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
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.08K- 3.62% |
$385K - $443K
|
82K
$23.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-3.1K- 3.21% |
$388K - $446K
|
93.6K
$26.5M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.1K- 38.05% |
$388K - $446K
|
5.05K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.19K- 3.36% |
$398K - $458K
|
91.6K
$25.9M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.2K- 11.68% |
$400K - $460K
|
24.2K
$6.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.23K- 5.35% |
$403K - $464K
|
57.1K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-3.23K- 14.04% |
$403K - $464K
|
19.8K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-3.23K- 41.29% |
$403K - $464K
|
4.59K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-3.23K- 1.58% |
$404K - $465K
|
201K
$57M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-3.25K- 8.91% |
$406K - $467K
|
33.2K
$9.39M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.26K- 9.01% |
$407K - $468K
|
32.9K
$9.31M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.28K- 43.25% |
$410K - $472K
|
4.3K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.28K- 3.04% |
$410K - $472K
|
105K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.3K- 0.15% |
$412K - $474K
|
2.24M
$635M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.31K- 15.28% |
$413K - $475K
|
18.3K
$5.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.32K- 2.99% |
$414K - $477K
|
107K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.33K- 7.03% |
$416K - $479K
|
44.1K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.37K- 39.64% |
$421K - $485K
|
5.13K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.43K- 15.31% |
$428K - $493K
|
18.9K
$5.36M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-3.45K- 40.65% |
$431K - $496K
|
5.04K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.45K- 8.7% |
$431K - $496K
|
36.2K
$10.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.49K- 7.46% |
$435K - $501K
|
43.2K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.53K- 58.08% |
$441K - $508K
|
2.55K
$722K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.54K- 6.74% |
$442K - $509K
|
49K
$13.9M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.54K- 22.82% |
$443K - $510K
|
12K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.56K- 2.94% |
$444K - $511K
|
117K
$33.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.56K- 8.7% |
$445K - $512K
|
37.4K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.58K- 13.96% |
$447K - $514K
|
22K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.58K- 11.0% |
$447K - $514K
|
28.9K
$8.19M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.58K- 18.32% |
$447K - $515K
|
16K
$4.52M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.6K- 9.91% |
$450K - $518K
|
32.7K
$9.27M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.61K- 0.47% |
$451K - $519K
|
763K
$216M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.62K- 2.2% |
$452K - $520K
|
161K
$45.5M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3.64K- 19.91% |
$455K - $523K
|
14.6K
$4.15M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.65K- 29.04% |
$456K - $525K
|
8.92K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.74K- 25.41% |
$467K - $537K
|
11K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.75K- 5.05% |
$468K - $539K
|
70.3K
$19.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-3.75K- 24.03% |
$468K - $539K
|
11.8K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.79K- 5.8% |
$473K - $544K
|
61.4K
$17.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.83K- 15.46% |
$478K - $550K
|
20.9K
$5.93M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-3.89K- 19.3% |
$486K - $559K
|
16.3K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.89K- 0.9% |
$486K - $560K
|
429K
$122M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.91K- 2.12% |
$489K - $563K
|
181K
$51.1M
|
|
|
Jul 11, 2023
Q1 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.96K- 1.5% |
$495K - $569K
|
261K
$73.8M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.97K- 18.8% |
$496K - $571K
|
17.1K
$4.85M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4K- 14.8% |
$500K - $575K
|
23K
$6.52M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4K- 1.83% |
$500K - $575K
|
215K
$60.9M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-4.05K- 52.66% |
$505K - $582K
|
3.64K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.06K- 1.72% |
$507K - $584K
|
231K
$65.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.06K- 3.64% |
$507K - $584K
|
107K
$30.4M
|