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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-773- 1.92% |
$96.6K - $111K
|
39.5K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-778- 0.77% |
$97.2K - $112K
|
100K
$28.4M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-780- 3.19% |
$97.4K - $112K
|
23.7K
$6.7M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-785- 1.7% |
$98.1K - $113K
|
45.5K
$12.9M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-795- 14.5% |
$99.3K - $114K
|
4.69K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-799- 0.85% |
$99.8K - $115K
|
92.9K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-800- 1.25% |
$99.9K - $115K
|
63.2K
$17.9M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-805- 2.85% |
$101K - $116K
|
27.4K
$7.77M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-808- 26.47% |
$101K - $116K
|
2.25K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-810- 2.96% |
$101K - $116K
|
26.5K
$7.52M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-810- 0.77% |
$101K - $116K
|
105K
$29.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-813- 39.2% |
$102K - $117K
|
1.26K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-814- 0.77% |
$102K - $117K
|
105K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-814- 3.52% |
$102K - $117K
|
22.3K
$6.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-815- 8.72% |
$102K - $117K
|
8.54K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-818- 0.49% |
$102K - $118K
|
165K
$46.7M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-819- 11.68% |
$102K - $118K
|
6.2K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-820- 2.78% |
$102K - $118K
|
28.7K
$8.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-821- 2.06% |
$103K - $118K
|
39.1K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-823- 1.37% |
$103K - $118K
|
59.4K
$16.8M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-824- 2.29% |
$103K - $118K
|
35.2K
$9.96M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-833- 6.87% |
$104K - $120K
|
11.3K
$3.2M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-842- 1.34% |
$105K - $121K
|
61.8K
$17.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-845- 3.91% |
$106K - $122K
|
20.8K
$5.88M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-847- 1.47% |
$106K - $122K
|
56.7K
$16M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-849- 0.41% |
$106K - $122K
|
208K
$58.9M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-860- 1.9% |
$107K - $124K
|
44.4K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-860- 6.39% |
$107K - $124K
|
12.6K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-865- 1.45% |
$108K - $124K
|
58.6K
$16.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-866- 15.43% |
$108K - $125K
|
4.75K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-866- 1.47% |
$108K - $125K
|
58K
$16.4M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-874- 5.16% |
$109K - $126K
|
16.1K
$4.55M
|
|
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-874- 60.53% |
$109K - $126K
|
570
$161K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-878- 5.62% |
$110K - $126K
|
14.7K
$4.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-883- 12.54% |
$110K - $127K
|
6.16K
$1.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-885- 0.52% |
$111K - $127K
|
171K
$48.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-896- 40.07% |
$112K - $129K
|
1.34K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-896- 34.82% |
$112K - $129K
|
1.68K
$475K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-899- 6.95% |
$112K - $129K
|
12K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-905- 19.9% |
$113K - $130K
|
3.64K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-906- 9.3% |
$113K - $130K
|
8.84K
$2.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-910- 3.13% |
$114K - $131K
|
28.2K
$7.98M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-913- 5.15% |
$114K - $131K
|
16.8K
$4.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 11.79% |
$115K - $132K
|
6.88K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-922- 10.87% |
$115K - $133K
|
7.56K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-937- 0.64% |
$117K - $135K
|
146K
$41.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-942- 1.52% |
$118K - $135K
|
61.1K
$17.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-943- 9.76% |
$118K - $136K
|
8.72K
$2.47M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-951- 1.48% |
$119K - $137K
|
63.2K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-957- 8.48% |
$120K - $138K
|
10.3K
$2.93M
|