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
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.62K- 6.32% |
$334K - $381K
|
38.8K
$9.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.64K- 2.95% |
$337K - $384K
|
87K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.65K- 1.32% |
$338K - $385K
|
197K
$50.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.66K- 36.92% |
$338K - $386K
|
4.54K
$1.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.66K- 1.19% |
$339K - $387K
|
222K
$57.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 3.04% |
$342K - $390K
|
85.7K
$22.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-2.69K- 8.65% |
$342K - $391K
|
28.4K
$7.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.71K- 2.75% |
$345K - $394K
|
95.9K
$24.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.73K- 44.05% |
$348K - $397K
|
3.47K
$893K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 9.38% |
$348K - $397K
|
26.4K
$6.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.79K- 17.37% |
$356K - $406K
|
13.3K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.8K- 14.5% |
$356K - $407K
|
16.5K
$4.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.8K- 2.78% |
$357K - $407K
|
97.9K
$25.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2.81K- 3.94% |
$358K - $409K
|
68.4K
$17.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.83K- 14.58% |
$361K - $412K
|
16.6K
$4.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.84K- 3.49% |
$362K - $413K
|
78.4K
$20.2M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-2.92K- 5.08% |
$372K - $425K
|
54.5K
$14M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-2.94K- 24.75% |
$375K - $428K
|
8.94K
$2.3M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.95K- 27.17% |
$376K - $429K
|
7.9K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-3K- 7.69% |
$382K - $436K
|
36K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.03K- 1.0% |
$387K - $441K
|
299K
$77M
|
|
|
Jul 27, 2023
Q2 2023
|
Wilsey Asset Management Inc
|
SELL
|
- |
-3.04K- 1.65% |
$388K - $443K
|
182K
$46.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.08K- 5.43% |
$392K - $447K
|
53.6K
$13.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-3.09K- 1.11% |
$394K - $450K
|
275K
$70.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 10.69% |
$394K - $450K
|
25.8K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-3.1K- 1.48% |
$395K - $451K
|
206K
$53.1M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.11K- 32.44% |
$396K - $452K
|
6.47K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.12K- 7.93% |
$398K - $454K
|
36.3K
$9.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.13K- 8.84% |
$399K - $455K
|
32.2K
$8.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.18K- 1.24% |
$405K - $462K
|
253K
$65.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-3.19K- 9.26% |
$406K - $464K
|
31.3K
$8.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.23K- 10.91% |
$412K - $470K
|
26.4K
$6.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.27K- 6.26% |
$416K - $475K
|
48.9K
$12.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.31K- 1.9% |
$422K - $481K
|
171K
$44.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.32K- 4.0% |
$423K - $483K
|
79.6K
$20.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3.33K- 5.23% |
$424K - $484K
|
60.3K
$15.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.33K- 8.05% |
$424K - $484K
|
38.1K
$9.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.34K- 8.89% |
$426K - $486K
|
34.2K
$8.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.37K- 5.74% |
$429K - $490K
|
55.3K
$14.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.37K- 1.29% |
$430K - $490K
|
257K
$66.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.37K- 2.52% |
$430K - $491K
|
131K
$33.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.37K- 18.41% |
$430K - $491K
|
14.9K
$3.85M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.37K- 10.6% |
$430K - $491K
|
28.4K
$7.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.39K- 1.14% |
$432K - $493K
|
293K
$75.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.41K- 28.7% |
$434K - $495K
|
8.46K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.42K- 26.17% |
$436K - $498K
|
9.65K
$2.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.43K- 16.66% |
$437K - $498K
|
17.1K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.44K- 2.48% |
$438K - $500K
|
135K
$34.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.45K- 16.49% |
$439K - $501K
|
17.5K
$4.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.48K- 22.91% |
$443K - $506K
|
11.7K
$3.01M
|