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 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.45K- 2.23% |
$181K - $209K
|
63.7K
$18M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.46K- 0.52% |
$182K - $209K
|
277K
$78.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.46K- 1.48% |
$182K - $210K
|
97.1K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.47K- 15.37% |
$183K - $211K
|
8.06K
$2.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.47K- 0.62% |
$183K - $211K
|
237K
$67.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.48K- 1.78% |
$184K - $212K
|
81.4K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.49K- 8.27% |
$186K - $214K
|
16.5K
$4.67M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.5K- 6.16% |
$187K - $215K
|
22.8K
$6.46M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 10.5% |
$188K - $216K
|
12.8K
$3.63M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.51K- 8.3% |
$188K - $216K
|
16.6K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 21.95% |
$188K - $216K
|
5.35K
$1.52M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.51K- 2.7% |
$189K - $217K
|
54.4K
$15.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.51K- 5.76% |
$189K - $218K
|
24.8K
$7.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.52K- 4.71% |
$189K - $218K
|
30.7K
$8.68M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.52K- 3.64% |
$190K - $219K
|
40.3K
$11.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.52K- 4.64% |
$190K - $219K
|
31.2K
$8.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.52K- 2.83% |
$190K - $219K
|
52.3K
$14.8M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.53K- 9.26% |
$191K - $219K
|
14.9K
$4.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.53K- 11.37% |
$191K - $219K
|
11.9K
$3.37M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.54K- 0.76% |
$192K - $221K
|
200K
$56.8M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.54K- 3.44% |
$193K - $222K
|
43.2K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.55K- 42.75% |
$193K - $222K
|
2.07K
$586K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 1.33% |
$194K - $223K
|
116K
$32.7M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.56K- 9.4% |
$194K - $224K
|
15K
$4.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.57K- 17.28% |
$196K - $226K
|
7.53K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.58K- 3.5% |
$197K - $227K
|
43.5K
$12.3M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.6K- 6.83% |
$199K - $229K
|
21.8K
$6.16M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.6K- 1.47% |
$199K - $229K
|
107K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.6K- 15.71% |
$200K - $231K
|
8.6K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 1.24% |
$200K - $231K
|
128K
$36.3M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.65K- 12.22% |
$206K - $238K
|
11.9K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.66K- 0.63% |
$207K - $238K
|
261K
$73.8M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.66K- 1.27% |
$207K - $238K
|
128K
$36.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.67K- 3.57% |
$208K - $239K
|
45K
$12.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.67K- 3.77% |
$208K - $240K
|
42.6K
$12.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.68K- 1.7% |
$210K - $242K
|
97.1K
$27.5M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.68K- 9.23% |
$210K - $242K
|
16.5K
$4.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.7K- 71.49% |
$212K - $244K
|
677
$192K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.7K- 3.07% |
$213K - $245K
|
53.8K
$15.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.71K- 14.2% |
$213K - $245K
|
10.3K
$2.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.71K- 1.96% |
$214K - $246K
|
85.6K
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.72K- 1.78% |
$215K - $247K
|
94.9K
$26.9M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.72K- 21.02% |
$215K - $247K
|
6.47K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.72K- 5.27% |
$215K - $247K
|
30.9K
$8.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.76K- 39.9% |
$219K - $253K
|
2.65K
$749K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.76K- 6.64% |
$219K - $253K
|
24.7K
$6.99M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.77K- 7.53% |
$221K - $254K
|
21.7K
$6.14M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.78K- 1.4% |
$222K - $256K
|
125K
$35.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.79K- 29.0% |
$223K - $257K
|
4.37K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 18.61% |
$224K - $257K
|
7.83K
$2.22M
|