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 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.49K+ 64.44% |
$811K - $933K
|
16.6K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.46K+ 26.2% |
$807K - $930K
|
31.1K
$7.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
6.46K+ 3.72% |
$807K - $929K
|
180K
$42.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.4K+ 11.19% |
$800K - $920K
|
63.6K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.37K+ 38.64% |
$796K - $916K
|
22.9K
$5.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.37K+ 7.83% |
$795K - $916K
|
87.7K
$20.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.33K+ 15.21% |
$791K - $911K
|
48K
$11.4M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.29KNew |
$785K - $904K
|
6.29K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.23K+ 1.85% |
$779K - $896K
|
343K
$81.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.22K+ 414.46% |
$777K - $895K
|
7.72K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.21K+ 44.06% |
$776K - $893K
|
20.3K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.21K+ 5.77% |
$775K - $893K
|
114K
$27M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.2K+ 158.48% |
$774K - $891K
|
10.1K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.2KNew |
$774K - $891K
|
6.2K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.18K+ 22.18% |
$772K - $889K
|
34.1K
$8.07M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
6.17K+ 11.03% |
$771K - $888K
|
62.2K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.14KNew |
$767K - $883K
|
6.14K
$1.46M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.13KNew |
$766K - $882K
|
6.13K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6.13K+ 1.61% |
$765K - $881K
|
387K
$91.8M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
6.12K+ 2.94% |
$765K - $880K
|
214K
$50.7M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.09KNew |
$761K - $876K
|
6.09K
$1.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
6.03K+ 0.97% |
$753K - $867K
|
629K
$149M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.02KNew |
$751K - $865K
|
6.02K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.95K+ 5.59% |
$744K - $856K
|
113K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.91KNew |
$738K - $849K
|
5.91K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
5.88K+ 8.23% |
$735K - $846K
|
77.3K
$18.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.79K+ 3.05% |
$723K - $832K
|
195K
$46.3M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5.77K+ 9.74% |
$721K - $830K
|
65.1K
$15.4M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.76K+ 202.11% |
$719K - $828K
|
8.61K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.75KNew |
$719K - $827K
|
5.75K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.71K+ 1.56% |
$713K - $821K
|
371K
$87.9M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5.49K+ 4614.29% |
$686K - $790K
|
5.61K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.48KNew |
$684K - $788K
|
5.48K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.44K+ 1.59% |
$680K - $783K
|
348K
$82.4M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
5.44K+ 2.74% |
$679K - $782K
|
204K
$48.4M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.35KNew |
$668K - $769K
|
5.35K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
5.32K+ 9.87% |
$665K - $766K
|
59.2K
$14M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.3KNew |
$663K - $763K
|
5.3K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.3K+ 21.66% |
$662K - $762K
|
29.7K
$7.05M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.29K+ 25.67% |
$661K - $761K
|
25.9K
$6.14M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
5.24K+ 0.27% |
$655K - $754K
|
1.97M
$468M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5.21K+ 6.71% |
$651K - $750K
|
83K
$19.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.19K+ 284.33% |
$648K - $746K
|
7.01K
$1.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.18KNew |
$647K - $744K
|
5.18K
$1.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.16K+ 10.47% |
$645K - $742K
|
54.4K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.16K+ 7.61% |
$645K - $742K
|
73K
$17.3M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.12K+ 7.18% |
$639K - $736K
|
76.4K
$18.1M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.11K+ 135.68% |
$638K - $735K
|
8.88K
$2.1M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.1K+ 2.39% |
$638K - $734K
|
219K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
5.1K+ 73.91% |
$637K - $733K
|
12K
$2.84M
|