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
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.47K- 7.73% |
$559K - $643K
|
53.4K
$13.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.48K- 5.42% |
$559K - $644K
|
78.1K
$20.2M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.5K- 54.8% |
$562K - $647K
|
3.71K
$961K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.51K- 2.57% |
$564K - $649K
|
171K
$44.3M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-4.59K- 26.01% |
$574K - $660K
|
13.1K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.63K- 11.35% |
$578K - $665K
|
36.1K
$9.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.66K- 36.12% |
$582K - $670K
|
8.24K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.66K- 50.01% |
$582K - $670K
|
4.66K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.67K- 1.84% |
$583K - $671K
|
249K
$64.5M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-4.7K- 2.2% |
$587K - $676K
|
209K
$54.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-4.7K- 9.38% |
$588K - $676K
|
45.4K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-4.73K- 8.57% |
$591K - $680K
|
50.4K
$13M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.76K- 7.45% |
$594K - $684K
|
59.1K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.77K- 57.18% |
$596K - $686K
|
3.58K
$925K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.8K- 27.73% |
$600K - $690K
|
12.5K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.83K- 5.33% |
$603K - $695K
|
85.8K
$22.2M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.83K- 4.13% |
$604K - $695K
|
112K
$29M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.85K- 2.94% |
$606K - $698K
|
160K
$41.5M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4.86K- 8.03% |
$608K - $699K
|
55.7K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-4.91K- 26.27% |
$614K - $707K
|
13.8K
$3.57M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.91K- 26.27% |
$614K - $707K
|
13.8K
$3.57M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-4.94K- 17.38% |
$617K - $710K
|
23.5K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5K- 3.01% |
$624K - $718K
|
161K
$41.6M
|
|
|
May 15, 2023
Q1 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-5K- 10.99% |
$625K - $719K
|
40.5K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.05K- 6.03% |
$631K - $726K
|
78.7K
$20.4M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.06K- 1.91% |
$632K - $727K
|
259K
$67.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.1K- 1.07% |
$637K - $734K
|
471K
$122M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.13K- 15.64% |
$641K - $738K
|
27.7K
$7.16M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.15K- 3.14% |
$643K - $740K
|
159K
$41.1M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.15K- 0.41% |
$643K - $741K
|
1.25M
$323M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.16K- 49.42% |
$645K - $742K
|
5.28K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 32.0% |
$647K - $745K
|
11K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.18K- 24.45% |
$648K - $745K
|
16K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-5.19K- 4.5% |
$648K - $746K
|
110K
$28.5M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.25K- 3.03% |
$656K - $755K
|
168K
$43.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.25K- 9.92% |
$656K - $755K
|
47.7K
$12.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.44K- 4.32% |
$679K - $782K
|
120K
$31.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.44K- 1.94% |
$679K - $782K
|
275K
$71.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5.51K- 25.21% |
$688K - $792K
|
16.3K
$4.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.54K- 3.09% |
$692K - $797K
|
174K
$45M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
SELL
|
- |
-5.61K- 24.96% |
$700K - $806K
|
16.9K
$4.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.61K- 4.53% |
$701K - $807K
|
118K
$30.6M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$14.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5.64K- 4.01% |
$704K - $811K
|
135K
$35M
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-5.65K- 63.3% |
$705K - $812K
|
3.27K
$847K
|
|
|
Apr 28, 2023
Q1 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.7K- 1.21% |
$712K - $820K
|
467K
$121M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-5.76K- 6.77% |
$720K - $829K
|
79.4K
$20.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.8K- 26.09% |
$725K - $834K
|
16.4K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-5.8K- 6.85% |
$725K - $834K
|
78.9K
$20.4M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5.88K- 3.33% |
$734K - $845K
|
171K
$44.2M
|