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 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.51K- 8.3% |
$188K - $216K
|
16.6K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 21.95% |
$188K - $216K
|
5.35K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.51K- 2.7% |
$189K - $217K
|
54.4K
$14.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.51K- 5.76% |
$189K - $218K
|
24.8K
$6.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.52K- 4.71% |
$189K - $218K
|
30.7K
$7.93M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.52K- 3.64% |
$190K - $219K
|
40.3K
$10.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.52K- 4.64% |
$190K - $219K
|
31.2K
$8.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.52K- 2.83% |
$190K - $219K
|
52.3K
$13.5M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.53K- 9.26% |
$191K - $219K
|
14.9K
$3.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.53K- 11.37% |
$191K - $219K
|
11.9K
$3.08M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.54K- 0.76% |
$192K - $221K
|
200K
$51.9M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.54K- 3.44% |
$193K - $222K
|
43.2K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.55K- 42.75% |
$193K - $222K
|
2.07K
$535K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 1.33% |
$194K - $223K
|
116K
$29.9M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.56K- 9.4% |
$194K - $224K
|
15K
$3.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.57K- 17.28% |
$196K - $226K
|
7.53K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.58K- 3.5% |
$197K - $227K
|
43.5K
$11.3M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.6K- 6.83% |
$199K - $229K
|
21.8K
$5.63M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.6K- 1.47% |
$199K - $229K
|
107K
$27.7M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.6K- 15.71% |
$200K - $231K
|
8.6K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 1.24% |
$200K - $231K
|
128K
$33.1M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.65K- 12.22% |
$206K - $238K
|
11.9K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.66K- 0.63% |
$207K - $238K
|
261K
$67.4M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.66K- 1.27% |
$207K - $238K
|
128K
$33.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.67K- 3.57% |
$208K - $239K
|
45K
$11.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.67K- 3.77% |
$208K - $240K
|
42.6K
$11M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.68K- 1.7% |
$210K - $242K
|
97.1K
$25.1M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.68K- 9.23% |
$210K - $242K
|
16.5K
$4.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.7K- 71.49% |
$212K - $244K
|
677
$175K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.7K- 3.07% |
$213K - $245K
|
53.8K
$13.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.71K- 14.2% |
$213K - $245K
|
10.3K
$2.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.71K- 1.96% |
$214K - $246K
|
85.6K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.72K- 1.78% |
$215K - $247K
|
94.9K
$24.6M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.72K- 21.02% |
$215K - $247K
|
6.47K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.72K- 5.27% |
$215K - $247K
|
30.9K
$8.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.76K- 39.9% |
$219K - $253K
|
2.65K
$684K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.76K- 6.64% |
$219K - $253K
|
24.7K
$6.39M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.77K- 7.53% |
$221K - $254K
|
21.7K
$5.61M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.78K- 1.4% |
$222K - $256K
|
125K
$32.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.79K- 29.0% |
$223K - $257K
|
4.37K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 18.61% |
$224K - $257K
|
7.83K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.8K- 50.82% |
$225K - $259K
|
1.74K
$451K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.81K- 2.23% |
$225K - $260K
|
79.3K
$20.5M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.81K- 1.09% |
$227K - $261K
|
164K
$42.5M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.82K- 21.88% |
$228K - $262K
|
6.51K
$1.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.85K- 3.69% |
$231K - $266K
|
48.2K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.85K- 98.93% |
$231K - $266K
|
20
$5.18K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.89K- 1.5% |
$236K - $271K
|
124K
$32M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.91K- 17.11% |
$238K - $274K
|
9.24K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.91K- 9.44% |
$239K - $275K
|
18.4K
$4.75M
|