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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$125 - $144
|
1.7K
$441K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
5.19K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.83% |
$125 - $144
|
122
$31.6K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$125 - $144
|
38.3K
$9.91M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$125 - $144
|
1.44K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.11% |
$125 - $144
|
892
$231K
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1+ 0.01% |
$125 - $144
|
8.36K
$2.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.09% |
$125 - $144
|
1.09K
$282K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$125 - $144
|
4.11K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-1- 0.01% |
$125 - $144
|
9.27K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1- 0.06% |
$125 - $144
|
1.6K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-2- 0.07% |
$250 - $288
|
2.71K
$702K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-2- 0.01% |
$250 - $288
|
25.7K
$6.64M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.11% |
$250 - $288
|
1.89K
$490K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.17% |
$500 - $575
|
2.33K
$602K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4- 0.07% |
$500 - $575
|
5.79K
$1.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.24% |
$500 - $575
|
1.69K
$437K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-4- 0.21% |
$500 - $575
|
1.93K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 2.99% |
$500 - $575
|
130
$33.6K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.14% |
$625 - $719
|
3.67K
$948K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-5- 0.01% |
$625 - $719
|
64.7K
$16.7M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-7- 0.03% |
$874 - $1.01K
|
22.6K
$5.85M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-8- 0.01% |
$999 - $1.15K
|
57.1K
$14.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-9- 0.23% |
$1.12K - $1.29K
|
3.92K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-9- 0.05% |
$1.12K - $1.29K
|
17.7K
$4.57M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-10- 0.14% |
$1.25K - $1.44K
|
6.93K
$1.79M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-10- 0.14% |
$1.25K - $1.44K
|
6.93K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.13% |
$1.25K - $1.44K
|
7.93K
$2.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-10- 0.03% |
$1.25K - $1.44K
|
34.5K
$8.92M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-10- 0.04% |
$1.25K - $1.44K
|
24K
$6.21M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10- 23.26% |
$1.25K - $1.44K
|
33
$8.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-11- 0.45% |
$1.37K - $1.58K
|
2.41K
$624K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-11- 5.0% |
$1.37K - $1.58K
|
209
$54.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12- 0.05% |
$1.5K - $1.73K
|
24.8K
$6.41M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12- 0.01% |
$1.5K - $1.73K
|
94.1K
$24.3M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 0.15% |
$1.5K - $1.73K
|
7.89K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-12- 0.09% |
$1.5K - $1.73K
|
13K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-12- 0.04% |
$1.5K - $1.73K
|
27.6K
$7.14M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-14- 0.04% |
$1.75K - $2.01K
|
33.9K
$8.77M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-14- 0.33% |
$1.75K - $2.01K
|
4.21K
$1.09M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-14- 0.65% |
$1.75K - $2.01K
|
2.15K
$555K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.62% |
$1.75K - $2.01K
|
2.26K
$584K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-15- 0.29% |
$1.87K - $2.16K
|
5.1K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-15- 0.03% |
$1.87K - $2.16K
|
47.2K
$12.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-16- 0.97% |
$2K - $2.3K
|
1.64K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.34% |
$2.12K - $2.44K
|
4.95K
$1.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17- 1.04% |
$2.12K - $2.44K
|
1.62K
$420K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-17- 22.08% |
$2.12K - $2.44K
|
60
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-17- 0.43% |
$2.12K - $2.44K
|
3.94K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-18- 0.1% |
$2.25K - $2.59K
|
18.3K
$4.73M
|