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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-9.07K- 5.03% |
$1.13M - $1.3M
|
171K
$44.1M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.07K- 1.18% |
$1.13M - $1.3M
|
757K
$195M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-9.19K- 6.55% |
$1.15M - $1.32M
|
131K
$33.8M
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-9.22K- 4.77% |
$1.15M - $1.33M
|
184K
$47.3M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.26K- 6.53% |
$1.16M - $1.33M
|
133K
$34.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-9.44K- 36.02% |
$1.18M - $1.36M
|
16.8K
$4.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.45K- 0.41% |
$1.18M - $1.36M
|
2.28M
$586M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9.48K- 4.71% |
$1.18M - $1.36M
|
192K
$49.4M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9.48K- 4.71% |
$1.18M - $1.36M
|
192K
$49.4M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.5K- 2.09% |
$1.19M - $1.37M
|
444K
$114M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-9.53K- 31.32% |
$1.19M - $1.37M
|
20.9K
$5.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-9.61K- 9.75% |
$1.2M - $1.38M
|
89K
$22.9M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-9.64K- 12.88% |
$1.2M - $1.39M
|
65.3K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.76K- 2.85% |
$1.22M - $1.4M
|
332K
$85.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.82K- 1.41% |
$1.23M - $1.41M
|
689K
$177M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-10K- 40.0% |
$1.25M - $1.44M
|
15K
$3.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 18.37% |
$1.26M - $1.45M
|
44.7K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10.1K- 86.98% |
$1.26M - $1.45M
|
1.51K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-10.2K- 14.83% |
$1.27M - $1.46M
|
58.4K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.2K- 1.9% |
$1.27M - $1.47M
|
527K
$136M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-10.2K- 5.67% |
$1.28M - $1.47M
|
170K
$43.8M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-10.3K- 69.37% |
$1.28M - $1.48M
|
4.53K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.3K- 25.76% |
$1.28M - $1.48M
|
29.6K
$7.62M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 7.9% |
$1.3M - $1.5M
|
122K
$31.3M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-10.6K- 1.89% |
$1.32M - $1.52M
|
548K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.6K- 2.22% |
$1.32M - $1.52M
|
466K
$120M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-10.7K- 42.71% |
$1.34M - $1.54M
|
14.4K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
SELL
|
- |
-10.7K- 43.19% |
$1.34M - $1.54M
|
14.1K
$3.64M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.8K- 55.99% |
$1.35M - $1.55M
|
8.48K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10.8K- 7.2% |
$1.35M - $1.55M
|
139K
$35.9M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.8K- 15.61% |
$1.35M - $1.56M
|
58.6K
$15.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-11.2K- 6.16% |
$1.4M - $1.62M
|
171K
$44.1M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-11.3K- 17.42% |
$1.41M - $1.62M
|
53.4K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.3K- 5.36% |
$1.42M - $1.63M
|
200K
$51.5M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-11.4K- 6.31% |
$1.42M - $1.63M
|
169K
$43.4M
|
|
|
May 15, 2023
Q1 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-11.4K- 0.67% |
$1.43M - $1.64M
|
1.7M
$437M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 8.01% |
$1.46M - $1.68M
|
134K
$34.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-11.8K- 75.7% |
$1.47M - $1.69M
|
3.78K
$973K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.8K- 0.9% |
$1.48M - $1.7M
|
1.3M
$334M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.8K- 5.15% |
$1.48M - $1.7M
|
218K
$56.1M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11.8K- 45.1% |
$1.48M - $1.7M
|
14.4K
$3.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-11.9K- 19.6% |
$1.48M - $1.71M
|
48.7K
$12.5M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12K- 3.15% |
$1.5M - $1.72M
|
368K
$94.8M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-12.2K- 0.93% |
$1.52M - $1.75M
|
1.3M
$335M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-12.2K- 2.88% |
$1.52M - $1.75M
|
412K
$106M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-12.2K- 1.04% |
$1.53M - $1.76M
|
1.17M
$301M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3K- 16.14% |
$1.54M - $1.77M
|
63.9K
$16.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-12.4K- 87.75% |
$1.55M - $1.78M
|
1.73K
$445K
|
|
|
May 01, 2023
Q1 2023
|
F
|
SELL
|
- |
-12.4K- 70.14% |
$1.55M - $1.79M
|
5.29K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-12.5K- 14.59% |
$1.57M - $1.8M
|
73.4K
$18.9M
|