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 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-457- 0.89% |
$57.1K - $65.7K
|
50.6K
$13.1M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-458- 1.65% |
$57.2K - $65.9K
|
27.3K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-462- 21.54% |
$57.7K - $66.4K
|
1.68K
$436K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-465- 1.03% |
$58.1K - $66.9K
|
44.9K
$11.6M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-470- 2.41% |
$58.7K - $67.6K
|
19K
$4.92M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-470- 11.97% |
$58.7K - $67.6K
|
3.46K
$894K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-473- 0.43% |
$59.1K - $68K
|
109K
$28.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-473- 1.53% |
$59.1K - $68K
|
30.4K
$7.87M
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-475- 4.59% |
$59.3K - $68.3K
|
9.87K
$2.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-481- 1.08% |
$60.1K - $69.2K
|
44.1K
$11.4M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-484- 13.34% |
$60.5K - $69.6K
|
3.14K
$814K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-487- 8.68% |
$60.8K - $70K
|
5.12K
$1.33M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-493- 1.86% |
$61.6K - $70.9K
|
26K
$6.72M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-497- 4.3% |
$62.1K - $71.5K
|
11.1K
$2.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-500- 16.68% |
$62.5K - $71.9K
|
2.5K
$646K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-500- 0.65% |
$62.5K - $71.9K
|
76.7K
$19.8M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 3.65% |
$62.5K - $71.9K
|
13.2K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 33.33% |
$62.5K - $71.9K
|
1K
$259K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-502- 3.97% |
$62.7K - $72.2K
|
12.2K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-503- 7.15% |
$62.8K - $72.3K
|
6.53K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-505- 1.88% |
$63.1K - $72.6K
|
26.3K
$6.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-507- 0.47% |
$63.3K - $72.9K
|
108K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-509- 4.17% |
$63.6K - $73.2K
|
11.7K
$3.03M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-510- 3.79% |
$63.7K - $73.3K
|
12.9K
$3.35M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-511- 1.73% |
$63.8K - $73.5K
|
29K
$7.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-513- 2.57% |
$64.1K - $73.8K
|
19.4K
$5.03M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-515- 8.9% |
$64.3K - $74.1K
|
5.27K
$1.36M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-515- 2.06% |
$64.3K - $74.1K
|
24.4K
$6.32M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-516- 0.75% |
$64.5K - $74.2K
|
67.9K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-519- 1.35% |
$64.8K - $74.6K
|
38K
$9.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-524- 2.01% |
$65.5K - $75.4K
|
25.6K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-526- 3.22% |
$65.7K - $75.6K
|
15.8K
$4.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-529- 0.4% |
$66.1K - $76.1K
|
133K
$34.3M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-531- 4.97% |
$66.3K - $76.4K
|
10.2K
$2.63M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-535- 2.58% |
$66.8K - $76.9K
|
20.2K
$5.23M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-537- 16.92% |
$67.1K - $77.2K
|
2.64K
$682K
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-540- 10.41% |
$67.5K - $77.7K
|
4.65K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-542- 1.81% |
$67.7K - $77.9K
|
29.3K
$7.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-548- 1.64% |
$68.5K - $78.8K
|
32.9K
$8.51M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-548- 4.15% |
$68.5K - $78.8K
|
12.7K
$3.28M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-548- 3.19% |
$68.5K - $78.8K
|
16.7K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-548- 4.54% |
$68.5K - $78.8K
|
11.5K
$2.98M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-549- 1.72% |
$68.6K - $78.9K
|
31.3K
$8.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-550- 2.11% |
$68.7K - $79.1K
|
25.6K
$6.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-552- 25.99% |
$69K - $79.4K
|
1.57K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-554- 4.04% |
$69.2K - $79.7K
|
13.2K
$3.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-555- 42.69% |
$69.3K - $79.8K
|
745
$193K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-562- 6.3% |
$70.2K - $80.8K
|
8.36K
$2.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-566- 1.81% |
$70.7K - $81.4K
|
30.8K
$7.96M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-567- 2.76% |
$70.8K - $81.5K
|
20K
$5.17M
|