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 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-40- 0.69% |
$5K - $5.75K
|
5.75K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-40- 0.32% |
$5K - $5.75K
|
12.5K
$3.22M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-42- 0.47% |
$5.25K - $6.04K
|
8.89K
$2.3M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-42- 1.07% |
$5.25K - $6.04K
|
3.9K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-43- 0.39% |
$5.37K - $6.18K
|
10.9K
$2.83M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-43- 0.04% |
$5.37K - $6.18K
|
115K
$29.8M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-44- 0.02% |
$5.5K - $6.33K
|
240K
$62M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-48- 0.41% |
$6K - $6.9K
|
11.8K
$3.05M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-49- 33.79% |
$6.12K - $7.05K
|
96
$24.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-50- 2.61% |
$6.25K - $7.19K
|
1.87K
$484K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-50- 0.25% |
$6.25K - $7.19K
|
19.7K
$5.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 1.6% |
$6.25K - $7.19K
|
3.08K
$797K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-50- 0.21% |
$6.25K - $7.19K
|
23.3K
$6.03M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.3% |
$6.25K - $7.19K
|
16.4K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.43% |
$6.25K - $7.19K
|
11.5K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-50- 0.15% |
$6.25K - $7.19K
|
33.7K
$8.71M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-51- 1.35% |
$6.37K - $7.33K
|
3.74K
$967K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-51- 1.05% |
$6.37K - $7.33K
|
4.8K
$1.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-52- 3.25% |
$6.5K - $7.48K
|
1.55K
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-53- 1.25% |
$6.62K - $7.62K
|
4.18K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-53- 1.47% |
$6.62K - $7.62K
|
3.55K
$917K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-54- 0.04% |
$6.75K - $7.77K
|
149K
$38.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-54- 1.18% |
$6.75K - $7.77K
|
4.51K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-54- 2.7% |
$6.75K - $7.77K
|
1.95K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-54- 1.23% |
$6.75K - $7.77K
|
4.34K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-55- 0.15% |
$6.87K - $7.91K
|
37.8K
$9.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-55- 0.25% |
$6.87K - $7.91K
|
22.1K
$5.72M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-55- 0.14% |
$6.87K - $7.91K
|
38.2K
$9.89M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-55- 3.03% |
$6.87K - $7.91K
|
1.76K
$456K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-56- 1.0% |
$6.99K - $8.05K
|
5.56K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-56- 1.35% |
$6.99K - $8.05K
|
4.08K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-57- 0.32% |
$7.12K - $8.2K
|
17.9K
$4.62M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-57- 0.52% |
$7.12K - $8.2K
|
10.8K
$2.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-59- 6.08% |
$7.37K - $8.48K
|
911
$236K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-60- 1.9% |
$7.49K - $8.63K
|
3.1K
$802K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-61- 38.36% |
$7.62K - $8.77K
|
98
$25.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-62- 1.19% |
$7.74K - $8.92K
|
5.13K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-63- 0.67% |
$7.87K - $9.06K
|
9.28K
$2.4M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-64- 5.15% |
$7.99K - $9.2K
|
1.18K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-64- 0.65% |
$7.99K - $9.2K
|
9.72K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-64- 1.07% |
$7.99K - $9.2K
|
5.93K
$1.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-65- 0.13% |
$8.12K - $9.35K
|
51.3K
$13.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-65- 0.09% |
$8.12K - $9.35K
|
71.2K
$18.4M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-65- 3.87% |
$8.12K - $9.35K
|
1.62K
$418K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-65- 0.86% |
$8.12K - $9.35K
|
7.47K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-65- 3.79% |
$8.12K - $9.35K
|
1.65K
$426K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-66- 3.91% |
$8.24K - $9.49K
|
1.62K
$420K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-66- 1.86% |
$8.24K - $9.49K
|
3.48K
$900K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-66- 2.37% |
$8.24K - $9.49K
|
2.72K
$703K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-67- 0.49% |
$8.37K - $9.63K
|
13.7K
$3.55M
|