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
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-548- 4.54% |
$68.5K - $78.8K
|
11.5K
$3.26M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-549- 1.72% |
$68.6K - $78.9K
|
31.3K
$8.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-550- 2.11% |
$68.7K - $79.1K
|
25.6K
$7.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-552- 25.99% |
$69K - $79.4K
|
1.57K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-554- 4.04% |
$69.2K - $79.7K
|
13.2K
$3.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-555- 42.69% |
$69.3K - $79.8K
|
745
$211K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-562- 6.3% |
$70.2K - $80.8K
|
8.36K
$2.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-566- 1.81% |
$70.7K - $81.4K
|
30.8K
$8.71M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-567- 2.76% |
$70.8K - $81.5K
|
20K
$5.66M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-569- 0.72% |
$71.1K - $81.8K
|
79K
$22.4M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-570- 1.52% |
$71.2K - $82K
|
37K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-570- 0.54% |
$71.2K - $82K
|
105K
$29.6M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-573- 1.33% |
$71.6K - $82.4K
|
42.4K
$12M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-580- 7.76% |
$72.4K - $83.4K
|
6.9K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-581- 6.04% |
$72.6K - $83.5K
|
9.04K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-582- 6.12% |
$72.7K - $83.7K
|
8.93K
$2.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-583- 2.93% |
$72.8K - $83.8K
|
19.3K
$5.47M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-585- 4.76% |
$73.1K - $84.1K
|
11.7K
$3.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-587- 7.68% |
$73.3K - $84.4K
|
7.05K
$2M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-589- 1.96% |
$73.6K - $84.7K
|
29.5K
$8.36M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-590- 26.95% |
$73.7K - $84.8K
|
1.6K
$453K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-590- 0.63% |
$73.7K - $84.8K
|
92.6K
$26.2M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-590- 11.79% |
$73.7K - $84.8K
|
4.41K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-596- 7.18% |
$74.4K - $85.7K
|
7.71K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-596- 1.1% |
$74.4K - $85.7K
|
53.5K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-597- 8.67% |
$74.6K - $85.8K
|
6.29K
$1.78M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-599- 1.19% |
$74.8K - $86.1K
|
49.8K
$14.1M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-599- 1.8% |
$74.8K - $86.1K
|
32.7K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-600- 8.62% |
$74.9K - $86.3K
|
6.36K
$1.8M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-600- 1.05% |
$74.9K - $86.3K
|
56.7K
$16M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-602- 1.81% |
$75.2K - $86.6K
|
32.7K
$9.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-606- 5.57% |
$75.7K - $87.1K
|
10.3K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-618- 3.46% |
$77.2K - $88.9K
|
17.2K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-622- 1.22% |
$77.7K - $89.4K
|
50.2K
$14.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-624- 3.34% |
$77.9K - $89.7K
|
18K
$5.11M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-624- 0.63% |
$77.9K - $89.7K
|
99K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-625- 8.08% |
$78.1K - $89.9K
|
7.11K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-625- 3.76% |
$78.1K - $89.9K
|
16K
$4.53M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-627- 5.83% |
$78.3K - $90.2K
|
10.1K
$2.87M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-628- 19.4% |
$78.4K - $90.3K
|
2.61K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-631- 5.83% |
$78.8K - $90.7K
|
10.2K
$2.88M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-632- 3.31% |
$78.9K - $90.9K
|
18.4K
$5.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-634- 11.45% |
$79.2K - $91.2K
|
4.9K
$1.39M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-637- 8.02% |
$79.6K - $91.6K
|
7.3K
$2.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-645- 5.1% |
$80.6K - $92.8K
|
12K
$3.4M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-653- 6.62% |
$81.6K - $93.9K
|
9.22K
$2.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-656- 9.89% |
$81.9K - $94.3K
|
5.98K
$1.69M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-660- 5.68% |
$82.4K - $94.9K
|
11K
$3.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-661- 3.11% |
$82.6K - $95.1K
|
20.6K
$5.82M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-667- 5.68% |
$83.3K - $95.9K
|
11.1K
$3.14M
|