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 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.43K- 0.85% |
$304K - $350K
|
284K
$80.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-2.45K- 3.78% |
$306K - $353K
|
62.5K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.46K- 0.89% |
$307K - $353K
|
274K
$77.7M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.46K- 2.15% |
$307K - $353K
|
112K
$31.6M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 10.73% |
$307K - $354K
|
20.5K
$5.8M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.47K- 5.46% |
$308K - $355K
|
42.7K
$12.1M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.47K- 11.36% |
$309K - $355K
|
19.3K
$5.46M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.48K- 43.36% |
$310K - $356K
|
3.24K
$917K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-2.48K- 6.82% |
$310K - $357K
|
33.9K
$9.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.49K- 50.49% |
$311K - $358K
|
2.44K
$691K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.49K- 47.73% |
$311K - $358K
|
2.73K
$772K
|
|
|
May 08, 2023
Q1 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-2.5K- 2.86% |
$312K - $360K
|
85K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 27.47% |
$312K - $360K
|
6.6K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.53K- 8.08% |
$316K - $364K
|
28.8K
$8.15M
|
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-2.55K- 36.43% |
$319K - $367K
|
4.45K
$1.26M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.55K- 20.51% |
$319K - $367K
|
9.9K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.56K- 4.52% |
$320K - $369K
|
54.2K
$15.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.57K- 16.39% |
$321K - $370K
|
13.1K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.58K- 14.34% |
$322K - $370K
|
15.4K
$4.36M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.58K- 18.32% |
$322K - $371K
|
11.5K
$3.25M
|
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-2.58K- 5.11% |
$322K - $371K
|
47.9K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.59K- 2.42% |
$323K - $372K
|
104K
$29.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.6K- 1.19% |
$325K - $374K
|
216K
$61.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.61K- 2.23% |
$326K - $375K
|
114K
$32.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.62K- 1.18% |
$328K - $377K
|
220K
$62.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 4.08% |
$328K - $378K
|
61.7K
$17.5M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.63K- 4.12% |
$329K - $378K
|
61.2K
$17.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.64K- 9.9% |
$330K - $380K
|
24K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 53.44% |
$330K - $380K
|
2.3K
$651K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.65K- 4.14% |
$331K - $381K
|
61.2K
$17.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.68K- 5.82% |
$335K - $386K
|
43.4K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.73K- 14.79% |
$341K - $392K
|
15.7K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.73K- 5.03% |
$341K - $393K
|
51.7K
$14.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2.74K- 1.35% |
$342K - $394K
|
200K
$56.6M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.75K- 8.24% |
$343K - $395K
|
30.6K
$8.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.76K- 26.1% |
$345K - $397K
|
7.81K
$2.21M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.77K- 24.13% |
$346K - $399K
|
8.72K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.78K- 1.15% |
$347K - $400K
|
238K
$67.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.8K- 3.86% |
$350K - $403K
|
69.8K
$19.8M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.8K- 45.62% |
$350K - $403K
|
3.34K
$947K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.81K- 54.81% |
$351K - $404K
|
2.32K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.81K- 1.42% |
$351K - $405K
|
196K
$55.4M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.82K- 43.15% |
$352K - $405K
|
3.71K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-2.84K- 5.11% |
$354K - $408K
|
52.7K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.9K- 7.97% |
$362K - $417K
|
33.5K
$9.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.91K- 1.48% |
$364K - $419K
|
194K
$55.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-3.03K- 7.85% |
$378K - $436K
|
35.6K
$10.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.06K- 2.22% |
$383K - $441K
|
135K
$38.2M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-3.07K- 16.2% |
$383K - $441K
|
15.9K
$4.49M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.08K- 2.16% |
$385K - $443K
|
140K
$39.5M
|