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 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-201- 4.52% |
$25.1K - $28.9K
|
4.24K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-202- 3.74% |
$25.2K - $29K
|
5.2K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-203- 8.52% |
$25.4K - $29.2K
|
2.18K
$629K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-204- 1.03% |
$25.5K - $29.3K
|
19.5K
$5.63M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-204- 11.15% |
$25.5K - $29.3K
|
1.63K
$469K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-206- 4.02% |
$25.7K - $29.6K
|
4.92K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-207- 1.17% |
$25.9K - $29.8K
|
17.4K
$5.04M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 0.67% |
$26K - $29.9K
|
31K
$8.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-211- 8.36% |
$26.4K - $30.3K
|
2.31K
$667K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-213- 0.32% |
$26.6K - $30.6K
|
65.8K
$19M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-215- 3.79% |
$26.9K - $30.9K
|
5.46K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-216- 2.95% |
$27K - $31.1K
|
7.11K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-218- 0.21% |
$27.2K - $31.3K
|
103K
$29.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-219- 0.87% |
$27.4K - $31.5K
|
25K
$7.23M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-220- 11.42% |
$27.5K - $31.6K
|
1.71K
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-224- 3.53% |
$28K - $32.2K
|
6.13K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-224- 9.31% |
$28K - $32.2K
|
2.18K
$630K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-229- 0.4% |
$28.6K - $32.9K
|
56.7K
$16.4M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-230- 1.57% |
$28.7K - $33.1K
|
14.4K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-230- 2.33% |
$28.7K - $33.1K
|
9.63K
$2.78M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-231- 0.45% |
$28.9K - $33.2K
|
51.2K
$14.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-232- 5.5% |
$29K - $33.4K
|
3.98K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-232- 1.19% |
$29K - $33.4K
|
19.2K
$5.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-233- 8.92% |
$29.1K - $33.5K
|
2.38K
$687K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-233- 0.96% |
$29.1K - $33.5K
|
24.1K
$6.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-235- 3.88% |
$29.4K - $33.8K
|
5.83K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-236- 3.62% |
$29.5K - $33.9K
|
6.28K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-238- 6.19% |
$29.7K - $34.2K
|
3.61K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-239- 0.62% |
$29.9K - $34.4K
|
38K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-240- 1.36% |
$30K - $34.5K
|
17.4K
$5.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-241- 3.72% |
$30.1K - $34.7K
|
6.23K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-241- 11.64% |
$30.1K - $34.7K
|
1.83K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-242- 2.56% |
$30.2K - $34.8K
|
9.2K
$2.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-243- 5.25% |
$30.4K - $34.9K
|
4.39K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-244- 13.51% |
$30.5K - $35.1K
|
1.56K
$451K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-244- 0.41% |
$30.5K - $35.1K
|
59.8K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-246- 3.58% |
$30.7K - $35.4K
|
6.62K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-246- 5.01% |
$30.7K - $35.4K
|
4.67K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-247- 0.39% |
$30.9K - $35.5K
|
62.4K
$18M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-248- 13.07% |
$31K - $35.7K
|
1.65K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-248- 2.53% |
$31K - $35.7K
|
9.55K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-248- 2.24% |
$31K - $35.7K
|
10.8K
$3.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-249- 0.71% |
$31.1K - $35.8K
|
35K
$10.1M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-250- 1.6% |
$31.2K - $36K
|
15.4K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-250- 2.28% |
$31.2K - $36K
|
10.7K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-250- 10.0% |
$31.2K - $36K
|
2.25K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-250- 10.32% |
$31.2K - $36K
|
2.17K
$627K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-250- 45.13% |
$31.2K - $36K
|
304
$87.8K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-253- 3.98% |
$31.6K - $36.4K
|
6.1K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-254- 10.79% |
$31.7K - $36.5K
|
2.1K
$607K
|