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 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-11.9K- 19.6% |
$1.48M - $1.71M
|
48.7K
$13.8M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12K- 3.15% |
$1.5M - $1.72M
|
368K
$104M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-12.2K- 0.93% |
$1.52M - $1.75M
|
1.3M
$368M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-12.2K- 2.88% |
$1.52M - $1.75M
|
412K
$117M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-12.2K- 1.04% |
$1.53M - $1.76M
|
1.17M
$331M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3K- 16.14% |
$1.54M - $1.77M
|
63.9K
$18.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-12.4K- 87.75% |
$1.55M - $1.78M
|
1.73K
$490K
|
|
|
May 01, 2023
Q1 2023
|
F
|
SELL
|
- |
-12.4K- 70.14% |
$1.55M - $1.79M
|
5.29K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-12.5K- 14.59% |
$1.57M - $1.8M
|
73.4K
$20.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-12.8K- 30.86% |
$1.6M - $1.84M
|
28.7K
$8.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-12.9K- 99.22% |
$1.61M - $1.85M
|
102
$28.9K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13K- 14.81% |
$1.63M - $1.88M
|
75K
$21.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-13.3K- 41.47% |
$1.66M - $1.91M
|
18.7K
$5.3M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-13.4K- 30.43% |
$1.67M - $1.93M
|
30.6K
$8.68M
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 41.09% |
$1.69M - $1.94M
|
19.4K
$5.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-13.6K- 19.95% |
$1.7M - $1.95M
|
54.5K
$15.4M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.8K- 43.45% |
$1.72M - $1.98M
|
17.9K
$5.07M
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-13.8K- 15.09% |
$1.72M - $1.98M
|
77.6K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 8.79% |
$1.77M - $2.04M
|
147K
$41.7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 52.85% |
$1.79M - $2.06M
|
12.8K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-14.4K- 69.9% |
$1.8M - $2.08M
|
6.22K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-14.6K- 35.48% |
$1.82M - $2.09M
|
26.5K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14.6K- 13.93% |
$1.82M - $2.1M
|
90.1K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 2.18% |
$1.84M - $2.12M
|
661K
$187M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14.9K- 73.58% |
$1.87M - $2.15M
|
5.36K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15K- 0.07% |
$1.87M - $2.16M
|
22.4M
$6.34B
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
SELL
|
- |
-15K- 27.81% |
$1.88M - $2.16M
|
39K
$11M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-15.1K- 73.0% |
$1.88M - $2.17M
|
5.57K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-15.3K- 37.81% |
$1.91M - $2.2M
|
25.1K
$7.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-15.4K- 7.87% |
$1.93M - $2.22M
|
181K
$51.2M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.5K- 4.87% |
$1.93M - $2.22M
|
302K
$85.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 1.59% |
$1.94M - $2.23M
|
962K
$272M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15.7K- 6.82% |
$1.96M - $2.26M
|
215K
$60.8M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-15.9K- 3.88% |
$1.98M - $2.28M
|
393K
$111M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-15.9K- 9.57% |
$1.99M - $2.29M
|
150K
$42.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-16.1K- 1.69% |
$2.01M - $2.32M
|
936K
$265M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 51.59% |
$2.02M - $2.33M
|
15.2K
$4.3M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-16.3K- 10.0% |
$2.04M - $2.35M
|
147K
$41.6M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.7K- 14.07% |
$2.09M - $2.41M
|
102K
$28.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.8K- 7.96% |
$2.09M - $2.41M
|
194K
$54.9M
|
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-17K- 2.24% |
$2.13M - $2.45M
|
745K
$211M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-17.3K- 16.5% |
$2.16M - $2.49M
|
87.5K
$24.8M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-17.5K- 13.5% |
$2.19M - $2.52M
|
112K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-17.8K- 8.28% |
$2.22M - $2.56M
|
197K
$55.8M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-17.9K- 0.78% |
$2.24M - $2.58M
|
2.29M
$647M
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-18.2K- 10.33% |
$2.27M - $2.62M
|
158K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-18.4K- 4.74% |
$2.3M - $2.65M
|
370K
$105M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.4K- 7.66% |
$2.3M - $2.65M
|
222K
$62.8M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-18.8K- 22.53% |
$2.35M - $2.7M
|
64.6K
$18.3M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19.1K- 38.74% |
$2.39M - $2.75M
|
30.2K
$8.56M
|