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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-159- 1.02% |
$19.9K - $22.9K
|
15.4K
$3.99M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-161- 0.16% |
$20.1K - $23.2K
|
101K
$26.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-161- 0.5% |
$20.1K - $23.2K
|
31.9K
$8.26M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-161- 0.49% |
$20.1K - $23.2K
|
33K
$8.53M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-165- 0.57% |
$20.6K - $23.7K
|
28.9K
$7.49M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-165- 0.88% |
$20.6K - $23.7K
|
18.5K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-166- 7.3% |
$20.7K - $23.9K
|
2.11K
$545K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-169- 5.61% |
$21.1K - $24.3K
|
2.85K
$736K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-169- 0.57% |
$21.1K - $24.3K
|
29.5K
$7.65M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-171- 0.7% |
$21.4K - $24.6K
|
24.4K
$6.32M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-171- 4.15% |
$21.4K - $24.6K
|
3.95K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-172- 0.24% |
$21.5K - $24.7K
|
70.4K
$18.2M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-174- 7.64% |
$21.7K - $25K
|
2.1K
$544K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-177- 2.46% |
$22.1K - $25.5K
|
7.02K
$1.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-179- 4.4% |
$22.4K - $25.7K
|
3.89K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-180- 2.08% |
$22.5K - $25.9K
|
8.46K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-180- 0.93% |
$22.5K - $25.9K
|
19.3K
$4.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-181- 1.75% |
$22.6K - $26K
|
10.2K
$2.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-183- 1.77% |
$22.9K - $26.3K
|
10.1K
$2.62M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-183- 6.53% |
$22.9K - $26.3K
|
2.62K
$678K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-184- 1.9% |
$23K - $26.5K
|
9.48K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-185- 2.57% |
$23.1K - $26.6K
|
7.01K
$1.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-186- 5.51% |
$23.2K - $26.7K
|
3.19K
$826K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-186- 3.07% |
$23.2K - $26.7K
|
5.88K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-188- 1.56% |
$23.5K - $27K
|
11.9K
$3.08M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-188- 1.15% |
$23.5K - $27K
|
16.1K
$4.17M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-188- 4.9% |
$23.5K - $27K
|
3.65K
$945K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-189- 4.38% |
$23.6K - $27.2K
|
4.12K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-190- 2.01% |
$23.7K - $27.3K
|
9.29K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-190- 0.54% |
$23.7K - $27.3K
|
34.7K
$8.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-192- 0.37% |
$24K - $27.6K
|
51.9K
$13.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-193- 1.21% |
$24.1K - $27.8K
|
15.7K
$4.07M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-195- 8.87% |
$24.4K - $28K
|
2K
$518K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-195- 0.97% |
$24.4K - $28K
|
19.9K
$5.15M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-197- 0.19% |
$24.6K - $28.3K
|
101K
$26.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-198- 6.42% |
$24.7K - $28.5K
|
2.89K
$747K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-199- 0.29% |
$24.9K - $28.6K
|
68.8K
$17.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-200- 17.39% |
$25K - $28.8K
|
950
$246K
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-200- 6.9% |
$25K - $28.8K
|
2.7K
$699K
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-200- 2.7% |
$25K - $28.8K
|
7.2K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-200- 4.12% |
$25K - $28.8K
|
4.65K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-201- 1.0% |
$25.1K - $28.9K
|
19.8K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-201- 4.52% |
$25.1K - $28.9K
|
4.24K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-202- 3.74% |
$25.2K - $29K
|
5.2K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-203- 8.52% |
$25.4K - $29.2K
|
2.18K
$564K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-204- 1.03% |
$25.5K - $29.3K
|
19.5K
$5.05M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-204- 11.15% |
$25.5K - $29.3K
|
1.63K
$421K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-206- 4.02% |
$25.7K - $29.6K
|
4.92K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-207- 1.17% |
$25.9K - $29.8K
|
17.4K
$4.51M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 0.67% |
$26K - $29.9K
|
31K
$8.01M
|