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 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.83K- 5.33% |
$603K - $695K
|
85.8K
$20.3M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.83K- 4.13% |
$604K - $695K
|
112K
$26.5M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.85K- 2.94% |
$606K - $698K
|
160K
$37.9M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4.86K- 8.03% |
$608K - $699K
|
55.7K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-4.91K- 26.27% |
$614K - $707K
|
13.8K
$3.26M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.91K- 26.27% |
$614K - $707K
|
13.8K
$3.26M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-4.94K- 17.38% |
$617K - $710K
|
23.5K
$5.55M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5K- 3.01% |
$624K - $718K
|
161K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-5K- 10.99% |
$625K - $719K
|
40.5K
$9.57M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.05K- 6.03% |
$631K - $726K
|
78.7K
$18.6M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.06K- 1.91% |
$632K - $727K
|
259K
$61.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.1K- 1.07% |
$637K - $734K
|
471K
$111M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.13K- 15.64% |
$641K - $738K
|
27.7K
$6.54M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.15K- 3.14% |
$643K - $740K
|
159K
$37.6M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.15K- 0.41% |
$643K - $741K
|
1.25M
$295M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.16K- 49.42% |
$645K - $742K
|
5.28K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 32.0% |
$647K - $745K
|
11K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.18K- 24.45% |
$648K - $745K
|
16K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-5.19K- 4.5% |
$648K - $746K
|
110K
$26M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.25K- 3.03% |
$656K - $755K
|
168K
$39.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.25K- 9.92% |
$656K - $755K
|
47.7K
$11.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.44K- 4.32% |
$679K - $782K
|
120K
$28.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.44K- 1.94% |
$679K - $782K
|
275K
$64.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5.51K- 25.21% |
$688K - $792K
|
16.3K
$3.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.54K- 3.09% |
$692K - $797K
|
174K
$41.1M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
SELL
|
- |
-5.61K- 24.96% |
$700K - $806K
|
16.9K
$3.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.61K- 4.53% |
$701K - $807K
|
118K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$13.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5.64K- 4.01% |
$704K - $811K
|
135K
$31.9M
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-5.65K- 63.3% |
$705K - $812K
|
3.27K
$774K
|
|
|
Apr 28, 2023
Q1 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.7K- 1.21% |
$712K - $820K
|
467K
$110M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-5.76K- 6.77% |
$720K - $829K
|
79.4K
$18.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.8K- 26.09% |
$725K - $834K
|
16.4K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-5.8K- 6.85% |
$725K - $834K
|
78.9K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5.88K- 3.33% |
$734K - $845K
|
171K
$40.3M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.96K- 9.43% |
$744K - $857K
|
57.2K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-6.05K- 1.79% |
$755K - $870K
|
331K
$78.3M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.08K- 72.29% |
$759K - $874K
|
2.33K
$551K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.08K- 46.5% |
$759K - $874K
|
6.99K
$1.65M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-6.12K- 6.1% |
$764K - $880K
|
94.2K
$22.3M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.18K- 1.51% |
$772K - $889K
|
404K
$95.6M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.25K- 2.32% |
$780K - $898K
|
263K
$62.1M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.29K- 3.5% |
$786K - $905K
|
173K
$41M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.33K- 64.18% |
$791K - $910K
|
3.53K
$835K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-6.44K- 20.77% |
$804K - $925K
|
24.5K
$5.8M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.49K- 67.76% |
$811K - $934K
|
3.09K
$730K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.53K- 42.23% |
$816K - $939K
|
8.93K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.68K- 26.27% |
$834K - $960K
|
18.7K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.81K- 6.48% |
$851K - $979K
|
98.3K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.83K- 27.56% |
$853K - $982K
|
17.9K
$4.24M
|