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 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.8K- 50.82% |
$225K - $259K
|
1.74K
$494K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.81K- 2.23% |
$225K - $260K
|
79.3K
$22.5M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.81K- 1.09% |
$227K - $261K
|
164K
$46.5M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.82K- 21.88% |
$228K - $262K
|
6.51K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.85K- 3.69% |
$231K - $266K
|
48.2K
$13.7M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.85K- 98.93% |
$231K - $266K
|
20
$5.66K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.89K- 1.5% |
$236K - $271K
|
124K
$35M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.91K- 17.11% |
$238K - $274K
|
9.24K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.91K- 9.44% |
$239K - $275K
|
18.4K
$5.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.94K- 12.2% |
$243K - $280K
|
14K
$3.96M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.95K- 2.22% |
$243K - $280K
|
85.8K
$24.3M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.95K- 5.3% |
$244K - $280K
|
34.8K
$9.87M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.95K- 1.39% |
$244K - $280K
|
138K
$39.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.96K- 3.8% |
$245K - $282K
|
49.6K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.96K- 15.86% |
$245K - $282K
|
10.4K
$2.95M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.96K- 15.86% |
$245K - $282K
|
10.4K
$2.95M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.97K- 6.07% |
$246K - $283K
|
30.4K
$8.62M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.97K- 10.9% |
$246K - $283K
|
16.1K
$4.55M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.97K- 19.43% |
$246K - $283K
|
8.17K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.99K- 4.04% |
$248K - $286K
|
47.2K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 7.65% |
$250K - $288K
|
24.1K
$6.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-2.02K- 1.51% |
$252K - $290K
|
132K
$37.3M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.04K- 0.66% |
$254K - $293K
|
308K
$87.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.06K- 9.17% |
$258K - $297K
|
20.4K
$5.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.06K- 3.46% |
$258K - $297K
|
57.6K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.06K- 4.47% |
$258K - $297K
|
44.1K
$12.5M
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.09K- 14.13% |
$260K - $300K
|
12.7K
$3.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-2.12K- 15.11% |
$264K - $304K
|
11.9K
$3.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.12K- 2.41% |
$265K - $305K
|
85.8K
$24.3M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.14K- 9.98% |
$267K - $307K
|
19.3K
$5.45M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.15K- 2.46% |
$268K - $308K
|
85K
$24.1M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 8.15% |
$276K - $318K
|
24.9K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.22K- 15.3% |
$277K - $319K
|
12.3K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.22K- 5.46% |
$277K - $319K
|
38.5K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-2.23K- 17.58% |
$279K - $321K
|
10.5K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.23K- 9.56% |
$279K - $321K
|
21.1K
$5.98M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.24K- 4.77% |
$280K - $323K
|
44.8K
$12.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 27.76% |
$281K - $324K
|
5.86K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.25K- 56.62% |
$282K - $324K
|
1.73K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.26K- 15.97% |
$283K - $325K
|
11.9K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.29K- 21.05% |
$286K - $329K
|
8.59K
$2.43M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.3K- 5.13% |
$287K - $331K
|
42.5K
$12M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.33K- 12.67% |
$291K - $335K
|
16.1K
$4.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.34K- 0.9% |
$292K - $336K
|
256K
$72.5M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.34K- 17.76% |
$293K - $337K
|
10.8K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2.35K- 4.11% |
$294K - $338K
|
54.9K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.39K- 10.85% |
$298K - $343K
|
19.6K
$5.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 3.99% |
$300K - $345K
|
57.8K
$16.4M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.41K- 10.62% |
$301K - $347K
|
20.3K
$5.75M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.43K- 3.13% |
$304K - $350K
|
75.2K
$21.3M
|