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 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-67- 0.22% |
$8.37K - $9.63K
|
30.9K
$7.99M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-68- 3.61% |
$8.49K - $9.78K
|
1.82K
$470K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-68- 2.99% |
$8.49K - $9.78K
|
2.21K
$572K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-69- 1.13% |
$8.62K - $9.92K
|
6.02K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-69- 3.89% |
$8.62K - $9.92K
|
1.7K
$441K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-69- 0.19% |
$8.62K - $9.92K
|
36.1K
$9.34M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-70- 0.09% |
$8.74K - $10.1K
|
81.1K
$21M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-70- 3.99% |
$8.74K - $10.1K
|
1.69K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-70- 2.14% |
$8.74K - $10.1K
|
3.2K
$829K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 5.98% |
$8.87K - $10.2K
|
1.12K
$289K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-71- 0.12% |
$8.87K - $10.2K
|
58.1K
$15M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-72- 1.29% |
$8.99K - $10.4K
|
5.5K
$1.42M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-74- 0.76% |
$9.24K - $10.6K
|
9.6K
$2.48M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-74- 3.95% |
$9.24K - $10.6K
|
1.8K
$465K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-74- 0.91% |
$9.24K - $10.6K
|
8.02K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-75- 0.07% |
$9.37K - $10.8K
|
105K
$27.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-76- 1.78% |
$9.49K - $10.9K
|
4.18K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-76- 1.78% |
$9.49K - $10.9K
|
4.2K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-76- 2.28% |
$9.49K - $10.9K
|
3.26K
$843K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-77- 1.34% |
$9.62K - $11.1K
|
5.69K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-77- 3.5% |
$9.62K - $11.1K
|
2.13K
$550K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-79- 1.22% |
$9.87K - $11.4K
|
6.42K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 0.99% |
$9.87K - $11.4K
|
7.93K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-80- 0.57% |
$9.99K - $11.5K
|
13.9K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-81- 0.07% |
$10.1K - $11.6K
|
112K
$28.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-82- 0.43% |
$10.2K - $11.8K
|
19K
$4.91M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-82- 0.44% |
$10.2K - $11.8K
|
18.4K
$4.76M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-82- 7.06% |
$10.2K - $11.8K
|
1.08K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-83- 0.09% |
$10.4K - $11.9K
|
94.5K
$24.4M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-84- 0.18% |
$10.5K - $12.1K
|
46.4K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-84- 0.23% |
$10.5K - $12.1K
|
36.6K
$9.47M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-84- 1.81% |
$10.5K - $12.1K
|
4.55K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-85- 0.52% |
$10.6K - $12.2K
|
16.4K
$4.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-86- 0.63% |
$10.7K - $12.4K
|
13.6K
$3.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-86- 1.06% |
$10.7K - $12.4K
|
8.02K
$2.08M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-86- 0.58% |
$10.7K - $12.4K
|
14.7K
$3.79M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-87- 0.23% |
$10.9K - $12.5K
|
37.7K
$9.77M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-87- 0.45% |
$10.9K - $12.5K
|
19.4K
$5.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-88- 0.28% |
$11K - $12.7K
|
31.7K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-90- 0.16% |
$11.2K - $12.9K
|
57K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-91- 5.37% |
$11.4K - $13.1K
|
1.61K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-91- 0.23% |
$11.4K - $13.1K
|
39.8K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-91- 1.17% |
$11.4K - $13.1K
|
7.72K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-92- 5.36% |
$11.5K - $13.2K
|
1.63K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-92- 0.51% |
$11.5K - $13.2K
|
18K
$4.65M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-93- 0.85% |
$11.6K - $13.4K
|
10.9K
$2.82M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-93- 0.11% |
$11.6K - $13.4K
|
83.5K
$21.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-94- 0.93% |
$11.7K - $13.5K
|
10K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-95- 4.2% |
$11.9K - $13.7K
|
2.17K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-95- 0.13% |
$11.9K - $13.7K
|
75.6K
$19.6M
|