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
Jul 11, 2023 Q2 2023
Jacobs & CO

SELL
 -
-2K
- 42.18%
$255K - $291K
2.74K $706K
Jul 17, 2023 Q2 2023
Avity Investment Management Inc.

SELL
 -
-2.02K
- 1.88%
$258K - $294K
105K $27.1M
Aug 15, 2023 Q2 2023
Girard Partners Ltd.

SELL
 -
-2.02K
- 2.55%
$258K - $294K
77.4K $19.9M
Jul 25, 2023 Q2 2023
Old Second National Bank Of Aurora

SELL
 -
-2.08K
- 3.74%
$266K - $303K
53.6K $13.8M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-2.13K
- 25.74%
$272K - $310K
6.16K $1.58M
Jul 28, 2023 Q2 2023
Bray Capital Advisors

SELL
 -
-2.17K
- 4.0%
$276K - $315K
52.1K $13.4M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-2.18K
- 1.03%
$278K - $317K
211K $54.2M
Aug 03, 2023 Q2 2023
Vaughan Nelson Investment Management, L.P.

SELL
 -
-2.19K
- 7.9%
$279K - $318K
25.5K $6.56M
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
SELL
 -
-2.2K
- 0.51%
$280K - $320K
432K $111M
Aug 08, 2023 Q2 2023
Ar Asset Management Inc

SELL
 -
-2.2K
- 3.26%
$280K - $320K
65.2K $16.8M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

SELL
 -
-2.21K
- 2.12%
$282K - $321K
102K $26.3M
Jul 26, 2023 Q2 2023
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-2.21K
- 18.58%
$282K - $322K
9.69K $2.49M
Aug 03, 2023 Q2 2023
Van Eck Associates Corp

SELL
 -
-2.22K
- 5.31%
$282K - $322K
39.5K $10.2M
Jul 25, 2023 Q2 2023
Qv Investors Inc.

SELL
 -
-2.22K
- 4.64%
$283K - $323K
45.7K $11.8M
Jul 19, 2023 Q2 2023
Eastern Bank

SELL
 -
-2.22K
- 0.82%
$283K - $323K
270K $69.5M
Aug 03, 2023 Q2 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
SELL
 -
-2.23K
- 37.69%
$285K - $325K
3.69K $951K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-2.25K
- 2.62%
$287K - $327K
83.6K $21.5M
Aug 04, 2023 Q2 2023
Motco

SELL
 -
-2.25K
- 1.85%
$287K - $327K
120K $30.8M
Aug 07, 2023 Q2 2023
United Bank

SELL
 -
-2.26K
- 7.98%
$288K - $328K
26K $6.7M
Jul 12, 2023 Q2 2023
American National Bank

SELL
 -
-2.26K
- 4.33%
$288K - $329K
50K $12.9M
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

SELL
 -
-2.26K
- 23.47%
$288K - $329K
7.38K $1.9M
Aug 16, 2023 Q2 2023
Coastal Bridge Advisors, LLC

SELL
 -
-2.26K
- 19.83%
$289K - $329K
9.15K $2.36M
Jul 20, 2023 Q2 2023
Mill Capital Management, LLC

SELL
 -
-2.28K
- 1.01%
$290K - $331K
224K $57.7M
Aug 14, 2023 Q2 2023
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-2.28K
- 22.51%
$291K - $332K
7.85K $2.02M
Aug 09, 2023 Q2 2023
Owen La Rue, LLC

Elizabethtown, KY
SELL
 -
-2.29K
- 13.44%
$292K - $333K
14.8K $3.8M
Jul 12, 2023 Q2 2023
Community Trust & Investment CO

SELL
 -
-2.3K
- 1.27%
$293K - $334K
178K $45.9M
Aug 23, 2023 Q2 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-2.3K
- 45.64%
$293K - $334K
2.74K $705K
Jul 24, 2023 Q2 2023
Galibier Capital Management Ltd.

SELL
 -
-2.3K
- 26.41%
$293K - $335K
6.41K $1.65M
Aug 04, 2023 Q2 2023
Longfellow Investment Management CO LLC

Boston, MA
SELL
 -
-2.3K
- 14.66%
$293K - $335K
13.4K $3.45M
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
SELL
 -
-2.32K
- 51.47%
$296K - $338K
2.19K $564K
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

SELL
 -
-2.35K
- 15.22%
$299K - $341K
13.1K $3.36M
Aug 04, 2023 Q2 2023
Adell Harriman & Carpenter Inc

SELL
 -
-2.35K
- 2.07%
$300K - $342K
111K $28.7M
Aug 02, 2023 Q2 2023
State Of New Jersey Common Pension Fund D

SELL
 -
-2.36K
- 0.14%
$300K - $343K
1.72M $444M
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

SELL
 -
-2.36K
- 1.21%
$301K - $344K
192K $49.4M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

SELL
 -
-2.38K
- 0.73%
$303K - $346K
322K $83M
Jul 25, 2023 Q2 2023
Israel Discount Bank Of New York

New York, NY
SELL
 -
-2.38K
- 21.73%
$303K - $346K
8.57K $2.21M
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

SELL
 -
-2.4K
- 19.55%
$306K - $349K
9.86K $2.54M
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-2.4K
- 2.69%
$306K - $349K
87K $22.4M
Jul 20, 2023 Q2 2023
Telos Capital Management, Inc.

SELL
 -
-2.42K
- 3.04%
$308K - $352K
77.1K $19.8M
Aug 07, 2023 Q2 2023
Amica Retiree Medical Trust

SELL
 -
-2.43K
- 25.6%
$310K - $354K
7.07K $1.82M
Aug 10, 2023 Q2 2023
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-2.44K
- 18.43%
$311K - $354K
10.8K $2.78M
Aug 01, 2023 Q2 2023
First Interstate Bank

Billings, MT
SELL
 -
-2.44K
- 4.69%
$311K - $355K
49.6K $12.8M
Jul 03, 2023 Q2 2023
Canandaigua National Bank & Trust CO

Canandaigua, NY
SELL
 -
-2.44K
- 2.16%
$311K - $355K
111K $28.5M
Aug 14, 2023 Q2 2023
Waters Parkerson & Co., LLC

SELL
 -
-2.45K
- 0.63%
$312K - $356K
388K $99.9M
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-2.52K
- 2.49%
$321K - $367K
98.5K $25.4M
Aug 11, 2023 Q2 2023
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-2.53K
- 4.11%
$322K - $368K
59.1K $15.2M
Jul 31, 2023 Q2 2023
Account Management LLC

SELL
 -
-2.55K
- 9.18%
$325K - $371K
25.2K $6.5M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2.56K
- 2.51%
$326K - $372K
99.6K $25.6M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
SELL
 -
-2.6K
- 45.17%
$331K - $378K
3.15K $812K

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