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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-259- 1.35% |
$32.4K - $37.2K
|
18.9K
$4.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-260- 5.07% |
$32.5K - $37.4K
|
4.87K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-261- 0.72% |
$32.6K - $37.5K
|
36.2K
$9.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-262- 9.66% |
$32.7K - $37.7K
|
2.45K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-262- 8.78% |
$32.7K - $37.7K
|
2.72K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-264- 0.7% |
$33K - $38K
|
37.6K
$9.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-265- 14.16% |
$33.1K - $38.1K
|
1.61K
$416K
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-265- 0.59% |
$33.1K - $38.1K
|
44.5K
$11.5M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-266- 4.06% |
$33.2K - $38.3K
|
6.29K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-267- 2.41% |
$33.4K - $38.4K
|
10.8K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-267- 0.38% |
$33.4K - $38.4K
|
69.3K
$17.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-268- 0.97% |
$33.5K - $38.5K
|
27.4K
$7.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-268- 2.66% |
$33.5K - $38.5K
|
9.81K
$2.54M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-269- 5.71% |
$33.6K - $38.7K
|
4.44K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-270- 18.23% |
$33.7K - $38.8K
|
1.21K
$313K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-270- 1.9% |
$33.7K - $38.8K
|
13.9K
$3.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-271- 5.58% |
$33.9K - $39K
|
4.58K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-271- 1.86% |
$33.9K - $39K
|
14.3K
$3.69M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-273- 4.59% |
$34.1K - $39.3K
|
5.67K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-273- 8.78% |
$34.1K - $39.3K
|
2.84K
$734K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-274- 0.68% |
$34.2K - $39.4K
|
39.8K
$10.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-276- 0.77% |
$34.5K - $39.7K
|
35.8K
$9.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-276- 1.1% |
$34.5K - $39.7K
|
24.8K
$6.42M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-279- 3.09% |
$34.8K - $40.1K
|
8.76K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-288- 0.35% |
$36K - $41.4K
|
82.5K
$21.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-291- 1.69% |
$36.3K - $41.8K
|
16.9K
$4.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-291- 1.14% |
$36.3K - $41.8K
|
25.2K
$6.51M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-292- 57.82% |
$36.5K - $42K
|
213
$55.1K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-294- 3.5% |
$36.7K - $42.3K
|
8.11K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-295- 2.33% |
$36.8K - $42.4K
|
12.4K
$3.2M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-297- 2.51% |
$37.1K - $42.7K
|
11.6K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-299- 11.06% |
$37.3K - $43K
|
2.41K
$622K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-300- 3.82% |
$37.5K - $43.1K
|
7.56K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 1.28% |
$37.5K - $43.1K
|
23.2K
$6M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-300- 1.87% |
$37.5K - $43.1K
|
15.7K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 4.79% |
$37.5K - $43.1K
|
5.97K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-300- 1.64% |
$37.5K - $43.1K
|
18K
$4.66M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-300- 7.37% |
$37.5K - $43.1K
|
3.77K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-301- 1.85% |
$37.6K - $43.3K
|
16K
$4.14M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-304- 2.7% |
$38K - $43.7K
|
11K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-304- 0.66% |
$38K - $43.7K
|
45.8K
$11.9M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-306- 3.08% |
$38.2K - $44K
|
9.62K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-306- 0.9% |
$38.2K - $44K
|
33.8K
$8.75M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-309- 2.78% |
$38.6K - $44.4K
|
10.8K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-309- 7.71% |
$38.6K - $44.4K
|
3.7K
$958K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-310- 1.74% |
$38.7K - $44.6K
|
17.5K
$4.54M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-310- 5.6% |
$38.7K - $44.6K
|
5.23K
$1.35M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-310- 1.86% |
$38.7K - $44.6K
|
16.3K
$4.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-311- 5.97% |
$38.8K - $44.7K
|
4.9K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-313- 6.51% |
$39.1K - $45K
|
4.5K
$1.16M
|