Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
434
+ 4.38%
$54.2K - $62.4K
10.3K $3M
Apr 27, 2023 Q1 2023
Baugh & Associates, LLC

BUY
 -
434
+ 1.21%
$54.2K - $62.4K
36.3K $10.5M
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
434
+ 11.09%
$54.2K - $62.4K
4.35K $1.26M
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
429
+ 4.54%
$53.6K - $61.7K
9.88K $2.86M
May 03, 2023 Q1 2023
America First Investment Advisors, LLC

BUY
 -
429
+ 20.43%
$53.6K - $61.7K
2.53K $733K
May 10, 2023 Q1 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
429
+ 0.95%
$53.6K - $61.7K
45.6K $13.2M
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
427
+ 8.05%
$53.3K - $61.4K
5.73K $1.66M
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
426
+ 5.33%
$53.2K - $61.3K
8.43K $2.44M
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
425
+ 19.49%
$53.1K - $61.1K
2.61K $755K
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
425
+ 9.58%
$53.1K - $61.1K
4.86K $1.41M
Apr 19, 2023 Q1 2023
True Wealth Advisors, LLC

BUY
 -
416
+ 11.07%
$52K - $59.8K
4.18K $1.21M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
415
+ 0.72%
$51.8K - $59.7K
57.8K $16.7M
May 08, 2023 Q1 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
415
+ 3.23%
$51.8K - $59.7K
13.3K $3.84M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
414
+ 4.11%
$51.7K - $59.5K
10.5K $3.04M
May 03, 2023 Q1 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
414
+ 0.85%
$51.7K - $59.5K
49K $14.2M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
412
+ 3.05%
$51.5K - $59.2K
13.9K $4.04M
Apr 24, 2024 Q1 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
412
+ 4.32%
$51.5K - $59.2K
9.95K $2.88M
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
411
+ 26.46%
$51.3K - $59.1K
1.96K $569K
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
407
+ 0.1%
$50.8K - $58.5K
401K $116M
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
405
+ 11.0%
$50.6K - $58.2K
4.09K $1.18M
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
401
+ 10.71%
$50.1K - $57.7K
4.14K $1.2M
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
400
+ 1.65%
$50K - $57.5K
24.6K $7.14M
May 10, 2023 Q1 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
400
+ 3.7%
$50K - $57.5K
11.2K $3.25M
May 15, 2023 Q1 2023
One68 Global Capital, LLC

New York, NY
BUY
 -
400
New
$50K - $57.5K
400 $116K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
399
+ 0.72%
$49.8K - $57.4K
55.4K $16.1M
Apr 26, 2023 Q1 2023
Cubic Asset Management, LLC

BUY
 -
398
+ 5.48%
$49.7K - $57.2K
7.66K $2.22M
Apr 24, 2023 Q1 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
395
+ 2.21%
$49.3K - $56.8K
18.2K $5.29M
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
395
+ 3.77%
$49.3K - $56.8K
10.9K $3.15M
Apr 18, 2023 Q1 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
391
+ 12.06%
$48.8K - $56.2K
3.63K $1.05M
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
390
+ 1.47%
$48.7K - $56.1K
26.9K $7.78M
Feb 13, 2025 Q1 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
390
+ 2.17%
$48.7K - $56.1K
18.4K $5.33M
May 15, 2023 Q1 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
385
+ 5.81%
$48.1K - $55.4K
7.01K $2.03M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
383
+ 5.56%
$47.8K - $55.1K
7.28K $2.11M
May 05, 2023 Q1 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
383
+ 1.34%
$47.8K - $55.1K
29.1K $8.42M
Apr 11, 2023 Q1 2023
Stolper CO

BUY
 -
382
+ 0.64%
$47.7K - $54.9K
60K $17.4M
May 05, 2023 Q1 2023
Gilbert & Cook, Inc.

BUY
 -
382
+ 4.11%
$47.7K - $54.9K
9.67K $2.8M
May 15, 2023 Q1 2023
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
381
+ 3.99%
$47.6K - $54.8K
9.93K $2.88M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
379
+ 3.95%
$47.3K - $54.5K
9.98K $2.89M
May 04, 2023 Q1 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
379
+ 12.27%
$47.3K - $54.5K
3.47K $1.01M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
378
+ 1.36%
$47.2K - $54.4K
28.2K $8.18M
May 11, 2023 Q1 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
378
+ 1.95%
$47.2K - $54.4K
19.8K $5.73M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
377
+ 1.02%
$47.1K - $54.2K
37.2K $10.8M
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
BUY
 -
376
+ 1.28%
$47K - $54.1K
29.7K $8.61M
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
372
+ 8.46%
$46.5K - $53.5K
4.77K $1.38M
Apr 19, 2023 Q1 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
371
+ 12.36%
$46.3K - $53.3K
3.37K $978K
May 11, 2023 Q1 2023
Benedict Financial Advisors Inc

BUY
 -
369
+ 2.69%
$46.1K - $53.1K
14.1K $4.09M
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
369
+ 9.33%
$46.1K - $53.1K
4.32K $1.25M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
369
+ 23.08%
$46.1K - $53.1K
1.97K $571K
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
368
+ 6.85%
$46K - $52.9K
5.74K $1.66M

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