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
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.47K
+ 1.66%
$433K - $499K
213K $55.1M
May 15, 2023 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
3.47K
New
$433K - $498K
3.47K $898K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
3.45K
+ 1.13%
$430K - $496K
309K $80M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
3.4K
+ 8.05%
$425K - $489K
45.7K $11.8M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
3.39K
+ 23.12%
$424K - $488K
18.1K $4.68M
May 12, 2023 Q1 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
3.36K
New
$420K - $484K
3.36K $871K
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
3.36K
+ 77.93%
$420K - $483K
7.68K $1.99M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
3.36K
+ 13.9%
$420K - $483K
27.5K $7.13M
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
3.33K
+ 0.77%
$416K - $479K
435K $113M
May 15, 2023 Q1 2023
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
3.32K
+ 9.47%
$415K - $478K
38.4K $9.95M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
3.32K
+ 12.96%
$414K - $477K
28.9K $7.49M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
3.32K
+ 82.71%
$414K - $477K
7.33K $1.9M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
3.31K
New
$413K - $476K
3.31K $857K
Apr 28, 2023 Q1 2023
Triasima Portfolio Management Inc.

BUY
 -
3.31K
+ 15.2%
$413K - $475K
25K $6.49M
May 15, 2023 Q1 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
3.3K
+ 3.82%
$412K - $475K
89.6K $23.2M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
3.29K
+ 10.18%
$411K - $473K
35.6K $9.22M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.28K
+ 3.75%
$410K - $472K
90.8K $23.5M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
3.28K
+ 7.04%
$410K - $472K
49.8K $12.9M
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
3.27K
+ 75.71%
$408K - $470K
7.58K $1.96M
Apr 05, 2023 Q1 2023
In Track Investment Management Inc

BUY
 -
3.24K
+ 90.73%
$404K - $466K
6.81K $1.76M
Apr 26, 2023 Q1 2023
Highview Capital Management LLC

BUY
 -
3.24K
+ 39.9%
$404K - $466K
11.4K $2.94M
May 15, 2023 Q1 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
3.2K
+ 19.38%
$399K - $459K
19.7K $5.1M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
3.18K
+ 2.71%
$397K - $457K
120K $31.1M
May 11, 2023 Q1 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
3.17K
New
$396K - $456K
3.17K $821K
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
3.15K
+ 143.71%
$394K - $453K
5.35K $1.39M
May 15, 2023 Q1 2023
Cipher Capital LP

New York, NY
BUY
 -
3.14K
New
$392K - $451K
3.14K $813K
Apr 26, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
3.12K
+ 24.35%
$390K - $449K
15.9K $4.13M
May 17, 2024 Q1 2023
Cim, LLC

BUY
 -
3.12K
New
$389K - $448K
3.12K $807K
May 02, 2023 Q1 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
3.08K
+ 27.99%
$384K - $442K
14.1K $3.64M
May 10, 2023 Q1 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
3.07K
+ 13.79%
$384K - $442K
25.3K $6.57M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
3.06K
+ 5.26%
$382K - $440K
61.2K $15.8M
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
3.05K
+ 3.61%
$381K - $439K
87.6K $22.7M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
3.03K
New
$378K - $435K
3.03K $784K
May 10, 2023 Q1 2023
Cerro Pacific Wealth Advisors LLC

BUY
 -
3K
+ 26.64%
$375K - $432K
14.3K $3.7M
May 15, 2023 Q1 2023
Continental Advisors LLC

Chicago, IL
BUY
 -
3K
+ 19.82%
$375K - $431K
18.1K $4.7M
Apr 14, 2023 Q1 2023
Bristol John W & CO Inc

BUY
 -
3K
+ 0.29%
$375K - $431K
1.05M $273M
Apr 19, 2023 Q1 2023
Seelaus Asset Management LLC

BUY
 -
3K
+ 183.47%
$374K - $431K
4.63K $1.2M
May 10, 2023 Q1 2023
Isam Funds (Uk) LTD

London, X0
BUY
 -
2.99K
New
$374K - $430K
2.99K $775K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.99K
+ 0.46%
$373K - $430K
649K $168M
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
2.98K
+ 2.88%
$372K - $428K
106K $27.6M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.96K
+ 0.17%
$369K - $425K
1.79M $464M
May 11, 2023 Q1 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
2.95K
+ 5.03%
$368K - $424K
61.6K $16M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
2.93K
New
$365K - $421K
2.93K $758K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
2.92K
+ 16.79%
$364K - $419K
20.3K $5.25M
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
2.91K
+ 0.6%
$363K - $418K
491K $127M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
2.87K
+ 4.01%
$359K - $413K
74.5K $19.3M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
2.86K
+ 0.37%
$357K - $411K
767K $199M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
2.84K
New
$354K - $408K
2.84K $734K
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
2.83K
+ 38.67%
$353K - $406K
10.1K $2.62M

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