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 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-91- 1.17% |
$11.4K - $13.1K
|
7.72K
$2.23M
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-92- 5.36% |
$11.5K - $13.2K
|
1.63K
$469K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-92- 0.51% |
$11.5K - $13.2K
|
18K
$5.19M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-93- 0.85% |
$11.6K - $13.4K
|
10.9K
$3.15M
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-93- 0.11% |
$11.6K - $13.4K
|
83.5K
$24.1M
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-94- 0.93% |
$11.7K - $13.5K
|
10K
$2.89M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-95- 4.2% |
$11.9K - $13.7K
|
2.17K
$626K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-95- 0.13% |
$11.9K - $13.7K
|
75.6K
$21.8M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-95- 3.1% |
$11.9K - $13.7K
|
2.97K
$858K
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-96- 2.94% |
$12K - $13.8K
|
3.17K
$914K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-96- 0.04% |
$12K - $13.8K
|
273K
$78.9M
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-97- 4.65% |
$12.1K - $13.9K
|
1.99K
$574K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-98- 0.1% |
$12.2K - $14.1K
|
96.8K
$27.9M
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 1.21% |
$12.2K - $14.1K
|
8K
$2.31M
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.23% |
$12.5K - $14.4K
|
44K
$12.7M
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.35% |
$12.5K - $14.4K
|
28.2K
$8.14M
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.87% |
$12.5K - $14.4K
|
5.24K
$1.51M
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 3.65% |
$12.5K - $14.4K
|
2.64K
$762K
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-100- 0.89% |
$12.5K - $14.4K
|
11.1K
$3.2M
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 1.82% |
$12.5K - $14.4K
|
5.4K
$1.56M
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 0.15% |
$12.5K - $14.4K
|
67.4K
$19.5M
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-100- 0.69% |
$12.5K - $14.4K
|
14.4K
$4.16M
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.41% |
$12.5K - $14.4K
|
24.2K
$6.99M
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.29% |
$12.5K - $14.4K
|
34.4K
$9.92M
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 1.43% |
$12.5K - $14.4K
|
6.91K
$2M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-101- 1.18% |
$12.6K - $14.5K
|
8.43K
$2.43M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-101- 5.19% |
$12.6K - $14.5K
|
1.85K
$533K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-102- 7.67% |
$12.7K - $14.7K
|
1.23K
$355K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-102- 3.57% |
$12.7K - $14.7K
|
2.75K
$795K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-103- 4.03% |
$12.9K - $14.8K
|
2.45K
$708K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-103- 1.27% |
$12.9K - $14.8K
|
8.02K
$2.32M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-103- 0.93% |
$12.9K - $14.8K
|
11K
$3.18M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-104- 0.44% |
$13K - $15K
|
23.5K
$6.77M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-105- 0.73% |
$13.1K - $15.1K
|
14.2K
$4.09M
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-105- 1.37% |
$13.1K - $15.1K
|
7.56K
$2.18M
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-105- 4.7% |
$13.1K - $15.1K
|
2.13K
$615K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-106- 4.42% |
$13.2K - $15.2K
|
2.29K
$661K
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-107- 2.13% |
$13.4K - $15.4K
|
4.93K
$1.42M
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-107- 1.0% |
$13.4K - $15.4K
|
10.6K
$3.05M
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-107- 3.18% |
$13.4K - $15.4K
|
3.26K
$940K
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-110- 3.53% |
$13.7K - $15.8K
|
3K
$867K
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-111- 0.37% |
$13.9K - $16K
|
30.2K
$8.71M
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-111- 0.4% |
$13.9K - $16K
|
27.3K
$7.88M
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-113- 0.81% |
$14.1K - $16.2K
|
13.9K
$4M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-114- 4.11% |
$14.2K - $16.4K
|
2.66K
$769K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-115- 0.4% |
$14.4K - $16.5K
|
28.3K
$8.17M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-116- 0.52% |
$14.5K - $16.7K
|
22.3K
$6.43M
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 0.97% |
$14.6K - $16.8K
|
11.9K
$3.45M
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-117- 0.26% |
$14.6K - $16.8K
|
45.7K
$13.2M
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-119- 0.91% |
$14.9K - $17.1K
|
12.9K
$3.73M
|