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
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-18- 0.15% |
$2.25K - $2.59K
|
11.6K
$3M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-19- 0.32% |
$2.37K - $2.73K
|
5.89K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-20- 0.84% |
$2.5K - $2.88K
|
2.37K
$612K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-20- 0.08% |
$2.5K - $2.88K
|
24.3K
$6.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-20- 0.67% |
$2.5K - $2.88K
|
2.95K
$762K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.3% |
$2.5K - $2.88K
|
6.56K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-20- 0.12% |
$2.5K - $2.88K
|
16.5K
$4.28M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-20- 0.17% |
$2.5K - $2.88K
|
11.6K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-20- 0.16% |
$2.5K - $2.88K
|
12.1K
$3.14M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-21- 0.33% |
$2.62K - $3.02K
|
6.37K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-21- 0.6% |
$2.62K - $3.02K
|
3.47K
$897K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 0.36% |
$2.62K - $3.02K
|
5.89K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-21- 0.46% |
$2.62K - $3.02K
|
4.52K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-22- 0.73% |
$2.75K - $3.16K
|
2.98K
$772K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-22- 1.41% |
$2.75K - $3.16K
|
1.54K
$398K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-23- 0.6% |
$2.87K - $3.31K
|
3.8K
$983K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-23- 0.03% |
$2.87K - $3.31K
|
79.4K
$20.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-24- 0.07% |
$3K - $3.45K
|
36K
$9.32M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-24- 1.48% |
$3K - $3.45K
|
1.6K
$414K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-24- 0.13% |
$3K - $3.45K
|
18.8K
$4.85M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-25- 1.45% |
$3.12K - $3.6K
|
1.7K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-25- 0.02% |
$3.12K - $3.6K
|
151K
$39.2M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 0.98% |
$3.12K - $3.6K
|
2.54K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 3.2% |
$3.25K - $3.74K
|
786
$203K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-26- 0.07% |
$3.25K - $3.74K
|
38.2K
$9.87M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-26- 1.11% |
$3.25K - $3.74K
|
2.32K
$600K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-26- 1.6% |
$3.25K - $3.74K
|
1.6K
$413K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-26- 1.62% |
$3.25K - $3.74K
|
1.58K
$408K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-27- 1.27% |
$3.37K - $3.88K
|
2.11K
$545K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-30- 0.26% |
$3.75K - $4.31K
|
11.4K
$2.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 0.14% |
$3.87K - $4.46K
|
21.8K
$5.65M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-31- 0.36% |
$3.87K - $4.46K
|
8.49K
$2.2M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-32- 2.06% |
$4K - $4.6K
|
1.52K
$393K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-33- 1.16% |
$4.12K - $4.75K
|
2.81K
$728K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-34- 0.2% |
$4.25K - $4.89K
|
17.2K
$4.45M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-34- 0.95% |
$4.25K - $4.89K
|
3.54K
$917K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-35- 0.31% |
$4.37K - $5.03K
|
11.4K
$2.96M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-35- 1.93% |
$4.37K - $5.03K
|
1.78K
$460K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-36- 1.56% |
$4.5K - $5.18K
|
2.27K
$587K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-36- 0.16% |
$4.5K - $5.18K
|
22.1K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-36- 0.35% |
$4.5K - $5.18K
|
10.2K
$2.64M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-37- 2.63% |
$4.62K - $5.32K
|
1.37K
$355K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-38- 0.15% |
$4.75K - $5.46K
|
26.1K
$6.77M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-38- 1.14% |
$4.75K - $5.46K
|
3.29K
$851K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-39- 0.43% |
$4.87K - $5.61K
|
9.14K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 1.76% |
$4.87K - $5.61K
|
2.18K
$563K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.71% |
$5K - $5.75K
|
5.58K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-40- 0.67% |
$5K - $5.75K
|
5.97K
$1.54M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-40- 0.18% |
$5K - $5.75K
|
22K
$5.7M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-40- 0.26% |
$5K - $5.75K
|
15.4K
$3.99M
|