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 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.99K+ 5.96% |
$623K - $718K
|
88.8K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.99K+ 5.39% |
$623K - $718K
|
97.5K
$23.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
BUY
|
- |
4.99K+ 151.35% |
$623K - $718K
|
8.29K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.9K+ 93.98% |
$612K - $705K
|
10.1K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.88K+ 7.78% |
$609K - $702K
|
67.6K
$16M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.82K+ 0.96% |
$602K - $693K
|
507K
$120M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
4.81K+ 19.33% |
$600K - $691K
|
29.7K
$7.03M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.8K+ 1.55% |
$599K - $690K
|
313K
$74.3M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.79K+ 1.22% |
$598K - $689K
|
397K
$94.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.77KNew |
$596K - $686K
|
4.77K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.77K+ 96.89% |
$596K - $686K
|
9.69K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.76K+ 0.43% |
$595K - $685K
|
1.1M
$261M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.76K+ 7.16% |
$594K - $684K
|
71.2K
$16.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.73K+ 14.56% |
$591K - $680K
|
37.2K
$8.82M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.71K+ 25.73% |
$589K - $678K
|
23K
$5.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.69KNew |
$586K - $674K
|
4.69K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.69K+ 13.47% |
$585K - $674K
|
39.5K
$9.35M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.66K+ 31.46% |
$582K - $670K
|
19.5K
$4.61M
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
4.65KNew |
$581K - $669K
|
4.65K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.63KNew |
$578K - $666K
|
4.63K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.62K+ 13.39% |
$577K - $664K
|
39.1K
$9.27M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
4.61K+ 20.37% |
$576K - $663K
|
27.2K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.61KNew |
$576K - $663K
|
4.61K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.59K+ 5.9% |
$573K - $659K
|
82.3K
$19.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
4.58KNew |
$572K - $659K
|
4.58K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.57K+ 1.93% |
$571K - $657K
|
241K
$57.1M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.55K+ 11.89% |
$569K - $655K
|
42.9K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4.53K+ 4.39% |
$566K - $652K
|
108K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
4.53K+ 27.16% |
$566K - $652K
|
21.2K
$5.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
4.53K+ 0.29% |
$566K - $652K
|
1.54M
$366M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
4.5K+ 57.17% |
$561K - $646K
|
12.4K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.46K+ 29.86% |
$558K - $642K
|
19.4K
$4.6M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.46K+ 2.68% |
$557K - $641K
|
171K
$40.5M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.45K+ 2.62% |
$556K - $640K
|
175K
$41.4M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 143.63% |
$552K - $635K
|
7.49K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.39K+ 5.02% |
$548K - $631K
|
91.8K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.36K+ 3.2% |
$544K - $627K
|
140K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.29K+ 25.29% |
$536K - $617K
|
21.3K
$5.04M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4.29KNew |
$535K - $616K
|
4.29K
$1.02M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.28K+ 4.51% |
$534K - $615K
|
99K
$23.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.21K+ 28.92% |
$526K - $605K
|
18.8K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.18K+ 12.4% |
$522K - $601K
|
37.9K
$8.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
4.18K+ 12.69% |
$522K - $601K
|
37.1K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.16K+ 3.35% |
$520K - $598K
|
128K
$30.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.13K+ 25.41% |
$516K - $594K
|
20.4K
$4.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.12K+ 14.36% |
$514K - $592K
|
32.8K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.08KNew |
$509K - $586K
|
4.08K
$966K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.08K+ 23.23% |
$509K - $586K
|
21.6K
$5.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.07K+ 6.4% |
$508K - $585K
|
67.7K
$16M
|
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
4.07K+ 2.25% |
$508K - $585K
|
185K
$43.8M
|