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 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
2.86K
+ 0.37%
$357K - $411K
767K $217M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
2.84K
New
$354K - $408K
2.84K $803K
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
2.83K
+ 38.67%
$353K - $406K
10.1K $2.87M
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
2.82K
New
$352K - $405K
2.82K $798K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
2.81K
+ 2.22%
$351K - $404K
129K $36.6M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
2.81K
New
$351K - $404K
2.81K $795K
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
2.81K
+ 79.78%
$350K - $403K
6.32K $1.79M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
2.8K
+ 6.46%
$349K - $402K
46K $13M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
2.79K
+ 2.02%
$348K - $401K
141K $39.9M
May 03, 2023 Q1 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
2.78K
+ 29.43%
$347K - $400K
12.2K $3.46M
Apr 25, 2023 Q1 2023
Silver Lake Advisory, LLC

BUY
 -
2.71K
New
$338K - $389K
2.71K $767K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
2.7K
+ 7.76%
$337K - $388K
37.5K $10.6M
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
2.7K
+ 32.46%
$337K - $388K
11K $3.12M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.67K
+ 0.58%
$334K - $384K
462K $131M
May 12, 2023 Q1 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
2.65K
New
$331K - $381K
2.65K $750K
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
2.64K
+ 5.27%
$329K - $379K
52.6K $14.9M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
2.64K
+ 902.74%
$329K - $379K
2.93K $829K
Apr 21, 2023 Q1 2023
James Hambro & Partners

BUY
 -
2.61K
+ 0.35%
$327K - $376K
743K $210M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
2.61K
+ 11.02%
$326K - $376K
26.3K $7.45M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
2.61K
+ 56.84%
$326K - $375K
7.19K $2.04M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
2.61K
+ 2.98%
$325K - $375K
90K $25.5M
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.6K
+ 0.27%
$325K - $374K
970K $275M
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
2.59K
+ 3649.3%
$324K - $373K
2.66K $754K
May 11, 2023 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
2.59K
+ 86.72%
$323K - $372K
5.57K $1.58M
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
2.58K
+ 122.71%
$322K - $371K
4.68K $1.32M
Apr 21, 2023 Q1 2023
Bnc Wealth Management, LLC

BUY
 -
2.57K
+ 9.54%
$321K - $370K
29.5K $8.37M
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
2.54K
+ 8.53%
$318K - $366K
32.3K $9.16M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
2.53K
+ 2.05%
$316K - $364K
126K $35.7M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
2.53K
+ 7.62%
$316K - $363K
35.7K $10.1M
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.52K
+ 13.96%
$315K - $362K
20.6K $5.82M
Apr 18, 2023 Q1 2023
Market Street Wealth Management Advisors LLC

BUY
 -
2.51K
+ 121.57%
$314K - $362K
4.58K $1.3M
Apr 14, 2023 Q1 2023
Beech Hill Advisors, Inc.

BUY
 -
2.5K
+ 12.33%
$313K - $360K
22.8K $6.46M
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.49K
+ 7.55%
$311K - $358K
35.5K $10.1M
May 12, 2023 Q1 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
2.49K
+ 0.3%
$311K - $358K
833K $236M
Apr 10, 2023 Q1 2023
Thomasville National Bank

BUY
 -
2.44K
+ 1.24%
$305K - $351K
199K $56.5M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.43K
+ 9.47%
$304K - $349K
28.1K $7.95M
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2.43K
+ 14.02%
$303K - $349K
19.7K $5.59M
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.43K
+ 65.79%
$303K - $349K
6.12K $1.73M
May 01, 2023 Q1 2023
Heritage Investors Management Corp

BUY
 -
2.42K
+ 1.02%
$302K - $348K
239K $67.8M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
2.41K
+ 4.34%
$301K - $347K
58K $16.4M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.41K
+ 12.45%
$301K - $347K
21.8K $6.17M
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
2.41K
+ 18.71%
$301K - $346K
15.3K $4.33M
Apr 18, 2023 Q1 2023
J2 Capital Management Inc

BUY
 -
2.4K
New
$300K - $345K
2.4K $680K
May 10, 2023 Q1 2023
Innovis Asset Management LLC

Chicago, IL
BUY
 -
2.4K
+ 36.88%
$300K - $345K
8.91K $2.52M
May 15, 2023 Q1 2023
Fjarde Ap Fonden

BUY
 -
2.4K
+ 0.5%
$300K - $345K
486K $138M
May 15, 2023 Q1 2023
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
2.4K
New
$300K - $345K
2.4K $680K
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
2.38K
+ 7.09%
$297K - $342K
35.9K $10.2M
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2.37K
+ 3.2%
$296K - $341K
76.5K $21.7M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.37K
+ 2.95%
$296K - $341K
82.6K $23.4M

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