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 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.94K- 12.2% |
$243K - $280K
|
14K
$3.62M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.95K- 2.22% |
$243K - $280K
|
85.8K
$22.2M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.95K- 5.3% |
$244K - $280K
|
34.8K
$9.02M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.95K- 1.39% |
$244K - $280K
|
138K
$35.8M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.96K- 3.8% |
$245K - $282K
|
49.6K
$12.8M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.96K- 15.86% |
$245K - $282K
|
10.4K
$2.69M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.96K- 15.86% |
$245K - $282K
|
10.4K
$2.69M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.97K- 6.07% |
$246K - $283K
|
30.4K
$7.88M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.97K- 10.9% |
$246K - $283K
|
16.1K
$4.16M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.97K- 19.43% |
$246K - $283K
|
8.17K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.99K- 4.04% |
$248K - $286K
|
47.2K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 7.65% |
$250K - $288K
|
24.1K
$6.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-2.02K- 1.51% |
$252K - $290K
|
132K
$34.1M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.04K- 0.66% |
$254K - $293K
|
308K
$79.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.06K- 9.17% |
$258K - $297K
|
20.4K
$5.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.06K- 3.46% |
$258K - $297K
|
57.6K
$14.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.06K- 4.47% |
$258K - $297K
|
44.1K
$11.4M
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.09K- 14.13% |
$260K - $300K
|
12.7K
$3.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-2.12K- 15.11% |
$264K - $304K
|
11.9K
$3.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.12K- 2.41% |
$265K - $305K
|
85.8K
$22.2M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.14K- 9.98% |
$267K - $307K
|
19.3K
$4.98M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.15K- 2.46% |
$268K - $308K
|
85K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 8.15% |
$276K - $318K
|
24.9K
$6.45M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.22K- 15.3% |
$277K - $319K
|
12.3K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.22K- 5.46% |
$277K - $319K
|
38.5K
$9.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-2.23K- 17.58% |
$279K - $321K
|
10.5K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.23K- 9.56% |
$279K - $321K
|
21.1K
$5.47M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.24K- 4.77% |
$280K - $323K
|
44.8K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 27.76% |
$281K - $324K
|
5.86K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.25K- 56.62% |
$282K - $324K
|
1.73K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.26K- 15.97% |
$283K - $325K
|
11.9K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.29K- 21.05% |
$286K - $329K
|
8.59K
$2.22M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.3K- 5.13% |
$287K - $331K
|
42.5K
$11M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.33K- 12.67% |
$291K - $335K
|
16.1K
$4.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.34K- 0.9% |
$292K - $336K
|
256K
$66.3M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.34K- 17.76% |
$293K - $337K
|
10.8K
$2.81M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2.35K- 4.11% |
$294K - $338K
|
54.9K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.39K- 10.85% |
$298K - $343K
|
19.6K
$5.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 3.99% |
$300K - $345K
|
57.8K
$15M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.41K- 10.62% |
$301K - $347K
|
20.3K
$5.25M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.43K- 3.13% |
$304K - $350K
|
75.2K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.43K- 0.85% |
$304K - $350K
|
284K
$73.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-2.45K- 3.78% |
$306K - $353K
|
62.5K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.46K- 0.89% |
$307K - $353K
|
274K
$71M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.46K- 2.15% |
$307K - $353K
|
112K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 10.73% |
$307K - $354K
|
20.5K
$5.3M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.47K- 5.46% |
$308K - $355K
|
42.7K
$11.1M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.47K- 11.36% |
$309K - $355K
|
19.3K
$4.99M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.48K- 43.36% |
$310K - $356K
|
3.24K
$838K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-2.48K- 6.82% |
$310K - $357K
|
33.9K
$8.79M
|