36K $9.33M
Jul 17, 2023 Q2 2023
Martin Capital Partners, LLC

SELL
 -
-1.09K
- 1.89%
$138K - $158K
56.2K $14.5M
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-1.09K
- 1.39%
$138K - $158K
76.8K $19.9M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

SELL
 -
-1.09K
- 1.37%
$139K - $159K
78.3K $20.3M
Aug 07, 2023 Q2 2023
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-1.1K
- 14.72%
$140K - $160K
6.37K $1.65M
Aug 11, 2023 Q2 2023
Miramar Capital, LLC

SELL
 -
-1.1K
- 0.87%
$141K - $161K
126K $32.6M
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
SELL
 -
-1.11K
- 0.28%
$141K - $161K
396K $102M
Jul 24, 2023 Q2 2023
Nbt Bank N A

SELL
 -
-1.11K
- 1.12%
$142K - $162K
97.9K $25.3M
Jul 12, 2023 Q2 2023
First Bank & Trust

SELL
 -
-1.12K
- 6.87%
$142K - $162K
15.1K $3.92M
Jul 19, 2023 Q2 2023
Heartland Bank & Trust CO

SELL
 -
-1.12K
- 5.06%
$143K - $163K
21K $5.44M
Aug 14, 2023 Q2 2023
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-1.12K
- 6.8%
$143K - $163K
15.4K $3.98M
Jul 27, 2023 Q2 2023
Unigestion Holding Sa

SELL
 -
-1.14K
- 2.93%
$145K - $166K
37.7K $9.76M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

SELL
 -
-1.14K
- 6.35%
$146K - $166K
16.8K $4.36M
Jul 07, 2023 Q2 2023
Somerset Trust CO

SELL
 -
-1.15K
- 2.84%
$146K - $167K
39.1K $10.1M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.15K
- 1.09%
$146K - $167K
104K $26.9M
Aug 10, 2023 Q2 2023
Gabelli Funds LLC

Rye, NY
SELL
 -
-1.15K
- 0.26%
$147K - $167K
443K $115M
Jul 07, 2023 Q2 2023
Founders Capital Management

SELL
 -
-1.16K
- 3.07%
$148K - $168K
36.6K $9.47M
Aug 03, 2023 Q2 2023
Dearborn Partners LLC

SELL
 -
-1.16K
- 1.03%
$148K - $169K
111K $28.8M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-1.17K
- 20.8%
$149K - $169K
4.44K $1.15M
Jul 21, 2023 Q2 2023
Busey Wealth Management

SELL
 -
-1.17K
- 0.49%
$149K - $170K
238K $61.5M
Jul 26, 2023 Q2 2023
Parthenon LLC

SELL
 -
-1.18K
- 2.57%
$150K - $171K
44.5K $11.5M
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-1.18K
- 1.73%
$150K - $171K
66.7K $17.3M
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

SELL
 -
-1.18K
- 31.51%
$150K - $172K
2.57K $664K
Aug 14, 2023 Q2 2023
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-1.18K
- 5.24%
$151K - $172K
21.4K $5.54M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-1.18K
- 1.22%
$151K - $172K
96K $24.8M
Aug 14, 2023 Q2 2023
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-1.19K
- 10.1%
$151K - $173K
10.6K $2.73M
Jul 21, 2023 Q2 2023
Columbus Macro, LLC

SELL
 -
-1.2K
- 37.99%
$153K - $175K
1.96K $507K
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

SELL
 -
-1.21K
- 3.29%
$154K - $176K
35.6K $9.2M
Aug 10, 2023 Q2 2023
Nelson Capital Management, LLC

SELL
 -
-1.21K
- 3.15%
$155K - $177K
37.3K $9.64M
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

SELL
 -
-1.22K
- 0.98%
$155K - $177K
122K $31.7M
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

SELL
 -
-1.22K
- 9.94%
$155K - $177K
11K $2.86M
Aug 07, 2023 Q2 2023
Private Management Group Inc

SELL
 -
-1.23K
- 0.33%
$156K - $178K
371K $95.9M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

SELL
 -
-1.24K
- 3.48%
$158K - $180K
34.3K $8.88M
Jul 20, 2023 Q2 2023
Apricus Wealth, LLC

Beaufort, SC
SELL
 -
-1.25K
- 3.61%
$159K - $181K
33.2K $8.6M
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-1.25K
- 11.03%
$159K - $181K
10K $2.6M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-1.25K
- 0.3%
$159K - $182K
415K $107M
Aug 10, 2023 Q2 2023
Profund Advisors LLC

SELL
 -
-1.25K
- 3.07%
$159K - $182K
39.4K $10.2M
Jul 06, 2023 Q2 2023
Avondale Wealth Management

SELL
 -
-1.25K
- 34.48%
$159K - $182K
2.38K $615K
Jul 25, 2023 Q2 2023
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-1.26K
- 4.83%
$161K - $184K
24.9K $6.44M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-1.27K
- 2.01%
$162K - $184K
61.9K $16M
Aug 02, 2023 Q2 2023
Lsv Asset Management

Chicago, IL
SELL
 -
-1.27K
- 0.15%
$162K - $185K
850K $220M
Aug 14, 2023 Q2 2023
Cypress Asset Management Inc

Houston, TX
SELL
 -
-1.27K
- 2.06%
$162K - $185K
60.5K $15.7M
Jul 21, 2023 Q2 2023
New Potomac Partners, LLC

SELL
 -
-1.29K
- 6.85%
$165K - $188K
17.6K $4.55M

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