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
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-810- 2.96% |
$101K - $116K
|
26.5K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-810- 0.77% |
$101K - $116K
|
105K
$27.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-813- 39.2% |
$102K - $117K
|
1.26K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-814- 0.77% |
$102K - $117K
|
105K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-814- 3.52% |
$102K - $117K
|
22.3K
$5.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-815- 8.72% |
$102K - $117K
|
8.54K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-818- 0.49% |
$102K - $118K
|
165K
$42.7M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-819- 11.68% |
$102K - $118K
|
6.2K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-820- 2.78% |
$102K - $118K
|
28.7K
$7.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-821- 2.06% |
$103K - $118K
|
39.1K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-823- 1.37% |
$103K - $118K
|
59.4K
$15.4M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-824- 2.29% |
$103K - $118K
|
35.2K
$9.11M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-833- 6.87% |
$104K - $120K
|
11.3K
$2.92M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-842- 1.34% |
$105K - $121K
|
61.8K
$16M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-845- 3.91% |
$106K - $122K
|
20.8K
$5.38M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-847- 1.47% |
$106K - $122K
|
56.7K
$14.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-849- 0.41% |
$106K - $122K
|
208K
$53.9M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-860- 1.9% |
$107K - $124K
|
44.4K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-860- 6.39% |
$107K - $124K
|
12.6K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-865- 1.45% |
$108K - $124K
|
58.6K
$15.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-866- 15.43% |
$108K - $125K
|
4.75K
$1.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-866- 1.47% |
$108K - $125K
|
58K
$15M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-874- 5.16% |
$109K - $126K
|
16.1K
$4.16M
|
|
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-874- 60.53% |
$109K - $126K
|
570
$148K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-878- 5.62% |
$110K - $126K
|
14.7K
$3.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-883- 12.54% |
$110K - $127K
|
6.16K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-885- 0.52% |
$111K - $127K
|
171K
$44.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-896- 40.07% |
$112K - $129K
|
1.34K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-896- 34.82% |
$112K - $129K
|
1.68K
$434K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-899- 6.95% |
$112K - $129K
|
12K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-905- 19.9% |
$113K - $130K
|
3.64K
$943K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-906- 9.3% |
$113K - $130K
|
8.84K
$2.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-910- 3.13% |
$114K - $131K
|
28.2K
$7.3M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-913- 5.15% |
$114K - $131K
|
16.8K
$4.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 11.79% |
$115K - $132K
|
6.88K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-922- 10.87% |
$115K - $133K
|
7.56K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-937- 0.64% |
$117K - $135K
|
146K
$37.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-942- 1.52% |
$118K - $135K
|
61.1K
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-943- 9.76% |
$118K - $136K
|
8.72K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-951- 1.48% |
$119K - $137K
|
63.2K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-957- 8.48% |
$120K - $138K
|
10.3K
$2.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Westwood Management Corp
|
SELL
|
- |
-960- 15.34% |
$120K - $138K
|
5.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-965- 1.94% |
$121K - $139K
|
48.8K
$12.6M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-970- 0.21% |
$121K - $139K
|
453K
$117M
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-972- 0.77% |
$121K - $140K
|
126K
$32.5M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-994- 2.87% |
$124K - $143K
|
33.6K
$8.7M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-996- 3.2% |
$124K - $143K
|
30.1K
$7.8M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-997- 9.79% |
$125K - $143K
|
9.19K
$2.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
SELL
|
- |
-1K- 3.5% |
$125K - $144K
|
27.6K
$7.13M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1K- 8.16% |
$125K - $144K
|
11.3K
$2.91M
|