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 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-315- 0.8% |
$39.3K - $45.3K
|
39K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-317- 3.56% |
$39.6K - $45.6K
|
8.59K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-317- 2.3% |
$39.6K - $45.6K
|
13.5K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-317- 0.62% |
$39.6K - $45.6K
|
50.4K
$13M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-318- 7.46% |
$39.7K - $45.7K
|
3.94K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-321- 3.28% |
$40.1K - $46.2K
|
9.45K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-321- 3.15% |
$40.1K - $46.2K
|
9.89K
$2.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-324- 1.29% |
$40.5K - $46.6K
|
24.7K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-324- 3.42% |
$40.5K - $46.6K
|
9.16K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-333- 2.17% |
$41.6K - $47.9K
|
15K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-333- 5.42% |
$41.6K - $47.9K
|
5.82K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-334- 0.05% |
$41.7K - $48K
|
737K
$191M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-334- 4.35% |
$41.7K - $48K
|
7.34K
$1.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-335- 1.46% |
$41.8K - $48.2K
|
22.6K
$5.84M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-335- 5.57% |
$41.8K - $48.2K
|
5.68K
$1.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-337- 0.35% |
$42.1K - $48.5K
|
95.9K
$24.8M
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-338- 0.43% |
$42.2K - $48.6K
|
78.7K
$20.4M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-340- 13.5% |
$42.5K - $48.9K
|
2.18K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-340- 0.33% |
$42.5K - $48.9K
|
103K
$26.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-341- 1.87% |
$42.6K - $49K
|
17.9K
$4.64M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-341- 9.39% |
$42.6K - $49K
|
3.29K
$852K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-342- 1.64% |
$42.7K - $49.2K
|
20.5K
$5.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-345- 1.83% |
$43.1K - $49.6K
|
18.5K
$4.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-345- 0.81% |
$43.1K - $49.6K
|
42.3K
$10.9M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-346- 4.47% |
$43.2K - $49.8K
|
7.39K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-349- 15.81% |
$43.6K - $50.2K
|
1.86K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-349- 0.46% |
$43.6K - $50.2K
|
75.2K
$19.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-350- 0.39% |
$43.7K - $50.3K
|
90.4K
$23.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-350- 0.83% |
$43.7K - $50.3K
|
42K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-350- 12.23% |
$43.7K - $50.3K
|
2.51K
$650K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-350- 2.6% |
$43.7K - $50.3K
|
13.1K
$3.39M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-351- 0.82% |
$43.8K - $50.5K
|
42.5K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-354- 2.93% |
$44.2K - $50.9K
|
11.7K
$3.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-355- 7.08% |
$44.3K - $51K
|
4.66K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-355- 0.2% |
$44.3K - $51K
|
178K
$46M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-361- 12.81% |
$45.1K - $51.9K
|
2.46K
$636K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-362- 6.91% |
$45.2K - $52.1K
|
4.88K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-365- 1.05% |
$45.6K - $52.5K
|
34.2K
$8.86M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-365- 1.86% |
$45.6K - $52.5K
|
19.2K
$4.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-366- 5.18% |
$45.7K - $52.6K
|
6.71K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-366- 0.43% |
$45.7K - $52.6K
|
85.4K
$22.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-367- 2.94% |
$45.8K - $52.8K
|
12.1K
$3.14M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-367- 0.67% |
$45.8K - $52.8K
|
54.7K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-367- 4.34% |
$45.8K - $52.8K
|
8.09K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-370- 0.87% |
$46.2K - $53.2K
|
42.3K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-370- 0.47% |
$46.2K - $53.2K
|
77.9K
$20.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-372- 3.97% |
$46.5K - $53.5K
|
9.01K
$2.33M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-372- 0.71% |
$46.5K - $53.5K
|
52.1K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-372- 8.61% |
$46.5K - $53.5K
|
3.95K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-377- 1.58% |
$47.1K - $54.2K
|
23.4K
$6.06M
|