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 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-447- 1.42% |
$55.8K - $64.3K
|
31.1K
$8.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-448- 3.24% |
$56K - $64.4K
|
13.4K
$3.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-448- 2.35% |
$56K - $64.4K
|
18.6K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-450- 17.24% |
$56.2K - $64.7K
|
2.16K
$612K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-451- 23.45% |
$56.3K - $64.9K
|
1.47K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-451- 1.33% |
$56.3K - $64.9K
|
33.3K
$9.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-454- 1.31% |
$56.7K - $65.3K
|
34.1K
$9.66M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-454- 6.82% |
$56.7K - $65.3K
|
6.21K
$1.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-456- 5.78% |
$57K - $65.6K
|
7.44K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-457- 0.89% |
$57.1K - $65.7K
|
50.6K
$14.3M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-458- 1.65% |
$57.2K - $65.9K
|
27.3K
$7.74M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-462- 21.54% |
$57.7K - $66.4K
|
1.68K
$477K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-465- 1.03% |
$58.1K - $66.9K
|
44.9K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-470- 2.41% |
$58.7K - $67.6K
|
19K
$5.38M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-470- 11.97% |
$58.7K - $67.6K
|
3.46K
$978K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-473- 0.43% |
$59.1K - $68K
|
109K
$30.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-473- 1.53% |
$59.1K - $68K
|
30.4K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-475- 4.59% |
$59.3K - $68.3K
|
9.87K
$2.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-481- 1.08% |
$60.1K - $69.2K
|
44.1K
$12.5M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-484- 13.34% |
$60.5K - $69.6K
|
3.14K
$890K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-487- 8.68% |
$60.8K - $70K
|
5.12K
$1.45M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-493- 1.86% |
$61.6K - $70.9K
|
26K
$7.36M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-497- 4.3% |
$62.1K - $71.5K
|
11.1K
$3.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-500- 16.68% |
$62.5K - $71.9K
|
2.5K
$707K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-500- 0.65% |
$62.5K - $71.9K
|
76.7K
$21.7M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 3.65% |
$62.5K - $71.9K
|
13.2K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 33.33% |
$62.5K - $71.9K
|
1K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-502- 3.97% |
$62.7K - $72.2K
|
12.2K
$3.44M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-503- 7.15% |
$62.8K - $72.3K
|
6.53K
$1.85M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-505- 1.88% |
$63.1K - $72.6K
|
26.3K
$7.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-507- 0.47% |
$63.3K - $72.9K
|
108K
$30.6M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-509- 4.17% |
$63.6K - $73.2K
|
11.7K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-510- 3.79% |
$63.7K - $73.3K
|
12.9K
$3.66M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-511- 1.73% |
$63.8K - $73.5K
|
29K
$8.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-513- 2.57% |
$64.1K - $73.8K
|
19.4K
$5.5M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-515- 8.9% |
$64.3K - $74.1K
|
5.27K
$1.49M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-515- 2.06% |
$64.3K - $74.1K
|
24.4K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-516- 0.75% |
$64.5K - $74.2K
|
67.9K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-519- 1.35% |
$64.8K - $74.6K
|
38K
$10.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-524- 2.01% |
$65.5K - $75.4K
|
25.6K
$7.24M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-526- 3.22% |
$65.7K - $75.6K
|
15.8K
$4.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-529- 0.4% |
$66.1K - $76.1K
|
133K
$37.6M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-531- 4.97% |
$66.3K - $76.4K
|
10.2K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-535- 2.58% |
$66.8K - $76.9K
|
20.2K
$5.72M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-537- 16.92% |
$67.1K - $77.2K
|
2.64K
$746K
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-540- 10.41% |
$67.5K - $77.7K
|
4.65K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-542- 1.81% |
$67.7K - $77.9K
|
29.3K
$8.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-548- 1.64% |
$68.5K - $78.8K
|
32.9K
$9.31M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-548- 4.15% |
$68.5K - $78.8K
|
12.7K
$3.59M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-548- 3.19% |
$68.5K - $78.8K
|
16.7K
$4.72M
|