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 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.96K- 9.43% |
$744K - $857K
|
57.2K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-6.05K- 1.79% |
$755K - $870K
|
331K
$85.3M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.08K- 72.29% |
$759K - $874K
|
2.33K
$600K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.08K- 46.5% |
$759K - $874K
|
6.99K
$1.8M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-6.12K- 6.1% |
$764K - $880K
|
94.2K
$24.2M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.18K- 1.51% |
$772K - $889K
|
404K
$104M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.25K- 2.32% |
$780K - $898K
|
263K
$67.6M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.29K- 3.5% |
$786K - $905K
|
173K
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.33K- 64.18% |
$791K - $910K
|
3.53K
$910K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-6.44K- 20.77% |
$804K - $925K
|
24.5K
$6.32M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.49K- 67.76% |
$811K - $934K
|
3.09K
$795K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.53K- 42.23% |
$816K - $939K
|
8.93K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.68K- 26.27% |
$834K - $960K
|
18.7K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.81K- 6.48% |
$851K - $979K
|
98.3K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.83K- 27.56% |
$853K - $982K
|
17.9K
$4.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.83K- 16.41% |
$853K - $982K
|
34.8K
$8.96M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-6.85K- 2.68% |
$855K - $984K
|
248K
$63.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.85K- 6.89% |
$855K - $985K
|
92.6K
$23.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.89K- 75.48% |
$861K - $991K
|
2.24K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-6.92K- 37.7% |
$864K - $995K
|
11.4K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.95K- 0.95% |
$868K - $999K
|
723K
$186M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-6.95K- 6.88% |
$869K - $1M
|
94.2K
$24.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.99K- 20.77% |
$873K - $1.01M
|
26.7K
$6.86M
|
|
|
May 05, 2023
Q1 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-7K- 19.53% |
$874K - $1.01M
|
28.8K
$7.42M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.05K- 40.79% |
$880K - $1.01M
|
10.2K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-7.08K- 5.43% |
$884K - $1.02M
|
123K
$31.7M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-7.21K- 10.21% |
$900K - $1.04M
|
63.4K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7.22K- 1.91% |
$901K - $1.04M
|
370K
$95.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-7.25K- 35.98% |
$906K - $1.04M
|
12.9K
$3.32M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-7.26K- 5.79% |
$907K - $1.04M
|
118K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.35K- 6.73% |
$918K - $1.06M
|
102K
$26.2M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.38K- 2.52% |
$922K - $1.06M
|
285K
$73.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.39K- 13.13% |
$923K - $1.06M
|
48.9K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.4K- 18.21% |
$925K - $1.06M
|
33.2K
$8.56M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-7.47K- 21.68% |
$932K - $1.07M
|
27K
$6.94M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.48K- 26.68% |
$934K - $1.08M
|
20.6K
$5.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.5K- 78.95% |
$937K - $1.08M
|
2K
$515K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.52K- 27.01% |
$940K - $1.08M
|
20.3K
$5.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7.54K- 84.43% |
$941K - $1.08M
|
1.39K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.57K- 31.77% |
$945K - $1.09M
|
16.3K
$4.18M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-7.75K- 5.0% |
$968K - $1.11M
|
147K
$37.9M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-8.03K- 20.89% |
$1M - $1.16M
|
30.4K
$7.83M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-8.17K- 26.26% |
$1.02M - $1.17M
|
22.9K
$5.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.4K- 3.26% |
$1.05M - $1.21M
|
249K
$64.1M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-8.42K- 10.5% |
$1.05M - $1.21M
|
71.8K
$18.5M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-8.5K- 4.02% |
$1.06M - $1.22M
|
203K
$52.3M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-8.52K- 39.45% |
$1.06M - $1.22M
|
13.1K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.56K- 8.51% |
$1.07M - $1.23M
|
92K
$23.7M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.03K- 5.35% |
$1.13M - $1.3M
|
160K
$41.1M
|
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-9.07K- 13.39% |
$1.13M - $1.3M
|
58.6K
$15.1M
|