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 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-15- 0.29% |
$1.87K - $2.16K
|
5.1K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-15- 0.03% |
$1.87K - $2.16K
|
47.2K
$13.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-16- 0.97% |
$2K - $2.3K
|
1.64K
$474K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.34% |
$2.12K - $2.44K
|
4.95K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17- 1.04% |
$2.12K - $2.44K
|
1.62K
$469K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-17- 22.08% |
$2.12K - $2.44K
|
60
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-17- 0.43% |
$2.12K - $2.44K
|
3.94K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-18- 0.1% |
$2.25K - $2.59K
|
18.3K
$5.28M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-18- 0.15% |
$2.25K - $2.59K
|
11.6K
$3.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-19- 0.32% |
$2.37K - $2.73K
|
5.89K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-20- 0.84% |
$2.5K - $2.88K
|
2.37K
$683K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-20- 0.08% |
$2.5K - $2.88K
|
24.3K
$7.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-20- 0.67% |
$2.5K - $2.88K
|
2.95K
$850K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.3% |
$2.5K - $2.88K
|
6.56K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-20- 0.12% |
$2.5K - $2.88K
|
16.5K
$4.77M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-20- 0.17% |
$2.5K - $2.88K
|
11.6K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-20- 0.16% |
$2.5K - $2.88K
|
12.1K
$3.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-21- 0.33% |
$2.62K - $3.02K
|
6.37K
$1.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-21- 0.6% |
$2.62K - $3.02K
|
3.47K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 0.36% |
$2.62K - $3.02K
|
5.89K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-21- 0.46% |
$2.62K - $3.02K
|
4.52K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-22- 0.73% |
$2.75K - $3.16K
|
2.98K
$861K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-22- 1.41% |
$2.75K - $3.16K
|
1.54K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-23- 0.6% |
$2.87K - $3.31K
|
3.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-23- 0.03% |
$2.87K - $3.31K
|
79.4K
$22.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-24- 0.07% |
$3K - $3.45K
|
36K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-24- 1.48% |
$3K - $3.45K
|
1.6K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-24- 0.13% |
$3K - $3.45K
|
18.8K
$5.41M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-25- 1.45% |
$3.12K - $3.6K
|
1.7K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-25- 0.02% |
$3.12K - $3.6K
|
151K
$43.7M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 0.98% |
$3.12K - $3.6K
|
2.54K
$732K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 3.2% |
$3.25K - $3.74K
|
786
$227K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-26- 0.07% |
$3.25K - $3.74K
|
38.2K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-26- 1.11% |
$3.25K - $3.74K
|
2.32K
$669K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-26- 1.6% |
$3.25K - $3.74K
|
1.6K
$461K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-26- 1.62% |
$3.25K - $3.74K
|
1.58K
$455K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-27- 1.27% |
$3.37K - $3.88K
|
2.11K
$608K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-30- 0.26% |
$3.75K - $4.31K
|
11.4K
$3.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 0.14% |
$3.87K - $4.46K
|
21.8K
$6.3M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-31- 0.36% |
$3.87K - $4.46K
|
8.49K
$2.45M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-32- 2.06% |
$4K - $4.6K
|
1.52K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-33- 1.16% |
$4.12K - $4.75K
|
2.81K
$812K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-34- 0.2% |
$4.25K - $4.89K
|
17.2K
$4.96M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-34- 0.95% |
$4.25K - $4.89K
|
3.54K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-35- 0.31% |
$4.37K - $5.03K
|
11.4K
$3.3M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-35- 1.93% |
$4.37K - $5.03K
|
1.78K
$513K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-36- 1.56% |
$4.5K - $5.18K
|
2.27K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-36- 0.16% |
$4.5K - $5.18K
|
22.1K
$6.38M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-36- 0.35% |
$4.5K - $5.18K
|
10.2K
$2.95M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-37- 2.63% |
$4.62K - $5.32K
|
1.37K
$396K
|