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 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-65- 0.09% |
$8.12K - $9.35K
|
71.2K
$20.6M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-65- 3.87% |
$8.12K - $9.35K
|
1.62K
$466K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-65- 0.86% |
$8.12K - $9.35K
|
7.47K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-65- 3.79% |
$8.12K - $9.35K
|
1.65K
$476K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-66- 3.91% |
$8.24K - $9.49K
|
1.62K
$468K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-66- 1.86% |
$8.24K - $9.49K
|
3.48K
$1M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-66- 2.37% |
$8.24K - $9.49K
|
2.72K
$784K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-67- 0.49% |
$8.37K - $9.63K
|
13.7K
$3.96M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-67- 0.22% |
$8.37K - $9.63K
|
30.9K
$8.91M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-68- 3.61% |
$8.49K - $9.78K
|
1.82K
$524K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-68- 2.99% |
$8.49K - $9.78K
|
2.21K
$638K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-69- 1.13% |
$8.62K - $9.92K
|
6.02K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-69- 3.89% |
$8.62K - $9.92K
|
1.7K
$492K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-69- 0.19% |
$8.62K - $9.92K
|
36.1K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-70- 0.09% |
$8.74K - $10.1K
|
81.1K
$23.4M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-70- 3.99% |
$8.74K - $10.1K
|
1.69K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-70- 2.14% |
$8.74K - $10.1K
|
3.2K
$924K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 5.98% |
$8.87K - $10.2K
|
1.12K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-71- 0.12% |
$8.87K - $10.2K
|
58.1K
$16.8M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-72- 1.29% |
$8.99K - $10.4K
|
5.5K
$1.59M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-74- 0.76% |
$9.24K - $10.6K
|
9.6K
$2.77M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-74- 3.95% |
$9.24K - $10.6K
|
1.8K
$519K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-74- 0.91% |
$9.24K - $10.6K
|
8.02K
$2.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-75- 0.07% |
$9.37K - $10.8K
|
105K
$30.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-76- 1.78% |
$9.49K - $10.9K
|
4.18K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-76- 1.78% |
$9.49K - $10.9K
|
4.2K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-76- 2.28% |
$9.49K - $10.9K
|
3.26K
$941K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-77- 1.34% |
$9.62K - $11.1K
|
5.69K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-77- 3.5% |
$9.62K - $11.1K
|
2.13K
$613K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-79- 1.22% |
$9.87K - $11.4K
|
6.42K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 0.99% |
$9.87K - $11.4K
|
7.93K
$2.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-80- 0.57% |
$9.99K - $11.5K
|
13.9K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-81- 0.07% |
$10.1K - $11.6K
|
112K
$32.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-82- 0.43% |
$10.2K - $11.8K
|
19K
$5.48M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-82- 0.44% |
$10.2K - $11.8K
|
18.4K
$5.31M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-82- 7.06% |
$10.2K - $11.8K
|
1.08K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-83- 0.09% |
$10.4K - $11.9K
|
94.5K
$27.3M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-84- 0.18% |
$10.5K - $12.1K
|
46.4K
$13.4M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-84- 0.23% |
$10.5K - $12.1K
|
36.6K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-84- 1.81% |
$10.5K - $12.1K
|
4.55K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-85- 0.52% |
$10.6K - $12.2K
|
16.4K
$4.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-86- 0.63% |
$10.7K - $12.4K
|
13.6K
$3.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-86- 1.06% |
$10.7K - $12.4K
|
8.02K
$2.32M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-86- 0.58% |
$10.7K - $12.4K
|
14.7K
$4.23M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-87- 0.23% |
$10.9K - $12.5K
|
37.7K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-87- 0.45% |
$10.9K - $12.5K
|
19.4K
$5.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-88- 0.28% |
$11K - $12.7K
|
31.7K
$9.15M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-90- 0.16% |
$11.2K - $12.9K
|
57K
$16.5M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-91- 5.37% |
$11.4K - $13.1K
|
1.61K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-91- 0.23% |
$11.4K - $13.1K
|
39.8K
$11.5M
|