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
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-120- 0.22% |
$15K - $17.3K
|
54.6K
$15.8M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-121- 2.21% |
$15.1K - $17.4K
|
5.35K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 0.78% |
$15.1K - $17.4K
|
15.5K
$4.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-124- 0.63% |
$15.5K - $17.8K
|
19.6K
$5.65M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-124- 76.54% |
$15.5K - $17.8K
|
38
$11K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-124- 0.84% |
$15.5K - $17.8K
|
14.6K
$4.22M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-124- 4.7% |
$15.5K - $17.8K
|
2.52K
$726K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-125- 2.0% |
$15.6K - $18K
|
6.12K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-125- 6.24% |
$15.6K - $18K
|
1.88K
$542K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-127- 1.07% |
$15.9K - $18.3K
|
11.8K
$3.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-130- 0.71% |
$16.2K - $18.7K
|
18.2K
$5.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-130- 0.9% |
$16.2K - $18.7K
|
14.2K
$4.11M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-130- 2.95% |
$16.2K - $18.7K
|
4.27K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-130- 0.98% |
$16.2K - $18.7K
|
13.1K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-130- 0.65% |
$16.2K - $18.7K
|
20K
$5.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-131- 5.33% |
$16.4K - $18.8K
|
2.33K
$672K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-132- 0.16% |
$16.5K - $19K
|
81.3K
$23.5M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-132- 0.54% |
$16.5K - $19K
|
24.5K
$7.06M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-132- 3.87% |
$16.5K - $19K
|
3.28K
$947K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-133- 0.42% |
$16.6K - $19.1K
|
31.2K
$9.01M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-133- 6.75% |
$16.6K - $19.1K
|
1.84K
$531K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-133- 0.89% |
$16.6K - $19.1K
|
14.8K
$4.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-134- 2.01% |
$16.7K - $19.3K
|
6.53K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-134- 1.17% |
$16.7K - $19.3K
|
11.3K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-134- 0.66% |
$16.7K - $19.3K
|
20.2K
$5.82M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-135- 14.9% |
$16.9K - $19.4K
|
771
$223K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-136- 5.76% |
$17K - $19.6K
|
2.23K
$642K
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-136- 3.9% |
$17K - $19.6K
|
3.35K
$967K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-137- 1.26% |
$17.1K - $19.7K
|
10.7K
$3.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-138- 11.43% |
$17.2K - $19.8K
|
1.07K
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-139- 0.26% |
$17.4K - $20K
|
54.3K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-140- 5.51% |
$17.5K - $20.1K
|
2.4K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-141- 0.04% |
$17.6K - $20.3K
|
354K
$102M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-142- 0.15% |
$17.7K - $20.4K
|
91.7K
$26.5M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-142- 0.66% |
$17.7K - $20.4K
|
21.5K
$6.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-143- 6.47% |
$17.9K - $20.6K
|
2.07K
$596K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-143- 8.09% |
$17.9K - $20.6K
|
1.62K
$469K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-145- 0.51% |
$18.1K - $20.9K
|
28.1K
$8.11M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-146- 1.67% |
$18.2K - $21K
|
8.62K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-146- 1.01% |
$18.2K - $21K
|
14.3K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-147- 1.97% |
$18.4K - $21.1K
|
7.31K
$2.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-148- 2.72% |
$18.5K - $21.3K
|
5.29K
$1.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-148- 1.7% |
$18.5K - $21.3K
|
8.57K
$2.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-148- 1.06% |
$18.5K - $21.3K
|
13.8K
$3.98M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-148- 1.74% |
$18.5K - $21.3K
|
8.38K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-149- 1.79% |
$18.6K - $21.4K
|
8.17K
$2.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-149- 1.89% |
$18.6K - $21.4K
|
7.75K
$2.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-149- 1.74% |
$18.6K - $21.4K
|
8.41K
$2.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.01% |
$18.7K - $21.6K
|
14.7K
$4.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-150- 0.74% |
$18.7K - $21.6K
|
20.1K
$5.81M
|