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 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.21K- 0.69% |
$151K - $174K
|
175K
$45.2M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.21K- 4.23% |
$151K - $174K
|
27.4K
$7.1M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.22K- 0.59% |
$152K - $175K
|
205K
$53M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.23K- 4.02% |
$153K - $177K
|
29.3K
$7.59M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.25K- 3.21% |
$156K - $179K
|
37.6K
$9.73M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.25K- 2.36% |
$156K - $179K
|
51.6K
$13.4M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.25K- 7.61% |
$156K - $180K
|
15.2K
$3.93M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.25K- 3.68% |
$156K - $180K
|
32.8K
$8.48M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.25K- 2.27% |
$157K - $180K
|
54K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.26K- 4.53% |
$158K - $182K
|
26.7K
$6.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.27K- 2.89% |
$158K - $182K
|
42.6K
$11M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 15.07% |
$161K - $185K
|
7.26K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.3K- 0.86% |
$162K - $187K
|
150K
$38.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-1.3K- 0.52% |
$162K - $187K
|
248K
$64.1M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 0.54% |
$163K - $188K
|
239K
$61.7M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.31K- 2.17% |
$163K - $188K
|
58.8K
$15.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.32K- 16.5% |
$165K - $190K
|
6.67K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.32K- 2.79% |
$165K - $190K
|
45.9K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.33K- 6.11% |
$166K - $191K
|
20.4K
$5.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.35K- 57.45% |
$169K - $194K
|
1K
$259K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.36K- 19.19% |
$170K - $195K
|
5.71K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.36K- 38.34% |
$170K - $195K
|
2.19K
$566K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.36K- 24.39% |
$170K - $195K
|
4.21K
$1.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.36K- 1.69% |
$170K - $196K
|
79.4K
$20.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.37K- 27.14% |
$171K - $197K
|
3.68K
$951K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.37K- 25.65% |
$171K - $197K
|
3.97K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.37K- 3.47% |
$171K - $197K
|
38.1K
$9.86M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.38K- 1.04% |
$173K - $199K
|
131K
$34M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.39K- 6.85% |
$173K - $199K
|
18.8K
$4.88M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.39K- 53.14% |
$173K - $200K
|
1.22K
$317K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.39K- 5.03% |
$173K - $200K
|
26.2K
$6.78M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.4K- 9.54% |
$174K - $201K
|
13.2K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.4K- 17.05% |
$175K - $201K
|
6.8K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.4K- 15.75% |
$175K - $201K
|
7.49K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 5.33% |
$177K - $204K
|
25.2K
$6.51M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-1.42K- 13.02% |
$177K - $204K
|
9.47K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.42K- 10.77% |
$177K - $204K
|
11.8K
$3.04M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.43K- 0.65% |
$179K - $206K
|
219K
$56.6M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.44K- 3.23% |
$180K - $207K
|
43.1K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.45K- 1.54% |
$181K - $209K
|
92.7K
$24M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.45K- 1.68% |
$181K - $209K
|
85.1K
$22M
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.45K- 2.23% |
$181K - $209K
|
63.7K
$16.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.46K- 0.52% |
$182K - $209K
|
277K
$71.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.46K- 1.48% |
$182K - $210K
|
97.1K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.47K- 15.37% |
$183K - $211K
|
8.06K
$2.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.47K- 0.62% |
$183K - $211K
|
237K
$61.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.48K- 1.78% |
$184K - $212K
|
81.4K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.49K- 8.27% |
$186K - $214K
|
16.5K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.5K- 6.16% |
$187K - $215K
|
22.8K
$5.91M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 10.5% |
$188K - $216K
|
12.8K
$3.31M
|