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
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-254- 1.25% |
$31.7K - $36.5K
|
20K
$5.78M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-255- 1.66% |
$31.9K - $36.7K
|
15.1K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-255- 1.61% |
$31.9K - $36.7K
|
15.6K
$4.51M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-255- 9.36% |
$31.9K - $36.7K
|
2.47K
$713K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-256- 1.61% |
$32K - $36.8K
|
15.6K
$4.52M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-256- 0.29% |
$32K - $36.8K
|
86.6K
$25M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-257- 0.91% |
$32.1K - $37K
|
27.9K
$8.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-258- 0.57% |
$32.2K - $37.1K
|
45.1K
$13M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-259- 1.35% |
$32.4K - $37.2K
|
18.9K
$5.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-260- 5.07% |
$32.5K - $37.4K
|
4.87K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-261- 0.72% |
$32.6K - $37.5K
|
36.2K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-262- 9.66% |
$32.7K - $37.7K
|
2.45K
$707K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-262- 8.78% |
$32.7K - $37.7K
|
2.72K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-264- 0.7% |
$33K - $38K
|
37.6K
$10.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-265- 14.16% |
$33.1K - $38.1K
|
1.61K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-265- 0.59% |
$33.1K - $38.1K
|
44.5K
$12.9M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-266- 4.06% |
$33.2K - $38.3K
|
6.29K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-267- 2.41% |
$33.4K - $38.4K
|
10.8K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-267- 0.38% |
$33.4K - $38.4K
|
69.3K
$20M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-268- 0.97% |
$33.5K - $38.5K
|
27.4K
$7.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-268- 2.66% |
$33.5K - $38.5K
|
9.81K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-269- 5.71% |
$33.6K - $38.7K
|
4.44K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-270- 18.23% |
$33.7K - $38.8K
|
1.21K
$350K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-270- 1.9% |
$33.7K - $38.8K
|
13.9K
$4.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-271- 5.58% |
$33.9K - $39K
|
4.58K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-271- 1.86% |
$33.9K - $39K
|
14.3K
$4.12M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-273- 4.59% |
$34.1K - $39.3K
|
5.67K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-273- 8.78% |
$34.1K - $39.3K
|
2.84K
$819K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-274- 0.68% |
$34.2K - $39.4K
|
39.8K
$11.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-276- 0.77% |
$34.5K - $39.7K
|
35.8K
$10.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-276- 1.1% |
$34.5K - $39.7K
|
24.8K
$7.16M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-279- 3.09% |
$34.8K - $40.1K
|
8.76K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-288- 0.35% |
$36K - $41.4K
|
82.5K
$23.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-291- 1.69% |
$36.3K - $41.8K
|
16.9K
$4.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-291- 1.14% |
$36.3K - $41.8K
|
25.2K
$7.26M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-292- 57.82% |
$36.5K - $42K
|
213
$61.5K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-294- 3.5% |
$36.7K - $42.3K
|
8.11K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-295- 2.33% |
$36.8K - $42.4K
|
12.4K
$3.57M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-297- 2.51% |
$37.1K - $42.7K
|
11.6K
$3.34M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-299- 11.06% |
$37.3K - $43K
|
2.41K
$694K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-300- 3.82% |
$37.5K - $43.1K
|
7.56K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 1.28% |
$37.5K - $43.1K
|
23.2K
$6.69M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-300- 1.87% |
$37.5K - $43.1K
|
15.7K
$4.54M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 4.79% |
$37.5K - $43.1K
|
5.97K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-300- 1.64% |
$37.5K - $43.1K
|
18K
$5.2M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-300- 7.37% |
$37.5K - $43.1K
|
3.77K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-301- 1.85% |
$37.6K - $43.3K
|
16K
$4.62M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-304- 2.7% |
$38K - $43.7K
|
11K
$3.16M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-304- 0.66% |
$38K - $43.7K
|
45.8K
$13.2M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-306- 3.08% |
$38.2K - $44K
|
9.62K
$2.78M
|