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 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-569- 0.72% |
$71.1K - $81.8K
|
79K
$20.4M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-570- 1.52% |
$71.2K - $82K
|
37K
$9.58M
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-570- 0.54% |
$71.2K - $82K
|
105K
$27.1M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-573- 1.33% |
$71.6K - $82.4K
|
42.4K
$11M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-580- 7.76% |
$72.4K - $83.4K
|
6.9K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-581- 6.04% |
$72.6K - $83.5K
|
9.04K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-582- 6.12% |
$72.7K - $83.7K
|
8.93K
$2.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-583- 2.93% |
$72.8K - $83.8K
|
19.3K
$5M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-585- 4.76% |
$73.1K - $84.1K
|
11.7K
$3.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-587- 7.68% |
$73.3K - $84.4K
|
7.05K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-589- 1.96% |
$73.6K - $84.7K
|
29.5K
$7.64M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-590- 26.95% |
$73.7K - $84.8K
|
1.6K
$414K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-590- 0.63% |
$73.7K - $84.8K
|
92.6K
$24M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-590- 11.79% |
$73.7K - $84.8K
|
4.41K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-596- 7.18% |
$74.4K - $85.7K
|
7.71K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-596- 1.1% |
$74.4K - $85.7K
|
53.5K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-597- 8.67% |
$74.6K - $85.8K
|
6.29K
$1.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-599- 1.19% |
$74.8K - $86.1K
|
49.8K
$12.9M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-599- 1.8% |
$74.8K - $86.1K
|
32.7K
$8.47M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-600- 8.62% |
$74.9K - $86.3K
|
6.36K
$1.65M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-600- 1.05% |
$74.9K - $86.3K
|
56.7K
$14.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-602- 1.81% |
$75.2K - $86.6K
|
32.7K
$8.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-606- 5.57% |
$75.7K - $87.1K
|
10.3K
$2.66M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-618- 3.46% |
$77.2K - $88.9K
|
17.2K
$4.46M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-622- 1.22% |
$77.7K - $89.4K
|
50.2K
$13M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-624- 3.34% |
$77.9K - $89.7K
|
18K
$4.67M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-624- 0.63% |
$77.9K - $89.7K
|
99K
$25.6M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-625- 8.08% |
$78.1K - $89.9K
|
7.11K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-625- 3.76% |
$78.1K - $89.9K
|
16K
$4.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-627- 5.83% |
$78.3K - $90.2K
|
10.1K
$2.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-628- 19.4% |
$78.4K - $90.3K
|
2.61K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-631- 5.83% |
$78.8K - $90.7K
|
10.2K
$2.64M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-632- 3.31% |
$78.9K - $90.9K
|
18.4K
$4.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-634- 11.45% |
$79.2K - $91.2K
|
4.9K
$1.27M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-637- 8.02% |
$79.6K - $91.6K
|
7.3K
$1.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-645- 5.1% |
$80.6K - $92.8K
|
12K
$3.11M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-653- 6.62% |
$81.6K - $93.9K
|
9.22K
$2.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-656- 9.89% |
$81.9K - $94.3K
|
5.98K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-660- 5.68% |
$82.4K - $94.9K
|
11K
$2.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-661- 3.11% |
$82.6K - $95.1K
|
20.6K
$5.32M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-667- 5.68% |
$83.3K - $95.9K
|
11.1K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-667- 3.22% |
$83.3K - $95.9K
|
20K
$5.19M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-671- 1.42% |
$83.8K - $96.5K
|
46.6K
$12.1M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-674- 1.47% |
$84.2K - $96.9K
|
45.3K
$11.7M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-675- 2.97% |
$84.3K - $97.1K
|
22.1K
$5.71M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-675- 2.22% |
$84.3K - $97.1K
|
29.8K
$7.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-678- 1.16% |
$84.7K - $97.5K
|
57.9K
$15M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-679- 2.23% |
$84.8K - $97.6K
|
29.7K
$7.69M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-679- 1.76% |
$84.8K - $97.6K
|
37.8K
$9.78M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-681- 4.58% |
$85.1K - $97.9K
|
14.2K
$3.68M
|