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 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.5K- 7.7% |
$573K - $654K
|
53.9K
$13.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-4.53K- 24.18% |
$577K - $658K
|
14.2K
$3.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.6K- 2.86% |
$586K - $669K
|
156K
$40.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-4.6K- 13.21% |
$586K - $669K
|
30.2K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-4.62K- 2.81% |
$589K - $673K
|
160K
$41.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.63K- 29.91% |
$590K - $674K
|
10.9K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.77K- 22.82% |
$608K - $693K
|
16.1K
$4.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-4.94K- 1.34% |
$629K - $718K
|
364K
$93.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5K- 69.65% |
$637K - $726K
|
2.18K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.05K- 15.74% |
$644K - $734K
|
27K
$6.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.05K- 2.6% |
$644K - $734K
|
189K
$48.8M
|
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.07K- 70.26% |
$646K - $737K
|
2.15K
$552K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-5.07K- 3.86% |
$646K - $737K
|
126K
$32.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.17K- 15.78% |
$658K - $751K
|
27.6K
$7.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-5.19K- 13.12% |
$661K - $754K
|
34.4K
$8.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5.19K- 2.95% |
$661K - $755K
|
170K
$43.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.23K- 10.36% |
$666K - $760K
|
45.2K
$11.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-5.23K- 32.76% |
$667K - $761K
|
10.7K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.23K- 2.47% |
$667K - $761K
|
207K
$53.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-5.23K- 1.9% |
$667K - $761K
|
270K
$69.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-5.26K- 1.39% |
$670K - $765K
|
374K
$96.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.38K- 15.28% |
$686K - $782K
|
29.8K
$7.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.4K- 1.48% |
$688K - $786K
|
360K
$92.7M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.4K- 7.67% |
$689K - $786K
|
65K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-5.49K- 4.89% |
$699K - $798K
|
107K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-5.5K- 2.79% |
$701K - $800K
|
192K
$49.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.51K- 55.53% |
$702K - $801K
|
4.41K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.55K- 67.67% |
$707K - $807K
|
2.65K
$682K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.58K- 1.52% |
$712K - $812K
|
363K
$93.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.62K- 4.71% |
$716K - $817K
|
114K
$29.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-5.68K- 1.26% |
$724K - $827K
|
444K
$114M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.7K- 15.72% |
$726K - $828K
|
30.5K
$7.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-5.7K- 38.08% |
$727K - $829K
|
9.27K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-5.71K- 56.23% |
$728K - $831K
|
4.45K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-5.72K- 26.95% |
$729K - $832K
|
15.5K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5.76K- 29.35% |
$734K - $837K
|
13.9K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-5.76K- 4.59% |
$734K - $838K
|
120K
$30.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-5.8K- 12.26% |
$739K - $844K
|
41.5K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-5.81K- 6.12% |
$741K - $845K
|
89.2K
$22.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 15.39% |
$750K - $855K
|
32.3K
$8.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-5.89K- 9.64% |
$751K - $857K
|
55.2K
$14.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.9K- 4.38% |
$753K - $859K
|
129K
$33.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.94K- 4.38% |
$758K - $864K
|
130K
$33.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6K- 26.67% |
$765K - $873K
|
16.5K
$4.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.02K- 9.46% |
$767K - $875K
|
57.6K
$14.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.03K- 1.46% |
$768K - $876K
|
406K
$104M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.06K- 20.33% |
$772K - $881K
|
23.7K
$6.11M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.08K- 46.5% |
$775K - $884K
|
6.99K
$1.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-6.1K- 6.05% |
$778K - $887K
|
94.7K
$24.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.12K- 2.65% |
$781K - $891K
|
225K
$58M
|