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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-95- 3.1% |
$11.9K - $13.7K
|
2.97K
$769K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-96- 2.94% |
$12K - $13.8K
|
3.17K
$819K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-96- 0.04% |
$12K - $13.8K
|
273K
$70.7M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-97- 4.65% |
$12.1K - $13.9K
|
1.99K
$515K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-98- 0.1% |
$12.2K - $14.1K
|
96.8K
$25M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 1.21% |
$12.2K - $14.1K
|
8K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.23% |
$12.5K - $14.4K
|
44K
$11.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.35% |
$12.5K - $14.4K
|
28.2K
$7.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.87% |
$12.5K - $14.4K
|
5.24K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 3.65% |
$12.5K - $14.4K
|
2.64K
$683K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-100- 0.89% |
$12.5K - $14.4K
|
11.1K
$2.87M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 1.82% |
$12.5K - $14.4K
|
5.4K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 0.15% |
$12.5K - $14.4K
|
67.4K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-100- 0.69% |
$12.5K - $14.4K
|
14.4K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.41% |
$12.5K - $14.4K
|
24.2K
$6.26M
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.29% |
$12.5K - $14.4K
|
34.4K
$8.89M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 1.43% |
$12.5K - $14.4K
|
6.91K
$1.79M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-101- 1.18% |
$12.6K - $14.5K
|
8.43K
$2.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-101- 5.19% |
$12.6K - $14.5K
|
1.85K
$477K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-102- 7.67% |
$12.7K - $14.7K
|
1.23K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-102- 3.57% |
$12.7K - $14.7K
|
2.75K
$712K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-103- 4.03% |
$12.9K - $14.8K
|
2.45K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-103- 1.27% |
$12.9K - $14.8K
|
8.02K
$2.08M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-103- 0.93% |
$12.9K - $14.8K
|
11K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-104- 0.44% |
$13K - $15K
|
23.5K
$6.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-105- 0.73% |
$13.1K - $15.1K
|
14.2K
$3.67M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-105- 1.37% |
$13.1K - $15.1K
|
7.56K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-105- 4.7% |
$13.1K - $15.1K
|
2.13K
$551K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-106- 4.42% |
$13.2K - $15.2K
|
2.29K
$593K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-107- 2.13% |
$13.4K - $15.4K
|
4.93K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-107- 1.0% |
$13.4K - $15.4K
|
10.6K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-107- 3.18% |
$13.4K - $15.4K
|
3.26K
$842K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-110- 3.53% |
$13.7K - $15.8K
|
3K
$777K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-111- 0.37% |
$13.9K - $16K
|
30.2K
$7.81M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-111- 0.4% |
$13.9K - $16K
|
27.3K
$7.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-113- 0.81% |
$14.1K - $16.2K
|
13.9K
$3.59M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-114- 4.11% |
$14.2K - $16.4K
|
2.66K
$689K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-115- 0.4% |
$14.4K - $16.5K
|
28.3K
$7.32M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-116- 0.52% |
$14.5K - $16.7K
|
22.3K
$5.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 0.97% |
$14.6K - $16.8K
|
11.9K
$3.09M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-117- 0.26% |
$14.6K - $16.8K
|
45.7K
$11.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-119- 0.91% |
$14.9K - $17.1K
|
12.9K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-120- 0.22% |
$15K - $17.3K
|
54.6K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-121- 2.21% |
$15.1K - $17.4K
|
5.35K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 0.78% |
$15.1K - $17.4K
|
15.5K
$4.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-124- 0.63% |
$15.5K - $17.8K
|
19.6K
$5.07M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-124- 76.54% |
$15.5K - $17.8K
|
38
$9.83K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-124- 0.84% |
$15.5K - $17.8K
|
14.6K
$3.79M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-124- 4.7% |
$15.5K - $17.8K
|
2.52K
$651K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-125- 2.0% |
$15.6K - $18K
|
6.12K
$1.58M
|