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 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.07K+ 33.27% |
$508K - $585K
|
16.3K
$3.86M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 130.39% |
$507K - $584K
|
7.17K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$504K - $580K
|
4.03K
$956K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.01K+ 1.82% |
$501K - $577K
|
224K
$53.2M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
4.01K+ 29.04% |
$501K - $576K
|
17.8K
$4.22M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
4K+ 3.68% |
$499K - $575K
|
113K
$26.7M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$497K - $572K
|
3.98K
$943K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.97K+ 3.16% |
$496K - $571K
|
130K
$30.7M
|
|
|
May 04, 2023
Q1 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
3.96KNew |
$495K - $569K
|
3.96K
$938K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.92K+ 9.51% |
$489K - $563K
|
45.1K
$10.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.91K+ 4.07% |
$488K - $562K
|
99.9K
$23.7M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.9KNew |
$488K - $561K
|
3.9K
$925K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.9K+ 6.49% |
$487K - $560K
|
63.9K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.89K+ 75.84% |
$486K - $560K
|
9.03K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.87K+ 19.16% |
$484K - $557K
|
24.1K
$5.7M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.87K+ 5.96% |
$483K - $556K
|
68.7K
$16.3M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.85K+ 0.85% |
$481K - $554K
|
457K
$108M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.84K+ 0.75% |
$479K - $552K
|
517K
$123M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.83K+ 12.15% |
$479K - $551K
|
35.4K
$8.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.83K+ 4.84% |
$478K - $551K
|
83K
$19.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
3.81K+ 6.95% |
$476K - $548K
|
58.7K
$13.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
3.78K+ 108.53% |
$472K - $544K
|
7.26K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.78K+ 21.67% |
$472K - $544K
|
21.2K
$5.03M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.73K+ 3.04% |
$466K - $537K
|
127K
$30M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.73K+ 0.22% |
$465K - $536K
|
1.73M
$409M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.72K+ 5.82% |
$465K - $536K
|
67.7K
$16M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3.72K+ 10.68% |
$464K - $534K
|
38.5K
$9.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.7K+ 20.07% |
$463K - $532K
|
22.2K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.67K+ 16.06% |
$458K - $528K
|
26.5K
$6.29M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.66K+ 101.92% |
$458K - $527K
|
7.26K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.66K+ 1.5% |
$457K - $526K
|
248K
$58.8M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.66K+ 21.76% |
$457K - $526K
|
20.5K
$4.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.64K+ 8.59% |
$455K - $524K
|
46K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.64KNew |
$454K - $523K
|
3.64K
$861K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
3.62KNew |
$452K - $520K
|
3.62K
$857K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.62K+ 6.83% |
$452K - $520K
|
56.6K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 5.73% |
$447K - $514K
|
66K
$15.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.55K+ 33.82% |
$443K - $510K
|
14K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.53K+ 7.03% |
$440K - $507K
|
53.7K
$12.7M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.52K+ 46.37% |
$439K - $506K
|
11.1K
$2.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.52K+ 8.25% |
$439K - $505K
|
46.1K
$10.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
3.51K+ 0.72% |
$439K - $505K
|
495K
$117M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.51K+ 15.7% |
$438K - $504K
|
25.9K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
3.5K+ 17.5% |
$437K - $503K
|
23.5K
$5.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.49K+ 1.09% |
$436K - $502K
|
325K
$77M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.49K+ 1.15% |
$436K - $502K
|
307K
$72.8M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.49KNew |
$436K - $502K
|
3.49K
$827K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.47K+ 1.66% |
$433K - $499K
|
213K
$50.4M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$433K - $498K
|
3.47K
$821K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.45K+ 1.13% |
$430K - $496K
|
309K
$73.2M
|