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 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-377- 6.64% |
$47.1K - $54.2K
|
5.3K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-378- 5.59% |
$47.2K - $54.4K
|
6.38K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-381- 1.16% |
$47.6K - $54.8K
|
32.6K
$8.44M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-384- 8.31% |
$48K - $55.2K
|
4.24K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-385- 0.58% |
$48.1K - $55.4K
|
66.4K
$17.2M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-385- 1.68% |
$48.1K - $55.4K
|
22.5K
$5.83M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-386- 2.08% |
$48.2K - $55.5K
|
18.1K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-386- 1.68% |
$48.2K - $55.5K
|
22.5K
$5.83M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-388- 6.84% |
$48.5K - $55.8K
|
5.28K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-390- 1.86% |
$48.7K - $56.1K
|
20.6K
$5.33M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-392- 1.25% |
$49K - $56.4K
|
31K
$8.03M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-393- 2.08% |
$49.1K - $56.5K
|
18.5K
$4.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-395- 7.34% |
$49.3K - $56.8K
|
4.99K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-396- 0.36% |
$49.5K - $56.9K
|
109K
$28.2M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-398- 1.36% |
$49.7K - $57.2K
|
28.8K
$7.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-400- 0.63% |
$50K - $57.5K
|
63.4K
$16.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-400- 4.32% |
$50K - $57.5K
|
8.86K
$2.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-400- 5.41% |
$50K - $57.5K
|
7K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-400- 2.24% |
$50K - $57.5K
|
17.5K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-401- 6.7% |
$50.1K - $57.7K
|
5.58K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-402- 4.96% |
$50.2K - $57.8K
|
7.7K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-403- 2.32% |
$50.3K - $58K
|
17K
$4.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-404- 10.69% |
$50.5K - $58.1K
|
3.38K
$873K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-407- 5.12% |
$50.8K - $58.5K
|
7.55K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-411- 5.67% |
$51.3K - $59.1K
|
6.83K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-413- 0.9% |
$51.6K - $59.4K
|
45.5K
$11.8M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-414- 3.06% |
$51.7K - $59.5K
|
13.1K
$3.39M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-415- 0.46% |
$51.8K - $59.7K
|
90.4K
$23.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-419- 5.71% |
$52.3K - $60.3K
|
6.92K
$1.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-425- 0.42% |
$53.1K - $61.1K
|
101K
$26.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-426- 7.47% |
$53.2K - $61.3K
|
5.28K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-429- 0.13% |
$53.6K - $61.7K
|
342K
$88.4M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-432- 0.46% |
$54K - $62.1K
|
93.4K
$24.2M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-432- 99.77% |
$54K - $62.1K
|
1
$259
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-437- 4.79% |
$54.6K - $62.8K
|
8.68K
$2.25M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-438- 19.3% |
$54.7K - $63K
|
1.83K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-439- 0.85% |
$54.8K - $63.1K
|
51K
$13.2M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-439- 0.85% |
$54.8K - $63.1K
|
51K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-441- 19.6% |
$55.1K - $63.4K
|
1.81K
$468K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-443- 0.53% |
$55.3K - $63.7K
|
83.3K
$21.6M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-447- 0.7% |
$55.8K - $64.3K
|
63.2K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-447- 1.42% |
$55.8K - $64.3K
|
31.1K
$8.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-448- 3.24% |
$56K - $64.4K
|
13.4K
$3.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-448- 2.35% |
$56K - $64.4K
|
18.6K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-450- 17.24% |
$56.2K - $64.7K
|
2.16K
$559K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-451- 23.45% |
$56.3K - $64.9K
|
1.47K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-451- 1.33% |
$56.3K - $64.9K
|
33.3K
$8.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-454- 1.31% |
$56.7K - $65.3K
|
34.1K
$8.83M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-454- 6.82% |
$56.7K - $65.3K
|
6.21K
$1.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-456- 5.78% |
$57K - $65.6K
|
7.44K
$1.92M
|