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 12, 2023
Q1 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-683- 0.5% |
$85.3K - $98.2K
|
136K
$35.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-685- 3.37% |
$85.6K - $98.5K
|
19.6K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-685- 1.17% |
$85.6K - $98.5K
|
58K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-686- 1.66% |
$85.7K - $98.6K
|
40.6K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-687- 1.05% |
$85.8K - $98.8K
|
64.6K
$16.7M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-690- 3.1% |
$86.2K - $99.2K
|
21.6K
$5.59M
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-695- 20.28% |
$86.8K - $99.9K
|
2.73K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-697- 17.52% |
$87.1K - $100K
|
3.28K
$849K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-700- 10.35% |
$87.4K - $101K
|
6.07K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-702- 10.98% |
$87.7K - $101K
|
5.69K
$1.47M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-702- 4.62% |
$87.7K - $101K
|
14.5K
$3.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-703- 11.2% |
$87.8K - $101K
|
5.58K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-705- 0.24% |
$88.1K - $101K
|
297K
$76.8M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-709- 8.15% |
$88.6K - $102K
|
7.99K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-709- 4.5% |
$88.6K - $102K
|
15.1K
$3.9M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-710- 3.7% |
$88.7K - $102K
|
18.5K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-710- 9.56% |
$88.7K - $102K
|
6.72K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-715- 1.59% |
$89.3K - $103K
|
44.2K
$11.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-719- 28.25% |
$89.8K - $103K
|
1.83K
$473K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-719- 1.18% |
$89.8K - $103K
|
60.1K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-719- 0.17% |
$89.8K - $103K
|
415K
$107M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-723- 0.69% |
$90.3K - $104K
|
104K
$27M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-731- 5.16% |
$91.3K - $105K
|
13.4K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-732- 2.02% |
$91.4K - $105K
|
35.5K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-735- 0.86% |
$91.8K - $106K
|
84.5K
$21.9M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-736- 0.38% |
$91.9K - $106K
|
195K
$50.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-742- 22.68% |
$92.7K - $107K
|
2.53K
$654K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-747- 6.38% |
$93.3K - $107K
|
11K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-748- 12.41% |
$93.4K - $108K
|
5.28K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-749- 1.19% |
$93.6K - $108K
|
61.9K
$16M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-750- 1.83% |
$93.7K - $108K
|
40.1K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-750- 0.71% |
$93.7K - $108K
|
104K
$27M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-751- 0.5% |
$93.8K - $108K
|
149K
$38.4M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-755- 14.78% |
$94.3K - $109K
|
4.35K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-755- 1.08% |
$94.3K - $109K
|
69.2K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-756- 3.23% |
$94.4K - $109K
|
22.6K
$5.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-757- 1.76% |
$94.6K - $109K
|
42.4K
$11M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-760Closed |
$94.9K - $109K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-764- 4.91% |
$95.4K - $110K
|
14.8K
$3.83M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-764- 2.99% |
$95.4K - $110K
|
24.8K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-764- 10.06% |
$95.4K - $110K
|
6.83K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-773- 1.92% |
$96.6K - $111K
|
39.5K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-778- 0.77% |
$97.2K - $112K
|
100K
$26M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-780- 3.19% |
$97.4K - $112K
|
23.7K
$6.12M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-785- 1.7% |
$98.1K - $113K
|
45.5K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-795- 14.5% |
$99.3K - $114K
|
4.69K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-799- 0.85% |
$99.8K - $115K
|
92.9K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-800- 1.25% |
$99.9K - $115K
|
63.2K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-805- 2.85% |
$101K - $116K
|
27.4K
$7.1M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-808- 26.47% |
$101K - $116K
|
2.25K
$581K
|