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 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-21.3K- 40.42% |
$2.67M - $3.07M
|
31.5K
$8.14M
|
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-21.4K- 3.14% |
$2.67M - $3.08M
|
659K
$171M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-21.6K- 4.59% |
$2.7M - $3.11M
|
450K
$116M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-22K- 18.74% |
$2.74M - $3.16M
|
95.3K
$24.7M
|
|
|
May 02, 2023
Q1 2023
|
Courant Investment Management LLC
|
SELL
|
- |
-22K- 16.11% |
$2.75M - $3.16M
|
115K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-22.1K- 40.77% |
$2.77M - $3.18M
|
32.2K
$8.33M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-22.3K- 4.01% |
$2.79M - $3.21M
|
533K
$138M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-23.3K- 17.07% |
$2.9M - $3.34M
|
113K
$29.2M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-23.4K- 46.3% |
$2.92M - $3.36M
|
27.1K
$7.01M
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-23.5K- 39.97% |
$2.94M - $3.38M
|
35.3K
$9.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-23.7K- 12.55% |
$2.97M - $3.41M
|
165K
$42.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-23.9K- 7.93% |
$2.99M - $3.44M
|
278K
$72M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-24.3K- 14.27% |
$3.03M - $3.49M
|
146K
$37.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-24.4K- 10.6% |
$3.05M - $3.51M
|
206K
$53.3M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-24.7K- 37.39% |
$3.09M - $3.55M
|
41.4K
$10.7M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24.8K- 5.11% |
$3.09M - $3.56M
|
460K
$119M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-24.8K- 4.97% |
$3.1M - $3.57M
|
475K
$123M
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-25K- 22.73% |
$3.12M - $3.6M
|
85K
$22M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-25.1K- 6.23% |
$3.14M - $3.62M
|
379K
$98M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-25.2K- 1.37% |
$3.15M - $3.62M
|
1.82M
$471M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-25.2K- 8.4% |
$3.15M - $3.63M
|
275K
$71.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.4K- 0.29% |
$3.17M - $3.65M
|
8.59M
$2.22B
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-25.5K- 3.05% |
$3.19M - $3.67M
|
812K
$210M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-26.4K- 3.41% |
$3.3M - $3.8M
|
749K
$194M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-26.5K- 7.11% |
$3.31M - $3.81M
|
346K
$89.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-27.2K- 0.94% |
$3.4M - $3.92M
|
2.86M
$740M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-27.4K- 8.72% |
$3.42M - $3.93M
|
286K
$74.1M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-27.4K- 91.93% |
$3.42M - $3.94M
|
2.4K
$621K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-28.4K- 69.7% |
$3.55M - $4.09M
|
12.4K
$3.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-28.7K- 9.53% |
$3.58M - $4.12M
|
272K
$70.5M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28.7K- 58.22% |
$3.59M - $4.13M
|
20.6K
$5.33M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-29.6K- 9.26% |
$3.69M - $4.25M
|
290K
$75M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-30K- 88.5% |
$3.74M - $4.31M
|
3.89K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30.1K- 78.25% |
$3.76M - $4.32M
|
8.36K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30.4K- 99.57% |
$3.8M - $4.38M
|
130
$33.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-30.5K- 5.67% |
$3.8M - $4.38M
|
506K
$131M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30.6K- 3.15% |
$3.82M - $4.39M
|
940K
$243M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-30.6K- 89.81% |
$3.82M - $4.39M
|
3.47K
$897K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-31.2K- 11.1% |
$3.9M - $4.49M
|
250K
$64.8M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32.5K- 0.96% |
$4.06M - $4.67M
|
3.34M
$865M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-33.8K- 16.12% |
$4.22M - $4.85M
|
176K
$45.4M
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-34K- 8.48% |
$4.25M - $4.89M
|
367K
$95.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.1K- 26.64% |
$4.27M - $4.91M
|
94.1K
$24.3M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.5K- 55.91% |
$4.31M - $4.96M
|
27.2K
$7.04M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-34.6K- 1.26% |
$4.32M - $4.97M
|
2.71M
$701M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-34.6K- 1.26% |
$4.32M - $4.97M
|
2.71M
$701M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-35.4K- 58.98% |
$4.42M - $5.09M
|
24.6K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.4K- 71.16% |
$4.55M - $5.23M
|
14.8K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-36.7K- 41.33% |
$4.58M - $5.28M
|
52.1K
$13.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-36.8K- 40.7% |
$4.6M - $5.29M
|
53.6K
$13.9M
|