Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$125 - $144
|
1.91K
$551K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.0% |
$125 - $144
|
22.3K
$6.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$125 - $144
|
401K
$116M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $144
|
2.55K
$736K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $144
|
3.98K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
5.88K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
6.35K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.06% |
$125 - $144
|
1.61K
$464K
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$125 - $144
|
1.7K
$492K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
5.19K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.83% |
$125 - $144
|
122
$35.2K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$125 - $144
|
38.3K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$125 - $144
|
1.44K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.11% |
$125 - $144
|
892
$258K
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1+ 0.01% |
$125 - $144
|
8.36K
$2.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.09% |
$125 - $144
|
1.09K
$314K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$125 - $144
|
4.11K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-1- 0.01% |
$125 - $144
|
9.27K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1- 0.06% |
$125 - $144
|
1.6K
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-2- 0.07% |
$250 - $288
|
2.71K
$783K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-2- 0.01% |
$250 - $288
|
25.7K
$7.41M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.11% |
$250 - $288
|
1.89K
$547K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.17% |
$500 - $575
|
2.33K
$672K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4- 0.07% |
$500 - $575
|
5.79K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.24% |
$500 - $575
|
1.69K
$488K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-4- 0.21% |
$500 - $575
|
1.93K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 2.99% |
$500 - $575
|
130
$37.5K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.14% |
$625 - $719
|
3.67K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-5- 0.01% |
$625 - $719
|
64.7K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-7- 0.03% |
$874 - $1.01K
|
22.6K
$6.52M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-8- 0.01% |
$999 - $1.15K
|
57.1K
$16.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-9- 0.23% |
$1.12K - $1.29K
|
3.92K
$1.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-9- 0.05% |
$1.12K - $1.29K
|
17.7K
$5.1M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-10- 0.14% |
$1.25K - $1.44K
|
6.93K
$2M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-10- 0.14% |
$1.25K - $1.44K
|
6.93K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.13% |
$1.25K - $1.44K
|
7.93K
$2.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-10- 0.03% |
$1.25K - $1.44K
|
34.5K
$9.95M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-10- 0.04% |
$1.25K - $1.44K
|
24K
$6.93M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10- 23.26% |
$1.25K - $1.44K
|
33
$9.53K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-11- 0.45% |
$1.37K - $1.58K
|
2.41K
$696K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-11- 5.0% |
$1.37K - $1.58K
|
209
$60.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12- 0.05% |
$1.5K - $1.73K
|
24.8K
$7.15M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12- 0.01% |
$1.5K - $1.73K
|
94.1K
$27.2M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 0.15% |
$1.5K - $1.73K
|
7.89K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-12- 0.09% |
$1.5K - $1.73K
|
13K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-12- 0.04% |
$1.5K - $1.73K
|
27.6K
$7.97M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-14- 0.04% |
$1.75K - $2.01K
|
33.9K
$9.79M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-14- 0.33% |
$1.75K - $2.01K
|
4.21K
$1.21M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-14- 0.65% |
$1.75K - $2.01K
|
2.15K
$620K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.62% |
$1.75K - $2.01K
|
2.26K
$651K
|