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 26, 2023
Q1 2023
|
Westwood Management Corp
|
SELL
|
- |
-960- 15.34% |
$120K - $138K
|
5.3K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-965- 1.94% |
$121K - $139K
|
48.8K
$13.8M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-970- 0.21% |
$121K - $139K
|
453K
$128M
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-972- 0.77% |
$121K - $140K
|
126K
$35.6M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-994- 2.87% |
$124K - $143K
|
33.6K
$9.52M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-996- 3.2% |
$124K - $143K
|
30.1K
$8.54M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-997- 9.79% |
$125K - $143K
|
9.19K
$2.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
SELL
|
- |
-1K- 3.5% |
$125K - $144K
|
27.6K
$7.8M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1K- 8.16% |
$125K - $144K
|
11.3K
$3.19M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.01K- 15.25% |
$126K - $145K
|
5.6K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.01K- 0.97% |
$126K - $145K
|
103K
$29.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 3.35% |
$126K - $145K
|
29.1K
$8.24M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.01K- 2.14% |
$126K - $145K
|
46.2K
$13.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.02K- 2.34% |
$127K - $146K
|
42.4K
$12M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.02K- 2.68% |
$128K - $147K
|
37.2K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.03K- 0.08% |
$128K - $148K
|
1.36M
$384M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-1.03K- 1.32% |
$129K - $148K
|
77.2K
$21.9M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.04K- 11.04% |
$129K - $149K
|
8.34K
$2.36M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.04K- 0.23% |
$130K - $149K
|
459K
$130M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.05K- 6.39% |
$131K - $151K
|
15.4K
$4.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.06K- 7.21% |
$132K - $152K
|
13.6K
$3.86M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.06K- 5.69% |
$132K - $152K
|
17.6K
$4.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.06K- 17.64% |
$133K - $153K
|
4.95K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.08K- 4.32% |
$134K - $155K
|
23.9K
$6.75M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.08K- 0.29% |
$134K - $155K
|
369K
$104M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1.08K- 90.2% |
$135K - $155K
|
117
$33.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.08K- 0.52% |
$135K - $155K
|
207K
$58.7M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.08K- 6.06% |
$135K - $155K
|
16.8K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.09K- 8.07% |
$136K - $156K
|
12.4K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.56% |
$137K - $158K
|
195K
$55.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.1K- 7.33% |
$137K - $158K
|
13.9K
$3.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.1K- 0.57% |
$138K - $158K
|
193K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 1.65% |
$138K - $158K
|
65.7K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 16.07% |
$138K - $159K
|
5.76K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.11K- 1.22% |
$138K - $159K
|
89.4K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.11K- 4.44% |
$138K - $159K
|
23.8K
$6.74M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.11K- 6.93% |
$139K - $160K
|
14.9K
$4.23M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.11K- 11.96% |
$139K - $160K
|
8.2K
$2.32M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.12K- 1.66% |
$140K - $161K
|
66.1K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.12K- 17.15% |
$140K - $161K
|
5.41K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.13K- 5.47% |
$141K - $162K
|
19.4K
$5.51M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.13K- 4.98% |
$141K - $162K
|
21.5K
$6.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.13K- 5.02% |
$141K - $162K
|
21.4K
$6.05M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.13K- 8.82% |
$141K - $162K
|
11.7K
$3.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.14K- 1.5% |
$142K - $163K
|
74.6K
$21.1M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.14K- 11.15% |
$142K - $164K
|
9.07K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.14K- 3.58% |
$143K - $164K
|
30.8K
$8.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.15K- 5.21% |
$144K - $165K
|
20.9K
$5.93M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.15K- 12.69% |
$144K - $165K
|
7.91K
$2.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-1.16K- 3.26% |
$145K - $167K
|
34.4K
$9.75M
|